Customer Insights Quick Start Powered by Salesforce
Turn your customer data into quick, actionable insights with Salesforce Data Cloud and generative AI.
Unlock the power of your customer data
In today's competitive and dynamic environment, businesses want results, fast. In 30 days, our Customer Insights Quick Start provides actionable recommendations that accelerate speed to value. Harnessing the power of Salesforce Data Cloud, we identify high-value opportunities, prepare your customer data, and deliver insights for immediate action.
Problems we solve
Margin leakage
- Pinpoint pricing changes that erode profitability and recommend pricing strategy improvements.
- Pinpoint pricing changes that erode profitability and recommend pricing strategy improvements.
Churn in your target customers
- Understand customer behavior drivers by segment and recommend fixes.
- Understand customer behavior drivers by segment and recommend fixes.
Rising acquisition costs without increased revenue or margin
- Identify cost drivers by segment and recommend corrective action.
- Identify cost drivers by segment and recommend corrective action.
Decreasing marketing and media ROI
- Optimize marketing and media investment across all channels.
- Optimize marketing and media investment across all channels.
Our Approach
We integrate your customer data into Salesforce Data Cloud to build a single data source. This allows you to discover key insights and recommendations to drive performance, helping you make informed decisions across pricing, promotions, campaigns, offers, media, and marketing.
Assess
1 Week
- Identify opportunities and key business questions across your Salesforce landscape
- Quantify the value and impact
- Prioritize opportunities based on feasibility and value
- Determine the capabilities needed
- Identify opportunities and key business questions across your Salesforce landscape
- Quantify the value and impact
- Prioritize opportunities based on feasibility and value
- Determine the capabilities needed
Prepare
1-2 Weeks
- Consolidate data in Salesforce Data Cloud
- Map data sets
- Build a customer analytic record
- Inventory data gaps.
- Consolidate data in Salesforce Data Cloud
- Map data sets
- Build a customer analytic record
- Inventory data gaps.
Analyze
1-2 Weeks
- Analyze data and build reports, visualizations, and dashboards.
- Deliver insights to business with near-term opportunity roadmap.
- Analyze data and build reports, visualizations, and dashboards.
- Deliver insights to business with near-term opportunity roadmap.
Launchpad
After the Quick Start is Complete
Use our expertise to implement future initiatives, like artificial intelligence or personalization, and continue maximizing your Salesforce platform for customer engagement and growth.
Use our expertise to implement future initiatives, like artificial intelligence or personalization, and continue maximizing your Salesforce platform for customer engagement and growth.
Skilled Team of Experts
Up to 10 people, including data engineers, data scientists, and analysts, ready to execute in any phase of the development lifecycle
Up to 10 people, including data engineers, data scientists, and analysts, ready to execute in any phase of the development lifecycle
Implementation Roadmap
Plan your strategies and initiatives that help you achieve your marketing, sales, and
commerce goals
Plan your strategies and initiatives that help you achieve your marketing, sales, and
commerce goals
Ready to get started today?
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