Marketing Cloud & Service Cloud

Connect experiences across marketing and service.

Deliver seamless transitions between departments, drive loyalty in every service case, reduce agent workloads with marketing automation, and more.

Improve customer retention.

Use service case data to inform journey decisioning, like suppressing large-scale campaigns from customers with open or recent cases, or personalizing offers based on case outcomes.

Send personalized suggestions based on purchase history or intent. Use Einstein to determine next best offers and tailored upsell opportunities for customers — driving repeat purchases at scale.

Reconnect with dormant customers, revive interest, and win them back. Use service data to create more precise audience segments to identify inactive customers most likely to re-engage.

Increase customer satisfaction.

Use customers' preferences, pain points, and priorities to personalize proactive service. With connected marketing insights, service agents have the context across every touchpoint to deliver tailored outreach and support.

Power more relevant, personalized experiences in every marketing journey. Use service data to build audience segments based on engagement from across the lifecycle — like loyalty status, repeat buyers, or open customer service cases.

Help customers engage your brand on their terms with two-way messaging. With real-time channels like SMS or WhatsApp, foster meaningful dialogue and gather real-time insights from customers as they share their opinions and experiences.

Accelerate Time to Value

Activate personalized onboarding journeys that proactively address customer needs. With automated welcome journeys, you can reduce service case volume and agent escalations.

Keep customers informed and engaged with upcoming renewal and service reminders. Whether it's a subscription renewal, scheduled maintenance, or product upgrade, keep your brand top of mind with timely reminders and connected interactions.

Use real-time website data to personalize service conversations by giving agents live visibility into site engagement. Use that same data to trigger automated marketing messages, personalized journeys, and next best actions.

Reduce contact and case volumes.

Unify channel experiences into a consistent customer conversation — from promotion to support. With connected chatbot workflows, enable self-service transactions, like appointment booking and offer redemptions.

Automate personalized responses to customer inquiries — all from a single platform. Provide related content like support articles and educational content to deflect future problems.

Deliver time-sensitive transactions with unified campaign and service journeys — making every moment connected across the lifecycle.

Marketing Cloud & Service Cloud FAQ

A customer experience platform is a set of tools designed to help organizations manage, optimize, and enhance the interactions they have with their customers across various touchpoints. The goal is to ensure that every interaction a customer has with a brand is consistent, personalized, and positive, regardless of the channel—whether it's online, in-store, through a mobile app, or via customer support.

Understand and activate customer data through a unified view, enabling personalized, targeted interactions across all channels. Boost satisfaction and loyalty through proactive service and consistent experiences, automates routine tasks for efficiency, and provides real-time insights for better decision-making, ultimately driving competitive advantage and business growth.

With Salesforce CRM, tools like Sales Cloud focus on managing customer data, tracking sales, and organizing interactions to boost efficiency. A customer experience platform goes beyond this with the addition of Marketing Cloud, optimizing the entire customer journey and ensuring personalized, consistent interactions across all channels to enhance the overall experience.

To choose the best CX platform, assess your business needs, focusing on scalability, integration with existing systems, and specific features like data analytics, personalization, and omnichannel support. Consider future growth and how well the platform adapts to evolving customer expectations and technology trends. Choose a platform that aligns with your goals.