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The Top 5 Advantages of Salesforce CDP

Altaf Shaikh | June 3, 2021 

If it sometimes feels like the right hand doesn’t know what the left hand is doing at your company, you’re not alone. “Working in silos” has been a common problem for many businesses. Thanks to Salesforce CDP, this problem is becoming much less common. It links all your different clouds and systems together and gives each customer in your system a universal Salesforce ID. That allows all the information on one customer to be known by all departments. 

Besides eliminating silos, there are many advantages to using the Salesforce CDP platform. Here are the top five.

1. Seamless Cross-Platform Use

Salesforce CDP combines data from your Sales, Marketing, Commerce, Analytics, and Service clouds in one place, and it also integrates important third-party apps. This means there’s no need to log in to multiple systems, making things much more seamless and simple. It also provides your customers ease of use since it allows them to login to your website with their social media credentials instead of creating a separate login. 

2. A More Personalized Customer Experience

Since all clouds are working together, you can build one customer profile that’s accessible to people who use different clouds. This enables you to provide a better, more personalized customer experience. Now, when an account manager contacts a customer about a possible upsell, they can see that the customer contacted customer service last week about a major issue. This is useful information to know since the customer might be doubtful about signing up for additional services as a result of previous issues. 

Salesforce CDP can also combine all of your known and unknown data. If an unknown user browses your website, and then, their IP address is later matched to the IP address from a personal email your customer clicked in to browse sale items, now Salesforce can match the unknown user to the known person in your customer email list. 

3. Unification of Data

It’s easily able to store an enormous amount of data on each and all of your customers. Then, all departments have access to that data, and users can pull and compare analytics from all clouds. The data allows you to not only better understand your customers, but as a result, better plan your messaging and marketing based on their behaviors and collected data. The available data also allows Salesforce users to analyze trends in products and services.

4. Artificial Intelligence

Not only can Salesforce users automate communication and marketing triggers based on customer behavior, but they can also allow the platform to make decisions based on consumer behaviors. Salesforce Einstein enables users to build and train custom bots, predict business outcomes through AI modeling, analyze customer language to determine their feelings and needs, and train deep learning models to recognize your brand and product images. 

5. Consent Management and Privacy

Companies must honor their customers’ desires when it comes to contact and data-sharing. Not doing so not only damages the trust needed for customer loyalty, but could also violate various privacy regulations, such as the:

  • General Data Protection Regulation (GDPR), European Union.
  • California Consumer Privacy Act (CCPA), United States.
  • Personal Information Protection Act (PIPA), Japan.
  • Privacy Act, Australia.
  • Personal Information Protection and Electronic Documents Act (PIPEDA), Canada.

Salesforce CDP’s consent management makes it easy to let customers opt out of data-sharing or certain forms of contact, making sure you only communicate with them through the channels and the frequency they prefer. It also provides details to help you determine the best ways to comply with data protection and privacy regulations.

In short, Salesforce CDP can help you stitch and build a unique id that is persistent and portable across clouds for every visitor, prospect, or customer no matter where they are in their lifecycle journey. Salesforce CDP also acts as a unified customer data solution that can easily grow with your business without worrying about changing providers every few years.

ListEngage has two decades of experience in the Salesforce ecosystem and has helped hundreds of companies maximize their investment in Salesforce. We have set-up our customers for success by on-boarding companies no matter the complexity and then training their staff to implement Salesforce’s many powerful tools by integrating sales, marketing and service data.

ListEngage is a Salesforce CDP approved partner. If what I have shared above resonates with you, please Contact us to chat about completing your digital transformation with Salesforce CDP. 

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Altaf Shaikh | Founder, CEO

Altaf Shaikh is the Founder and CEO of ListEngage. When people were still using dial up and the words ‘marketing’ and ‘automation’ were seldomly used together, Altaf became obsessed with finding and creating automated marketing solutions. Altaf’s background in Computer Science and Engineering made him re-think how he could use new and emerging digital technologies to engage people in unique and relevant ways with the right mix of brand, data and analytics. That passion led Altaf to become a marketing automation expert. Altaf started ListEngage in 2003 to help companies transform their digital marketing programs. Under Altaf’s leadership, ListEngage has grown to become a top-rated partner in the Salesforce ecosystem, has served 3000+ customers and earned multiple awards, such as: ExactTarget Global Services Award, the Inc. 5000 award three consecutive years, the Boston Business Journal's FAST 50 two years in a row and the Top 20 Salesforce Provider award by CIO magazine. Altaf and the ListEngage team love bringing their years of hard work, expertise, certification and acquired “superpowers” to help customers maximize their investment in Salesforce. Contact Altaf at