January 20 2023
Author Tony Di Carlo

Salesforce Genie and Data

Salesforce Genie and Your Customer Data — The Genius Design


Last year at Dreamforce, Salesforce announced one of the most significant innovations in its suite of products — Genie.

Salesforce Genie is the next step in the evolution of the Customer Data Platform (CDP) world, bringing real-time customer data across the entire collection of Salesforce products.

It’s no wonder that Salesforce’s evolution is going in this direction.

The increasing amounts of customer data create urgency for organisations to apply the data for more personalised and value-driven customer journeys.

Many companies understand the value of applying customer data. Statistics show that data-driven organisations are 23 times more likely to acquire customers, 6 times as likely to retain customers, and 19 times as likely to be profitable as a result.

Customers are also noticing the companies that make an effort to provide an outstanding experience, rewarding them with their loyalty.

One of the fundamental challenges companies face today is — data execution.


How do you connect the data coming in abundance from different sources and use it to increase customer satisfaction?

How do you meet increasing customer expectations?

Not keeping up with customers’ demands can result in poor reviews, low satisfaction rates, and lost sales. 

Luckily, this is where Salesforce Genie shines.


Genie — the solution to increasing customer demands 

The Genie platform is woven into the entire spectrum of Salesforce products. All departments, including service, sales, marketing, commerce, and analytics, can access and use real-time customer data.

The incoming data is updated every millisecond and on a massive scale, making it possible for teams to stay on top of the most recent changes in the customer record and ensure a great experience at every step of their journey.

Genie integrates customer data from various sources, ensuring that even non-salesforce data is incorporated into the mix.

The genius design behind Genie is in the way the platform resolves customer identities. All customer data, including the entire history of interactions with the company across all channels and data streams, are consolidated into one profile.

Further, Genie was built with security in mind. The platform offers data residency, security, privacy, and regulatory compliance controls, ensuring customer trust is always protected.


What differentiates Genie from other CDPs?

Genie is the next step in the CDP. Salesforce has restructured the way it operates with the data, evolving its CDP offering to the next stage.

The first news is ‘real-time‘, as Genie dynamically brings the latest data allowing your sales, service, marketing or other teams to act on it almost instantly. This way, no misinformed messages are sent to the customer, and any annoying interactions that drive customers away are eliminated.

The second news is that Salesforce Genie unites diverse teams by providing real-time data to all employees so they can act in unison. Service, sales, marketing, or commerce teams are equipped with the latest updates on the customer profile, empowering them to create delightful new customer experiences.

Final Thoughts

Reach out to our team at Cloud Orca to fuel your journey to customer excellence with Salesforce products.

Share the post