Sell Smarter with Data Cloud
Learning Objectives
After completing this unit, you’ll be able to:
- Apply the Data Cloud framework to selling with Sales Cloud.
- Name a few example use cases for Data Cloud that support sales.
When you’re selling, every factor in your favor can be the difference between making a deal and coming away empty-handed. That makes timely, relevant, and actionable insights invaluable. Data Cloud aims to arm Sales Cloud customers with a single source of truth that delivers value at every point in a pipeline.
In the previous unit, you learned the basic formula for how Data Cloud helps businesses thrive. But combined with the power of Sales Cloud, you can leverage next-level insights to close sooner, select the right products for a customer, and present solutions at the right time to make a sale.
Connect and Harmonize
Bring together global sales data, even from multiple Salesforce orgs, and build a strategy for web engagement from any data lake. Data Cloud can connect transactional data from legacy systems, unstructured data from third-party systems, and all your future ingestion into one, organized hub. From there, you can base your engagement plan on customer trends and interactions for maximum impact.
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Analyze and Predict
Never miss a chance to convert a lead—and avoid putting pressure on prospects when the time isn’t right. With the ability to measure and offer data-driven assessments of things like customer lifetime value, churn, and propensity to buy, you can make the most of dynamic forecasting to drive dependable action.
Automate and Take Action
Triage and scale your resources by giving teams the tools to outperform competitors. Proactive, behavior-based enablement and outreach based on changes in web data help you connect with customers. And whole dynamic routing from cross-cloud sources and personalized cadences help you dial in the right level of communication without dropping the ball.
Ground AI in Trusted Data
AI already shapes how the most ambitious teams sell. Take advantage of its ability to break down barriers with sales emails grounded in web data, or use AI to assess customer signals and create relevant plans to close deals created from specific customer signals. Data Cloud helps you embrace next-generation strategies to stay engaged, but keep the personal touch that can close a deal and keep a customer for life.
Data Distinguishes You from the Competition
Data Cloud’s core advantage when combined with the power of Sales Cloud is helping you see what works to convert for your company. By using the insights and automation built on real-time data from your actual customers, you can drill down to what makes your business special—and how to make those differentiating features shine when it matters most.
Whether you’re monitoring your campaigns to see what messages resonate with your audience or supporting top agents with timely insight that helps them close key deals, Data Cloud plugs into your plans and lets you get even more from Sales Cloud.
Resources