Business Intelligence and Customer Data Management
Increasingly, companies know they need data to make informed business decisions. But getting actionable data in real time can be problematic. Getting access to data that they can make sense of quickly enough and that they can act on in a timely manner is easier said than done. This kind of data insight requires that data is accurate and up to date, well-integrated from various departments, and digestible even for the business side. This requires business intelligence software as well as strategies to make customer data actionable. Tools like the Salesforce Analytics Cloud, as well as the IoT Cloud, are designed to help executives digest data points and take action, directly from the user interface they are working in, in real time. This topic area covers tools in the Salesforce platform such as Salesforce Wave and the IoT cloud and how they enable data visualization and practical customer data analytics. This topic also covers various third-party business intelligence tools and how they integrate with Salesforce – or don’t and how they enable this pursuit of real-time, actionable data.
New & Notable
Business Intelligence and Customer Data Management News
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January 16, 2019
16
Jan'19
Shopper privacy critical when using new Cisco DNA Spaces
Software like the new Cisco DNA Spaces can help retailers improve their merchandising and supply chains. But the first priority should be protecting shopper privacy, an expert says.
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January 14, 2019
14
Jan'19
Salesforce e-commerce upgrades put focus on mobile
Salesforce Commerce Cloud mobile-centric, consumer-focused upgrade unveiled at NRF 2019 conference, including Einstein Visual Search and Einstein Recommendations.
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December 20, 2018
20
Dec'18
Salesforce CX, AI, integration tools are 2019 trends to watch
As the world pivots from CRM to customer experience management, Salesforce makes its own moves with research showing millennials value CX over the actual goods or services received.
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December 17, 2018
17
Dec'18
Salesforce acquisitions a big part of CRM vendor's busy 2018
Again, 2018 showed how important acquisitions are to Salesforce's growth and expansion into markets such as AI, e-commerce, integration and collaboration.
Business Intelligence and Customer Data Management Get Started
Bring yourself up to speed with our introductory content
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How do you create a chatbot and connect it to Salesforce?
There are two ways for Salesforce users to create a chatbot -- the easy way and the hard way. Read on to discover what your options are in the creation process. Continue Reading
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What is Salesforce Einstein Bot?
Salesforce's no-code bot authoring tool competes with Google, Amazon and Microsoft, but differentiating capabilities make it potentially more useful for the Salesforce user base. Continue Reading
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How does Salesforce lead scoring benefit Sales Cloud?
Einstein lead scoring offers a customizable workflow and strives to get better at prediction over time, and Salesforce is one of the top three vendors in the field. Continue Reading
Evaluate Business Intelligence and Customer Data Management Vendors & Products
Weigh the pros and cons of technologies, products and projects you are considering.
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More AI in retail stores means more personalization
Cheaper and more easily accessible AI developer tools are part of the reason why traditional retailers are better at marketing personalized experiences to customers. Continue Reading
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CRM for government, Salesforce improve D.C.'s 311 agency
The Office of Unified Communications in Washington, D.C., said it improved its constituent relationships with Salesforce Service Cloud and Einstein Analytics. Continue Reading
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What was the purpose of Salesforce's MuleSoft acquisition?
Salesforce completed the acquisition of MuleSoft in May 2018, gaining large customers, such as Coca-Cola and Anheuser-Busch, and adding beneficial technology to its platform. Continue Reading
Manage Business Intelligence and Customer Data Management
Learn to apply best practices and optimize your operations.
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GDPR compliance requirements for CRM managers
Learn how the General Data Protection Regulation applies specifically to the CRM space and how managers can best ensure compliance within their organizations. Continue Reading
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Three master data management strategies to boost CRM-ERP success
'Bad data' circulating through a company's ERP environment will likely cause interfaces to fail. Learn how one business leader is cleaning things up. Continue Reading
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Four first steps for customer data management
Forrester's Mike Gualtieri details how to develop a unified plan to manage customer data that gives business users what they need to manage CRM programs. Continue Reading
Problem Solve Business Intelligence and Customer Data Management Issues
We’ve gathered up expert advice and tips from professionals like you so that the answers you need are always available.
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Salesforce marketing automation tools close the data divide
Marketing automation CEO offers tips on bringing together siloed data, spotting sales trends, analyzing sales funnels and allocating marketing campaign spending. Continue Reading
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How Salesforce teams will feel the impact of GDPR
With less than a month until GDPR has to be implemented, both B2B and B2C sales teams must be prepared to properly protect or even dispense of customer data, according to experts. Continue Reading
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MindTickle, Salesforce speed sales learning in merger
Last year's Blue Coat-Symantec merger posed a dilemma: getting salespeople up to speed on the reshaped product line. MindTickle with Salesforce paid dividends in sales learning. Continue Reading