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"We see our customers as invited guests to a party, and we are the hosts. It's our job to make the customer experience a little bit better." – Quote by Jeff Bezos, Founder of Amazon
A unified customer profile is a repository that provides businesses with a detailed view of every user (visitors, clients, leads & subscribers) collated from all interactions, web or otherwise, over time with the business concerned. A unified/solo view of every client state as a Salesforce implementation services provider. All client information collected through different mediums and streams is available in real-time & valuable insights are at hand. Data is being received every minute and converted into usable material, the minute it’s received in a company.
Why is there a need for a unified client profile?
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Brands are using a range of tech tools, systems, and apps to improve processes and flows
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As per the survey, only 30% of these tech tools are connected
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This silo system means there is no detailed data to obtain reports & insights that can be used to take remedial actions and future strategies for company consolidation & growth
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Engagement with clients is impersonal, irrelevant, and outdated
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Reduced connect means fewer sales etc. Confirmed by a Salesforce implementation services provider.
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Loss of business to rival companies and stagnation is the result reveals a Salesforce implementation services provider
How do you begin the journey of a unified client profile?
Begin the process by linking all the information sources — marketing, sales, service, and so on. How? Mulesoft combines APIs, cloud-based integration principles, and RPA to get information from different sources. Next onboard a good customer relationship management (CRM) system states a Salesforce implementation services provider. Through this, all apps used in a team/company are linked thus giving you deeper insights into each lead & client and their engagement with the business. Third, park the volume of information in a data lake. A linked CRM system that links smoothly to a data lake parks & sorts the data and sends important data into the client’s profile.
The importance of a unified client profile is because:
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Personalised and meaningful engagement with clients
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Access to valuable insights
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Take remedial actions, strategies, and campaigns
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Clarity on each client’s persona and history
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Connect deeper and convert clients into loyal brand ambassadors
Mr. Mohit Sharma, Delivery Lead at Codleo Consulting - Salesforce implementation services provider when interviewed for this blog said “Data that is disconnected can be a terrible thing for businesses. It just creates fall impressions and doesn’t help in revamping strategy, flows, tasks, and processes. Everyone should realise the value that comes with a unified client profile. It’s a game changer for the way businesses market, sell, and service clients.”
Codleo is a leading Salesforce implementation services provider. For more information on Salesforce implementation services, contact us via email or phone.
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About the Author
Arun Jangra
Arun is a 5x Salesforce certified Developer with an overall work experience of 9 years. He is very organised and uses his skill set & knowledge to deliver out-of-box solutions.
