RESOURCE CENTRE

Work Toward a Single View of Your Customer

The integration opportunity is knocking.

Time to Read: 6 minutes

We’ve all had the experience of reaching out to customer service, only to be shuffled across multiple departments that all ask us for the same information. All too often, customers have to navigate a company’s org chart to get the answers they need — mainly because employees don’t have easy access to a single source of truth for customer data.

The fact is, customer data comes from too many sources to easily consolidate and make sense of it all, and silos only exacerbate these challenges. This, in turn, negatively impacts the quality of customer and potential customer experiences.

Customer/prospect data comes from too many sources to easily make sense of it.

Lack of an enterprise view of customer/prospect data is a problem.

I have a lot of analytics tools at my disposal, but I still struggle to produce and execute insights.

Customer/prospect teams cannot access actionable insights in real time.

Organisational silos negatively impact the quality of our customers'/prospects' experiences.

Percentages indicate Strongly agree / Agree

Source: Make CRM the Foundation of Your Customer Obsessed Strategy

As we mentioned in an earlier chapter, the average enterprise uses about 900 different applications and only about 28% of those apps are connected. This is a big problem because nine out of 10 IT leaders say data silos are their greatest obstacle to digital transformation.

Companies need a single source of customer truth.

To what extent do you feel your CRM system(s) provide(s) a single source of truth today?

Image that indicates 25% of respondents completely feel that their CRM provides a single source of truth

How much value would your organisation gain from a single source of truth for customer data?

Image that indicates 80% significant value

Source: Make CRM the Foundation of Your Customer Obsessed Strategy

The integration opportunity is massive. Research shows well-integrated CRM systems contribute to significantly higher customer satisfaction. Eighty percent of well-integrated businesses reported an eight or higher on a 10-point scale when rating their overall experience for customers, as compared with 57% of organisations whose technologies were not well-integrated with their CRM platform.

Decide what and how to integrate.

To provide a connected experience, data may need to be integrated between a broad range of business applications, systems of record, and external sources.

Again, taking a use case approach can help you decide what systems and data need to be integrated. If, for example, you want to provide personalised product recommendations for customers via email newsletter, product data from your ecommerce platform will need to be accessible from your email marketing engine. And you will likely want to automate processes, such as sharing pricing information between your enterprise resource planning (ERP), CRM, and ecommerce systems.

Then, you need to decide how to integrate the systems. This can happen in multiple ways:

Organisations can invest solely in products and services from one provider, so all programs and tools more seamlessly integrate and share data.

Developers can write custom code to force two systems to communicate with each other.

Developers can use application programming interfaces (APIs) to allow an application to securely connect to and use data from another application.

Each approach has its pros and cons. For example, while it may be tempting to choose best-of-breed applications from different vendors, writing custom integration code often results in a messy web of code that breaks with updates and new integrations. On the other hand, an integrated all-in-one solution may not have the capabilities some lines of business need.

Alternatively, you can take a hybrid approach by adopting a customer-centric platform like Salesforce Customer 360, which offers market-leading applications for key lines of business, all built on a shared platform — but can also be highly connected and integrated with other software through APIs and data management tools. More to come on that in a minute.

Customer Story

e.l.f. Cosmetics

Image of Ekta Chopra, Chief Digital Officer for e.l.f. Beauty

e.l.f. Cosmetics was one of the earliest beauty brands to use ecommerce, and it has since undergone a transformation to provide a connected experience for its customers.

The transformation required integrating the company’s marketing, ecommerce, and service systems. This has enabled e.l.f. Cosmetics to better understand customer behaviours, use artificial intelligence to improve customer engagement, create personalised customer journeys, and reduce service issues.

As a result, the company increased daily browse-to-buy conversion rates to levels only previously seen on Black Friday and saw a 50% decrease in daily customer service tickets.

The experience has given Ekta Chopra, Chief Digital Officer for e.l.f. Beauty, insights into what organisations should consider before embarking on an integration project. Her recommendations are to:

Make sure you have someone with integration expertise on the team with a deep knowledge of your architecture.
Take a use case-based approach by designing the integrations for real-world situations.
Understand what inputs are necessary for each use case before getting started.
Map out your customer journeys.

To help plan integrations for key use cases, Chopra recommends using Salesforce Solution Kits. These kits lay out the best practices and materials needed for common use cases, including abandoned shopping carts, personalised recommendations, and order histories.

We’re on the road to Nirvana; a single view of the customer is the key to a frictionless consumer journey!

Ekta Chopra, Chief Digital Officer, e.l.f. Beauty

Empower your employees with a single source of truth for every customer.

The ultimate aim of data integration projects is to create a single source of truth so everyone across the organisation can access the information they need from the same dataset. The big question, of course, is how. Salesforce can help you achieve this with Customer 360 Data Manager and MuleSoft.

Salesforce Customer 360 Data Manager offers a point-and-click interface that allows your teams to connect all your Salesforce apps and customer data from other sources to create a single global ID and profile for every customer across the organisation.

The MuleSoft Anypoint Platform provides a bridge between Customer 360 and the rest of your organisation’s ecosystem of systems and data. It allows your developers to use APIs to connect Salesforce with on-premises, cloud, and legacy systems. For example, it can unlock back-office data from ERP systems and databases in Salesforce apps to synchronize orders and automate workflows. APIs are designed to make integration much easier and quicker for developers. In fact, 60% of IT leaders say that integration with APIs is critical to their digital transformation strategy.

Together, Salesforce Customer 360 and MuleSoft, a Salesforce company, allow you to surface your company’s data to deliver intelligent, connected experiences across channels and touchpoints.

Want to dive deeper? Learn how APIs can help you integrate data from any system, whether on-premises, in the cloud, or legacy.

Read the e-book

Access thousands of pre-integrated apps.

Trusted Salesforce partners have created thousands of apps that integrate seamlessly and securely with Customer 360, and can all be found in the AppExchange. This ecosystem of more than 5,000 solutions and 80,000 peer reviews can help you solve any business challenge and extend the power of the platform.

Getting the right technology platform and solutions in place is vital, but that won’t guarantee success until you have your people onboard. The next step is to drive the adoption of new apps and tools through change management and training.

Chapters

Is your IT focused on products or customers?

Learn two paths to building your innovation roadmap.

Audit technology and process — where are your gaps?

Work toward a single, shared view of the customer.

Drive successful adoption and future innovation.

Customer 360 - Complete Salesforce Products & Software Suite

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Tool

Customise a solution that's right for your business in two simple steps.

Webinar

Watch Now - Unlock a Personal Experience for Your Customer with Customer 360

Article

Why Hyper-Personalisation Is the Future of Customer Experience

Up Next: Chapter 5: Drive Successful Technology Adoption and Future Innovation

Adapting to new ways of working can be hard and it's imperative you set your employees up for success, while fostering a culture of continual innovation.

See how to:

Assess if cultural norms are barriers to change, and how to improve them
Create a change management and adoption strategy
Promote continuous learning and innovation

Go to Chapter 5

Up Next: Chapter 5: Drive Successful Technology Adoption and Future Innovation

Adapting to new ways of working can be hard and it's imperative you set your employees up for success, while fostering a culture of continual innovation.