We hear a lot of buzz and noise around things like CRM, CDP, and MDM, all the acronyms we’ve got at this point could fill up three new sets of romanized scripts. This blog is a great place to start if you’re looking for a Rosetta Stone for what it means relative to Salesforce technology.
We’ve outlined the key terms and use cases for Salesforce Data Cloud in direct relation to Salesforce CRM.
1. Data Unification
Salesforce Data Cloud enables you to unify data from different sources, such as CRM systems, online interactions, and external datasets, providing a comprehensive view of your customer data.
2. Timely Insights
With near real-time data, you can monitor KPIs to inform action across the business, including sales, service, and marketing.
3. Automation and Intelligent Workflows
Leverage the near real-time data to automate relevant advertising, enrich customer profiles, and enable more powerful automation with Flow, as well as more intelligence with Einstein, all built on a trusted infrastructure.
4. Integration with Other Systems
Seamless integration with other systems, including Google Cloud, SAP, payment systems, and more, allows for easy mapping of data points between systems, enhancing data management and analysis capabilities. “Salesforce Data Cloud integrates seamlessly with other Salesforce products and external data sources, enhancing data management and analysis capabilities by enabling easy mapping of data points.”
5. Scalability and Performance
Designed to handle massive amounts of data, Salesforce Data Cloud can process trillions of records, petabytes of data, and thousands of requests per second per customer, ensuring high performance and scalability for your CRM needs.
6. Enhanced Customer Experience
By unifying and analyzing customer data, you can provide more personalized and proactive services, improving customer satisfaction and loyalty.
7. Low-Code Tools and Customization
Third-party and AppExchange Salesforce Data Cloud’s low-code tools allow IT teams to build apps that leverage near real-time data for various purposes, such as fraud detection or economic data analysis, without extensive coding knowledge.
8. Zero Copy Architecture Applications for CRM
a) Unified Data Access
With zero copy integration, teams in Salesforce can access data from where it lives – ensuring that all relevant customer data is accessible in near real-time without the need for replication.
b) Near Real-Time Data Updates
When source data changes, it’s propagated everywhere, providing a comprehensive and up-to-date view of the customer. This near real-time update capability enhances the accuracy and relevance of CRM insights.
c) Simplified Data Management
Zero-copy integrations eliminate some of the need for custom integrations and complex data pipelines, reducing the complexity of managing and integrating CRM data with external data sources.
d) Enhanced Security and Governance
Zero-copy architecture enables organizations to maintain governance by accessing data directly from the source, with low latency in data retrieval. This enhances security by reducing the risk of data breaches associated with data movement.
e) Increased Efficiency and Cost Savings
The elimination of data copying and storage can reduce the cost of data management and increase the efficiency of CRM operations with proper planning and architecture.
f) Rich Data Enrichment
Zero-copy enables the distribution of high-value datasets to Data Cloud customers, enriching CRM data with valuable third-party data.
g) Bidirectional Integration
Zero-copy architecture supports bidirectional zero-copy data access – in the form of data federation and data sharing – allowing for seamless integration with external data sources and platforms.
