Cross-Channel Engagement Archives

08Apr

The AI-Powered Personalization Revolution in Health & Life Sciences

The Health and Life Sciences (HLS) sector is at an inflection point. Patients and members no longer accept one-size-fits-all healthcare—they expect proactive, personalized experiences that rival those from leading consumer brands. But in healthcare, personalization isn’t just about convenience—it’s about better outcomes, trust, and efficiency at scale. Now, with the rise of autonomous AI agents, HLS organizations can deliver real-time, hyper-personalized interactions—from tailored treatment plans to automated preventive care reminders—while navigating complex regulatory and data challenges. The Challenges of HLS Personalization (And How AI Agents Help Solve Them) Before reaping the benefits of personalization, organizations must overcome key hurdles: 1. Data Silos & Fragmentation 2. Regulatory & Ethical Constraints 3. Legacy Systems & Resistance to Change 4. Complex, Non-Linear Patient Journeys 5. Defining & Measuring Success The 3-Pillar Framework for AI-Driven Personalization 1. LISTEN: Build a Unified Patient Data Foundation 2. DECIDE & ACTIVATE: Deliver Real-Time, Tailored Experiences 3. ANALYZE: Continuously Optimize with AI-Powered Insights How AI Agents Transform HLS Personalization 1. Proactive, Not Reactive Care 2. Smarter Patient Engagement 3. Hyper-Personalized Member Support 4. Ethical, Compliant Automation The Future: AI Agents as Health Allies By 2025, autonomous AI agents will handle 40%+ of patient interactions (Gartner). The winning HLS organizations will:✔ Start small (e.g., chronic care personalization)✔ Prioritize trust & compliance (transparent AI, clear consent)✔ Measure real health outcomes (not just engagement metrics)✔ Scale with AI agents that learn and adapt over time The Bottom Line Personalization in HLS is no longer optional—it’s a clinical and competitive necessity. With AI agents, organizations can turn fragmented data into seamless, life-improving experiences—while staying compliant and scalable. Ready to lead the revolution? The time to act is now. (Sources: Gartner, Salesforce Research, Adobe 2025 HLS Personalization Report) Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 8, 2025in Data, Salesforce, Salesforce Health and Life Sciences Solutions0 Comments

22Mar

B2B Marketers Drive Cross-Channel Engagement with Account Based Marketing

Eighty percent of marketers affirm that their organization takes the lead in spearheading customer experience initiatives across the entire business landscape, orchestrating collaborative efforts spanning marketing, sales, service, and commerce. Cross-channel engagement abm metrics help to measure success. High-performing marketers, in particular, leverage invaluable cross-departmental metrics to gain deeper insights into the intricacies of the customer experience. Cross-channel Engagement ABM Given the rising expectation of B2B customers for a seamless and personalized journey cutting across various departments, 89% of B2B marketers employ an account-based marketing (ABM) platform to deliver a cohesive end-to-end experience. However, the success of ABM campaigns hinges on intricate, comprehensive, data-driven marketing strategies that marketers have yet to fully establish. A notable 31% of B2B marketers identify the challenge of sharing a unified view of customer data across business units, while 62% of business buyers express that communication often feels like interactions with separate departments rather than a cohesive company. Among the cross-department metrics being closely monitored are commerce metrics, service metrics, sales metrics, finance metrics, and IT metrics. These metrics play a crucial role in shaping a holistic understanding of the customer experience . Thereby facilitating coordinated efforts across diverse business functions. Discover high-intent opportunities and build a pipeline of your best potential prospects. Prioritize sales outreach to those accounts visiting your website that show intent (3rd party). Those who are in your ICP and aren’t currently in the pipeline with our ABM Connected Website. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 22, 2024in Salesforce

23Aug

Financial Services and Customer Engagement

Here are the key insights from the 2023 Global Customer Engagement Review regarding the current landscape of customer engagement in the financial services sector, along with recommended strategies for driving activation, monetization, and retention among brands in this space. Financial Services and Customer Engagement. Did you know that it takes an average of seven touchpoints for a customer to purchase what you’re selling? From the first time they see your product or brand somewhere until they hand over their hard-earned cash, there is a lot involved. However, there is a huge difference between sales teams slowly nudging the customer towards the purchase and a sales rep aggressively badgering the customer to buy. What happens in these seven steps is something called sales engagement. For a comprehensive overview of global customer engagement trends in 2023, refer to the 2023 Global Customer Engagement Review, which includes insights from a survey of 1,500 VP+ marketing decision-makers across 14 global markets. Sales engagement is a broad term that describes all the interactions that happen in the sales process between the sales development representatives and the customer. If you want to improve your sales team’s success, investing time and money in your sales engagement strategy is one of the best ways to achieve this. Sales engagement touchpoints can be any of the following: There are many channels for sales engagement and leaving them out to chance is dangerous and hurting your sales efforts. In order to improve your sales efforts, you need to be intentional about how you communicate with customers and when. This is why many sales teams carefully analyze each customer interaction and invest in sales engagement platforms. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

August 23, 2023in Salesforce Marketing Cloud, Salesforce Sales Cloud

12Jul

Improve CLV With Journey Builder

Enhancing Customer Lifetime Value with Salesforce Journey Builder-Improve CLV With Journey Builder In today’s business landscape, customer experience stands as the cornerstone of loyalty and retention. Delivering an exceptional brand experience is paramount to ensuring customer satisfaction and, consequently, maximizing their lifetime value. Salesforce Journey Builder emerges as a pivotal solution, empowering businesses to automate marketing endeavors, foster cross-channel engagement, and glean invaluable audience insights. By harnessing the unique capabilities of Salesforce Journey Builder, businesses can seamlessly navigate the customer journey, elevating their brand experience to new heights. What is Salesforce Journey Builder? A cornerstone of Salesforce’s Marketing Cloud solution, Journey Builder equips businesses with deep insights into customer behavior, enabling agile adaptation to evolving market dynamics. This versatile tool facilitates personalized customer interactions across diverse channels, including email, social media, mobile, and advertising. Each interaction is meticulously tailored to meet the individual needs of customers, thereby enhancing their journey at every touchpoint. How Does Salesforce Journey Builder Drive Business Success? Salesforce Journey Builder empowers businesses with automation capabilities, enabling swift and accurate responses to customer interactions. By automating engagement, businesses can significantly enhance customer satisfaction, ultimately leading to increased lifetime value. Key Features and Benefits of Salesforce Journey Builder: Maximize Your Customers’ Lifecycle with Salesforce Journey Builder At our Salesforce consulting firm, we recognize that every customer journey is unique. Leveraging the power of Salesforce Journey Builder, we specialize in bespoke, customized implementations tailored to optimize your customers’ lifecycle. Reach out to us today to embark on this transformative journey with Salesforce Journey Builder. Let us partner with you in unlocking the full potential of your customer relationships and driving sustainable business growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

July 12, 2023in Salesforce

Cross-Channel Engagement

B2B Marketers Drive Cross-Channel Engagement with Account Based Marketing

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