One of Salesforce’s greatest strengths is its versatility. There are countless ways its wide array of products and cloud systems can drive growth, engagement, and efficiency. Now, that’s more true than ever with Salesforce leading the charge on AI for CRM. To better understand how Salesforce powers automation, analytics, and AI, you first need to understand the crucial data platform driving it – Data Cloud.
Data Cloud’s Super Power: Data Harmonization
Using Mulesoft, disparate data from all your scattered sources is ingested to Salesforce Data Cloud and then reformatted to work together. Even if your data is currently stored in a variety of formats from your legacy point solutions, Data Cloud harmonizes it all to work together seamlessly.
Using advanced matching and reconciliation algorithms, Data Cloud pieces together fragmented records and eliminates duplicate information to create a singular, holistic customer profile. Moving forward, new client data is automatically ingested in real-time, meaning profiles are always updated with current insights. Salesforce then capitalizes on this treasure trove of knowledge about your organization to deliver game-changing tools for innovation.
The Gifts of Data Harmonization
Enhanced Insights: Data Cloud delivers 360-degree analytics of your constituents and your entire organization, which can also be visualized in Tableau to enhance clarity. With these new insights at your disposal, you can make stronger decisions that better serve your clients and make predictions to anticipate their needs.
Personalization: Client profiles can be segmented based on similar characteristics and behaviors, which enables organizations to easily create personalized communications and client journeys to better engage with those enrolled in programming.
Automation: Once your data is unified and harmonized, Data Cloud then activates it to automate tedious manual processes. This boosts productivity and frees workers to handle more complex tasks like impact strategy or individual outreach to constituents.
Artificial Intelligence: Great AI requires great data. Data Cloud’s trusted, secure model is the foundation of Salesforce’s AI capabilities. Think of Data Cloud as the brains behind Salesforce Einstein and, now, Agentforce.
Agentforce: Autonomous AI Driven by Data Cloud
At Dreamforce 2024, Salesforce revealed its new industry-leading AI agents called Agentforce, which can proactively and efficiently handle administrative tasks without human supervision. Agentforce will essentially behave as a human worker, handling more complex tasks than just rigid chatbot responses.
Data Cloud serves as the foundational database for Agentforce, feeding it trusted, secure data that results in the correct outcomes. Just type in a prompt in general layman’s terms, and Agentforce will work in tandem with Data Cloud to conjure the appropriate solution without you feeding it the answer beforehand. That includes answering complex questions from constituents and automatically sending personalized emails to potential donors.
Great Technology Requires Great Data Strategy
The vast possibilities of Data Cloud are only achievable unless you begin to execute a comprehensive data strategy that actually involves the people and processes driving your organization. Otherwise, your data isn’t actually working for you – it’s just a fancy blueprint of an ineffective machine.
As a top-tier Salesforce partner with unparalleled human services experience, Provisio digs deep to truly get to know your organization and what your goals are. This attention to detail informs a thorough, personalized data strategy that sets up Data Cloud to be as impactful as it can be. When Data Cloud is set up for success, so are you.
Contact Provisio to learn how we can kickstart your innovation journey with stellar data strategy.
Tom Moran lives in Highland Park, IL and spends much of his summers in Green Lake, WI. Besides content writing for Provisio, he also teaches a broadcast writing course at Columbia College Chicago. Tom loves jam bands and extended guitar solos.