TrustRadius: an HG Insights company

Salesforce Data 360

Score8.5 out of 10

86 Reviews and Ratings

Get a Demo

What is Salesforce Data 360?

Salesforce Data 360 (formerly Salesforce Data Cloud, or Salesforce Genie) is a solution to put data to work for customers. It is deeply embedded in the Einstein 1 Platform, which means any external data lake or warehouse can now drive actions and workflows inside of the Salesforce CRM.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Salesforce Data 360 has to offer, as determined by TrustRadius' reviewers.
Based on 86 ratings of Salesforce Data 360's features
View all features

Top Performing Features

  • Simple transformations

    Simple data transformations are calculations, data type conversions, aggregations and search and replace operations

    Category average: 8.9

  • Data model creation

    Ability to create and maintain data models using a graphical tool to define relationships between data

    Category average: 8.4

  • Connect to traditional data sources

    Ability to connect to traditional data sources like relational databases, flat files, XML files and packaged applications

    Category average: 8.9

Areas for Improvement

  • Integration with data quality tools

    Integration with tools for cleansing, parsing and normalizing data according to business rules

    Category average: 7.4

  • Complex transformations

    Complex data transformations are data normalization, advanced data parsing, etc.

    Category average: 7.4

  • Integration with MDM tools

    Integration with master data management tools to ensure data consistency across the organization

    Category average: 7.2

Reviews

What users are saying about Salesforce Data 360.
View all reviews

Best support resolution and customer retention tool

Incentivized
Cassandra BernalView profile
Sales and Customer Service in Customer Service at Siscofin (1-10 employees employees)

Use Cases and Deployment Scope

it help us to create a unified customer profile, keep us up to date on the client history all around from sales and marketing to support team and invoicing. We had data in different tools, excels, crm, mails, notion, etc. Salesforce 360 provide a wider range of a client life cycle. This help us to improve out marketing strategy and customer retention.

Pros

  • We keep our sales team up to date, this help them to meet their sales quota easier and sooner in the month
  • the marketing team can segments customers to deliver more relevant and personalized campaigns
  • keep the time response lower in support tickets

Cons

  • improvement in data: when you connect it to a CRM or upload an excel spreadsheet, you need to enter and clean some data or erase duplicate records- It happen to us when we upload customer and account info.
  • Rules on segments are not that clear, and it even takes professional support team to create more complex segments
  • workflows sometime require strong technical knowledge, and options are way different in languages other than English. We have our app in Spanish and some translations are odd.
  • Som options lack of user friendly features. Not intuitive at all.

Return on Investment

  • Our salesteam spends almost 20-25% less time on manual processes such as prospects follow ups, demos, onboarding, invoicing and closing.
  • We improve around 28% in sales due to lead to customer conversion for digitally engaged prospects compared to last year when we didn't have this tool.
  • We reach our renewal quota on time at least 90% of last year, thanks to renewals visibility and recovery of lost licenses.
  • We reduced the time spent in a support ticket by approximately 40%

Usability

Alternatives Considered

Intuit Mailchimp, HubSpot CRM, Odoo Sales and Zendesk Suite

Other Software Used

CONTPAQi Contabilidad, Microsoft Teams, WhatsApp Business

Driving customer insights

Incentivized
Revanth ThokachichuView profile
Software Engineer in Information Technology at Teladoc (1001-5000 employees employees)

Use Cases and Deployment Scope

we are using it for our agentforce chatbot that we recently implemented. We have member information in multiple systems. With the help of Data 360 we are able to get everything together on one page. This is helping the chatbot to frame the answer more relevant to the question in the chat window from members.

Pros

  • realtime sync of data from multiple platforms
  • Helping to summarize what the human agent should speak
  • dynamic segmentation

Cons

  • complexity in understanding and building the data model
  • troubleshooting when the data mapping gone wrong
  • documentation is there but no real time examples. Can improve it a lot

Return on Investment

  • improved first contact resolution by ~15%
  • reduced average handle time
  • reduced manual reporting

Usability

Alternatives Considered

Snowflake and Adobe Real-Time Customer Data Platform

Other Software Used

Five9, Copado, Odaseva

Strong Tool for Unification of Wide Range of Data

Incentivized
Shyamsunder AgarwalView profile
Salesforce Consultant, Technical Lead and Project Manager in Information Technology at WillScot (10,001+ employees employees)

Use Cases and Deployment Scope

We have developed a product related to Account Receivable where customer can connect any of their ERP or other external system and retrieve the invoices data and then collector can take a follow up on that based on invoice aging. So here we had used Salesforce Data 360 to consolidate the multiple system and also multiple file system as well. For an example some external system share the data via CSV and some external system share in XML and some share via API and all files have different data set so Salesforce Data 360 made this consolidation very easy.

Pros

  • Unified view & cross cloud insight or visibility
  • Widely integration options and easily to connect with third party
  • Biggest thing is zero copy where it is not keeping any data copy itself

Cons

  • pricing or costing visibilty, we can't estimate what would be consumption this month and suddenly we get surprised
  • CI/CD can be improved, that looks a difficult and hard
  • Also sandbox comes with many limitation so very hard to replicate production like environment to test

Return on Investment

  • I would say some sort of time utilization redueced because it gives everything on a single view rather than to go multiple
  • Some automated workflow can be integrated
  • Still it looks like a costly in terms of finance

Usability

Other Software Used

MuleSoft RPA, monday CRM, Microsoft Power BI

Salesforce Data 360 Integration with features and benefits

Incentivized
Sasikumar RavikumarView profile
Senior Software Engineer in Information Technology at Bosch global software technologies (10,001+ employees employees)

Use Cases and Deployment Scope

It reduces the manual integration works by ease of syncing middle ware and base component to our top layer components.

Cloud APIs are really helpful for integration and deployment of softwares.

Reducing workload from compliance and access controls.

Salesforce AI tools helps in project optimising by cleaning project data, analytics and integration.

Pros

  • Maintainance and deployment
  • Personalization in cloud and integration
  • Risk management

Cons

  • Tutorials and documentation
  • Price affordability and trial offers
  • Ecosystem

Return on Investment

  • Risk management or reduction
  • Integration maintenance

Usability

Other Software Used

Adobe Real-Time Customer Data Platform

Trust your customers' data with Salesforce Data 360

Incentivized
Naman Markan
Salesforce Manager in Information Technology at Silverpush (501-1000 employees employees)

Use Cases and Deployment Scope

With the help of Salesforce Data 360, I have integrated all the touch points of the customers into my salesforce, and now I have full understanding about the customers in a real time, also it helps my CEO and CFO's to do the forecasting based on the numbers, because with this product, I have made salesforce as a single source of truth. Also thanks to the seemless customer services where I can get the details I want that too in just a couple of minute time. Also agentforce is in place which helps me to work on real time updates from the customers. Overall it helps us in taking better decisions.

Pros

  • Synchronization of all the data across every singe source
  • Better decision making because of single source of truth
  • Clear numbers for the customers helps better reporting to higher managers
  • Can understand the data silos and fruitfullness of the data completions

Cons

  • Integration with multiple systems
  • Sometimes the cost and the negotiations becomes hectic, because of sharing all the details to the vendor
  • Risk assessments and adoption

Return on Investment

  • The CFO is now aware about the campaign data
  • Better Customer Insights, followups, and clear understanding about their needs, queries and concerns
  • Data is been collected across all the platform that too in a better way, makes it as a single source of truth

Usability

Alternatives Considered

11:11 Public Cloud

Other Software Used

Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Service Cloud