Present complete customer history to call center or sales agent during interactions. Process: Receive customer ID or attributes from channel system; find customer’s profile in CDP and display selected data on agent screen.
It’s always important to choose the best martech solution for your business needs. The CDPI and Treasure Data explain what factors to consider.
Learn how to better understand and connect with customers by combining data and insights from across systems to enrich your single source of truth, drive personalization, and increase speed to value.
Enjoy the Salesforce Genie Customer Data Cloud demo.