The digital landscape keeps changing, and businesses like yours need innovative solutions to stay ahead. You want happier customers, better revenue, and smoother operations.
Salesforce Data Cloud is a powerful tool that can help. At Dreamforce 2023, Salesforce announced free Data Cloud licenses so customers can explore its potential and start using it to build unified segments for specific needs.
Coastal’s team of U.S.-based, certified Salesforce Data Cloud experts can team up with you to develop custom use cases tailored to your business. This ensures you maximize the value of those free licenses.
We’ve already seen fantastic results for other companies – boosting subscription renewals, creating VIP customer experiences, and even recovering abandoned orders.
Want to see what’s possible for you? We’re offering a limited-time, No-Cost Strategy Workshop. We’ll dive into your business, pinpoint a use case perfect for those free licenses, and answer all your questions.
The complimentary workshop includes:
- One-hour conversation with data & integration pros
- Creation of a data-powered use case for your business
- Detailed plan for execution
- Unlimited Q&A
To jumpstart ideation, here are some Data Cloud use cases we’re already working on with our clients.
Subscription Renewals
Challenge
I want to reduce churn and increase product expansion.
Solution
Coastal integrates any of the following to segment clients that exhibit churn signals: Data Cloud, Marketing, Sales, Service, CSAT, ERP Financial Data, and App Usage. We have expertise in integrating financial data from all common ERPs including NetSuite; we are also Gainsight experts.
Benefits
- Ability to automatically target customers with personalized offers
- Eliminate approval times with pre-approved discounts for target clients that can be used by Sales or Marketing
VIP Customer Experience
Challenge
I want to segment my customers and provide a white-glove experience to increase revenue and customer lifetime value.
Solution
Automatically route inquiries to a special “White Glove Queue.” Suppress this audience from marketing automation and create a task for personal outreach.
Benefits
- Ability to automatically target customers with personalized offers based on order history
- Eliminate approval times with pre-approved discounts for target clients that can be used by Sales or Marketing
- Increased Conversion Rates
- Win Back “Lost Clients”
Re-Engage Abandoned Orders
Challenge
I want to re-engage customers with quotes or empty commerce orders that did not purchase. I need high conversion rates, so I want to provide tailored offers based on intelligence.
Solution
Sync Data Cloud with any of the following to declaratively segment audiences and activate Marketing Cloud Journeys using pre-approved sales offers: Commerce, Quote Data, and ERP Orders. Coastal has expertise in integrating financial data from all common ERPs including Netsuite and SAP.
Benefits
- Ability to automatically target customers with personalized offers based on product history
- Eliminate approval times with pre-approved discounts for target clients that can be used by Sales or Marketing
- Rapidly drive conversions and revenue
One expert partner who can do it all: Enterprise Data, Tableau & Salesforce Clouds
Salesforce ranks Coastal as the #1 Consulting Partner in Expertise in the United States (above more than 2,000 consultancies). With a heavily certified onshore-only team, 6,500+ completed projects, deep expertise in the communications and media and high-tech industries, and company DNA that focuses 100% on customer success, we’re the experienced firm in a nimble package that you’ll love working with.
Over the past decade, we’ve managed data from every major manufacturing system and data lakes/warehouses with systems such as Snowflake. You can rely on our team to rapidly connect your data and work with your enterprise data architecture.
Ready to get started?
Coastal is the #1 rated Salesforce consulting firm, 100% focused on customer success. From strategy to platform evolution, we’re the Salesforce consultancy you’ll love working with.
