From Data Silos to AI Revolution: Building the Trusted Enterprise 

A customer’s journey happens across different touchpoints and at different timeframes. A seamless customer journey feels like a smooth process. The reality is, in many companies, the data systems are disconnected, creating silos that slow service and lead to a generic customer experience. Enterprises have islands of trapped data; 72% of company applications are disconnected. 

Data fragmentation makes context and consistency in customer interaction challenging. The story is broken, and there are no compelling experiences for which your customers want to stick around. This is where the AI revolution comes in, promising a future of personalized interactions and increased efficiency.   

But is your enterprise ready to harness this power? With technologies like Salesforce Einstein 1 and Data Cloud, you can use AI to revolutionize your business’s operations. 

The Enterprise AI Challenge: Trusting the Data 

AI needs a trusted data foundation to benefit your business. But many enterprises struggle with the following: 

• Data silos: Information trapped in isolated systems hinders a holistic view of the customer. 
• Security and privacy concerns: Protecting sensitive customer data is important, and companies must handle data securely and comply with privacy regulations. 
• Toxicity and Hallucinations: AI models can produce biased and inaccurate outputs. Careful data selection and training are required to ensure reliable results. 
• Disconnected CRM: AI must integrate seamlessly with your customer relationship management system. 
• Lack of trust: A workforce hesitant to embrace AI due to misconceptions can dampen adoption. Clear communication and training are crucial to address concerns and foster a culture of collaboration between humans and AI. 

Einstein 1: The Unified Platform for Smarter Customer Relationships 

Einstein 1 provides a unified platform for businesses to manage customer relationships through CRM tools, AI-powered insights, and collaborative features. It offers: 

• Integration: A unified platform that connects your data and systems. 
• Intelligence and conversation: Personalize interactions and craft engaging responses. 
• Automation: Streamline workflows and free up employee time. 
• Low-Code/No-code development: Make AI accessible to everyone, regardless of technical expertise. 
• Openness: Integrate seamlessly with your existing tools and infrastructure. 

What is a Data Cloud? 

Data Cloud ties your organization’s siloed and scattered data into the Einstein 1 platform. This gives a 360-degree view of your customers to drive better context, personalize communication, and trigger data-driven workflows. It is easier to anticipate customer needs and tailor your offerings. 

How Does Data Cloud Work? 

Imagine your customer data scattered across isolated islands like the data lakes, warehouses, internal apps, and image files. This fragmented information, known as data silos, makes it difficult to get a complete picture of your customers.  

Salesforce Data Cloud acts as a bridge that connects this disconnected data. Through integrations such as Zero-Copy, Data Cloud gathers information from all corners of your enterprise without complex data pipelines.  

This unified view empowers your business. You can finally leverage all your customer data, gain deeper insights, and make data-driven decisions. It’s the foundation for a more connected and successful future. 

However, data from various sources has different models, consistencies, and patterns. It is essential to combine this data and harmonize it into a singular model for better use. Salesforce’s standard metadata model can be integrated with all the disparate data for better mapping and harmonization.   

As a next step, this data would be ready for use in any of the Salesforce apps, such as the Sales Cloud or the Service Service Cloud. 

The Role of Data Cloud in Modern Marketing 

Data Cloud helps marketers deliver a more connected customer experience. It personalizes recommendations, makes content more relevant, and optimizes customer journeys. Here are some of how Data Cloud empowers a modern marketer: 

• Tie together all the customer data from disparate sources to get a holistic view of your customers. In addition to internal systems, you can leverage data from third-party sources with two-way access on Salesforce and partners like Snowflake.  
• Leverage Generative AI to segment your audience and plan hyper-targeted campaigns.  
• Engage your customers with the most relevant recommendations (powered by AI) based on customer engagement data such as browsing patterns, purchases, and past service cases.  
• Connect the CRM data with the engagement data to offer dynamic personalization of messaging, offers, and content. 

Conclusion 

With a trusted data foundation and leveraging the power of Einstein 1 and the Data Cloud, your enterprise is well-positioned to ride the wave of the AI revolution. Let’s transform customer experiences, unlock hidden potential, and build a future where AI empowers your business success. 

Contact LevelShift today to unlock the full potential of Einstein 1 and the Data Cloud.