Win New and Profitable Customers with Personalised Marketing

Foster relationships and create loyalty with predictive AI Capabilities built directly into your CRM. Deliver the right message on the right channel to the right person at the moment they are ready to buy.

See how top industry leaders activate data and AI with Salesforce.

Put shopper data to work for higher marketing ROI.

Connect first-party customer data using prebuilt integrations. Bring together data from across your entire retail operation, including Salesforce and external sources. With Identity Resolution, unify millions of records and resolve duplicate identities to produce a single view of every customer.

Segment creation tab with Einstein.

Create targeted audiences, without SQL or requesting data. Use generative AI to translate plain language descriptions into functional segments in seconds. Use a no-code builder to create and prioritise audiences with waterfall segmentation and find high-value customers using Einstein lookalikes.

Segment population tab containing direct attributes.

Increase efficiency and engagement with unified performance data, automated reporting and AI insights from Einstein Marketing Insights. Optimise media plans, ingest media buys and acheive greater ROI. Prove the business impact of campaigns with best-in-class data visualisations built for marketers.

Key insights including media cost, revenue and units sold per week.

Looking for higher margins? Salesforce for Retail Media is designed to help retailers activate first-party data in new ways in order to grow advertising revenue, scale media operations and sales and optimise campaign performance by activating first-party data.

A dashboard for ad sales containing key insights.
Segment creation tab with Einstein.
Segment population tab containing direct attributes.
Key insights including media cost, revenue and units sold per week.
A dashboard for ad sales containing key insights.

Scale personalisation across channels with AI.

Deliver AI-powered campaigns that increase conversion across channels. Build the perfect shopper journey with Journey Builder, integrate dynamic multichannel content and unify departmental silos to connect the customer experience across marketing, service, sales and loyalty touchpoints.

Send Time Optimisation

Activate deep shopper insights with AI, including segment creation and lookalike modelling. Automate intelligent marketing journeys with built-in predictive AI. Scale lead generation and account-based marketing with AI scoring, key account identification and full-funnel, multi-touch attribution.

Data representations of engagement scoring and frequency.

Treat every shopper as an individual with website and app personalisation, AI-driven journey triggers and real-time affinity profiling. Send timely messages with Open Time Email Personalisation and deliver AI-automated offers to maximise engagement. Review real-time analytics to optimise ROI.

A homepage of a customer containing personalised marketing.

Configure your loyalty programmes to fit your needs with Salesforce retail loyalty programme software. Run multiple programmes at once within one platform for different brands and initiatives — and for both B2B and B2C programmes. Quickly launch referral promotions through a guided set-up wizard to configure and define all aspects of your programme.

A tab containing programme membership details.
Send Time Optimisation
Data representations of engagement scoring and frequency.
A homepage of a customer containing personalised marketing.
A tab containing programme membership details.

Optimise marketing ROI with AI insights and intelligence.

With Einstein, select a KPI to improve and create an always-on pipeline of AI insights. You can answer big-picture questions like how to reduce spend by lowering your CPM or go deeper to see what creative had the largest outlier effects in a recent campaign.

Insights for conversions and impressions.

Extend the power of your unified marketing data with simple exporting. Visualise and explore your data in Tableau with a “clicks not code” native integration. You can also push data to Snowflake, PostgreSQL and Google BigQuery for incorporation into your enterprise data lake or warehouse.

Tabs for mapping and destination data base.

Make sure everyone has the data they need, when they need it. Share real-time marketing insights across teams and departments with a native Slack integration. Schedule one-off or regular updates, embed dashboards or download widgets for use - anywhere.

AI-powered marketing insights.
Insights for conversions and impressions.
Tabs for mapping and destination data base.
AI-powered marketing insights.
Customer interacting with a service agent online.

Build the perfect retail marketing solution with our help.

Contact us today to learn more about how Salesforce can meet your unique needs.

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Win New and Profitable Customers with Personalised Marketing FAQs

Our portfolio of products, built on the trusted Salesforce Platform, helps you to connect with customers in a whole new way. Now everyone — your marketing, sales, commerce, service, IT and data teams — can augment their work with connected data, trusted AI and the #1 AI CRM, purpose-built for retail.

Marketing Cloud is an AI-powered, cloud-based retail loyalty software within the Salesforce Customer 360 ecosystem. Marketers can segment their audience, deliver personalised messages, track campaign performance, engage leads and accounts and optimise strategies based on real-time insights.

Marketing Cloud comprises Data Cloud for Marketing, Personalisation, Engagement, Marketing Cloud Account Engagement and Marketing Cloud Intelligence. Each component focuses on specific aspects of digital marketing and collectively forms a comprehensive suite of tools to manage and optimise marketing efforts.

If you run multi-channel marketing campaigns, marketing software can help your business with automation, personalisation and data-driven decision-making. It streamlines processes, boosts productivity, enables personalised customer experiences and offers insights to optimise marketing strategies.

Retail loyalty software is different from CRM software. However, it is built directly into the Salesforce Platform to seamlessly tie your B2B and B2C loyalty programmes back to your CRM to create a single view of each member. This allows you to deliver consistency for customers at every touchpoint.

Choosing the right marketing software involves identifying your marketing needs and goals, evaluating the capabilities of different software and ensuring that they meet your requirements. Consider factors such as ease of use, scalability, integration with existing systems and customer support.

Choose a retail loyalty management solution that delivers native connectivity to data, marketing, commerce and service experiences, channel breadth, flexibility to manage programmes, native measurement tools, embedded retail AI, customer support and training resources, dependability and scalability.