Discover the advantages of integrating Salesforce with a CDP and why our clients
adopt this strategic approach for their data landscape.
We often receive customer questions regarding needing a Customer Data Platform (CDP) in addition to Salesforce. There can be confusion due to the lack of understanding about how these solutions differ and work together.
Most customers use Salesforce and our Customer Data Platform (CDP) as complementary platforms. A convenient Salesforce connector lets them quickly and securely exchange data between the two platforms.
To help clarify any confusion, we've compiled five reasons why our customers choose to utilize both Salesforce and a CDP. We will outline the benefits and explain why combining these two solutions is an excellent strategic decision for your data landscape.
Discover how to effectively use and distribute your customer data with our Customer Data Platform. Explore our CDP information to see the possibilities.
A CDP, or Customer Data Platform, is essential for gathering, combining, and analyzing customer data from various sources. Many organizations use Salesforce as a critical data source, so syncing this information with the CDP through the Salesforce connector is crucial for obtaining a comprehensive view of the customers.
It's important to note that Salesforce is not an ETL (Extract, Transform, Load) application, which means it's not ideal for handling complex data and identifying unique customers. However, a CDP provides the flexibility to connect Salesforce data with information from other applications, enabling you to have a single, reliable source of truth to work with.
A Customer Data Platform (CDP) is a platform businesses use to integrate all their customer data into a comprehensive view. By doing so, they can get a complete picture of their customers, including their interests and preferences. This 360-degree customer view helps businesses better understand their customers and tailor their approach to increase sales.
Businesses can better understand their customers when they integrate their Salesforce data with other customer data sources in a CDP. This includes customer interactions with the company through Salesforce and their behavior on different online and offline channels and platforms. By having a comprehensive 360-degree view of their customers, businesses can respond better to their needs and preferences.
Grouping customers into segments is crucial in personalizing marketing campaigns and messages. A CDP simplifies this process and helps businesses understand customers' information and patterns.
Integrating Salesforce data into the CDP through a Salesforce connector enhances customer segmentation without any manual intervention. This integration enables marketers and sales teams to create new and precise customer segments based on unique characteristics and behaviors. These segments can be used directly in marketing campaigns, lead nurturing, and other sales activities. In summary, the CDP and Salesforce connection collaboration ensures that the right offer reaches the right customer at the right time and through the right channel.
One key advantage of a Customer Data Platform (CDP) is its ability to quickly process and utilize the most up-to-date customer information. This means you'll always have the latest customer data available, which can be incredibly beneficial for follow-up actions and decision-making. With this information, your marketing, sales, and customer service teams can make more informed decisions, improving the overall effectiveness of your customer communications.
When dealing with large amounts of data, storing them in Salesforce can quickly become expensive. In contrast, a CDP uses a more comprehensive storage process, which makes it a more cost-effective solution. Therefore, storing extensive data, like campaign history and website visits, in a CDP rather than in Salesforce is advisable. This way, you can avoid exceeding storage limits and incurring unexpected costs when adding more data. By doing this, you always have access to the most crucial information for your organization. Additionally, with the Salesforce connector, you can use all this data anywhere, including in Salesforce.
Combining Salesforce with a CDP is wise as it provides more opportunities to use customer data effectively. The partnership brings many benefits, such as data synchronization for a more comprehensive customer view, a 360-degree view that helps respond to customer needs, focused campaigns through segmentation and targeting, always up-to-date customer information thanks to real-time updates, and more data storage without incurring higher costs.
The Invenna Customer Data Platform is designed to integrate smoothly with Salesforce, providing you with centralized customer data and a comprehensive customer view. Additionally, our platform can be effortlessly linked with numerous other solutions for your convenience. To learn more about these options, please refer to our connectors page.
Contact us today for a brief introductory meeting to discuss how we can optimize your customer data.
With our data platform technology we are going above and beyond: you organize thousands of (marketing) actions, create analyses, complete missing information and control and monitor all customer data. And these are merely examples.
Discover how we make your organization data-driven and what you achieve with the unique customer view. Tell us more about yourself and we'll contact you soon.
The Invenna platforms are suited for small and large companies. For marketing, analytics, compliance and IT. And for diverse industries such as autmotive and charity.
Because of the numerous options and organization's individual needs and wishes, we'd like to show you what you can do and achieve with our platforms. Leave your details and we'll contact you to schedule a (digital) demo. Free and without strings attached.
Whether you're already working with or are interested in our data platform: we believe it's important that all your sources and channels are connectable.
Is your application missing from the list? Let us know and we'll contact you soon.
In the brochure you read what the Invenna Customer Data Platform offers you and the benefits of working with a unique customer view. And to get you started, we also share a few use cases.
Leave your details and we'll send you the brochure via email.
Whether you’re looking to improve your operational processes or gain a quicker response to marketing and sales activities: the Customer Data Platform helps to achieve goals.
Get in touch with us and we’ll tell you more about merging all your customer data into a unique customer view. And equally important: what you achieve with the platform.
In the brochure you read what the Invenna Customer Data Platform offers you and the benefits of working with a unique customer view. And to get you started, we also share a few use cases.
Leave your details and we'll send you the brochure via email.
The possibilities of the Invenna Customer Data Platform B2C are limitless. Because of organization's individual needs and wishes, we'd like to show you our platform and its features so you get an idea of how it helps to achieve your goals.
Leave your details and we'll contact you to schedule a (digital) demo. Free and without strings attached.
In the brochure you read what the Invenna Customer Data Platform offers you and the benefits of working with a unique customer view. And to get you started, we also share a few use cases.
Leave your details and we'll send you the brochure via email.
Whether you’re looking to improve your operational processes or gain a quicker response to marketing and sales activities: the Customer Data Platform for B2B helps to achieve goals.
Get in touch with us and we’ll tell you more about merging all your customer data into the unique customer view and how you can benefit from the platform.
In the brochure you read what the Invenna Customer Data Platform offers you and the benefits of working with a unique customer view. And to get you started, we also share a few use cases.
Leave your details and we'll send you the brochure via email.
The possibilities of the Invenna Customer Data Platform B2B are limitless. Because of organization's individual needs and wishes, we'd like to show you our platform and its features so you get an idea of how it helps to achieve your goals.
Leave your details and we'll contact you to schedule a (digital) demo. Free and without strings attached.
In the brochure you read what the Invenna KYC platform offers you and the benefits of working with a unique and complete customer view. And for inspiration, we also share extra content.
Leave your details and we'll send you the brochure via email.
Whether you’re looking to improve your operational processes or respond more swiftly to potential risks: the KYC platform helps to achieve goals.
Get in touch with us and we’ll tell you more about merging all your customer and transaction data into the unique customer view.
The possibilities of the Invenna KYC platform are limitless. Because of organization's individual needs and wishes, we'd like to show you our platform and its features so you get an idea of how it helps to achieve your goals.
Leave your details and we'll contact you to schedule a (digital) demo. Free and without strings attached.
In the brochure you read what the Invenna KYC platform offers you and the benefits of working with a unique and complete customer view. And for inspiration, we also share extra content.
Leave your details and we'll send you the brochure via email.
We work with and for over 75 of The Netherlands’s finest brands every day. From Mediahuis and Nissan to the Tax and Customs Administration and Dutch police. So we've grown considerably, but still don't shy away from any customer data challenge.
Would you like to know more about is? Or are you wondering how we make your organization more data-driven? Tell us more about yourself and we'll contact you soon.
With our data platform technology we are going above and beyond: you organize thousands of (marketing) actions, create analyses, complete missing information and control and monitor all customer data. And these are merely examples.
Discover how we make your organization data-driven and what you achieve with the unique customer view. Tell us more about yourself and we'll contact you soon.