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What is Salesforce Customer 360

Salesforce Customer 360 is a powerful tool that helps associations to build a 360-degree view of their constituents. This view includes all the member and non-member interactions, preferences, and behaviors across all touchpoints and channels. With Salesforce Customer 360, associations can unify customer data from different sources and turn it into meaningful insights, enabling them to provide personalized experiences and engage customers effectively.

Salesforce Customer 360 is designed to help organizations overcome the challenges associated with managing member data, such as data silos, incomplete data, and data inconsistency. By integrating data from multiple sources, such as CRM systems, event software, ERP, email marketing solutions, and customer service applications, organizations can gain a more comprehensive view of their members. This view can be used to personalize marketing and member recruitment, streamline member services, and improve the overall member experience.

One of the key benefits of Salesforce Customer 360 is its ability to provide a single source of truth for member data. This means that all constituent data is stored in a central location and is accessible to all departments and employees who need it. This eliminates the need for separate databases and systems, which can lead to data duplication and inconsistency. With a single source of truth, organizations can ensure that everyone is working with the same data and can make informed decisions based on accurate information.

Another benefit of Salesforce Customer 360 is its ability to provide a holistic view of the member journey. By tracking member interactions across all touchpoints and channels, associations can gain insights into the member preferences, behaviors, and needs. This information can be used to personalize interactions and provide a seamless member experience. For example, if a member has recently registered for an event, the organization can use this information to offer relevant upsell or cross-sell opportunities.

Salesforce Customer 360 also includes powerful analytics capabilities that allow associations to gain insights into member behavior and preferences. By analyzing data, associations can identify trends and patterns that can be used to improve marketing and purchasing strategies. For example, if a particular segment of members is more likely to purchase a specific product, the organization can use this information to target this segment with personalized marketing campaigns.

Salesforce Customer 360 also includes Einstein GPT which is the first generative AI CRM. This technology which is part of Salesforce Einstein, enables associations to automate business processes, provide personalized experiences for members, and make data-driven decisions based on insights gained from machine learning algorithms.

Salesforce Customer 360 is a powerful tool that can help organizations build a 360-degree view of their customers. By integrating customer data from multiple sources, associations can gain a comprehensive view of their members, which can be used to personalize interactions, improve member service, and enhance the overall member experience. With its powerful analytics capabilities and single source of truth for member data, Salesforce Customer 360 is a must-have tool for associations that want to grow their membership base, retain members and increase non-dues revenue.

About Systems Rewired

Systems Rewired is a Salesforce consulting company focused on the association and nonprofit marketplace. We have over 20+ years of experience assisting associations and nonprofits with their strategic technology decisions.

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