The big retail differentiator


In Salesforce's 'State of the Connected Customer' report, 88% of respondents say good customer service makes them more likely to purchase again. Conversely, poor customer experience can lead to customer churn, negative word-of-mouth, and lost revenue. Businesses could lose  $3.1 trillion annually due to customers leaving because of bad experiences.

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Inside this whitepaper

Not all retailers who have invested in SF have tapped into its full potential.  This underutilization can stem from the need for more technical capability or resources to utilize SF effectively.  This whitepaper gives you a deep dive into:

  • Salesforce capabilities beyond the basics
  • Overview of how SF applications can be configured and optimized
  • Creating seamless, personalized and omnichannel customer experiences
  • Common SF implementation gaps in retail
  • Best practices and real-world use cases from diverse industries
  • Creating and managing customer journeys across multiple channels
  • Leveraging AI to provide personalized recommendations
  • Enabling omnichannel excellence

Download the whitepaper


Learn how to optimize SF for retail applications

Step 1:  Assess your Salesforce health with Retail in mind through:

  • A CX focused audit
  • Technical review with health checks.

Step 2:  Plan targeted improvements:

  • Omnichannel strategy with architecture planning
  • Turbocharge customer engagement with Marketing Cloud and Intellisense.

Step 3: Leverage InfoVision managed services for ongoing support:

  • Expert implementation services
  • Managed services for CX excellence


Learn how to optimize SF for retail applications