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CRM Masters

The customers you serve today expect more from you. More than 80 percent of customers believe that their experience with a brand is as important as the products they purchase. Likewise, to create a consistent, seamless client or customer journey, B2B and B2C companies need to use every internal and external channel to connect and meet their needs. By integrating Salesforce apps’ customer data, Salesforce Customer 360-degree view creates a customer management ID that can be used to provide a unified view of the customer. And thus, a deeper understanding of customer information enables service teams to increase sales and revenue by creating more integrated customer experiences.

Today, we will explore more about Customer 360 in this post.

Here are Some of the Critical Features of Salesforce Customer 360:

  • The ability to segment audiences based on their interests
  • An understanding of optimization (based on Einstein’s AI insight)
  • Creating personalized experiences for customers to engage them better
  • Customer data unification (websites, email, telephones, social media, etc.) for comprehensive customer profiles
  • Digital advertising and email consent management
The Customer 360 platform acts as a central hub and can be used to track the following Salesforce platforms, apps, and experiences for high-level and detailed customer understanding:

How to Implement Customer 360?

Learn how to integrate and centralize all customer data, so it is easily accessible for all departments.

1. Find Out Where Customer Information is Available

To implement Customer 360, you need to identify which information sources need to be connected. You should start by examining where your company currently stores customer data. Several departments that need to be analyzed are:

  • Sales
  • Marketing
  • Shipping
  • Fulfillment
  • Customer Service
  • Accounting

2. Ensure Data Hygiene

To improve the quality and prevent duplicate data within your business, you may need to clean up and standardize existing data. Standardizing data formatting for various components, such as phone numbers and addresses, will help your contacts remain consistent and accurate. As a result of this step, internal stakeholder groups will be more likely to trust the process and the data, increasing platform adoption.

3. Integrate Your Data

Next, you must connect all Salesforce apps to Customer 360. This new hub will become a single source of truth for everything related to your customers, including identities, background information, privacy management, and marketing journeys.

4. Get a 360-Degree View Of Your Customers

Create a single global ID for every customer, which everyone in your organization can access. When you can collect and store a massive amount of online and offline customer data across your departments, you will be able to design marketing strategies that work and create a robust data-driven culture within your business.

5. Offer Personalized Journeys for Consumers

As you have all your customer information in one dashboard, you are ready to deliver cross-channel, personalized customer experiences that help you smoothly lead potential customers down the sales funnel. Through Salesforce Customer Data Platform (CDP), you can segment your audience for more accurate targeting, enabling you to enhance customer engagement and trust across every channel.

6. Safeguard Customer Data

To ensure data protection, the Customer 360 Privacy Center gives your business all the necessary tools to protect sensitive data and meet compliance requirements. You can clean your system of unused data by storing it safely and implementing custom features to ensure your data is secure.


We-CRM Masters are certified Salesforce Partners and thereby hold profound expertise in Salesforce. Solutions tailored by our experts for your business will leverage the power of Salesforce for you. Let us know if we can help you in any case.

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