#salesforce CDP implementation

[fexleservices]

Don’t Let Fragmented Customer Data Upset Your Online Sales – Salesforce CDP implementation

Struggling to understand your online shoppers?

Salesforce CDP unifies data from purchases, website visits, and marketing campaigns. Gain a complete customer view and personalize the shopping experience.

Hire FEXLE, your Salesforce CDP experts!

[khushbujakhar]

Navigating Customer Insights: A Guide to Salesforce CDP Implementation

"Harnessing the power of Salesforce CDP opens doors to unparalleled customer understanding and engagement.

In today's dynamic business landscape, understanding and effectively engaging with customers is paramount. Customer Data Platform (CDP) implementation, especially through platforms like Salesforce, offers a comprehensive solution to this challenge. This article aims to provide a comprehensive guide to understanding, evaluating the need for, and successfully implementing Salesforce CDP.

so first let's understand what does it mean.

What is CDP Implementation?

Customer Data Platform (CDP) implementation involves the integration and utilization of a platform designed to centralize, analyze, and activate customer data from various sources. In the context of Salesforce, this entails leveraging the robust capabilities of the Salesforce CDP to gain actionable insights into customer behavior, preferences, and journeys.

Do You Need a CDP?

Before embarking on a Salesforce CDP implementation journey, it's crucial to evaluate whether your organization truly needs it. Consider the following:

1. Data Fragmentation: Do you struggle with siloed customer data across different systems?

2. Personalization Challenges: Are you finding it difficult to deliver personalized experiences across various touchpoints?

3. Ineffective Marketing Campaigns: Are your marketing efforts falling short due to insufficient understanding of customer behavior?

4. Regulatory Compliance: Do you need to ensure compliance with data privacy regulations such as GDPR and CCPA?

If you resonate with any of these challenges, implementing a CDP could be highly beneficial.

CDP Implementation Pre-work

Before diving into implementation, certain preparatory steps are essential:

1. Data Audit:Conduct a comprehensive audit of your existing customer data sources to identify gaps and inconsistencies.

2. Stakeholder Alignment: Ensure alignment across departments, particularly between marketing, sales, and IT, to support a unified approach to data management.

3. Data Governance Framework: Establish clear guidelines and protocols for data collection, storage, and usage to maintain compliance and data integrity.

CDP Implementation Stages

1. Data Integration: Integrate disparate data sources, such as CRM systems, marketing automation platforms, and third-party sources, into the Salesforce CDP.

2. Data Unification: Cleanse and normalize the data to create a unified customer profile that provides a holistic view across channels and interactions.

3. Segmentation and Personalization: Leverage the enriched customer data to segment audiences and deliver personalized experiences through targeted marketing campaigns and communications.

4. Activation and Orchestration: Activate insights derived from the CDP to orchestrate personalized customer journeys across all touchpoints, from initial engagement to post-purchase interactions.

5. Continuous Optimization: Continuously monitor and optimize CDP performance based on real-time feedback and evolving customer needs.

Summary

Implementing Salesforce CDP can revolutionize how organizations understand and engage with their customers. By centralizing data, enabling personalization, and facilitating regulatory compliance, CDP implementation empowers businesses to deliver seamless, tailored experiences that drive loyalty and revenue growth. However, success hinges on thorough pre-work, stakeholder alignment, and adherence to best practices throughout the implementation journey. With a strategic approach and commitment to data-driven excellence, organizations can unlock the full potential of Salesforce CDP to thrive in today's competitive market landscape.

[inventateq01]

Why Choose a Salesforce Cloud Data Platform Course Online?

Master Salesforce Cloud Data Platform Course with an advanced online course designed for data-driven professionals. Learn to manage customer data, implement effective marketing strategies, and streamline sales processes using Salesforce CDP. This hands-on course includes real-world projects, expert mentorship, and certification preparation. Enhance your data integration and analysis skills to drive business success. Enroll today to transform your career with Salesforce expertise!

[techforceacademy]

Upgrade Your CRM Strategy with a Salesforce Data Cloud Training Course

In a world where real-time insights and hyper-personalized customer experiences are the drivers of business, data management mastery is no longer a choice, but a mission-critical necessity. This is where Salesforce Data Cloud is brought into the picture. If you want to go deep on this cutting-edge platform, taking a Salesforce Data Cloud Training course is a career- and business-changing step to take for yourself and for your organization.

Whether you are a Salesforce expert, data architect, marketer, or business manager, a targeted training course can enable you with the expertise to consolidate data, ignite insights, and improve outcomes at each touch point.

What is Salesforce Data Cloud

Salesforce Data Cloud (previously Salesforce CDP) is Salesforce’s customer data platform that unifies data from various systems—CRM, marketing software, eCommerce, service tools, and so on—into one source of truth, delivered as a cloud-based application.

With Salesforce Data Cloud, businesses can:

Integrate structured and unstructured data in real time

Establish comprehensive customer profiles

Use AI and automation to support predictive analytics

Provide individualized experiences on every touchpoint

It is a game-changer for any organization that needs to transition from isolated systems to an integrated customer-centric model.

Why You Ought to Pursue a Salesforce Data Cloud Training Course

As the demand for real-time insights from data continues to rise, people who know how to use and optimize Salesforce Data Cloud are constantly sought after. Here is how a structured Salesforce Data Cloud course will be able to help you:

Gain Real-World Expertise

Hands-on experience with Data Cloud features such as identity resolution, data modeling, segment activation, and so on is provided by courses.

Boost Your Career

Salesforce Data Cloud certification distinguishes you for jobs like CRM consultant, marketing technologist, data analyst, or Salesforce solution architect.

Speed Up Implementation Success

Trained experts ensure that faster, smoother implementations and increased ROI are delivered to organizations that use or plan to use Salesforce Data Cloud.

Stay Ahead of the Curve

Salesforce is quickly evolving within the AI and data realm. Training ensures that you stay current with new features, integrations, and applications—particularly where AI features such as Einstein and real-time decisioning are concerned.

Who Should Take a Salesforce Data Cloud Training Course?

This course is suitable for:

Salesforce Administrators and Developers

Users of Marketing Cloud and data professionals

Data Engineers and Integration Architects

Business Intelligence and Customer Experience teams

IT leaders who manage Salesforce platform integration

It is strongly applicable to any job that deals with customer data, segmentation, analytics, or personalization.

What You Will Learn from a Salesforce Data Cloud Training Course

A good Salesforce Data Cloud course usually encompasses:

Key Concepts: Data ingestion, harmonization, and identity resolution

Platform Architecture: How Data Cloud integrates into the Salesforce platform

Use Cases: Real-time personalization, predictive segmentation, cross-channel orchestration

Hands-On Labs: Creating unified customer profiles, fusing third-party information

Certifications: Preparation for Salesforce Credentials

Seek out courses on Salesforce Trailhead, Udemy, Pluralsight, or from Salesforce-certified partners that are designed with project-based coursework and provision of a practice environment.

SEO Bonus: How to Access the Optimal Salesforce Data Cloud Training Course

Looking for an online best-in-class Salesforce Data Cloud training course? Try the following options:

Salesforce Trailhead Academy – Official Salesforce courses with interactive modules and instructor-led sessions

LinkedIn Learning – Provides beginner-friendly introductions and overviews of business applications.

Udemy – Provides flexible, self-study courses that go deep into practical Data Cloud configuration.

Pluralsight – best for developers and architects who want depth on technology

Official Salesforce Partners – Provide instructor-led enterprise team training.

Final Thoughts

A Salesforce Data Cloud course is not just a technical certification—rather, it is a strategic investment in your skill to drive digital transformation with data. With companies relying on integrated, real-time insights to propel growth at an ever-growing rate, professionals who know Salesforce Data Cloud will be at the cutting edge of innovation. Whether you're enhancing your Salesforce skillset or preparing your organization for a data-driven future, this training will give you the tools and confidence to succeed.

[getoncrm]

Explore how Salesforce Data Cloud (CDP) implementation helps businesses unify customer data, enhance personalization, and drive better engagement. Learn the steps to streamline your data strategy with Salesforce Data Cloud.

[foreverengineering]

Fascinating Generator Tactics That Can Help Your Business Grow

Fascinating Generator Tactics That Can Help Your Business Grow

In the competitive landscape of modern business, innovative strategies are essential to stand out and achieve sustainable growth. One such approach involves leveraging the power of generators—whether they are content generators, lead generators, or power generators. Here, we'll explore a range of fascinating generator tactics that can help propel your business to new heights.

1. Content Generators for Consistent Engagement

Content is king in the digital age. Regularly publishing high-quality content can significantly boost your brand's visibility and authority. Content generators, powered by artificial intelligence, can help produce blog posts, social media updates, newsletters, and more.

Automated Blog Posts: AI-driven content generators can create well-researched and SEO-optimized articles on various topics relevant to your industry. This not only saves time but also ensures a steady stream of fresh content for your audience.

Social Media Content: Tools like Hootsuite's OwlyWriter or HubSpot's AI Content Assistant can generate engaging social media posts, helping maintain an active presence across platforms without the constant manual effort.

2. Lead Generators to Boost Sales

Generating leads is a critical aspect of business growth. Effective lead generation tools and tactics can streamline this process, ensuring a steady flow of potential customers into your sales funnel.

Landing Pages and Forms: Tools like Unbounce and Leadpages can create high-converting landing pages and forms that capture leads efficiently. These platforms often come with A/B testing features to optimize the performance of your lead generation efforts.

Chatbots: Implementing AI-powered chatbots on your website can engage visitors in real-time, answer their questions, and capture their contact information, seamlessly converting visitors into leads.

3. Power Generators for Operational Efficiency

While often overlooked, ensuring a reliable power supply is crucial for business continuity, especially for businesses reliant on technology and equipment.

Backup Generators: Investing in a robust backup generator can prevent costly downtimes during power outages, ensuring your business operations remain uninterrupted.

Renewable Energy Solutions: Solar-powered generators and other renewable energy solutions can reduce operational costs and enhance your business's sustainability credentials, appealing to eco-conscious consumers.

4. Data Generators for Informed Decisions

Data is the backbone of informed decision-making. Utilizing data generators and analytics tools can provide valuable insights into customer behavior, market trends, and operational performance.

Customer Data Platforms (CDPs): Tools like Segment and Salesforce CDP aggregate customer data from various sources, offering a unified view that helps tailor marketing strategies and improve customer experiences.

Predictive Analytics: Leveraging predictive analytics tools can forecast market trends and customer behaviors, allowing businesses to proactively adapt and stay ahead of the competition.

5. Email Generators for Personalized Communication

Email marketing remains one of the most effective channels for nurturing leads and driving conversions. Email generators can help craft personalized and compelling emails at scale.

AI Email Assistants: Tools like Phrasee and Persado use AI to generate persuasive email copy that resonates with your audience, improving open and click-through rates.

Automated Drip Campaigns: Platforms like Mailchimp and ActiveCampaign enable businesses to set up automated email sequences that nurture leads based on their behavior and engagement, moving them closer to making a purchase.

Conclusion

Implementing these generator tactics can provide a significant boost to your business growth. By leveraging the power of content, lead, power, data, and email generators, you can enhance efficiency, improve customer engagement, and make informed decisions that drive success. Embrace these innovative solutions to stay competitive and achieve sustainable growth in today's dynamic business environment.

[apapae]

The Role of Database Solutions in Enhancing B2B Marketing Strategies

1. Customer Relationship Management (CRM) Databases

CRMs are essential in B2B marketing for managing interactions with current and potential clients, tracking sales, and organizing customer data.

For More Information: https://sales-demand.com/database-solutions/

Examples:

Salesforce: Comprehensive CRM platform with extensive features for sales, marketing, and customer service.

HubSpot CRM: Free, easy-to-use CRM with marketing, sales, and customer service tools.

Microsoft Dynamics 365: Integrated CRM and ERP solution for managing customer data and business processes.

2. Marketing Automation Platforms

These platforms automate repetitive marketing tasks and manage multi-channel marketing campaigns, leveraging databases to track and analyze customer interactions.

Examples:

Marketo: Marketing automation software that integrates with CRM systems for lead management and analytics.

Pardot: B2B marketing automation by Salesforce, focusing on lead generation and nurturing.

Eloqua: Oracle’s marketing automation platform, providing campaign management and advanced analytics.

3. Data Management Platforms (DMP)

DMPs collect, organize, and activate data from various sources to create detailed customer profiles and enable targeted marketing campaigns.

Visit Us: www.sales-demand.com

Examples:

Adobe Audience Manager: DMP that helps build audience profiles for targeted advertising and personalized content.

Lotame: Data management platform offering audience data collection and analysis tools.

Salesforce DMP: Manages and integrates audience data across various channels for precise targeting.

4. Business Intelligence (BI) and Analytics Tools

BI tools analyze large sets of data to provide insights and support decision-making processes in marketing strategies.

Examples:

Tableau: Data visualization tool that helps marketers understand complex data through interactive dashboards.

Power BI: Microsoft’s BI tool, offering data analytics and visualization capabilities.

Looker: Data exploration and analytics tool that integrates with various databases to provide actionable insights.

Our Services: https://sales-demand.com/lead-generation-solutions/

5. Customer Data Platforms (CDP)

CDPs unify customer data from different sources to create a single customer view, essential for personalized marketing efforts.

Examples:

Segment: CDP that collects, unifies, and activates customer data across various touchpoints.

Tealium: Provides real-time data management solutions, integrating with multiple marketing tools.

Treasure Data: CDP offering data integration, unification, and activation for personalized marketing.

6. Data Enrichment Tools

These tools enhance existing customer data by adding additional information, improving the accuracy and completeness of customer profiles.

Examples:

Clearbit: Enriches customer data with real-time company and contact information.

ZoomInfo: Provides B2B contact and company data for sales and marketing teams.

FullContact: Offers APIs for data enrichment, providing detailed customer insights.

7. Data Warehouses

Data warehouses store large volumes of structured and semi-structured data, enabling complex queries and analytics to support marketing strategies.

Examples:

Amazon Redshift: Scalable data warehouse solution by AWS.

Google BigQuery: Fully managed data warehouse for large-scale data analysis.

Snowflake: Cloud-based data warehousing platform with scalable architecture.

Implementing Database Solutions in B2B Marketing

Read B2b Blogs: https://sales-demand.com/blog/

Steps to Implement:

Define Objectives: Identify marketing goals and how data can support these objectives.

Choose the Right Tools: Select database solutions that align with your marketing needs and existing technology stack.

Integrate Systems: Ensure seamless integration between CRM, marketing automation, DMP, CDP, and analytics tools.

Data Governance: Implement data governance policies to maintain data quality, security, and compliance.

Train Teams: Train marketing and sales teams on using the chosen tools effectively.

Analyze and Optimize: Continuously analyze data to gain insights and optimize marketing strategies.

Benefits:

Improved Targeting: Enhanced ability to target the right audience with personalized marketing messages.

Data-Driven Decisions: Informed decision-making based on comprehensive data analysis.

Efficiency: Automation of repetitive tasks, freeing up resources for strategic activities.

Customer Insights: Deeper understanding of customer behavior and preferences.

[janeyfosterr]

Salesforce CDP Implementation Services

Salesforce Customer Data Platform (CDP) is a powerful tool that enables businesses to collect, organize, and utilize customer data to deliver more personalized and effective marketing and customer experiences. Salesforce CDP Implementation Services involves a series of services and steps to make the platform work effectively for your organization. Here's an overview of the services typically involved in a Salesforce CDP implementation.

[trigensoftnew]

Supercharge Your Marketing Strategy: Harnessing the Power of Salesforce CDP Implementation

"Supercharge Your Marketing Strategy: Harnessing the Power of Salesforce CDP Implementation" offers a transformative approach to marketing. By leveraging the capabilities of Salesforce Customer Data Platform (CDP), businesses can achieve unparalleled insights into customer behavior and preferences. This implementation empowers marketers to deliver hyper-personalized campaigns, optimize customer journeys, and build lasting relationships. With robust data collection, integration, and analysis, the Salesforce CDP ensures a unified view of customers across all touchpoints. Seamlessly connecting data silos, it paves the way for targeted engagement and informed decision-making. Unlock the potential to elevate your marketing initiatives, drive meaningful interactions, and achieve exceptional ROI through this strategic integration of Salesforce CDP, propelling your marketing strategy into a new era of success.

Learn More https://trigensoft.com/supercharge-your-marketing-strategy-harnessing-the-power-of-salesforce-cdp-implementation/

[salesforcepartner]

Salesforce Job Trends for 2020

What’s the most in-demand Salesforce role in 2020? Which role carries the highest average salary? Do you know the technologies you should learn to maximize career opportunities? As Salesforce continues to grow as a technology, the demand for implementations and product upgrades around the world increases in turn, but the talent market doesn’t necessarily grow at the same rate. Go Here If You Are Looking For Salesforce Implementation Partners

“Whatfix"

This means there’s currently a deficit of Salesforce professionals in the ecosystem, making it more important than ever to have a laser focus on where you’re taking your career—if you play it right, you could become a specialist in an in-demand technology or a niche industry, where salaries are high and opportunities are plenty.Using insights from our latest independent Salesforce market survey, I’m going to explore what you can do to stay ahead of the curve in 2020, and make yourself a superstar candidate whether you’re at the beginning of your career or are a seasoned Salesforce Trailblazer. First, let’s look at understanding where you fit into the ecosystem.

Understanding Where You Fit in the Ecosystem

Gauge your position in the ecosystem by benchmarking yourself against the industry average. We surveyed over 2,500 people in our 2019/20 Mason Frank salary survey and were able to build a profile on the typical Salesforce professional in 2020, who is:

Working permanent, full-time: 88% of respondents reported working on a permanent, full-time basis, compared to 11% who were working freelance/contract. The remainder were either working part-time, or currently unemployed. For a Salesforce Customer: over half (54%) of those who took part are working for an end user organization, while 38% reported working for a partner or consultancy. The remainder either worked for ISVs (4%) or were employed by the vendor itself. In the IT services industry: a clear majority of survey participants (42%) across both partners and end users reported working in the IT industry, followed by sales (11%), finance (7%), project management (6%), and marketing (6%). As a Salesforce Admin: Salesforce Administrator was the clear front-runner for the most popular job in an end user organization. This may come as no surprise given Admins tend to be sole Salesforce users in small-medium businesses, and many enterprises utilize teams of admins to chip away at their backlog.

And has been in the role for 1–2 years: over half of all respondents (55%) had been in their current position between one and two years, but generally Salesforce professionals tend to spend an average of three years in each role across their career.

Top Job Roles by Organization Type

The most popular position in a Salesforce customer organization won’t reflect that of a Salesforce partner, of course. Technical and functional consultants were far more prominent in partner organizations, where professionals are expected to have a more well-rounded view of Salesforce technology, so they can go out there and steer the overall direction of client projects, as well as work on an executive level.

 Likewise, there were far more technical and solution architects working for Salesforce partners. This is typical of what we find when working with candidates—not many architects work full-time in-house, unless it’s a business transformation project, as this is where end users would lean on partners and contractors. Interestingly, Salesforce Developer was the second most popular job role across both partner and end user organizations, and was the most popular role above all in ISV organizations. It’s interesting to see such a large makeup of developers, especially considering that only 10% of certified professionals held the Platform Developer II credential.

Which Job Roles and Technologies are in High Demand?

Salesforce Partners predicted Lightning to be the product most in demand by clients in the coming year. Anyone who’s worked on a Lightning implementation has the advantage.Marketing Cloud is also predicted to be popular among clients, and with this being quite a specialist bit of tech to use, is a good option for a Salesforce Admin with a marketing background to find a specialism. With two brand new Salesforce CPQ products*, there’s a natural gap in the market for CPQ specialists. Anyone who’s ever worked in the manufacturing or retail industry might find this to be a good natural progression. (*Manufacturing Cloud and Consumer Goods Cloud, which we will come back to later).

The Most Important Factor        

The good news is that as a Salesforce professional you’re already in high demand. That’s not to say you’ll be a high roller from day one—according to survey respondents, the most valuable thing a professional can have is years of experience working with Salesforce technology. While you can certainly race through Trailhead modules and even blag your Admin Certification with the right training and a lot of coffee, 86% of respondents considered years of experience the most important factor impacting earning potential, compared to just 62% who felt that way about Salesforce certifications. A year of commercial experience using Salesforce is generally enough to make you a commodity.

How to Get Salesforce Experience

Don’t have any experience yet? Don’t worry! Something we’re recommending to our candidate base in 2020 is to reach out to their local network of non-profit organizations to offer assistance with their CRM. Charities very rarely have the resources or get the funding to help with things like their CRM, which aren’t considered as ‘sexy’ as maybe a new website or a clever marketing campaign, so they could be grateful for your assistance.

Some will be using a legacy system or even just a fancy spreadsheet, but if they’re open to product adoption, Salesforce offers a brilliant package for non-profits. Not only will the non-profit success pack (NPSP) give charities access to Salesforce’s market-leading CRM technology, but they’ll also get ten free licenses for Sales and Service Cloud Enterprise Edition. Even if they aren’t looking to adopt a new product, you’d be surprised how many charities are just one efficient data project away from transforming the way they interact with donors and beneficiaries, and this is all great experience for your portfolio.

Which Products are Worth Getting Experience In

Sales Cloud

It makes sense to get as much experience using Sales Cloud as possible, given this is consistently named the most used Salesforce product (and is the #1 CRM product in the world). From our survey respondents, 83% reported that they’ve used Sales Cloud, with the majority using it as the primary Salesforce product in their business.

Marketing Cloud

While having Sales Cloud experience will open you up to working with the majority of businesses using Salesforce, on the flip side, having experience using niche products will make you more valuable in those circles. For example, we’ve been waiting to see Marketing Cloud blow up for the last few years, but still, only 33% of respondents to our survey reported using it. Following Salesforce’s MuleSoft acquisition, however, making it easier than ever to use all feasible types of customer data for marketing purposes, it could be the time to commit to learning Marketing Cloud before it goes from a sleeping giant to a hungry beast.

Service Cloud

Service Cloud is a similar story, only not as dramatic. Einstein Voice is set to change the game for contact centers around the world by using real-time conversation sentiment analysis to suggest suitable outcomes to agents. As it integrates comfortably with Service Cloud, this could be a game-changer within the customer service industry – in fact, 64% of respondents use Service Cloud, so there is definitely opportunity here if you’re leaning more towards this technology.

CPQ, Manufacturing Cloud and Consumer Goods Cloud

This is not to mention the release of two brand new Salesforce CPQ products, Manufacturing Cloud and Consumer Goods Cloud, which are upgraded, refined, industry-specific versions of Salesforce’s existing CPQ solutions. Given that only 22% of respondents reported proficiency using Salesforce CPQ, holding experience like this will make you a rare find as a candidate and add to your earning potential.

Customer Data Platform and Analytics

When asked whether Salesforce’s acquisition of integration specialist MuleSoft and enterprise data giant Tableau would make them likely to use Salesforce’s Customer Data Platform (CDP), 41% of Salesforce customers said they would be looking to use it. Over a third of respondents would actually be more likely to integrate all of their products with Salesforce to take advantage of the tool. Having the ability to go into a business on a contract and configure Salesforce CDP could be a brilliant way to make yourself a valuable commodity to enterprise clients. By association, Einstein Analytics would be another strong string to your bow, with a fifth of survey respondents using it and 32% of those who don’t currently are considering it in future.

[pratiksha3126]

Online Salesforce Training

Our Salesforce consulting services help businesses with sales, customer support, marketing, and eCommerce operations. Our expert team analyzes, designs, and implements solutions using Salesforce and third-party products to drive business transformation.

We can provide you with the local and global resources for your business transformation goals- no matter your industry or project size!

Salesforce Training

Peoplewoo Salesforce Academy offers a variety of Salesforce training courses, including corporate training, Salesforce CPQ, LWC, and SFMC Training. A detailed list of our Salesforce Training modules is as follows:

Now let’s discuss them in detail one by one:

Salesforce Marketing Cloud

Salesforce Vlocity

Salesforce CPQ

Salesforce nCino

Salesforce LWC

Salesforce Admin

Salesforce Tableau CRM

Salesforce Development

Salesforce Commerce Cloud

Salesforce Community Cloud

Salesforce Health Cloud

Salesforce Personalization(Interaction Studio)

Salesforce Advertising Studio

Salesforce Customer Data Platform(CDP)

Salesforce Business Analyst(BA)

Salesforce QA Testing

Salesforce Pardot

Salesforce Javascript Development

ONLINE CORPORATE TRAININGS

Transform Your Workforce

Corporate trainings for employees. Provide right Salesforce skills to your workforce and make them production ready.

Why top companies prefer Peoplewoo

High engagement and outcome-centric learning

Customized curriculum built with industry leaders, for industry leaders

Hands-on exercises and industry use cases

Assignments and project work review and feedback from industry SMEs

Strong reporting to track learning and calculate training ROI for managers

Pre-configured Cloud Labs for practice

Day 1 production ready on the completion of the training.

https://www.peoplewoo.com/salesforce-training/

[digital-strategy]

https://ift.tt/2DfS373

This is the eighth in AdExchanger’s “Meet the CDPs” series. Read previous interviews with mParticle, Acquia-owned AgilOne, Amperity, Segment, ActionIQ, Lytics and Bluecore.

Microsoft Dynamics, the company’s customer relationship product suite, has surged lately as it repositions itself as a customer data platform (CDP) competitor, which launched last year.

 Satish Thomas, a 14-year Microsoft veteran and head of product for Microsoft Dynamics 365, has been working fully on it for about 18 months.

Microsoft is a late mover to the CDP category, but it has important differentiators, such as its connection to the Microsoft Azure cloud platform and Microsoft’s own internal identity graph.

“It’s one thing to have unified data,” Thomas said, referencing the common CDP pitch to consolidate customer data into a single asset.

“It’s quite another thing to have device-level insights and be able to use cloud-based AI systems to derive insights like churn or lifetime value based on your unified data,” he said.

AdExchanger caught up with Thomas about Microsoft’s plans for its new CDP.

AdExchanger: What are the defining characteristics of a CDP?

SATISH THOMAS: The CDP is about collecting the data sources attached to any given individual. It’s critical to have a consolidated view of the customer, and that’s what’s driven demand for CDPs.

It’s also about enrichment with third-party data. That could be B2B businesses layering in data about where and how people work. We have a rich set of third-party providers. And from the Microsoft graph we can enrich customer profiles with aggregated information about brand affiliation, or factors like lifetime value or churn measurement.

What’s in the Microsoft graph?

It’s aggregated insights from all of our (Microsoft’s) touch points.

Specifically in the context of customer insights, we can light up aggregated signals on, say, people in a certain age, place or other demo.

Think of it like segment lookalikes. So a brand like BMW can see that their customers in Seattle have strong affinities for certain car models, and maybe index highly for fans of Formula One racing.

Does having LinkedIn as a Microsoft asset fuel what you can do with the CDP?

Not right now.

In the context of B2B, we have third-party providers like Leadspace or Madison Logic. But it’s clear to foresee how information from LinkedIn could be useful. We are focused on B2C, where there’s the most traction for CDPs, but B2B is part of the product and there will be more use cases.

What kinds of customers are you seeing traction with?

Wherever there’s a consumer at one end and the need for tracking data. Retailers and airlines are natural adopters. They have so many data touch points and parts of the overall experience they need to keep track of.

Especially in today’s times, a lot of the energy is about preventing churn. One thing I hear a lot from companies considering or using Dynamics 365 is: “Reducing churn is the new growth.”

Do you tend to work with agencies or directly with the customer’s advertising?

CDPs have traditionally had this marketing connotation. We see traction with marketing, but also a lot on the services side, with customer service departments, as well as in sales departments.

The need for a CDP is usually being driven by the business. Like maybe they have a priority to reduce churn by n percent, or increase cross-selling revenues by x percent if they have multiple business lines. And to reach those goals, or at least to demonstrate that they’re reaching those goals, they need a unified view of their customers.

In terms of the nuts and bolts of implementing the CDP and rolling it out, we deal with the CIO office, often a mix of the business and finance side with IT or technology and engineering within a company.

Who are your competitors?

There are the usual enterprise business application players. Often the ‘competition,’ so to speak, is an internal solution that they had built.

There are typically other companies in the mix. The businesses with the biggest need for CDPs have data everywhere – so they could have a Salesforce system, web and app analytics, vendors for CRM and customer service.

An important factor is that a lot of our CDP customers came from a place where they did not use Dynamics or the Microsoft suite, and its their first experience with a product in our portfolio.

Is the connection with Microsoft’s cloud infrastructure offering Azure an important differentiator in the CDP business?

Absolutely. I never talk about customer insights without the broader platform story.

Honestly, a lot of enterprise customers and the big wins we’ve had – even in the past few weeks – it’s about their overall cloud and data infrastructure strategy.

For example, when you build a unified view of the customer, it is your most strategic data. So with a flip of the switch we can enable them to take that unified data stored in an azure data lake. That means if there’s a scenario or application we don’t support out of the gate, that’s ok, because they can go build the use case themselves. In retail in particular you’re seeing that unified data for things like shopper marketing programs.

It’s an important differentiator that this is natively integrated and built on top of that cloud system that’s driving those efforts. I see the CDP as inextricable from those cloud infrastructure strategy discussions that are happening.

What’s the timeline for onboarding a new CDP customer?

We talk about the “five by five.” New customers can spend five minutes learning the system and five minutes to set up.

How many employees are there in the Customer Dynamics 365 unit?

We don’t share specific numbers within the Dynamics org. But it’s a big investment.

via AdExchanger: News and Views on Data...

[opticien2-0]

PREDICTIONS 2020 Shopping across channels

We’re running a series of predictions about how the ecommerce and multichannel retail industry will develop in 2020 and beyond. Today we’re focusing on how the way shoppers buy is set to change

  More customers choosing mobile

“Mobile is increasingly the preferred choice for consumers when it comes to shopping, with early holiday season reports stating that 67% of fashion traffic was coming from mobile devices in 2019. Now, customers are able to easily complete purchases while on the go, building the pressure for retailers to better reach, communicate with, and understand their customers in real-time – especially given the mounting industry uncertainty that is seeing store closures and Brexit concerns regularly hitting the headlines.

  “To secure their success in 2020 retailers need to make sure they are keeping up with the changing needs of their shoppers, offering seamless experiences that deliver across all devices. Looking ahead, retailers should implement audience-based strategies and look to customer data platforms (CDPs) to help them holistically understand their customers. CDPs can give retailers the tools to collect, correlate, and translate customer data in real-time, empowering them to keep up with fast-paced customers, throughout the entire purchase journey.”

  Lindsay McEwan, VP and managing director, EMEA at Tealium

  The rise of in-store technology

“As traditional brick-and-mortar retailers fight back against the online giants, in-store technology will play a significant role in 2020. To maintain customers’ interest and loyalty, retailers need to provide an experience that can’t be replicated online. For instance, smart surfaces can act as mirrors, allowing customers to test makeup shades without having to touch in-store samples or even try different colour clothes without having to take off what they are wearing. Jewellers can 3D print a replica of a wedding ring before a customer’s eyes in order to ensure they are perfectly happy before crafting the real thing – and use a blockchain-certified certificate to prove that the gold and gems in the final item have been responsibly sourced. And AI algorithms can be used in conjunction with image recognition to guide shop assistants to customers who are most in need of help. For their part, shop staff will still be needed to do those things a machine can’t do – such as smile at a customer, and provide what is ultimately a human experience.”

  Jose Manuel Benedetti, principal architect at Insight UK

  How shoppers will buy on Black Friday

Black Friday will change dramatically in 2020. Store traffic was down significantly in 2019, by up to 6% according to some sources and I predict this trend will continue in 2020. One reason for this decline is that shoppers aren’t saving up for one big day of sales anymore. Instead, they are spreading out their shopping “trips” online over a longer period of time. There’s no need to wake up at the crack of dawn just to fight over sale items when shoppers can find great deals from their couch. Brands also offer deep discounts in the weeks leading up to Black Friday and Cyber Monday, which contributes to the decrease in store traffic. Steep discounting isn’t entirely a positive as shoppers now expect deals on everything they buy, which cuts into retailer margins.

  Graham Cooke, chief executive and co-founder of marketing personalisation technology provider Qubit

  Omnichannel will become the norm

"2020 signals a new decade that will thrust Millennials into the prime adult stage and bring Gen Z of college-age. As younger generations gain more control of buying power, businesses will be forced to adopt an omnichannel approach to provide more convenience while maintaining a seamless shopping experience from in-store to online to social media and beyond. To adopt a truly omnichannel approach, businesses will need to leverage technology that connects all POS touchpoints. The sharing of customer and transaction data across channels will be critical to providing a high-impact customer experience on every channel."

  Greg Chapman, SVP of business development at Avalara

  Local retailers will need local support in 2020

The high street isn’t dead, but it does need a leader. Household retailers are struggling to remain current and Britain’s high streets are emptied out. But looking ahead to the next decade, the high street will continue to redefine itself, becoming a destination for experiences not just product purchases. Small and independent businesses are to be integral to this transformation, becoming the ‘nuts and bolts’ of local communities. People go to the high street to feel a sense of belonging and these local retailers can plug this need. The pledges outlined in the SME Finance Charter are a good first step to support small business but with 2020 shaping up to be one of the most turbulent years to date for the retail sector, local councils and authorities must support their local retailers if they are to make a real step-change for bricks and mortar in Britain.

  Angus Burrell, general manager UK, omnichannel payment solutions, at international payments solutions company, Valitor

  Multi-touchpoint buying

Salesforce’s 2019 Retail Industry Trends report found that 67% of customers are already relying on multiple touchpoints to make purchases. And while 87% of all purchases start with an online search, nearly half of customers still prefer to buy in physical stores.

  These statistics reflect the reality of the modern shopper’s life: we cruise Instagram on our commute and then log on to a brand’s website when we get home. Or we check stock from home and pick up our merchandise in store when we run errands.

  As consumers, we’re constantly switching between online and offline experiences. In 2020, ecommerce retailers will get better at creating experiences that bridge the online-offline continuum so that shoppers have a unified and consistent experience whether online or in store.

  This isn’t to say that the two will be identical – they can’t and shouldn’t. But better visual assets will help online shoppers better experience merchandise without actually touching it. Which brings me to the second trend.

  Katy Collins is a senior account executive for Threekit

  Image: Adobe Stock

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CDP sector grew 23%, saw first major acquisitions in second half of 2018

Many marketers looking for a single view of their customers have been turning to customer data platforms (CDPs), a sector that the CDP Institute’s latest report (free, registration required) said is enjoying robust growth and evolving with new capabilities.

Steady growth in CDP sector. The semi-annual study, the Institute’s fifth, found a growth rate of 23 percent over the last six months across employment, vendors and funding. That reflects an increase of 15 new vendors, 1,256 new employees and additional funding of $317 million.

Institute head David Raab said via email that “more new companies [were] founded recently and designed from the start as CDPs,” compared to older companies that were founded “as something else and switched.” The newer crop of startups are smaller, less funded and distributed across the categories of access, analytics and campaign management.

Total 2018 revenue across 78 CDP vendors reached $740 million, according to the report. It projects the sector will reach $1 billion this year.

Acquisitions, platform evolution. While there is little sign yet of consolidation in this sector, the report points to what it called “the first two major CDP acquisitions” in the last half of 2018.

In July, Salesforce bought marketing analytics platform Datorama. It doesn’t meet the literal definition of a CDP — it doesn’t do identity resolution, for instance — but Raab believes it is evolving toward one. In August, ARM Holdings, which owns ARM semiconductors, bought CDP Treasure Data as part of its announced intention to become a bigger player in the Internet of Things space.

Although it insists it is not providing a CDP, Salesforce is beginning to provide a more centralized, golden master of customer data, such as with its Customer 360 launch for B2C in September. In October, Oracle said it is launching a “CDP-plus,” and a coalition that includes Adobe, Microsoft and SAP announced an Open Data Initiative to provide a complete view of customer experiences in real-time.

Definition and trends. The Institute defines CDPs as “packaged software that creates a persistent, unified customer database that is accessible to other systems.” For marketers, the CDP idea is manifesting inside other platforms and initiatives, providing many options and moving toward some best practices for how centralized customer data should be handled.

By contrast, other customer data-handling tools like Customer Relationship Management systems work with their own data, store it for limited periods and include third-party data (like Data Management Platforms), or interact directly with customers, like web content management.

One clear trend, according to the report, is a long-term shift away from data access-only CDPs, whose job is primarily to acquire, resolve and manage customer data from every available resource. Those types of CDPs dropped to 26 percent of the surveyed companies’ employment share in the past six months, from 53 percent at the end of 2016, although access vendors are still the largest and best funded.

From the CDP Institute report

Analysis-oriented CDPs include data access, and they have continued to represent between one-fifth and one-quarter of the sector’s employment share since the reports started in late 2016. But CDPs offering campaign tools, which also include both access and analysis, have grown the most since 2016, now representing 49 percent, compared to 24 percent two years ago.

Why you should care. The basic takeaway of the new report, Raab said, is that this is “still a young and dynamic industry, testing a lot of different niche approaches without any one dominant model emerging.”

For marketers, the sector’s dynamism means that efforts to maintain a golden record of customer data from all sources can be implemented in many different standalone tools or in various components of existing platforms.

The growth of CDPs with campaign tools, for instance, indicates that marketers will increasingly have the option of managing campaigns alongside a centralized, CDP-like data repository that can be used by other tools.

This story first appeared on MarTech Today. For more on marketing technology, click here.

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How Pardot Will Help Businesses Achieve Excellence & Growth in The Market?

Pardot has been in the industry and serving businesses from different industry verticals for the past several years. Recently, Salesforce made an update and changed the name of Pardot to Salesforce Marketing Cloud Account Engagement.

Listed as one of the most important B2B marketing platforms, Pardot is known for its impeccable capabilities of bringing growth and innovation into business processes.

Tech giants like Amazon, zoom, twitch, Docomo, eBay, and PayPal are extensively utilizing the brilliance of Pardot solution. According to one of the sources, Pardot software is live on more than 92700 websites across the globe.

People often have confusion about whether or not to have Salesforce Pardot Consulting Services. It happens because of the predominant myth that this B2B marketing tool is meant only for large businesses.

Well, that is not the case at all.

Pardot or Marketing Cloud Account Engagement  implementation services ensure that a business gets the best return on its marketing investment irrespective of its size or scale.

Following are the top ways of Pardot helped businesses achieve excellence in growth and sales -

ROI Reporting: Businesses can easily collect data from diverse sources and store their leads in a centralized manner. It improves the decision-making capabilities of the business. Pardot improves reporting capabilities. It enables businesses to have a proper understanding of their customer's interaction with the messages that businesses send to them, such as the open rate, tap rates, etc.

Sales Insights: It paves the path for collaboration between the sales and the marketing department and brings them on the same page as and when required. A sales team can use Pardot and check the communication history with customers as per different marketing strategies and cater to customers’ needs in a more personalized manner.

Email Builder: Pardot’s one of the most important features is the email builder. It allows marketers to easily build marketing emails. The tool comes with custom design features that enable marketers to organize their data optimally. Email builder helps businesses send the right message to the right client at the right time.

Customization: Pardot offers hyper-personalization. It enables marketers and sales reps to connect with the customers with personalized messages as per their position in the sales funnel. Whether a customer is at the nurturing stage, purchasing stage, or at the post sales stage, with Pardot, businesses can use individualized data and analytics and personalize their messaging, ads, etc. and craft their strategies and refine them as per the need of the hour.

Client Monitoring: Salesforce Pardot implementation brings the brilliance of the IP lookup feature, which is an in-depth prospect monitoring tool that helps businesses in tracking their customers on the website, social channels, marketing campaigns, etc.

More Revenue: The b2b software implementation comes with the benefits such as in-depth and easy-to-understand reporting. Businesses, be it a small scale or large scale, After a fantastic Dreamforce 2022, I am back home. It was a great pleasure taking a session on Salesforce CDP. Great audience and houseful one. Saw a lot of interest, and questions kept me well-occupied. I am glad that many customers are implementing CDP and building the SOT. An amazing Dreamforce for me.

Tracking campaigns, driving more revenue, acquisition of more leads are some other advantages that help a business achieve excellence.

Conclusion

From email marketing to social media integration, Pardot can take care of every aspect of marketing. There is no doubt this B2B marketing platform will bring exceptional growth to the businesses that will embrace it.

Hire a Pardot implementation partner to learn more about the benefits of this solution. No matter how big or small your business is, if you have implemented this solution, you will definitely achieve excellence.