Skip to content

You Implemented Salesforce: How Do You Design The Journey for Potential Customers?

  • Sales
Fantastic Conga Consultant
Evelyn Hendricks
Lead Tech: Conga Consultant

The new customer experience is about moments of connection. By delivering unique, personalized moments to customers across every digital channel, your brand can create lasting consumer relationships that hopefully go beyond just being transactional. To efficiently create these moments for every customer, you’ll need to connect your marketing with sales and service, apps, and communities.

Here’s how Salesforce can help you bring real moments of connection to immersive customer journeys.

1) Grow by Planning for Every Journey

Each customer’s first interaction with your brand is a special moment that sets a precedent for the relationship. Here’s how a successful customer acquisition journey can help you make the most of these moments before they happen.

Salesforce - Conga Customer Journey Plan
CLICK TO EXPAND

2) Onboard & Start on the Right Foot

The moment after a new customer’s first transaction is the perfect time to build a deeper connection and introduce them to more products and services they may like. Here’s how a data-driven onboarding journey can create moments when you and your customers can get to know each other better.

Salesforce - Conga Customer Journey Onboard
CLICK TO EXPAND

3) Engage to Forge The Perfect Path

The longer you maintain customer relationships, the more you can learn about customers’ unique preferences — and you can use that data to create compelling moments of engagement. Here’s how data from a long-term customer relationship can make everyday marketing moments more meaningful

Salesforce - Conga Customer Journey Design Path

4) Retain Customer Base by Winning Back Customers

To keep customers engaged, it’s important to identify what could make them lose interest and have solutions ready to meet them at key moments. Here’s how a retention journey can turn a customer’s would-be exit into a moment of connection.

Salesforce - Conga Customer Retention Journey

Questions? Comments...