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Understanding
Salesforce CDP
A Customer Data Platform (CDP) is a powerful tool that allows companies
to gather, unify, and activate customer data from various sources. Salesforce
CDP is a popular choice for companies looking to improve their customer
experiences.
Unified Customer View
360-Degree View
CDP unifies all customer data into a single view.
Easy Integration
Integrates easily with other platforms.
Analytics
Allows for real-time customer data analytics with AI.
Segmentation
Divides customers into segments for easier targeting.
Personalization
1 Digital Footprint
Track customers'digital activities across
multiple channels.
2
Customized Experience
Deliver personalized content and
messaging based on customer preferences. 3 Recommendations
Suggest personalized product
recommendations to customers based on
their preferences and purchase history.
Seamless Integration
Fast Deployment
Quickly integrates into
existing systems and doesn't
require custom coding.
Developer Friendly
The platform has an open API
for developers to customize
and extend the platform's
functionality.
Scalable Solution
Supports scalability by
handling high volumes of data
and metadata across multiple
platforms.
Real-time Interaction Management
Instant Reporting
Provides real-time performance
metrics.
Interaction Data
Provides customer interaction data
across all channels in real-time.
Dynamic Engagement
Customizes customer interactions in
real-time based on historical data
and preferences.
Improved Customer Experience
1 Responsive
Responsive support team that provides
quality customer service.
2
Customer Engagement
Personalized interactions with relevant
information improve customer
engagement.
3 Comparison
Gain the ability to compare customer data
with actual operational metrics and attain
strong business insights.
Cost-effective Solution
Low Cost
Salesforce CDP offers a lower cost model in
comparison with other CDPs.
High Rewards
The platform offers high rewards with a data-based
strategy through customer unification.
Data Privacy and Security
Data Handling Applies best practices in data handling security,
access control, and data privacy to keep customer
data safe and secure.
Compliance Follows all data protection regulations and
complies with GDPR, CCPA, and other data
compliance standards.
Security Controls Provides high-level encryption and other security
controls to protect data against unauthorized
access.

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Understanding-Salesforce-CDP.pdf

  • 1. Understanding Salesforce CDP A Customer Data Platform (CDP) is a powerful tool that allows companies to gather, unify, and activate customer data from various sources. Salesforce CDP is a popular choice for companies looking to improve their customer experiences.
  • 2. Unified Customer View 360-Degree View CDP unifies all customer data into a single view. Easy Integration Integrates easily with other platforms. Analytics Allows for real-time customer data analytics with AI. Segmentation Divides customers into segments for easier targeting.
  • 3. Personalization 1 Digital Footprint Track customers'digital activities across multiple channels. 2 Customized Experience Deliver personalized content and messaging based on customer preferences. 3 Recommendations Suggest personalized product recommendations to customers based on their preferences and purchase history.
  • 4. Seamless Integration Fast Deployment Quickly integrates into existing systems and doesn't require custom coding. Developer Friendly The platform has an open API for developers to customize and extend the platform's functionality. Scalable Solution Supports scalability by handling high volumes of data and metadata across multiple platforms.
  • 5. Real-time Interaction Management Instant Reporting Provides real-time performance metrics. Interaction Data Provides customer interaction data across all channels in real-time. Dynamic Engagement Customizes customer interactions in real-time based on historical data and preferences.
  • 6. Improved Customer Experience 1 Responsive Responsive support team that provides quality customer service. 2 Customer Engagement Personalized interactions with relevant information improve customer engagement. 3 Comparison Gain the ability to compare customer data with actual operational metrics and attain strong business insights.
  • 7. Cost-effective Solution Low Cost Salesforce CDP offers a lower cost model in comparison with other CDPs. High Rewards The platform offers high rewards with a data-based strategy through customer unification.
  • 8. Data Privacy and Security Data Handling Applies best practices in data handling security, access control, and data privacy to keep customer data safe and secure. Compliance Follows all data protection regulations and complies with GDPR, CCPA, and other data compliance standards. Security Controls Provides high-level encryption and other security controls to protect data against unauthorized access.