Salesforce Data 360

Score8.5 out of 10

85 Reviews and Ratings

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

Data Integration

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

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

#1 most frequent

Professional, Scientific, and Technical Services

24.2%

374 installations of 1,544

#2 most frequent

Finance and Insurance

14.0%

216 installations of 1,544

#3 most frequent

Information

13.9%

215 installations of 1,544

Cassandra Bernal View 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

Revanth Thokachichu View 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

Shyamsunder Agarwal View 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

Sasikumar Ravikumar View 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

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

Salesforce Data 360

What is Salesforce Data 360?

Categories & Use Cases