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Financial Services - Online to Offline - Sales Cloud and Service Cloud Integration
Check out these example personalization use cases for Sales Cloud and Service Cloud integration.
When it comes to personalizing your prospect and customers experience to increase the conversion rate at each step along the path, consider the customer lifecycle. There are six key stages in our example of the customer lifecycle: Research, Discover, Validate, Onboard, Inform, and Expand.
By building on visitor affinities with real-time interactions with your website, Marketing Cloud Personalization determines the next piece of content or product they’re most likely to respond to. Making this data available to offline systems like Sales Cloud or Service Cloud enables salespeople and service agents to make in-the-moment, relevant recommendations to prospects or customers.
| Research | Discover | Validate | Onboard | Inform | Expand |
|---|---|---|---|---|---|
| Contextually introduce and inform. Capture key identity elements. | Inspire and ensure easy exploration of relevant products and content. | Encourage active product evaluation. Recognize signs of defection. | Reduce time to value with the product or service. | Increase adoption throughout the customer lifecycle. | Nurture and grow LTV while reducing attrition. |
| No User ID Available | Einstein Recipes - Similar Products / Funds | Einstein Recipes - Content | Einstein Recipes - Webinars, E-Learning, Virtual Events |
