Customer Journey Analytics is a process of analyzing the behavior of the customers and understanding how it affects the business outcomes. In today’s world, customers communicate with companies with many channels daily. Single touchpoint analytics may not give a full picture of customer behavior completely. To understand and get proper benefit detailed analytics of whole customer journey.
Always analyzing multiple touchpoints across different channels helps to get better data. This will help us to improve the customer experience (CX) with more accurate insights. Gathering information about customers from a single source will give a picture of the customer behavior in that platform as a result a bigger portion is missed out. For successful customer journey management, Customer Journey analytics is an essential component.
Efficient management of the journey starts from aggregating customer data from different sources and at different times. As a result, we get customer journey data based on many time series. This helps in real-time modeling and analysis and also in arranging actions to improve the journey. The Customer Journey Analytics service is built to combine all the data collected from different channels into a single interface for real-time multi-channel analysis. Customer Journey Analytics helps to make better decisions for your business and under the customers based on customer behavior.
Customer Journey Analytics is considered as the single most productive way to improve the lifetime value of customers, revenue, and even customer loyalty.
Why Customer Journey Analytics?
To make the company more customer-centric it’s very important to understand the customer journey. It helps to evaluate closely the activities and engagement of the customer. The customer journey doesn’t end after the purchase, Customer Journey Analytics go past the purchase and monitor and analyze the customer behavior. The data collected helps companies to understand the customer journey that has a great impact on achieving the business goal. And helps to make data-driven decisions.
Benefits of Customer Journey Analytics.
Customer Journey Analytics helps to get answers to the below questions
What is the best time to engage with a customer?
Through which channel its best to engage with customers.
Which type of customers are more likely to engage with
Which touchpoint or engagement will result in a purchase
Which touchpoint or engagement is visited more often by customers
Getting answers to these questions will help companies to make better data-driven decisions which in turn directly influence getting long-term customers.
Best practices for Customer Journey Analytics
Some of the best practices which help to get better results from Customer Journey Analytics are :
Always begin with a journey map: It is important to know from where we collect data. Every touchpoint and engagement with customers will influence the decisions made.
Understand the Customer: Customer Journey Analytics combines both quantitative data and qualitative data. So both kinds of data should be collected and analyzed for better results.
Create personalized experiences at scale: The real power of customer Journey Analytics is the ability to make a one to one relationship with customers
Customer Journey Analytics provides a company with all real-time data about the customer. To maintain organizational alignment, sharing results and collaborating on a journey-based approach is essential, which will improve the customer experience.
Are you looking for a customized Salesforce solution to get clear and easy insight into your customer journey? Please feel free to take a consultation call with the Salesforce experts of CloudVandana to get the best solution for your organization.
Salesforce CDP is a self-service customer data platform. As marketers grasp our customers, good data is required to create excellent customer relationships. It is crucial to deliver personalized cross-channel engagement to customers and deliver unified data. Unified information is essential for a marketer’s warehouse to personalize at scale. A one-to-one relationship with the customer is an integral part of marketing nowadays.
Many companies aren’t providing that sort of data solution which provides the marketers what they need to earn as ROI from personalization initiatives. Instead, most companies develop their marketing clouds and engagement channels with action at the forefront. After years of addressing delivering experiences across an effective form of applications from email to websites to mobile, marketing clouds like Salesforce, Adobe and Oracle have all announced that they’re building their customer data platforms (CDPs).
In today’s world, no customer believes in compromising for a quality experience. The Salesforce Customer Data Platform helps a lot to earn and construct customer loyalty. Using new techniques, Salesforce CDP improves the performance of your business. Daily, there is a data flow from different sources, which is challenging to manage and maintain. A CDP is a collection of software that creates a unified database for customers. The Salesforce Customer Data Platform helps secure the data collected in all possible ways.
For whom Salesforce CDP is useful.
The primary purpose of Salesforce is to bring together all moving parts of a company using the cloud. If a company is working with different sources to collect data, store, and generate understandings and triggers for marketing actions and campaigns, then Salesforce CDP can be an excellent help. Salesforce CDP determines specific roles spread across your company like marketing manager, data specialist, and so on. A person with intelligent knowledge of data is most suitable to work with Salesforce CDP.
Features of Salesforce CDP.
Salesforce CDP productively and quickly unifies all of the minute behaviors of the customers across any channel. A single compilation is only necessary for a customer’s activity and engagement by this feature. This kind of data can then be analyzed and updated based on customers’ behavior. By activating this data to a targeted audience, your reach to future customers and the existing customers will increase. We can define a set of rules, and with the help of artificial intelligence, this kind of unification is achieved.
Salesforce CDP is very well suited with other business software systems many companies use. Tools like Salesforce Marketing Cloud, Service Cloud, Interaction Studio, Commerce Cloud, Datorama, Loyalty Management, and many more are accessible from Salesforce CDP. Using the “Native connectors,” the customers using Salesforce products can already access Salesforce CDP instantly. With the help of native connectors, we can integrate Salesforce CDP without custom coding. In addition to native connectors, Salesforce CDP integrates with AWS cloud through “S3 Bucket”. This kind of integration will be helpful for those who refresh or update data daily.
Conditions and data can change anytime. Like Salesforce CRM, Salesforce CDP helps you maintain easy manipulation and editing of data model objects. Another feature of Salesforce CDP is that it helps to save time by duplicating and transferring existing segments with their full description, perceptions, and filters.
Salesforce CDP is an excellent benefit, and future buyers will find this an added asset in the complexity. It supports all Salesforce standard Languages, giving worldwide connectivity. However, it needs regular maintenance to run smoothly. There is not much need for any technical experience like any other CDP system.
This helps the companies with less support of IT departments to choose Salesforce CDP.
Salesforce Data Studio is a platform where consumer, data owners, and buyers connect directly, creating new marketing opportunities for audiences.Gaining new audiences should be the main aim in the field of marketing. The traditional ways of finding new customers are not cost-friendly and are very complex. Most of the traditional ways of acquiring new customers are not designed for good results for marketers. Collecting data is difficult without the help of middlemen. There should be some better way for this.
This is where the importance of Salesforce Data Studio is understood. Salesforce Marketing Cloud provides us with analytics software and services and digital marketing. Marketing Cloud was founded in 2000 under the name ExactTarget. Data Studio is a tool where we can do reporting and a free tool to be used.
Salesforce Data Studio is the leading data-sharing platform on the market. It is part of the Salesforce Marketing Cloud. Data Studio helps companies discover new Audiences by allowing data buyers and creators to connect and create marketing opportunities. Salesforce Data Studio serves both buyers and creators.
Salesforce Data Studio is a transparent and self-service platform where consumer data owners and buyers connect directly. Data Studio(Data Sharing) is the number one solution in Salesforce for audience discovery, data acquisition, and data provisioning. Data Studio features the world’s largest premium data ecosystem.
With the help of Data, Studio marketers can discover and create high-quality audiences. It also helps to monetize your data with complete transparency and control over it, increasing the revenue for data owners. Using Data Studio, we can ensure that your data is protected and provision it at scale to trusted partners with data governance.
Benefits of Salesforce Data Studio
Expand the reach of the Audience: Salesforce Data Studio helps marketers to pull out the perceptions of existing customers with the latest audience discovery tools. Salesforce Data Studio incorporates over 200 activation channels, which help marketers to reach new audiences easily.
Authority on your data: Salesforce Data Studio is the only platform that direct data deals with big dealers.Salesforce Data Studio’s provisioning tools are generated by real data rights management and the convenient reporting and management tools automatically follow with new regulations.
Increase revenue: Salesforce Data Studio helps the sellers to get exposed to it’s most profitable set of partners. Sellers can use the tools to share their data directly. Since there is no middlemen involved there will be an undoubtful increase in revenue.
What Is Google Data Studio
Google Data Studio is a free tool Google used to make personalized reports with data from Google’s Marketing services and external services. Google Data Studio was started as a part of the enterprise Google Analytics 360 suite. Google data studio turns the data into informative easy to use, easy to share.
If an organization uses the Salesforce Marketing cloud for marketing automation and Google Data Studio for reporting and analysis, how to get data from the Marketing cloud to the data studio if needed?
How to integrate Marketing Cloud with Google Data Studio.
Depending on how much data to export from the marketing cloud or how often you need to update reports in a data studio, we can decide on two solutions.
Uploading and Exporting Data from Marketing Cloud.
Manual Export of your relevant data from the marketing cloud requires a shallow lift connection. This option requires low ongoing maintenance, but the disadvantage is that it is less flexible. The two possible ways to export relevant data from Marketing Cloud are
*Use an automated CSV export which can be accessed using FTP.
*For more flexibility and control over the exported data, we use Marketing Cloud APIs to Export.
Since this is a manual method, we cannot do any automated uploads on a schedule, but we can perform the export process.
Connection Service usage
We can find many third-party services that offer marketing cloud to Data studio connectors already created in the market. To use this kind of connection, there is no need for any additional development on your organization’s side. In addition, this offers some features to help in replication which will be difficult in manual Export discussed above.
Custom Built Connection Solution
A customized development upfront is needed with periodic updates and maintenance to create a personalized connection for your organization. A personalized link is most important to have high strength and flexibility.
The primary data source for Data studio reports and Dashboards is the Salesforce database. Using SQL queries, we can pull out specific data and use data from the existing accounts.
Making a correct balance between Marketing Automation data accessible and controlling the Salesforce Marketing Cloud can be a little tricky. However, many third-party services offer secure processing, including Panoply, Skyvia, and Hevo. Connecting to these services within a few minutes makes it possible to create a secure copy of your data that can be sent to your favorite business intelligence tool. By using these services, your data stays safe, and your team can create reports and dashboards.
Are you looking for a Salesforce partner to integrate all these process in a seamless manner? Please feel free to connect CloudVandana and get full ROI Salesforce investment.
Salesforce opportunity stages describe the high-level phases within the sales process. The opportunity tab in Salesforce captures potential and ongoing deals currently pursued by the sales team in the organization. The Opportunities tab provides holistic progress of each value being followed and helps manage team effort spent per deal. No two sales team members approach the same client for the same opportunity, thus increasing the sales team’s efficiency.
Further, since opportunities are tracked on a real-time basis thus each opportunity’s progress is as accurate as it can get, and management can view each opportunity’s progress with accuracy. Every deal undergoes various sales stages as per the organization’s sales process before it is closed; these stages are termed “Opportunity Stages” in Salesforce. It is highly recommended that each business defines and customizes the sales process as per the firm’s business requirements, as shown below.
Steps to customize your own sales process
Step 1: Go to Setup, search for path settings, and enable “New Path.”
Step 2: Select “New Path.”
Step 3: List the Path Name and API Reference Name and select “Object Name.” Then, select the “Record Type” and the “Picklist Field” for which you want to customize a new path. Lastly, click on “Next.”
Step 4: Customize the “Positions” and “Stages” as per your business requirements.
Step 5: Activate your path and click on “Finish”
Step 6: You can see the created path from the path settings
Conclusion
A firm can increase its sales process productivity through Salesforce functionalities by automating various sales stages while pursuing an opportunity.
Are you looking for a registered Salesforce partner to get the full benefits of Salesforce CRM? Please feel free to contact CloudVandana and take your organization to the next level.
Salesforce Marketing Cloud is a marketing platform that supports many marketing features like multi-channel campaign execution, post and pre-campaign analytics, dynamic customer journeys, etc. Salesforce Marketing Cloud supports these features with the help of Studios and Builders. Marketing cloud includes some combined solutions for content management, journey management, and data analytics. In Salesforce Marketing Cloud (SFMC), Email Studio, Social Studio, and Mobile Studio to manage and engage communication with different channels. With the help of builders, we can manage the customer’s data, content, and journey in the Salesforce Marketing Cloud platform.
Now let’s discuss some benefits of the Salesforce Marketing Cloud.
Key features of Marketing Cloud
Data Management: In Marketing, cloud Data Extensions(tables) are used for data management. Data Extensions can be used in the form of a relational database supported by SQL. This feature and the SFMC’s ability to store different types of data gives Marketing cloud more advantages over similar platforms.
Integration Capabilities: Salesforce Marketing Cloud has a very large integration capacity which allows it to store different types of data. SFMC supports various APIs like REST API and SOAP API to expand the existing information in SFMC other than the expected connection with Salesforce’s Sales Cloud and Service Cloud.
Third-Party Applications: To increase the capabilities and customize the specific goals Salesforce Marketing Cloud has many third-party applications available. An example of third-party applications supported by SFMC is AppExchange. Apart from AppExchange, several other third-party applications help SFMC to expand its functionalities.
Artificial Intelligence: In Salesforce, artificial intelligence is branded as “Einstein.” Einstein helps in predicting customer engagement, the best time to send a message to each customer, and so on. All these will help increase the customer’s engagement with the brand and hopefully prevent disengagement.
The SFMC helps execute promotional campaigns, automated campaigns, personalized emails, triggered messages, and much more.
Key features of Sales Cloud
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand their business in more detail. Salesforce Sales Cloud is designed to support sales, marketing, and customer service in B2B and B2C contexts.
Contact Management: Sales Cloud gives complete information about the contact like previous communications, discussions, contact ID, emails so on. This feature helps to know every contact in customer accounts. By this, we will get a complete picture of the customer and how they will engage with our brand messages. In addition, the Sales Cloud uses the social media contents of the contacts to understand customer behavior.
Opportunity Management: This feature helps make and change the quotes according to the sales interaction.
Salesforce Engage: This feature allows to know where the revenue growth stands, alerts active leads, and creates personalized campaigns.
Lead Management: This feature of Salesforce Sales Cloud helps to designate the leads to appropriate people and also to track the campaigns.
Reports and Dashboards: It’s essential to understand where to change the decisions taken and the mistake made. This feature of Sales Cloud helps create dashboards that provide every information that can lead to faster decisions.
Sales Forecasting: To get proper forecasting of Sales will help in revenue growth; the sales forecasting feature gives a perfect view of Sales. The forecasting done can be adjusted with the real-time data.
Workflow and Approvals: The approval process has become more simplified using the visual drag and drop interface.
Sales Performance Management: To get performance summaries will help improve the Sale for the future. It will help to understand the flaws where we have to work. It also helps to create a link between Sales data and Sales goals.
Are you looking for a registered Salesforce Partner? Please feel free to contact CloudVandana and get the full ROI of your Salesforce investment.
