Unifying and Managing Your Customer Data with Salesforce

Unifying and Managing Your Customer Data with Salesforce

Your customers interact and experience your brand in many physical and digital places.

Important data points are being collected, whether in-person, in a store, online via a payment portal, or on the phone or chat with a support center.

As this goldmine of customer preferences and historical information is amassing in various systems, it’s not always connected and available to those who need it to create those stellar customer experiences, such as marketing, engineering, sales, or customer service.

How can you successfully use Salesforce to tap into your data and elevate your customer experience (CX)?

We’ll look at how to solve this challenge by using an example in an industry that collects an abundance of customer data and preferences to unify customer data and preferences every second of the day—media.

Managing Customer Data

Media organizations inform us and often entertain us.

Consuming these services can require exchanging personal information between the customer and the company, even if the service is free.

For example, an Over-The-top (OTT) video streaming service can have various free and paid subscriptions that prompt users to share demographics and viewing preferences.

Once the user becomes an active customer, engagement and insight data starts collected in various systems, such as how customers interact with your advertisements, how often the mobile app is used, and purchasing details.

As customer data mounts, internal teams are tasked to convert non-paying subscribers to paying subscribers, reduce the churn rate of existing customers, and optimize customer acquisition costs.

However, they face a common challenge. When customer data is captured in multiple disparate systems, it’s impossible to have a full picture of the customer and unify customer data.

In the end, the customer suffers the ramifications of receiving disjointed experiences, too much irrelevant content, or no attention at all. How can you organize your data to drive customer retention?

Salesforce Customer 360

Enter Customer Relationship Management (CRM)! The Salesforce Customer Data Platform (Salesforce CDP).

Many people associate this term with sales—however, that has significantly changed. Built on a single, scalable CRM platform, Salesforce’s Customer 360 approach enables the business to manage external interactions to drive customer success across the organization. In order to gain a better understanding of sales process, consumer behavior and KPIs, businesses can used analytics for Salesforce.

Salesforce CRM is a Salesforce customer data platform (Salesforce CDP) which serves as a single source of truth and organizes your data to give you a complete record of your customers, such as purchasing history and any outstanding customer service issues.

A customer’s public social media activity (likes and dislikes) and what they say and share about you or your competitors can also be tracked. This solution can help automate all customer journey aspects, leading us to Marketing.

In our OTT video streaming services example, plenty of marketing initiatives take place. Campaigns to socialize the launch of a new original series, enticements to watch live sporting events, the top 10 binge list, and recommended picks based on an individual’s watch history.

The list is endless when it comes to serving up content. Salesforce Marketing Cloud provides the capabilities to segment these campaigns to enable a personalized journey full of the right content at the right time.

In the case of a new non-paying subscriber, this user can be entered into a new customer campaign to automate specific touchpoints from welcoming them to their service to sharing the latest trending movies.

These touchpoints can happen dynamically across various devices (mobile, gaming systems, etc.), channels (website, chat/messenger, etc.), and locations to deliver a seamless experience.

Salesforce CDP

Building on the CRM foundation is the ability to connect data completely and analyzing customer data, which is made possible by the Customer Data Platform (CDP).

Salesforce CDP allows you to connect data sources from multiple sources, including from within Salesforce, Marketing Cloud, and external data sources, such as AWS, Azure, Snowflake, and Google Cloud Platform via MuleSoft.

No matter the format (because there will be various formats), it can be harmonized by mapping and analyzing customer data to the industry standard Cloud Information Model (CIM).

It unlocks a whole new level of customer insights into systems that would typically remain siloed from a CRM, such as loyalty programs and Point of Sale (POS) platforms.

Tableau CRM for Customer Data Analytics

Having your data fully connected is valuable–however, the insights from your data to make the right decisions will bring your CX program to the next level.

It is time to build off that foundation to visualize a comprehensive view of your customer and give them what they need before they know they need it.

Tableau CRM is a customer data platform for customer data analytics provides that visualization and business intelligence capabilities to help make sense of your data and answer critical questions.

With AI-driven engagement at its heart, you can better predict customer behavior and automate personalized services to speak to your customer individually, not as a group, helping you:

  • Drive customer retention: Optimizing the Customer Lifetime Value (CLV) is directly tied to how you leverage your data to determine the next best actions for your customers. Engaging at the right time, with the right content, on the right channel is key. With the video streaming service markets reaching more of the youth cohort, there is less emphasis on email communications and more on push notifications and in-app messages to engage them effectively. Using Push and in-app messages can help achieve the same messaging and campaign across all customer touchpoints and, simultaneously, be personalized to the individual.

  • Convert new customers: How can you turn that non-paying subscriber into a paying one? Using your data to understand demographics based on specific interactions can help move the needle and convert net new customers by giving them an experience that is unique and personal.

  • Bolster compliance: Not only are you collecting personal and behavioral data, but consent data is also being collected. Having a centralized view allows you to listen to your customers based on their preferences and communicate with them in the way they choose.


1. What is unify in Salesforce?

It allows in the connecting, synchronizing and managing customer data between Salesforce and third-party applications.

2. How does Salesforce use customer data?

It customer data platform that leverages customer data analytics to enable users get a complete understanding of customers and deliver more targeted experiences.

3. What is Salesforce data management?

Salesforce data management in Salesforce Customer Data Platform (Salesforce CDP) refers to the various data process and techniques on data management available in Salesforce.

4. How does Salesforce organize data?

The data is organized into objects, fields and records in Salesforce.

5. Is Unify a database?

Not at all. It is just a feature in Salesforce. It allows data synchronization between Salesforce and third-party applications to unify customer data.

6. What does unify data mean?

Unify customer data is the collation of data from various data source to create a single view of data.