Salesforce Customer 360
Unite your teams around your customer.
Overview
Salesforce Customer 360 is not a standalone CS tool but an integrated CRM platform that provides a shared view of customer information across all departments. For customer success, this means leveraging the data and tools within Service Cloud, Sales Cloud, and Tableau to manage relationships, track health, and identify growth opportunities. It's the platform of choice for large enterprises that need a deeply customizable and scalable solution.
✨ Key Features
- Unified Customer Profile
- Service Cloud (Case Management, Entitlements)
- Sales Cloud (Opportunity Management)
- Tableau Analytics (Dashboards & Reporting)
- Workflow Automation (Flow)
- Einstein AI (Predictions & Recommendations)
🎯 Key Differentiators
- Market-leading CRM platform with unparalleled scalability and customizability.
- Vast ecosystem of apps and integrations via the AppExchange.
- Powerful AI and analytics capabilities with Einstein and Tableau.
Unique Value: Provides a single, unified platform to manage every customer interaction across the entire lifecycle, enabling true cross-functional collaboration and a 360-degree customer view at enterprise scale.
🎯 Use Cases (4)
✅ Best For
- Creating a comprehensive, 360-degree view of enterprise customers for all internal teams.
- Building complex, automated workflows for case management, renewals, and escalations.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Startups and SMBs needing a simple, affordable, out-of-the-box solution
- Teams that require a dedicated, pre-built CS platform without extensive customization
🏆 Alternatives
While not a specialized CS tool out-of-the-box, its power as a platform is unmatched. Many companies use Salesforce as their core CRM and integrate a dedicated CS platform like Gainsight for specialized workflows.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier Success Plans tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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