Salesforce Customer 360 Platform
How innovative customer experience works
Everything on one platform, including the option to develop new applications to delight your customers. With the help of attractive mobile apps, your customers can get in touch with your company. Create a unique customer experience by linking your customer data with your apps. You will then be able to better predict your customers’ behavior and offer them a special service.
Do you have ideas on how to make your processes more efficient? The Salesforce Customer 360 Platform supports you by giving you the opportunity to easily implement your ideas in applications and apps to increase productivity, improve collaboration or closer networking. By further integrating your back office systems, you make your company more efficient. Connect your systems via powerful APIs and integrate any external data source with the Salesforce platform.
AI-supported CRM plugin for sales optimization
Sales professionals know this: they need to be close to their customers, know what moves them and be there at the right time with personal recommendations. That sounds easier than it sometimes is. This is because unpleasant tasks often take up a lot of time that could be devoted entirely to the core business.
PTA’s AI-supported CRM plugin for sales optimization can help avoid such bottlenecks. Thanks to intelligent services, the plugin supports you from lead generation to customer care and long-term customer retention – always with the right data and recommendations. But how exactly does such a plugin work? Our experts show you in this video using the example of a potential new customer. To do this, the sales employee enters their name into the CRM system using the plugin’s input mask. This then triggers a request to an AI service that is connected via a database of our AI partner Kendaxa. The database matches the entry and plays the corresponding address data record, which can be quickly and easily transferred to the local CRM system at the click of a mouse – without any media discontinuity. The highlight: Since even the data records transferred to the local CRM system are still linked to the Kendaxa database, the intelligent service can also be used to automatically transfer similar companies and their information to the CRM system with little effort. An indicator display reliably shows the degree of similarity between the companies recorded, for example whether they are active in the same sector or region. In this way, new leads can be gained quickly, which can be bundled into a precisely tailored campaign.
This is how intelligent customer relationship management works today. With our fully integrated AI-supported CRM plugin, you can take your sales to a new level, save time and always be at eye level with your customers. And another advantage: as our plugin includes a generic service, individual user interfaces can be developed for all common CRM systems.
Salesforce Sales Cloud
With the Sales Cloud, you can sell the way you want and connect with your customers the way they want. Sell smarter and faster, platform agnostic with Einstein and Lightning, all on a unified, AI-powered platform. Provide a personalized customer experience with a 360-degree view of your customer. Marketing, sales and service are coordinated at every stage of the customer journey.
As the world’s leading CRM platform, the Sales Cloud is used by the most successful sales teams from lead generation to invoicing and customer retention. Because AI is part of the sales process and data and information about the best leads, next steps and recommendations are displayed automatically. A platform that adapts to you and increases your productivity, from incoming mail to customer appointments, even in the field, as the platform is also available on mobile devices.
Salesforce Marketing Cloud
With the Marketing Cloud, you have all the marketing tools you need on a single platform. With the Journey Builder, you can create personalized customer journeys that take into account all channels such as email, mobile apps, ads and the Internet. No matter where your customers get in touch with you, you have a central platform on which you have an overview. With the help of AI, you can quickly create and customize tailored content for each customer, from emails and advertising, to mobile devices and e-commerce, to social media and customer communities – virtually anything.
Offer your customers products that they like or – thanks to Einstein – didn’t even know they liked.
Salesforce Service Cloud
Interact with your customers how your customers want and when your customers want. Thanks to the AI-supported platform, you make it easier for your service employees to connect with your customers, no matter when and where and on which device. Even before the customer has a problem, you can already find the solution. Get a 360-degree view so that everyone involved has the necessary transparency. Because the more you know about the customer, the more you can inspire them with good service. Knowledge is the key to success.
The Service Cloud allows you to grow with your requirements and offer a consistent customer experience across all channels. Whether social networks, SMS, Internet, emails, telephone calls, products, service portals and communities. This allows you to react just as quickly to changes and adapt your service to your customers. Thanks to central networking on one platform, field service employees are also always up to date. You can integrate any number of backend systems and adapt customer processes without any programming effort – with tools such as Lightning and Process Builder.
Salesforce Commerce Cloud
Sell smarter with the Commerce Cloud and inspire your customers with a seamless customer journey. Connect with your customers in a unique way: Online, offline and via mobile devices. Online, your customers can interact with you on engaging mobile sites and through promotions. In-store, inspire your customers with personalized shopping experiences that you can combine online and offline. This allows your customers to buy your product immediately, when and where they want.
The personalized shopping experience ranges from product selection and price to filter results and recommendations. Your customers can order from anywhere and receive deliveries and contact your customer service, while your store managers and sales staff can concentrate fully on advising customers on site in the store and track sales figures directly in real time.
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