You either have Salesforce, or know of it. Chances are, you’ve heard the buzz about Salesforce Data Cloud – but do you know what you need to leverage it to connect, unify, and standardize your data across Salesforce applications and third-party cloud services?
As Salesforce evolves into a fully interconnected data platform, the possibilities for scaling up your sales, marketing, and service efforts become endless. But what are the concrete steps and insights that you need to ensure that you’re maximizing Salesforce Data Cloud’s potential as a customer data platform?
What Salesforce Data Cloud is and what it can be
Salesforce Data Cloud is more than just an updated version of Salesforce CDP. It is a comprehensive data platform that enables you to gain a true 360-degree view of your customer base and deliver highly personalized engagement at scale. One way to leverage Salesforce Data Cloud is through accelerated queries with a business intelligence tool like Tableau.
With Tableau, you can easily integrate your Salesforce data with your existing business intelligence systems and dashboards. This enables your teams to gain quick, visualized insights into your customer and business data, as well as make data-driven decisions that can improve your overall business performance by considering data sets across the entire business.
What Salesforce Data Cloud does with the right data tool
Another function of Salesforce Data Cloud is the open data platform, including data consolidation with Snowflake. The zero-copy integration efficiently enables you to unify your data and processes across Salesforce and other cloud services, such as AWS and GCP, without creating duplicates. This means that you can scale up your data processing and analytics capabilities without worrying about data inconsistency or management overhead. By combining Snowflake and Salesforce Data Cloud, you can also leverage AI and machine learning algorithms to extract insights from your data, such as customer segmentation, sentiment analysis, and predictive analytics, to inform your next business move.
In addition to AI and machine learning, Salesforce Data Cloud also supports calculated insights. Calculated insights enable you to build custom metrics and KPIs that fit your business context and data. This empowers you to measure your business outcomes more accurately and effectively, and to track your progress towards your organization’s specific goals.
Salesforce Data Cloud, like any data platform worth its salt, leverages automation to increase efficiency and accuracy within your data and operations processes. You can save time and resources by automating your data tasks and workflows, such as data cleaning, data normalization, and data enrichment. This leads to more consistency and accuracy in your data, which can help you make better decisions and execute more effective campaigns. It also gives you back time that would otherwise be spent on tedious manual processes.
The Path to Success
Unleashing the power of Salesforce Data Cloud requires a strategic approach that includes overall alignment with your enterprise data strategy. Some of the most valuable data in the organization resides in the Salesforce platform, and being able to effectively access it and use it to drive competitive advantage is a path to increasing revenue and profitability. This is where many companies stumble. Assessing your current CRM, data and other tech capabilities and determining the most efficient path forward requires time, resources, and expertise.
The Spaulding Ridge approach is simple, yet powerful – start with the end in mind. We explore what insights you are looking to gain and align them to the technologies needed to execute. Our team will design, build and implement a data and CRM architecture customized to your organization’s needs, and implement it with minimal interruption, while you continue to do what your business does best.
To discuss the possibilities for your business’ data and CRM operations, contact Jeff Radtke or visit our data solutions webpage.
Managing Partner, Spaulding Ridge
About the Author
Jeff leads Spaulding Ridge’s customer lifecycle service line within their Revenue Excellence practice, expanding and scaling this service line to serve a broader range of client needs.