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Salesforce Data Cloud: Practical Use Cases for Manufacturing

Salesforce Data Cloud: Practical Use Cases for Manufacturing

Manufacturing is a fast-paced world, and businesses like yours constantly seek ways to improve operations and customer experiences to drive growth. Salesforce Data Cloud, a unified data platform, can help you achieve these goals.

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 collaborate with you to develop custom solutions specifically for your manufacturing business. This ensures you get the most out of those free licenses.

We’ve already developed custom use cases to help manufacturers re-engage abandoned orders, win back customers, and provide proactive support.

Want to see how Data Cloud can benefit your business? We’re offering a limited-time, No-Cost Strategy Workshop. We’ll discuss your specific challenges, assess how you can utilize 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 manufacturing clients.

Re-Engage Abandoned Orders

Challenge

I want to re-engage customers that did not purchase who have been provided quotes or have empty commerce orders. I need high conversion rates, so I want to provide tailored offers based on individual activity.

Solution

Sync Data Cloud with any of the following to declaratively segment audiences and activate Marketing Cloud Journeys using pre-approved 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

Win Back Customers

Challenge

I want to re-engage my best customers who have long-term value but no recent orders. I need to increase my reacquisition rates by providing offers created specifically for them based on intelligence.

Solution

Sync Data Cloud with any of the following to declaratively segment audiences and activate Marketing Cloud Journeys using pre-approved 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
  • Win Back “Lost Customers”

Proactive Service Support

Challenge

I want to enable my Service team to take proactive steps in reaching out to customers when dealing with RMAs and providing updates on active orders, including inventory status, backorders, and shipping information.

Solution

Sync ERP Order data to Data Cloud and automate cases and alerts for customer service reps or account executives to proactively manage the case. Suppress customers with active issues from marketing automation.

Benefits

  • Service can be notified of new RMA events via Data Actions and Flow. Sales is conditionally notified if they’re also working on an open opportunity
  • One pane of glass for Service reps to see all assets and RMAs

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 manufacturing expertise, 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?

Schedule A Workshop

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.

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