November 19, 2024 4:50 pm.

Salesforce Data Cloud (formerly known as Salesforce Customer Data Platform or CDP) is a platform designed to help companies unify, organize, and analyze customer data in real-time.  When a customer browses the retailer’s website or app, Salesforce Data Cloud tracks their behavior in real-time (e.g., viewed products, items added to the cart).
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At Teksmart, we help transform your business by identifying patterns, such as products customers frequently viewed but haven’t purchased or categories they’re interested in (like sportswear or casual clothing).

1. Data Ingestion and Unification

Salesforce Data Cloud aggregates data from various sources—website interactions, mobile app usage, email engagement, social media, point-of-sale systems in stores, and customer service interactions.
The platform then consolidates these data points to create a single, 360-degree view of each customer. This unified profile is continuously updated as new data arrives in real-time, providing the most accurate, up-to-date information on each customer’s preferences and behaviors

2. Real-Time Behavior Tracking

When a customer browses the retailer’s website or app, Salesforce Data Cloud tracks their behavior in real-time (e.g., viewed products, items added to the cart).It identifies patterns, such as products they’ve frequently viewed but haven’t purchased or categories they’re interested in (like sportswear or casual clothing).

3. Personalized Recommendations and Offers

Based on real-time insights, the platform generates personalized recommendations or offers instantly. For example, if a customer adds a jacket to their cart but hasn’t checked out, Salesforce Data Cloud can trigger an offer (like 10% off) via email or app notification to encourage the purchase.If the customer then enters a physical store, Data Cloud can also notify store associates, who can offer tailored recommendations or upsell related products in person.

4. Seamless Cross-Channel Experiences

If the customer abandons the cart online and later walks into a store, Salesforce Data Cloud ensures that their online actions are reflected in-store. Store associates can see what the customer had in their online cart and suggest similar or complementary products, creating a seamless omnichannel experience.

5. Real-Time Analytics for Future Campaigns

Using machine learning and AI in Salesforce Data Cloud, the retailer can predict what types of promotions or product lines are likely to be successful with specific customer segments. The brand can run targeted marketing campaigns based on real-time insights, optimizing future customer engagement strategies for better returns. Salesforce allows for real-time tracking of patient progress and treatment outcomes. This capability is particularly important in cell and gene therapy, where monitoring is essential for ensuring safety and efficacy. With customizable dashboards and reporting tools, healthcare providers can easily visualize patient data and make informed decisions based on real-time insights.

Salesforce Data Cloud Tools in Action

Data Cloud for Marketing: Enables personalized marketing with real-time segmentation, so messages and offers can be tailored based on live customer interactions.
AI and Analytics: Leverages AI to make real-time predictions, automate responses, and analyze customer trends. Tools like Einstein AI within Salesforce use predictive analytics to suggest actions that align with customer intent.
Customer 360 Audiences: Provides the central hub for all customer data, enabling a single source of truth and unifying customer profiles across touchpoints.