Introduction to Salesforce Genie, The First Real-Time CRM

In this blog, you will learn about Salesforce Genie, the worlds first real-time CRM platform.

Introduction

Salesforce Genie brings the power of real-time data to the Customer 360, so you can create magical experiences seamlessly.

Salesforce Genie has built-in connectors that bring in data from any source, including Salesforce apps, mobile, web, connected devices, and even from legacy systems with MuleSoft and historical data from proprietary data lakes, in real time.

How Salesforce Genie Works

Salesforce Genie harmonizes and stores your customer data at massive scale, and transforms it into a single, dynamic, source of truth: the real-time customer graph.

This real-time customer graph dynamically evolves as it brings in more data about your customers.

This data can be activated across the entire Customer 360, so every company can create magical experiences that are personalized. And Genie’s real-time data enables more powerful automation with Flow, and more intelligence with Einstein, all built on the trusted infrastructure of Hyperforce.

Now the entire Customer 360 is automated, intelligent, and real time, helping every company save costs, save time, and grow revenue.

Connect

Connect all your customer data at scale, from any app, device, or real-time stream, with out-of-the-box connectors.

Harmonize

Automatically harmonize all of your data into a single customer graph.

Engage

Empower any department and any industry with unified customer profiles that adapt to their activity in real time.

Experience

Create magical experiences for your customers in critical moments when milliseconds matter most.

Customer Magic Across the Customer 360

Salesforce Genie enables any team to create magical experiences.

Sales

Every sales rep can receive real-time guidance during customer video and voice calls to adapt to the conversation and deliver personalized offers to their customers.

Service

Every service rep from the contact center to the field can provide proactive service with real-time alerts that detect challenges, enable agents to intervene, engage the customer, and resolve the issue.

Marketing

Every marketer can deliver personalized messages across channels that adapt to customer activity across various brand properties in real-time.

Commerce

Every retailer can build tailored shopper experiences that adapt to real-time customer actions, including abandoned shopping carts or actions taken on a website or mobile app.

Platform

IT teams can use low-code tools to build things like apps that leverage real-time data for example to provide fraud detection or real-time economic data to determine benefits.

MuleSoft

Every business can unlock real-time data across any modern or legacy system.

Tableau

Every business can monitor key KPIs in real-time to inform action across the business, including real-time purchase data for sales, real-time case spikes for service, and real-time web traffic for marketing.

Slack

Leaders can immediately increase efficiency by enabling teams to automatically view real-time data from any channel with intelligent workflows

Healthcare & Life Sciences

Payer and provider organizations can connect clinical and non-clinical data from a variety of sources to deliver real-time intelligent insights, which can be used to build automated journeys to help patients achieve better outcomes.

Financial Services

Financial advisors and bankers can help their clients accelerate their financial goals by providing the right advice at the right time.

AppExchange

Extend the power of Salesforce Genie with the AppExchange Genie Collection, featuring 18 Genie partner apps and experts that help companies automate relevant advertising, and enrich customer profiles.

Salesforce Genie is open and extensible through strategic partnerships.

Open data access (SnowFlake)
First-party advertising (Google, Amazon Ads, Meta)
Bring your own AI (AWS)

Conclusion

With Salesforce Genie, every business in every industry can power real-time, intelligent, and automated experiences, driving loyalty while saving costs and increasing ROI. Now that’s magical!