Four Tools You Need to Build a Single Source of Truth Around Each Customer

Show your customers you know them. Unify, segment, and activate data across every customer touchpoint.
 
Customers expect a seamless experience across all touchpoints with your company, whether they’re receiving a promo email, logging into their user profile, or talking to a customer service rep. However, delivering on that expectation can be challenging because of siloed systems and teams — 59% of customers say it generally feels like they’re communicating with separate departments, not one company. This sentiment is why 43% of companies see building a single source of truth as the top customer experience challenge.

Companies strive for a way to connect all of their customer data across every system and business securely — a single source of truth, so everyone in your company can see the relevant customer information. Imagine creating a unified customer profile across all touchpoints by connecting customer identities, data, marketing journeys, and privacy management. Not only does this provide an incredible customer experience, but it also makes life easier and more efficient for your entire organization.

This playbook shows you how Salesforce’s Single Source of Truth gives you four definitive ways to build a single source of truth for your company and empower you to create positive, lasting, and actionable relationships with your customers.
Chapter 1. Get a single view of the customer through data
Chapter 2. Create a single login experience
Chapter 3. Resolve a customer’s identity
Chapter 4. Personalize customer experiences
Chapter 5. Manage and protect customer privacy in your CRM
Chapter 6. Steps to a successful Single Source of Truth implementation
 
 
 

Show your customers you know them. With the tools in this guide, you'll be able to:

  • Get a single view of the customer through data
  • Create a single login experience
  • Resolve a customer’s identity
  • Personalize customer experiences
  • Manage and protect customer privacy in your CRM
  • Access steps to a successful single source of truth implementation
 

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