At Connections '19, Salesforce extended the capabilities of Customer 360 to include an enterprise-grade customer data management and activation platform to build a unified profile of each customer and deliver hyper-personalized engagement across marketing, commerce, service, and beyond. To read about those capabilities, read this blog post.
Every company wants to deliver connected customer experiences across channels and departments. These experiences need to span siloed organizations, processes and infrastructure across marketing, commerce, sales and service.
For customers of Salesforce B2B products, all information is in one place, in a single data model for marketing, sales, B2B commerce and service. This makes it easy for a marketer to see how their campaigns turn into leads, opportunities, pipeline, and sales. A sales rep can see support cases before they go into a meeting. Support reps can see open sales opportunities. Customer account hierarchies and contact relationships enable even deeper visibility.
Sales Cloud, Service Cloud, Pardot, B2B Commerce, CPQ, Community Cloud, Health Cloud, Financial Services and Lightning Platform all use the same data model, called Standard and Custom Objects. Not only do they work together, the data is also available in Einstein Analytics and the Salesforce Mobile app.
In the world of B2C, Amazon defined connected, cross-channel experiences. You get product recommendations on the website and mobile app. After you order something, you get emails and SMS messages, confirming your order, giving you shipping updates and cross selling related products. If you have a support issue, you can create a case and an agent will have all of the context they need to quickly solve your issue. They have blurred the lines between Commerce, Marketing and Service. Amazon created these experiences with an army of engineers. But traditional retail, CPG, banking, government agency or pharma companies struggle to deliver this type of experience.
Salesforce has leading apps for B2C engagement across Marketing, Commerce, and Service:
Marketing Cloud is tied for #1 in Market Share according to IDC
Commerce Cloud, the #1 Commerce App, according to Forrester
Service Cloud, is the #1 Service App, according to Gartner
By themselves, they are great. But rolling out cross-channel use cases can still be challenging.
In Sales and Service Cloud, B2C customer records are represented as Person Accounts Objects. In Marketing Cloud Email & Mobile Studio (f.k.a ExactTarget) subscriber tables are called Data Extensions. In Commerce Cloud (f.k.a. Demandware) customer tables are called Customer Records. It's up to the system architect to tie them together, resolve multiple records of the same customer across systems, and then roll out connected experiences.
Salesforce Customer 360 is a new cross-cloud technology initiative that makes our B2C Marketing, Commerce, and Service products work better together.
With Customer 360, administrators register their various instances of Marketing Cloud, Commerce Cloud, and Service Cloud.
The Salesforce app, platform and industry solution teams are building out-of-the-box, cross-cloud features and experiences that use Customer 360. For example...
Service Cloud Agent Console will include a reconciled customer profile, Commerce Cloud order, and shopping cart data, and the ability to order on behalf of a customer, all powered by Customer 360.
Our immediate focus is on improving the experience within the B2C side of our solutions. However, it's important to state that this isn't our whole goal for Salesforce Customer 360. Many Salesforce implementations on the B2B side, especially those with multi-org deployments, could be improved with Customer 360. That's an area that we'll tackle in future blog posts. We’ll also look at how data is kept clean across all of these environments; and how this affects partners and systems integrators.
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