How Salesforce Customer 360 Can Grow Your Business

Salesforce is a popular user-friendly cloud CRM software for small and medium businesses that want to manage their sales processes. The Salesforce Customer Center is where your team can work together to help customers in your organization. Users can create an account, sign in, and begin working on custom dashboards, reports, workflow activities, and more. When you’re ready to grow your business with new users and expand your team using roles, departments, accounts, and contacts as organizational units (OUs), you need a better way to manage this growth. Our salesforce integration services can help in Salesforce Customer 360, an intuitive solution that enables users to scale their business more as they add more users, roles, and managers so that everyone who needs access can access it anytime.

What is Salesforce Customer 360?

Customer 360 is a Salesforce solution that helps companies manage their entire customer lifecycle. It includes Sales Cloud, Service Cloud, Marketing Cloud, and Einstein. While Sales Cloud and Service Cloud are always available, other solutions in the solution suite will be added or removed based on your needs. You can create, manage, and track relationships with customers, prospects, and other external parties such as suppliers, partners, and affiliates. With Einstein, you can create customer journeys and use Artificial Intelligence to recommend marketing strategies and improve your customer engagement in the pipeline.

Key Features of Salesforce 360

Monitor and manage access: Organizations can quickly create and control user access. You can monitor usage across the Salesforce ecosystem and track who has access to specific data. You can also manage all access with granular access controls that let users view and edit data but block them from creating new records.

Track compliance and measure marketing ROI: Salesforce offers tools that help users manage compliance with GDPR and other regulations. Organizations can track customer interactions, find the right person for each exchange, or track the path of abandonment within Salesforce.

Track data sources and consolidate data: Customers can create a centralized data repository. Whether it’s marketing data, service data, or other data hosted by other systems, Salesforce can help you centralize and share it across your organization.

Track customer service engagements: You can use Salesforce to help track customer service engagements. You can use the data for forecasting, customer personas, and more.

AI optimization: Artificial intelligence makes it simpler for companies to understand consumer behavior to build better customer relationships in the future. For example, it examines ad clicks, recent product purchases, and accumulated customer data to provide recommendations.

Integrate with third-party tools: Customers can open documents created through other means, such as Microsoft Excel, Google Sheets, and more.

Enhanced Audience Segmentation: With an enhanced version of audience segmentation, companies may now take advantage of data collection and management on a segmentation basis. Different departments of organizations may now utilize data of a specific gender, age, demographic area, customers with purchasing habits, and more. It makes it simpler for organizations to develop strategies aligned with the data.

Also Read: The Key Benefits Of Salesforce Integration with Business Apps

Benefits of Salesforce Customer 360

Improves ROI and Gives You More Revenue — Salesforce gives your team visibility into the activities that drive revenue and increase the probability of making a sale. With this visibility, you can focus on the activities and roles that provide the most value and take a more strategic part in your sales efforts.

Streamlines Processes and Makes Lifecycle Management Easy — Salesforce Customer 360 makes managing the lifecycle of your customers and prospects easy. You can see all their activities in the Sales Cloud and Service Cloud and tie them to contacts, lead information, and other information in Marketing Cloud.

Prepares Your Organization for the Future — With Salesforce Customer 360, you can prepare your organization by assigning roles and managing access, plans, and contracts. You can also see how customers on contracts are performing, which can help you make more informed decisions.

Automates Workflows and Saves Time — Salesforce Customer 360 helps you automate workflows and processes. You can create rules and trigger actions, which can help your team get work done more quickly.

How will Salesforce Customer 360 grow your business?

Customers want to hear what you say, so you must communicate strategically. You can use Salesforce Customer 360 to help you with this. With Salesforce Customer 360, you can create a customer profile and see their customizations. You can also see how many contacts have been assigned to that customer. You can create an account for a partner, customer, or prospect and manage their relationship and communication with your team.

Improve Your Business ROI with Salesforce

You can see how each customer fits into the sales process and determine how to communicate with them more effectively. You can also manage contracts, plans, and access to help with the financial risks associated with these agreements. With Salesforce Customer 360, you can see each customer’s revenue potential and impact. With Salesforce Customer 360, you can see how your sales process is affected by the number of new customers, revenue, revenue impact, and more.

Also Read: Major Benefits Of Top Salesforce Consulting Partners

Use Cases of Salesforce 360

Automate Sales Processes: With Salesforce Customer 360, you can automate workflows to save time and improve the efficiency of your business processes. You can create rules to trigger actions, create campaigns, and follow up with leads with the push of a button. Salesforce Customer 360 allows you to automate your sales process to improve efficiency and streamline your workflow.

Predict Customer Engagement: With Salesforce Customer 360, you can use Artificial Intelligence to help you predict customer engagement. You can create different customer journeys and use Einstein to recommend marketing strategies to help you engage your customers in the best way possible.

Manage Your Contract Risk: With Salesforce Customer 360, you can see how each customer performs, which helps you manage your contract risk. You can also see how much revenue each customer generates, which can help you manage your revenue expectations.

Create Personas and Use Metrics: With Salesforce Customer 360, you can create personas and metrics to create user stories, prioritize user stories, and improve your team’s engagement. You can create personas, create user stories, and use metrics to track the work that needs to be done and identify what needs the most attention.

Conclusion

Customers are the lifeblood of your business. Once they are hooked, they are likely to buy from you again and again. It would help if you communicated strategically with them and welcomed them into your business. GetOnCRM is Salesforce silver consulting partner having professional experience in optimizing business processes with Salesforce CRM. With Salesforce Customer 360, you can see how customers fit into your sales process and how they will impact your revenue. You can also manage contracts, plans, and access to help with the financial risks associated with these agreements. With Salesforce Customer 360, you can see each customer’s revenue potential and impact, automate workflows, and save time.