Marketing’s New Era: Will you adapt or get left behind?

Is your marketing strategy keeping up?
You’re sending more emails, texts, and notifications than ever, but fewer people are paying attention.

Customers are over the same old marketing tactics, and with third-party cookies disappearing, getting their attention is harder than ever.

The answer? Smarter, well-timed interactions that fit seamlessly into your customers' journey. It’s not about interrupting, it’s about showing up with value right when they need it.

We’ll break down how a "moment-oriented" strategy can help you build real customer loyalty and drive growth.

How Leaders can harness Salesforce AI to Redefine Personalization

  1. Shift to Moment-Oriented Interactions:

    Use Journey Builder to automate engagement at key moments. For instance, trigger a satisfaction survey right after purchase or send a reminder email if a customer leaves items in their cart. Journey Builder’s real-time customer data ensures each message is sent at the ideal time.

  2. Use Unified Data to Stay Relevant:

    Connect customer data across all channels and business units to provide a complete, real-time view. With Salesforce Data Cloud, you can tailor product recommendations based on customers’ past interactions, ensuring each touchpoint feels relevant and timely.

  3. Predict Customer Needs with AI:

    Use Einstein Prediction Builder to anticipate customer actions, like when they’re likely to make a repeat purchase. By predicting these needs, you can trigger personalized offers or content that feels custom-made for each individual.

  4. Balance Personalization with Transparency:

    With Salesforce Privacy Center, communicate clearly how customer data is used and stored, enhancing trust and transparency. This helps customers feel secure and respected, especially when they can control their data preferences.

  5. Create Cross-Functional Personalization Pods:

    Build cross-functional teams using Slack integrations within Salesforce to collaborate on customer insights. Teams from marketing, sales, and service can easily share insights and coordinate personalized strategies, ensuring consistent messaging across all touchpoints.

  6. Rethink Performance Metrics:

    Use Tableau to move beyond vanity metrics by tracking long-term engagement and brand loyalty. Instead of focusing solely on immediate sales, analyze metrics like customer lifetime value (CLTV) and retention rates to measure the true impact of personalization.

Ready to make it happen? Let Equals 11 be your guide!

As a trusted Salesforce consulting partner, Equals 11 is here to bring these personalization strategies to life.

Need support integrating Salesforce Data Cloud or using AI to anticipate customer needs? Our team has you covered, every step of the way.

We’re dedicated to helping you unlock the full potential of Salesforce tools and building meaningful connections with your customers that last.

Get in touch with Equals 11 today and see how we can transform your marketing strategy into a customer-first powerhouse!




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