THE IMPORTANCE OF A UNIFIED CLIENT PROFILE

Publish date:

• 31st May, 2023

"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?

1. Brands are using a range of tech tools, systems, and apps to improve processes and flows

2. As per the survey, only 30% of these tech tools are connected

3. 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

4. Engagement with clients is impersonal, irrelevant, and outdated

5. Reduced connect means fewer sales etc. Confirmed by a Salesforce implementation services provider.

6. 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:

1. Personalised and meaningful engagement with clients

2. Access to valuable insights

3. Take remedial actions, strategies, and campaigns

4. Clarity on each client’s persona and history

5. 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.

Also Read: SMEs WOW CLIENTS WITH BUSINESS AUTOMATION

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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.