Partner Solution Briefs

Partner-Industry-Brief;Salesforce-Retail

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Integrating Salesforce with key applications and data across a retail organization can deliver the all-important 360-degree view of the customer. With comprehensive insight into each customer, retailers can market and sell more effectively across all channels, discover trends and opportunities, and deliver the best possible experience at every customer touchpoint. Retailers achieve this 360-degree view by integrating Salesforce with inventory systems, billing systems, shipping centers, customer support and call center systems, ecommerce platforms, point-of-sale systems, and other applications and APIs across the enterprise. Low-code integration enables retailers to quickly and cost- effectively connect Salesforce to applications on-premise or in the cloud. Low-code features, such as ready-to- use connectors and a drag-and-drop interface, make it possible for business analysts and other non-technical users to build Salesforce integrations so they can get the data they need. Through integration, retailers can make the most of Salesforce, creating a comprehensive system of record for customer data and bringing a 360-degree view of the customer to employees. Salesforce Integration Benefits Quote-to-cash made easy. A low-code approach to integration makes it easy to build point-to-point integrations, such as integrating Salesforce with ERP systems or accounting packages like QuickBooks. Retailers can quickly connect Salesforce quotes to financials, so that orders are reflected accurately in both systems and payment data is process promptly. Fine-tune marketing automation. Retailers using third-party marketing automation applications can prime those systems with the latest customer data from Salesforce, ensuring that workflows and product offers are tailored to individual customers and their progress in a sales cycle. Deliver in-store updates. Integrating Salesforce with marketing automation systems and in-store Wi-Fi systems helps retailers deliver real- time promotions based on customers' purchase histories, preferences and geolocation. Retailers can also integrate location-specific technologies and IoT services. Keep sales and customer service in sync. Ensure that customer service agents have the latest customer purchase records, so that when customers call or chat, agents have the data they need at their fingertips. When tickets are opened or closed, notify account managers automatically so they always know the status of their accounts. Turn salesforce into the master record for customer data. Apply master data management policies, consolidating and standardizing customer records in Salesforce and synchronizing customer data across other applications and services. Turn Salesforce records into the "golden records" for customer data across the enterprise. Partner Industry Brief Salesforce Integration for Retail Gain a 360-degree view of the customer to grow sales and improve loyalty Partner Industry Brief – Retail

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