Salesforce Genie is a revolutionary app that helps you find the right customers and automate data collection so that you can focus on what matters most: selling.
Let Salesforce Genie recommend customers to you based on what they have in common with other people that worked well together
Genie can search through your Salesforce database for any information—including name, email address, company name and other fields. For even more powerful searches, combine multiple filters—for instance, if you want to find all of your U.S.-based customers who've recently bought from your company and have "Marketing" in their job title.Genie will automatically find the best matches for you! Suppose it doesn't have enough information about a customer's profile (like an email address). In that case, it will use the details that are available to suggest potential matches based on their industry and region—and we'll keep doing this until we uncover their full profile information. With Genie, it's easy for you to find multiple experts on a given account so that everyone can access relevant information at all times.
Gauge a customer’s potential to grow and win more business with less effort.
Salesforce Genie helps you find the right customers to talk with and strike deals with. It uses a proprietary process that combines demographic data, industry expertise—and other factors like behavioral patterns—to determine how likely someone is to buy what your company offers.
Cutting through the clutter of your target market and focusing on customers who are most likely to buy from you will enable you to spend more time marketing products or services that are viable for your business. Use the Customer Profile to identify and contact experts in your company who have previously worked with specific customers.
Salesforce Genie uses artificial intelligence to identify the best person to talk with about a customer. You can use Salesforce Genie to find people inside or outside your company who are willing to help.For example, let’s say you’re trying to learn more about how a customer uses Sales Cloud, but they have only been using it for a few months. You could type in “Sales Cloud beginner” into Salesforce Genie and get back all of the relevant information related to that topic.
View all of a customer’s online interactions, and publish content to multiple channels from one place.
Customer journey mapping
You can see how each of your customers interacts with you online, as well as across all of their devices, and use that information to tailor the experience for each one. You can track your customers’ individual journeys, identify micro-moments, and use those insights to personalize their experiences across all of their digital touchpoints.
Social media monitoring
Monitoring social media accounts gives you insight into what your competitors are doing and lets you stay ahead of them when it comes to developing new marketing campaigns or products.
Social media publishing
Whether it’s a Facebook post or tweet, a LinkedIn update, or a Pinterest pin, managing this content has always been a time-consuming process for marketers who want to make sure their message reaches as many people as possible. With Salesforce Genie you can schedule posts for yourself or others out into the future so that you don’t have to worry about forgetting about them when the time comes around! Social media advertising A huge amount of effort goes into creating awesome content but if no one sees it then there’s no point right? Luckily with Genie, we’ve got some great integration options that allow us to measure how well our ads perform by tracking clicks through directly back into Salesforce where they’re stored alongside any other info we might need such as ad spend etcetera! Web analytics If there was ever an easy way for companies big or small (or even medium size) then I think everyone should take advantage since almost everyone uses it nowadays anyway 🙂
Every piece of data and history you need is right there on the screen.
As a Salesforce administrator, you are responsible for managing the data and history of your organization’s users. The Genie tool makes this easy by displaying all that information on one screen in real time.
You can also use Genie to make decisions about how your organization’s data is displayed on the screen. For example, if there are too many fields or columns displayed at once, you can hide them temporarily with a single click.
Salesforce Genie can turn your data into magic.
It can be difficult to manage all aspects of a business. But customers deserve the best service possible—so Salesforce Genie helps you focus on selling rather than paperwork so that you can provide exceptional customer support.