Customer 360
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| Author | : Martin Kihn |
| Publisher | : John Wiley & Sons |
| Total Pages | : 263 |
| Release | : 2024-11-13 |
| Genre | : Business & Economics |
| ISBN | : 1394273614 |
Become more competitive by developing a superior customer experience through data, AI, and trust - and get your organization ready for AI agents like Agentforce Customer 360: How Data, AI, and Trust Changes Everything delivers key insight and vision on using emerging technologies to delight customers and become more competitive by providing a superior customer experience. Find out why AI agents like Agentforce need a strong foundation of customer data. This book helps readers attract and engage their customers across channels and throughout their journey, from acquisition and onboarding, through service, upsell, retention, and win-back. To demonstrate the influence and importance of these ideas, this book contains a multitude of real-world case studies from companies in a range of industries, with business models, and at various stages of digital maturity. Readers will learn about: Using exciting technologies like AI and GPT while building a commitment to ethical use, safety, and privacy through secure guardrails Getting ready to use exciting emerging technologies like AI agents and autonomous AI Organizing data around customers, prospects, and accounts—even if that data comes from many different sources in different formats Making new technologies an extension of your existing data investments so that both work better Choosing a strategy and implementation plan to minimize time-to-value and ensure success weighing build, buy, or partner Handling internal stakeholders and dealing with change in a way that benefits the business For business leaders, executives, managers, and entrepreneurs, Customer 360: How Data, AI, and Trust Changes Everything is an essential read to understand and connect technology, people, processes, and strategy—truly the future of customer engagement—and leave competitors wondering what just happened.
| Author | : Gourab Mukherjee |
| Publisher | : eBook Partnership |
| Total Pages | : 258 |
| Release | : 2024-01-18 |
| Genre | : Computers |
| ISBN | : 8119416775 |
Become a Salesforce Data Cloud implementation expert. Book Description Survival in today's business landscape hinges on delivering exceptional customer experiences, and Customer Data Platforms (CDPs) are pivotal in achieving this goal. The ‘Ultimate Salesforce Data Cloud for Customer Experience' is your indispensable guide to unraveling the Salesforce ecosystem, illuminating its applications' significance in diverse business scenarios. Dive into the transformative potential of Customer Data Platforms, understanding their role in unlocking tremendous value for enterprises. Explore the prowess of Salesforce Data Cloud, a leading CDP platform, and gain practical insights into its seamless implementation. The book explores Salesforce Data Cloud architecture, gaining actionable insights for implementing both Customer Data Platforms and Salesforce Data Cloud. It will navigate the pivotal realms of data security and privacy, establishing a sturdy foundation for customer-centric strategies. The book also covers success stories that showcase the transformative outcomes achieved through the utilization of Salesforce Data Cloud. The end of the book serves as a roadmap for those aspiring to conquer the Salesforce Data Cloud Consultant exam. Table of Contents 1. Introducing Salesforce Platform 2. Introduction to Customer Data Platform 3. Going beyond CDP: Salesforce Data Cloud 4. Salesforce Data Cloud Architecture 5. Implementing a Customer Data Platform 6. Implementing Salesforce Customer Data Cloud 7. Data Security and Privacy 8. Success Stories with Salesforce Data Cloud 9. The Way Forward for Creating Great Customer Experiences 10. Preparation for the Salesforce Data Cloud Consultant Exam Index
| Author | : Nick Mehta |
| Publisher | : John Wiley & Sons |
| Total Pages | : 330 |
| Release | : 2020-04-10 |
| Genre | : Business & Economics |
| ISBN | : 1119572738 |
If leaders aren't integrating their digital offerings into a philosophy of Customer Success, they will be defeated in the next decade, because technical excellence and other traditional competitive advantages are becoming too easy to imitate. The Customer Success Economy offers examples and specifics of how companies can transform. It addresses the pains of transforming organizational charts, leadership roles, responsibilities, and strategies so the whole company works together in total service to the customer. Shows leaders how their digital implementations will make them more Amazon-like Helps you deliver recurring revenue Shows you how to embrace customer retention Demonstrates the importance of "churning" less Get that competitive advantage in the most relevant and important arena today—making and cultivating happy customers.
| Author | : Aaron Allport |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 254 |
| Release | : 2022-11-18 |
| Genre | : Computers |
| ISBN | : 1801818029 |
Learn data architecture essentials and prepare for the Salesforce Certified Data Architect exam with the help of tips and mock test questions Key FeaturesLeverage data modelling, Salesforce database design, and techniques for effective data designLearn master data management, Salesforce data management, and how to include considerationsGet to grips with large data volumes, performance tuning, and poor performance mitigation techniquesBook Description The Salesforce Data Architect is a prerequisite exam for the Application Architect half of the Salesforce Certified Technical Architect credential. This book offers complete, up-to-date coverage of the Salesforce Data Architect exam so you can take it with confidence. The book is written in a clear, succinct way with self-assessment and practice exam questions, covering all the topics necessary to help you pass the exam with ease. You'll understand the theory around Salesforce data modeling, database design, master data management (MDM), Salesforce data management (SDM), and data governance. Additionally, performance considerations associated with large data volumes will be covered. You'll also get to grips with data migration and understand the supporting theory needed to achieve Salesforce Data Architect certification. By the end of this Salesforce book, you'll have covered everything you need to know to pass the Salesforce Data Architect certification exam and have a handy, on-the-job desktop reference guide to re-visit the concepts. What you will learnUnderstand the topics relevant to passing the Salesforce Data Architect examExplore specialist areas, such as large data volumesTest your knowledge with the help of exam-like questionsPick up useful tips and tricks that can be referred to time and againUnderstand the reasons underlying the way Salesforce data management worksDiscover the techniques that are available for loading massive amounts of dataWho this book is for This book is for both aspiring Salesforce data architects and those already familiar with Salesforce data architecture who want to pass the exam and have a reference guide to revisit the material as part of their day-to-day job. Working knowledge of the Salesforce platform is assumed, alongside a clear understanding of Salesforce architectural concepts.
| Author | : Mike King |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 464 |
| Release | : 2024-05-31 |
| Genre | : Computers |
| ISBN | : 1801078750 |
Design solutions across the Salesforce Customer 360 ecosystem with this definitive guide for Salesforce B2C solution architects, covering B2C Commerce, Service Cloud, Data Cloud, and Marketing Cloud Key Features Create a frictionless customer experience and a unified view of all touchpoints Avoid expensive rework by getting your architecture right the first time Use real-world scenarios and best practices to prepare for the B2C Solution Architect certification exam Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIn today’s competitive landscape, the ability to create a unified view of the customer and turn data into actionable insights is a game-changer for businesses. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. The book will guide you through the tools, techniques, and scenarios needed to confidently tackle the B2C Solution Architect exam. You’ll start by building a robust understanding of each component within the Customer 360 ecosystem, diving into their capabilities, data models, and governance structures. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. By the end of this journey, you’ll not only be prepared to ace the exam but also to excel as a Salesforce B2C Solution Architect, ready to shape the future of customer engagement. What you will learn Explore key Customer 360 products and their integration options Choose the best integration architecture to unify data and experiences Plan for requirements, design choices, and implementation sequences Architect a single view of the customer to support service, marketing, and commerce Integrate Customer 360 solutions into a single-source-of-truth solution Orchestrate data and user flows to support functionality from multiple components Understand the capabilities and design considerations for Data Cloud Prepare for the B2C Solution Architect exam Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It's primarily written for Salesforce technical architects, application/functional architects, integration architects, enterprise architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you should understand the fundamentals of data integration, APIs, and connected systems in general, along with knowledge of the basics of business-to-consumer (B2C) customer experiences.
| Author | : Joseph Kubon |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 340 |
| Release | : 2024-09-27 |
| Genre | : Computers |
| ISBN | : 1836203764 |
Prepare for the future of CRM with the first exclusive guide to optimizing Salesforce automations with Einstein Copilots Key Features Gain essential insights to seamlessly transition from traditional model to AI-driven models and optimize CRM workflows Configure and integrate AI tools with various Salesforce components to achieve enhanced functionality Learn from seasoned Salesforce experts to drive business growth and improve customer experiences Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce continues to expand the capabilities of Einstein Copilot, ensuring its ability to meet evolving critical business needs. This definitive guide to implementing Salesforce Einstein Copilot is written by a team of highly experienced Salesforce professionals with decades of experience in AI, data engineering, and Salesforce solutions. The book showcases practical use cases and offers strategic insights into AI integration within CRM systems, providing you with a comprehensive understanding of how to leverage this powerful tool. You’ll develop a thorough understanding of various use cases and practical applications of Einstein Copilot across different Salesforce clouds, including Sales, Service, Marketing, and Commerce. Equipped with strategic insights from seasoned Salesforce experts, you’ll be prepared to navigate the future of AI-driven CRM, enhancing your ability to drive productivity and innovation within your organization. Ultimately, you’ll become well versed in the transformative potential of AI, ready to harness its power to achieve superior business outcomes. By the end of this book, you’ll be able to effectively implement Salesforce Einstein Copilot within your CRM systems, leveraging AI to optimize information and streamline business processes. What you will learn Use Prompt Builder, Model Builder, and Copilot Actions to drive enhanced productivity for sales and service teams Create and manage effective user prompts to streamline interactions Implement and customize Copilot Actions to automate complex workflows and improve efficiency Develop, train, and deploy custom AI models with Model Builder to address specific business needs Centralize and harmonize customer data using Data Cloud to gain unified insights Tailor Copilot's features to meet unique business requirements, ensuring maximum relevance and effectiveness Who this book is for This book is for Salesforce professionals, including administrators, developers, and consultants, who want to leverage their Salesforce skills using AI to optimize business processes, enhance customer experiences, and drive growth.
| Author | : Ahsan Zafar |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 376 |
| Release | : 2021-07-30 |
| Genre | : Computers |
| ISBN | : 1801076901 |
Learn everything you need to become a successful data architect on the Salesforce platform Key Features Adopt best practices relating to data governance and learn how to implement them Learn how to work with data in Salesforce while maintaining scalability and security of an instance Gain insights into managing large data volumes in Salesforce Book Description As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You'll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You'll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you'll explore examples and best practices for managing your data. You'll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce's Customer 360 and its key components. You'll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you'll be well-versed with data management, data backup, storage, and archiving in Salesforce. What you will learn Understand the Salesforce data architecture Explore various data backup and archival strategies Understand how the Salesforce platform is designed and how it is different from other relational databases Uncover tools that can help in data management that minimize data trust issues in your Salesforce org Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers Discover how Salesforce can be used for GDPR compliance Measure and monitor the performance of your Salesforce org Who this book is for This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.
| Author | : Jit Papneja |
| Publisher | : Jit Papneja |
| Total Pages | : 153 |
| Release | : 2023-12-12 |
| Genre | : Computers |
| ISBN | : |
“The 90 Day Sprint is a game-changer in the world of data strategy. Jit Papneja has distilled complex concepts into a concise, actionable guide that empowers businesses to unlock the true value of their data. This book is an indispensable companion for anyone navigating the challenges of the data landscape, providing invaluable insights that are both practical and transformative. A must primer for all organizations that want to use their data to drive growth.” - Dr. Jyo Jain, Ph.D., Head of Strategic Insights & Analytics, J&J MedTech Asia-Pacific “Jit Papneja has articulated a disciplined and comprehensive approach and framework for data strategy, governance, and management. This book is a great guide for those seeking to plan and execute a successful sprint for an effective data analytics transformation.” - Jatinder "Ronny" Bindra, Leader, Digital Products, Constellation Brands “Most transformation fails, not because of the plan, but because of the ability to execute the plan! The 90 Day Sprint, structured around the D.E.C.I.D.E.R model, is sure to strengthen any organization’s Data Driven transformation journey, through a creative step by step approach, based on real insights and learnings.” - Pete West, Sr. VP Marketing Transformation at Reynolds American Inc. Are you struggling to harness the power of data, AI, and Gen AI in your business? Are you feeling overwhelmed by the sheer volume of data at your disposal? Are you unsure how to implement and scale data-driven transformation? In today’s digital age, data, AI, and Gen AI are increasingly becoming the driving forces behind business growth, innovation, and competitive advantage. Organizations that harness data-driven insights are 23 times more likely to acquire customers, 6 times as likely to retain them, and 19 times more likely to achieve profitability. Organizations that apply personalization can realize $20 return on every $1 invested. However, this data-driven transformation is not a small feat and takes substantial resources, time, and careful planning. Think of this as a marathon with multiple sprints within, and the 90-day (13 weeks) sprint I have included in this book should serve as the essential kickstart for your journey and help you develop a robust plan for the transformation. This book will guide you through a comprehensive D.E.C.I.D.E.R. framework: setting up an agile cross-functional squad, formulating a robust data strategy, exploring, and prioritizing high-value use cases enriched with real-world success stories, launching empowered and governed self-service, and much more. With my practical advice and proven techniques, honed over 25 years of experience, you will unlock the full potential of data, and attain the data-driven success you’ve always aspired to achieve. So, why wait?Are you ready to be data-driven? Let’s get started!
| Author | : Nicolás Andrés Fernández |
| Publisher | : Packt Publishing Ltd |
| Total Pages | : 343 |
| Release | : 2023-01-06 |
| Genre | : Computers |
| ISBN | : 1803245123 |
Customize your Dynamics 365 customer engagement apps to increase business productivity and customer value at scale using a low-code approach Key FeaturesLeverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenariosCreate automation with Power Automate to empower Dynamics 365 CE users to increase their productivityEasily build bots using Power Virtual Agents for both internal and external use casesBook Description Extending Dynamics 365 Customer Engagement Apps with Low Code helps you gain a comprehensive, practical understanding of how a no-code/low-code project approach works for Dynamics 365 (D365) Customer Engagement (CE). This book covers the most relevant native capabilities for configuration, along with real-world scenarios to showcase the magic of extending D365 CE apps with Power Platform. The book starts by identifying different scenarios and use cases to extend D365 CE apps with a low-code approach. You'll learn about the different capabilities of Dataverse and Power Apps used to extend native applications. Next, you'll discover how to leverage Power Apps, both Canvas apps and model-driven apps, and Power Pages, to build apps and portals around D365 CE processes. You'll also explore Power Automate's capabilities to create or modify business processes, as well as incorporate new processes and automation. As you advance, you'll also discover how Power Virtual Agents can be implemented in D365 CE apps. The book concludes by teaching you to integrate Power BI natively with customer engagement, thus facilitating the construction of advanced reports and dashboards. By the end of this book, you'll have gained hands-on expertise in customizing CE apps with Power Platform to deliver more scalable and maintainable solutions. What you will learnLeverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applicationsCreate Canvas and model-driven apps on top of Dynamics 365 CE applicationsIntegrate AI Builder capabilities with Dynamics 365 CE for advanced solutionsCreate automation with business process flow, cloud flows, and classic workflowsDeploy a chatbot and integrate it with Dynamics 365 CE processesEmbed Power BI dashboards and reports in Dynamics 365 CE appsWho this book is for This book is for Dynamics 365 developers, solutions architects, technical functional consultants, and pre-sales architects working on Dynamics 365 customer engagement who want to customize and extend their customer engagement apps with the power of low-code/no-code technology, and gain practical experience in using Power Platform components to deliver scalable, maintainable, and intelligent solutions to their clients. Working knowledge of Dynamics 365 and basic knowledge of low-code/no-code technology will help you get the most out of this book.
| Author | : Prakash Sah |
| Publisher | : Springer Nature |
| Total Pages | : 186 |
| Release | : 2022-11-06 |
| Genre | : Business & Economics |
| ISBN | : 9811957193 |
This is the first of its kind book that describes key elements of enterprise data and analytics strategy, and prescribes a pragmatic approach to define the strategy for large enterprises. The book is based on successful digital transformation experience of multiple Fortune 500 and other large enterprises. It is estimated that more than 50% of data and analytics initiatives fail globally because of the inherent complexity of such initiatives. Some of the questions that enterprises struggle with are: How to define enterprise data and analytics strategy? What are the key elements that should be considered while doing so? Why one-size-fits-all approach does not work for all enterprises? How to align data and analytics initiative with the business strategy of the CEO? How to establish a futuristic technology and architecture foundation, given the exponential rate of innovation in data and analytics technologies? How to define the right data and analytics organization model? Why data and analytics organization and processes need to be different from other functions? How to manage organizational change to ensure success of data and analytics initiative? How to define a business value measurement framework and calculate ROI from data and analytics initiative? What are the key skills required in a data and analytics leader to wade through political and other challenges of a large enterprise? This book will help executives, chief digital/analytics officers, data and analytics professionals, and consultants, in answering the above questions. It will help them in addressing various dilemmas that they face every day and making their enterprises data-driven.
