How to Use Customer 360

How to Use Customer 360

April 3, 2024
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Author: Big Y

Table of Contents

1. Introduction

2. Salesforce Customer 360: Uniting Teams on One CRM Platform

- 2.1 Seamless Customer Experiences

- 2.2 Benefits for Regional Grocery Stores

- 2.3 Benefits for Global Snack Food Companies

3. Marketing Department: Visualizing Data and Targeting Consumers

- 3.1 Using Tableau for Data Visualization

- 3.2 Identifying Demand for Healthy Snacks

- 3.3 Personalized Email Journeys

4. Commerce Team: Creating Dynamic Shopping Experiences

- 4.1 Easily Publishable Shopping Experiences

- 4.2 Scaling Business with Connected Commerce

- 4.3 AI Recommendations for Order Quantities

5. Sales Department: Building Relationships and Capturing Notes

- 5.1 Special Marketing Offers and Promotions

- 5.2 Capturing Sales Notes Anywhere

- 5.3 Connecting Purchasing Data and Inventory

6. Customer Service: Providing Support and Assistance

- 6.1 Helpful Marketing Tips and Order Updates

- 6.2 Real-Time Customer History Updates

- 6.3 Free Courses on Trailhead for Business Growth

7. Conclusion

8. Highlights

9. FAQ

Salesforce Customer 360: Uniting Teams on One CRM Platform

Salesforce Customer 360 is a comprehensive portfolio of technology that brings together your teams on one CRM platform, enabling seamless customer experiences. Whether you're a regional grocery store chain owner like Ben or a global snack food company like Alpine Brands, Customer 360 can help you grow your business by leveraging the power of technology and data.

1. Introduction

In today's digital age, businesses need to adapt and connect with their customers from anywhere. Salesforce Customer 360 offers a solution by providing a unified platform that integrates various departments and processes, allowing companies to create personalized and efficient customer experiences.

2. Salesforce Customer 360: Uniting Teams on One CRM Platform

2.1 Seamless Customer Experiences

With Salesforce Customer 360, companies can unite their teams on one CRM platform, enabling them to collaborate and share information seamlessly. This integration eliminates silos and ensures that everyone in the organization has access to the same customer data, providing a holistic view of the customer journey.

2.2 Benefits for Regional Grocery Stores

For regional grocery store chains like Ben's, Customer 360 offers numerous benefits. The marketing department can leverage tools like Tableau to visualize data and identify trends in consumer demand. By running targeted social and digital ads, they can reach consumers in specific markets and personalize their email journeys. This helps Ben sell more snacks and grow his business.

2.3 Benefits for Global Snack Food Companies

Alpine Brands, a global snack food company, also benefits from Customer 360. The commerce team can create dynamic shopping experiences that are easily published across various channels, allowing Alpine to scale its business. The integration between commerce, marketing, and sales enables Ben to place orders on a personalized site, with AI recommendations for quantities, making the ordering process effortless.

3. Marketing Department: Visualizing Data and Targeting Consumers

The marketing department plays a crucial role in leveraging Customer 360 to drive sales and customer engagement.

3.1 Using Tableau for Data Visualization

Tableau, a powerful data visualization tool, empowers the marketing team to analyze and visualize data effectively. By spotting demand for healthy snacks in new cities, they can tailor their marketing strategies accordingly.

3.2 Identifying Demand for Healthy Snacks

The marketing team segments their list of retailers to identify stores like Ben's that will benefit the most from promoting healthy snacks. This targeted approach ensures that marketing efforts are focused on the right audience, maximizing the return on investment.

3.3 Personalized Email Journeys

By bringing retailers like Ben into personalized email journeys, the marketing team can nurture relationships and provide tailored offers. This personalized approach increases the chances of conversion and customer loyalty.

4. Commerce Team: Creating Dynamic Shopping Experiences

The commerce team utilizes Customer 360 to create dynamic shopping experiences that drive sales and enhance the customer journey.

4.1 Easily Publishable Shopping Experiences

With Customer 360, the commerce team can create shopping experiences that are easily published across various channels, including websites and mobile apps. This omnichannel approach ensures that customers can shop conveniently, regardless of their preferred platform.

4.2 Scaling Business with Connected Commerce

The integration between commerce, marketing, and sales allows Ben to do all his ordering on a personalized site. This connected commerce approach streamlines the ordering process and enables Alpine Brands to scale its business efficiently.

4.3 AI Recommendations for Order Quantities

Customer 360 leverages AI to recommend quantities for Ben's stores, making the ordering process a no-brainer. By analyzing historical data and market trends, the system suggests optimal quantities, reducing the risk of overstocking or understocking.

5. Sales Department: Building Relationships and Capturing Notes

The sales department plays a crucial role in building relationships with customers and capturing important information.

5.1 Special Marketing Offers and Promotions

When Ben places an order, the sales team is alerted and can reach out to him with special marketing offers and promotions. This personalized approach strengthens the relationship between Alpine Brands and Ben's grocery store.

5.2 Capturing Sales Notes Anywhere

Salesforce Customer 360 enables sales representatives to capture notes from anywhere, ensuring that important information is not lost. This flexibility allows sales reps to provide personalized service and follow up on customer requests promptly.

5.3 Connecting Purchasing Data and Inventory

Customer 360 connects purchasing data to the inventory system using MuleSoft, an integration platform. This integration ensures that the business remains connected, and inventory levels are updated in real-time, preventing stockouts or excess inventory.

6. Customer Service: Providing Support and Assistance

Customer service plays a vital role in ensuring customer satisfaction and providing support throughout the customer journey.

6.1 Helpful Marketing Tips and Order Updates

Customer service agents can provide helpful marketing tips to Ben, ensuring he maximizes the impact of promotional materials. They can also update order quantities and connect spend directly with a customer service agent, streamlining the process.

6.2 Real-Time Customer History Updates

Customer service agents have access to real-time customer history, allowing them to provide personalized assistance. This knowledge helps them address customer inquiries efficiently and offer tailored solutions.

6.3 Free Courses on Trailhead for Business Growth

To support Ben's business growth, Customer 360 directs him to Trailhead, where he can access free courses. These courses help him stay updated with the latest business practices and enhance his skills.

7. Conclusion

Salesforce Customer 360 empowers businesses like Ben's regional grocery store chain and Alpine Brands to create seamless customer experiences. By uniting teams on one CRM platform, companies can leverage data, automation, and personalized marketing strategies to grow their businesses and build strong customer relationships.

8. Highlights

- Salesforce Customer 360 unites teams on one CRM platform for seamless customer experiences.

- Regional grocery stores benefit from targeted marketing and personalized email journeys.

- Global snack food companies can scale their business with connected commerce and AI recommendations.

- Sales teams can capture notes and build relationships with customers.

- Customer service agents provide support and assistance with real-time customer history updates.

- Free courses on Trailhead help businesses stay on track and grow.

9. FAQ

**Q: How does Salesforce Customer 360 benefit regional grocery stores?**

A: Salesforce Customer 360 enables regional grocery stores to leverage targeted marketing, personalized email journeys, and AI recommendations for order quantities, helping them sell more snacks and grow their businesses.

**Q: Can Customer 360 help global snack food companies scale their business?**

A: Yes, Customer 360 allows global snack food companies to create dynamic shopping experiences, easily publishable across various channels. The integration between commerce, marketing, and sales streamlines the ordering process and enables efficient business scaling.

**Q: How does Customer 360 support customer service efforts?**

A: Customer 360 provides customer service agents with real-time customer history updates, allowing them to offer personalized assistance. It also directs customers to free courses on Trailhead for business growth.

**Q: Where can I learn more about AI Chatbot?**

A: If you're interested in AI Chatbot, you can learn more about it [here](https://www.voc.ai/product/ai-chatbot). This AI chatbot can automatically reduce a large amount of work on customer services, making it a valuable tool for businesses.

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