New Customer 360 Guide Empowers Companies to Go Digital Fast and Scale with Confidence

Customer 360 Guides are Salesforce’s recommended approach to building connected experiences and empower you to bring teams and your technology together with Salesforce to sell, service, and market to customers in a digital world.

Arian Van de Carr
The Trailblazer
4 min readDec 16, 2020

--

Screenshot of a Customer 360 Guide. Astro stands on the right pointing at the screen. Butterflies fly in the background.

Today, Salesforce customers and Trailblazers are united around a key focus: digital transformation.

Companies everywhere are pivoting their way of working to go digital fast while rebuilding and reskilling their workforce to successfully operate in this new digital economy.

And while connected experiences are critical in this digital-first world, uniting departments around a single source of truth is a challenging problem to solve.

To meet the needs of the digital imperative, Salesforce created the Customer 360 Platform, a set of building blocks allowing you to build integrated customer experiences so that everything you do — sales, service, marketing, commerce, analytics — is centered around the customer’s needs.

It provides a single source of truth with a unified customer profile so you can meet your customer anywhere they are.

Drive your company’s digital transformation with Customer 360 Guides

We spoke with thousands of you about the necessities for a successful digital transformation, and we consistently heard these top three things:

  1. Learn from the success of others.
  2. Receive guidance on how to align teams.
  3. Use the right tools to go digital fast.

Enter, Customer 360 Guides. Introduced at TrailheaDX ’20 and built on the success of many Trailblazers, Customer 360 Guides are proven blueprints, architectures, and best practices that empower you to bring people, process, and technology together to deliver connected experiences.

Not only are Customer 360 Guides an interactive starting point for your company’s digital transformation but also include industry-specific solutions showing how to successfully merge Salesforce clouds together to meet your business needs.

A screenshot of the Navigate Your Journey to Customer 360 Success webpage.

And Customer 360 Guides are absolutely free and available right now on Trailhead!

Introducing Customer 360 Guide for Discrete Manufacturing

I am so excited to announce the launch of our new guide on Trailhead: Customer 360 Guide for Discrete Manufacturing.

This guide serves as your map showing how manufacturers can leverage Customer 360 to meet the self-service and digital collaboration needs of their customers, employees, and partners.

Over the last decade, digital innovations have transformed the way manufacturers interact with customers. Business buyers now expect seamless self-service buying experiences and will remain loyal to businesses that deliver on this need.

With Salesforce’s unified platform for intelligent customer engagement, you can create truly connected experiences for your customers, employees, partners, suppliers, and other stakeholders in your ecosystem. This guide will help you digitize every part of your business and innovate with insight to allow customers direct access to perform B2B commerce operations.

In this Customer 360 Guide, you’ll find architectures, business scenarios, and solutions that are helping manufacturers’ digital transformations — bringing their sales channels online, reaching new customers, supporting new virtual selling motions, driving forecast accuracy, and making more-informed business decisions.

It includes guidance on how to:

  • Employ sales agreements and forecasts — Connect your sales and operations for new and run-rate business.
  • Streamline lead to quote experience — Create a complete view of product and price management to deliver perfect quotes every time.
  • Elevate partner relationships — Unify selling and service, and empower partners with the same capabilities as direct sales.
  • Modernize commerce — Elevate your selling capabilities with self-serve purchasing.
  • Deliver intelligent field service — Deliver consistent, modern field service capabilities across your customer’s preferred channel.
A screenshot of the Customer 360 Guide for Discrete Manufacturing.

Accelerate your digital journey with Customer 360 Guides

Customer 360 Guides have everything you need to achieve Customer 360 success. Reference Architectures can help shape the vision of your company with advice on how Salesforce products and our industry expertise align your departments to achieve company goals.

With aligned business priorities, you can map your goals to the right solutions needed to achieve business value — fast. Business Scenario recommendations get you up to speed on key use cases to prioritize and unite teams based on your digital maturity level and where you want to be.

And finally, solution architectures and solution kits empower your architects with recommended integration points and best practices to build a modern and composable architecture that can support the digital needs of your business today and in the future.

More to explore

There is so much more content to dive into with Customer 360 Guides, and it’s available today for free so you can share and collaborate with your teams and colleagues.

Tune into DreamTX on Thursday, December 17 as experts show how you can get the most value out of Salesforce by using Customer 360 Guides to unite marketing, sales, and service to accelerate account growth.

Check out our new badge, Customer 360 Guide for Discrete Manufacturing: Quick Look, to learn how integrating Salesforce products can accelerate account growth.

Customer 360 Guides are exactly what you need to go digital fast, scale with confidence, and empower everyone to succeed.

--

--