Bringing Scattered Data Resources Together

Many businesses rely on a mass of customer and client data aggregated from a variety of diverse sources. This mix of first-party and third-party data typically gets siloed into disjointed tech stacks, making easy access and productive use of CRM all but impossible without the adoption of overly costly, complex systems. In fact, the majority of businesses that would like to implement the power of generative AI find that their current systems are too scattered and disconnected to facilitate this forward leap.

Salesforce’s new Unlimited Edition+ solves these frustrations. This technology system brings data, CRM, and generative AI together in a single harmonious package, eliminating the complexities and confusions of disjointed data stacks and siloes. By combining Industries, Tableau, Slack, Data Cloud, Einstein AI, Sales Cloud, and Service Cloud functions, UE+ gives businesses a simple, streamlined set of tools to improve their customer experiences and take their success to the next level.

The Many “Faces” of Salesforce UE+

Salesforce has created several UE+ packages to further optimize their product for specific verticals and use cases. All of these packages are based on the company’s already-popular Unlimited Edition. That edition offers account/contact/lead/opportunity management., forecast management, workflow and process automation, advanced pipeline management, built-in AI, and the Salesforce Premier Success Plan. The UE+ packages also provide tech stack consolidation of multiple sales technologies. Business can choose among such field-specific packages as:

Salesforce UE+ for Sales and Service

Salesforce UE+ Sales and Service breaks down into a Sales Cloud and a Service Cloud. Sales Cloud UE+ focuses on improving the customer experience through generative AI, sales planning, maps, revenue intelligence, data cloud technology, and Slack Sales Elevate, combining CRM and external sources to help businesses target their ideal customers and serve those customers better.

Service Cloud UE+ harnesses generative AI, data cloud technologies, digital engagement, feedback management, CRM analytics, and Service Cloud Voice to help resolve customer problems more quickly and easily. Its data-driven insights can actually help customers resolve their own issues through the power of generative AI search.

Salesforce UE+ for Industries

Salesforce’s newest addition to its suite of solutions, Salesforce UE+ for Industries builds on the feature set of Salesforce UE+ for Sales and Service by adding industry-specific features, providing even more customized answers for different sectors. This category of the product includes:

Financial Services Cloud UE+ – This package, which comes in both Sales and Service variants, allows such diverse parts of the financial world as insurance agencies, banks, and asset management companies unify their shared customer data (from social media follows and previous webinar attendance records to email content) with the aid of embedded AI functionality.

Health Cloud UE+ for Service – This package aims to help healthcare providers and institutions provide a higher standard of care more efficiently. In addition to enabling patients to schedule and coordinate their various appointments through an AI-powered support center, this package’s combination of real-time intelligence and comprehensive patient data aggregation helps medical providers triage patient needs more effectively and deliver care more promptly.

Manufacturing Cloud UE+ for Sales – This package lives up to its name by helping manufacturing companies optimize productivity, make more profit, and scale their businesses more successfully. Its tools allow for AI-embedded data that helps managers follow the entire sales cycle more easily. By getting a 360-degree view of the company’s entire book of business, sales managers can track sales performance and then make use of AI-generated summaries and recommendations to create more productive, lucrative manufacturing sales strategies.

How CLOUDSTREET Improves the UE+ Experience

Both CLOUDSTREET and Salesforce have always understood the need for their business clients to get their online stores up and running as quickly and painlessly as possible. However, even a platform designed to smooth and streamline operations can still pose some significant initial challenges for businesses — especially since not every IT department includes technicians familiar with these kinds of programs.

To help businesses adopt Salesforce tools and make the best use of them, CLOUDSTREET offers Accelerator packages for clients who sign on for the Premier or Premier+ Success Plan. These accelerator packages provide one-to-one coaching sessions with experienced technicians who can answer problems, offer guidance, and help users feel comfortable with the technology. At the same time, a convenient, easy-to-use custom portal helps to boost sales from existing buyers, building powerful forward momentum for new online stores right from the beginning.

Salesforce’s Unlimited Edition+ serves as one of many Salesforce services offered by CLOUDSTREET. The company also aids its clients through Salesforce managed support, staff augmentation, mobile app development, and ongoing implementation services. According to Lum, these services fit right in with the company’s mission to help facilitate digital transformation in the business world. “We recognize the ongoing challenge of ‘man versus machine,’ but we also see the value of embracing that challenge, seeing it as an opportunity to capitalize on new and better ways of doing business. Our Salesforce UE+ services can help countless businesses increase both sales efficiency and sales volume,” says Lum.

Business owners and managers seeking a sleek, sensible, integrated solution to their CRM, AI, or sales cloud aggregation woes will want to check out CLOUDSTREET’s Salesforce Unlimited Edition+ offerings at cloudstreetservices.com.