Increase customer lifetime value (CLTV) with unified customer profiles and real-time audience segments.
| - Unify structured and unstructured data from any source without needing to physically move or copy it, using zero copy data access between Salesforce and partners like Snowflake or Google BigQuery.
- Create target audience segments in minutes with Agentforce. Simply describe the target audience you want, and Agentforce will translate your natural language prompt into the appropriate segment attributes–no SQL required!
- Measure effectiveness of segment performance across activations (for example, Meta or Google Ads campaign) using Calculated Insights (for example, lifetime value, engagement scores).
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Improve ROI with AI campaign insights, optimizations, and attribution informed by your marketing performance data.
| - Continuously ingest and harmonize marketing data with just three clicks using our library of prebuilt API connectors, universal data connector, marketing-specific data model, and AI enrichments.
- See how your campaigns are performing across owned and paid channels in one view using out-of-the-box marketing-specific dashboards like attribution, channel overview and segment intelligence. Easily understand campaign performance with natural language summaries, goal tracking against specific business KPIs and the ability to filter to analyze by channel, campaign, segment, and more.
- Let Agentforce identify and pause low-performing ads across your connected data sources.Use AI insights and Agentforce’s recommended ad optimizations to reallocate spend to the highest-performing campaigns.
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Increase revenue by connecting the entire customer experience with AI-orchestrated cross-channel journeys.
| - Unify fragmented customer data from any source (from online clicks to in-store purchases) to create a single, comprehensive view of each customer. This unified profile serves as the foundation for cross-channel engagement.
- Orchestrate and optimize personalized, cross-channel journeys in real-time using AI to predict the best channel, message, and time to engage with each customer, automatically adjusting the journey as their behavior changes. This ensures every interaction is timely, personalized, and context relevant.
- Create and manage cross-channel campaigns from a single platform. This eliminates the need to jump between multiple systems to manage different channels, allowing marketing teams to build cohesive, end-to-end customer experiences.
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Boost conversions with always-on, 1-1 personalized recommendations and offers across every channel.
| - Recommend the most relevant products, content, or offers to your customers across web, email, and mobile using rules-based decisioning, or let Agentforce optimize the customer experience based on your business goals.
- Engage your customers 24/7 with Agentforce recommending relevant products and content so they never have to search for information. As the two-way conversation continues, Agentforce will dynamically adapt your website's layout and content based on each customer’s real-time intent and interests.
- Evaluate how different personalization experiences perform by segment and easily track the revenue impact of your personalization efforts by using built-in experimentation and attribution.
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Improve customer retention through consistent brand experience and contextual handoffs between marketing and service.
| - Create a single, shared view of the customer by unifying customer data from any source across the company's sales, service, commerce, and marketing teams.
- Ensure consistent branding, messaging, and visual assets across every channel with unified content, channels, and journeys.
- Give AI agents and humans access to customer interaction history, turning marketing messages into two-way agentic conversations. This allows for seamless transitions in the customer journey, moving from receiving a marketing message to engaging in a conversation.
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Close more deals with AI-powered nurtures and seamless lead passing to sales.
| - Capture leads through forms and landing pages, and automatically send them on a personalized nurture. As leads engage with content, AI-powered scoring helps you determine how engaged each lead is.
- Tailor content based on prior engagement and propensity score, personalizing outreach and offers based on product interest and likelihood of converting.
- With Marketing and Sales on one platform, seamlessly pass the lead to the sales team through an automated notification to the Sales rep once the lead is sufficiently nurtured. Have the AI-powered agent do initial outreach and gather additional information, while an account executive views the lead’s marketing engagement history for deeper conversations.
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Grow account relationships through unified buyer engagement across marketing, sales, and service.
| - Identify which accounts are most likely to convert (and therefore which accounts to target for high-touch outreach) using account scoring and insights. With Marketing, Sales, and Service on one platform, all teams can see these insights, making it easier for teams across departments to strategize together.
- Personalize content and multichannel nurture programs to top buyers within an account based on firmographic, account, buying group (that is, decision maker, influencer, and so on), and behavioral data. You can also dynamically personalize the website based on behavioral data and propensity to purchase.
- Automatically share lead score changes with sales and service teams when buying group members engage with marketing materials. Sales receives proactive alerts to connect with key decision-makers. Buyers on upsell/cross-sell journeys are automatically linked to service for upgrade inquiries.
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Grow customer loyalty through hyper-personalized rewards and exclusive experiences.
| - Deliver highly relevant and personalized loyalty offers by unifying customer data to create a single, comprehensive view of each customer.
- Ensure proactive and effective loyalty efforts by using AI to predict the most impactful rewards or experiences.
- Ensure consistent and timely experiences by automating personalized loyalty journeys, such as delivering a targeted reward or exclusive invitation.
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Improve return on ad spend (ROAS) with performance insights and in-flight campaign optimization.
| - Create richer, AI-informed segments from unified customer data and push them instantly to major ad platforms. Marketers can also use natural language prompts to describe the audience they want, with AI analyzing metadata to build the segment automatically—no technical skills required.
- Continuously monitor campaigns against business KPIs and automatically pause, adjust, or reallocate spend in real time. With Agentforce Paid Media Optimization, this becomes always-on—analyzing performance against goals and benchmarks and turning campaigns on or off when they underperform.
- Close the loop from spend to outcomes by linking ad exposure to actual sales with clean rooms and connected insights. Understand audiences, channels, and determine future spend and campaigns by using historical and in-flight campaigns.
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Increase customer lifetime value by onboarding every customer with email.
| - Drive customer success with an onboarding series with tips and tricks tailored to that product. This level of personalization makes the communication relevant and valuable, increasing engagement from the very first email.
- Optimize these elements in real-time using AI. For instance, AI can analyze a customer's past behavior to determine the best day and time to send an onboarding email to maximize the chance of it being opened. Optimize beyond simple automation, continuously learning and adapting to a customer's behavior.
- Design a series of emails that trigger based on specific customer actions. For example, a welcome email is sent immediately after a purchase, followed by an educational email two days later, and a check-in a week later. If the customer completes a key action, like creating an account, the next email in the series can be changed to reflect that ensuring a consistent and personalized experience.
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