Salesforce Data Cloud use case

FedEx use case

FedEx uses Data Cloud to unify sales, marketing, and shipment data, making it easier to re-engage inactive B2B customers. With personalized follow-ups, the company boosts international shipping conversions and revenue.

About FedEx

FedEx is an $88 billion global supply chain that provides rapid, reliable, time-definite delivery of more than 15 million packages per day to more than 220 countries and territories around the world.

The Challenge for FedEx

Company works with small businesses, offering bulk shipping discounts based on projected volume. However, many customers don’t start shipping on their own—sales reps must manually reach out, a time-consuming process across hundreds of accounts.

Previously, identifying these inactive accounts was difficult:
Siloed data made it hard to track customer interactions across sales, marketing, and shipments.
IT teams took weeks to compile targeted lists, often outdated before sales could act.
No way to track abandoned shipping quotes, missing opportunities to convert interested prospects.

To solve these challenges, FedEx needed a unified view of customer data to quickly identify and engage customers showing interest in international shipping. This is where Salesforce comes in to help.

How Salesforce Helps

By integrating Data Cloud with Sales Cloud, Marketing Cloud, and Databricks, FedEx now has a real-time, 360-degree customer view, allowing for:

Faster Re-Engagement – Identifying inactive customers in hours instead of weeks.
Automated & Personalized Outreach – Combining sales calls, marketing emails, and targeted ads.
Tracking Abandoned Shipping Quotes – Re-engaging customers who requested quotes but never shipped.
Targeting International Shipping Prospects – Using web browsing data to find customers interested in expanding globally.

With zero copy integration, FedEx can act on external data directly within Salesforce, avoiding duplication and streamlining operations.

The Impact

Automated Marketing & Sales Journeys – Data Cloud powers Marketing Cloud to deliver personalized customer journeys through emails, sales outreach, and ads, ensuring customers receive the right message at the right time.
Improved Sales Efficiency – Sales reps no longer need to manually track inactive accounts, allowing them to focus on high-value prospects.
Increased Conversions & Account Reactivations – Faster, data-driven outreach has helped FedEx boost shipping volume and revenue.

By partnering with Salesforce Professional Services, FedEx implemented Data Cloud in under two weeks, enhancing data segmentation, marketing automation, and customer engagement strategies.

The Bottom Line

With Salesforce, FedEx has transformed customer engagement by turning data into action. Now, the company can track customer intent in real-time, automate follow-ups, and drive international shipping growth—all while delivering a seamless, personalized experience.

 

Find more Salesforce Data Cloud use cases HERE.

How Salesforce Data Cloud Powers Client 360 View

How Salesforce Data Cloud Powers Client 360 View

In an era where data is king, businesses need a powerful way to manage, unify, and leverage customer information to drive meaningful engagement. Salesforce Data Cloud plays a crucial role in enabling a true Client 360 view by integrating and processing vast amounts of customer data in real time. This blog explores how Salesforce Data Cloud supports businesses in achieving a holistic customer understanding and delivering personalized experiences at scale.

What Is Salesforce Data Cloud?

Salesforce Data Cloud is a real-time data platform that connects and harmonizes customer information from various sources. It consolidates structured and unstructured data from CRM systems, marketing tools, e-commerce platforms, and external sources, creating a single, dynamic customer profile. By leveraging AI and automation, Data Cloud empowers businesses to gain deeper insights and drive intelligent decision-making.

How Salesforce Data Cloud Enhances Client 360 View

  1. Unified Customer Profiles Salesforce Data Cloud aggregates data from multiple touchpoints, breaking down silos and ensuring that all teams—sales, marketing, service, and commerce—access a single, accurate view of each customer. This unified profile allows businesses to deliver consistent, personalized interactions across all channels.
  2. Real-Time Data Processing Unlike traditional data storage solutions, Salesforce Data Cloud processes and updates customer information in real time. This capability enables businesses to react instantly to customer actions, preferences, and behaviors, enhancing engagement and improving customer satisfaction.
  3. AI-Driven Insights and Personalization With built-in AI and machine learning, Salesforce Data Cloud analyzes customer data to generate predictive insights. Businesses can anticipate customer needs, recommend personalized products or services, and automate workflows to improve efficiency.
  4. Seamless Integration with Salesforce Ecosystem As part of the Salesforce platform, Data Cloud integrates seamlessly with Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud. This interconnected system ensures that every department works with up-to-date customer data, fostering better collaboration and decision-making.
  5. Improved Customer Engagement By leveraging real-time insights, businesses can craft highly targeted marketing campaigns, optimize customer service responses, and enhance sales strategies. Salesforce Data Cloud helps companies engage with customers at the right moment, on the right channel, with the right message.
  6. Scalability and Security Salesforce Data Cloud is built to handle massive amounts of data while maintaining robust security and compliance standards. Businesses can scale their operations confidently while ensuring data privacy and regulatory compliance.

Conclusion

Salesforce Data Cloud is a game-changer for businesses seeking to implement a true Client 360 view. By unifying customer data, enabling real-time insights, and seamlessly integrating with the Salesforce ecosystem, it empowers organizations to deliver more personalized, efficient, and data-driven customer experiences. As customer expectations continue to rise, leveraging Salesforce Data Cloud can be a strategic advantage in staying ahead of the competition.

If your business is looking to harness the full potential of customer data, Salesforce Data Cloud offers the tools and intelligence needed to transform insights into action.

The Power of Client 360: Why Businesses Need It and How Salesforce Makes It Possible

Why Businesses Need a Client 360 View and How Salesforce Supports It

In today’s fast-paced business environment, understanding customers holistically is more crucial than ever. Companies that adopt a Client 360 view can unlock a comprehensive understanding of their customers, leading to enhanced engagement, improved customer service, and increased sales. But what exactly is a Client 360 view, and how does Salesforce support it?

What Is a Client 360 View?

A Client 360 view is a unified, data-driven perspective of a customer that consolidates interactions, preferences, purchase history, support inquiries, and more. By aggregating data from various touchpoints, businesses can gain deep insights into customer behavior, personalize interactions, and make data-driven decisions.

A Client 360 approach ensures that every department—sales, marketing, customer service, and operations—has access to the same up-to-date customer data. This eliminates data silos and enhances collaboration, resulting in a seamless customer experience.

Why Is a Client 360 View Important?

  1. Enhanced Customer Experience: Businesses can tailor their interactions and provide personalized recommendations, fostering stronger relationships.
  2. Informed Decision-Making: Access to complete customer data enables companies to anticipate needs, identify trends, and optimize strategies.
  3. Improved Customer Support: Agents can resolve issues faster and more effectively when they have a complete history of customer interactions.
  4. Higher Sales and Retention: Personalized engagement and targeted marketing lead to improved conversion rates and long-term customer loyalty.
  5. Elimination of Data Silos: Departments can collaborate more efficiently, ensuring a consistent customer experience across all touchpoints.

How Salesforce Supports Client 360 View

Salesforce is a leader in customer relationship management (CRM) and provides an integrated ecosystem that supports a holistic Client 360 view. Here’s how:

  1. Salesforce Customer 360 Platform: Salesforce unifies customer data from sales, service, marketing, and commerce, creating a single source of truth.
  2. Sales Cloud: Provides sales teams with real-time customer insights, including past interactions and deal history, allowing for more personalized sales outreach.
  3. Service Cloud: Enables customer service representatives to access a comprehensive view of customer cases, previous support requests, and communication history, ensuring faster resolutions.
  4. Marketing Cloud: Helps businesses create personalized marketing campaigns based on customer preferences, behavior, and engagement history.
  5. Data Cloud for Salesforce: Leverages AI and real-time data integration to enhance decision-making and provide predictive insights.
  6. AI and Automation: Tools like Salesforce Einstein AI analyze customer data, predict behaviors, and automate workflows for more efficient engagement.

Conclusion

A Client 360 view is no longer a luxury—it’s a necessity for businesses striving to deliver exceptional customer experiences. With Salesforce’s comprehensive suite of tools, organizations can integrate, analyze, and act on customer data more effectively than ever before. By leveraging Salesforce Customer 360, businesses can build stronger relationships, drive sales, and stay ahead in today’s competitive market.

If your company is looking to implement a Client 360 approach, Salesforce provides the perfect platform to centralize and optimize your customer insights. Investing in this strategy today can yield long-term benefits, ensuring sustainable growth and customer satisfaction.

Salesforce NetZero Cloud: Driving ESG Transformation

Introduction

As businesses increasingly prioritize sustainability, Environmental, Social, and Governance (ESG) initiatives have become crucial to corporate strategy. Companies are seeking efficient ways to track and reduce their environmental footprint, and Salesforce’s NetZero Cloud is emerging as a leading solution. Designed to help organizations measure, manage, and report on their carbon footprint, NetZero Cloud plays a vital role in ESG reporting and compliance.

Understanding Salesforce NetZero Cloud

Salesforce NetZero Cloud is an enterprise sustainability management platform that enables companies to track their carbon emissions, energy usage, and other sustainability metrics in real time. By leveraging the power of cloud computing and AI, NetZero Cloud allows organizations to make data-driven decisions to reduce their environmental impact.

Key Features of NetZero Cloud:

  1. Carbon Accounting & Emissions Tracking – Accurately measure Scope 1, Scope 2, and Scope 3 emissions to align with global reporting standards such as the Greenhouse Gas (GHG) Protocol.
  2. Regulatory Compliance & ESG Reporting – Generate reports compliant with frameworks such as CDP, TCFD, and the SEC’s climate disclosure requirements.
  3. Energy & Waste Management – Monitor energy consumption, waste reduction efforts, and sustainability initiatives.
  4. AI & Data Visualization – Use AI-driven analytics to uncover insights and drive sustainability strategies.
  5. Supplier Sustainability Tracking – Assess and manage the sustainability efforts of suppliers, ensuring alignment with ESG goals.

How NetZero Cloud Supports ESG Goals

Environmental (E)

Salesforce NetZero Cloud directly supports the environmental aspect of ESG by providing a structured and efficient way to manage carbon footprints, reduce waste, and optimize energy consumption. Businesses can set science-based targets to reach net-zero emissions, making their sustainability goals more tangible and actionable.

Social (S)

Beyond environmental impact, NetZero Cloud also contributes to the social aspect of ESG by promoting responsible business practices. Companies can use the platform to track their impact on local communities, monitor supply chain ethics, and ensure fair labor practices.

Governance (G)

Corporate governance is strengthened through NetZero Cloud’s robust compliance and reporting tools. With automated ESG reporting, companies can improve transparency, reduce the risk of greenwashing, and adhere to regulatory standards. The platform also facilitates audit-ready data, ensuring accurate and verifiable ESG disclosures.

The Future of ESG with Salesforce NetZero Cloud

As global regulations tighten around ESG reporting, businesses need innovative solutions to meet compliance standards and achieve sustainability objectives. Salesforce NetZero Cloud provides the technological foundation to not only track sustainability progress but also drive real change. By integrating sustainability into business operations, companies can achieve long-term resilience while contributing to a greener planet.

Conclusion

Salesforce NetZero Cloud is more than just a carbon accounting tool—it’s a powerful enabler of ESG transformation. Organizations leveraging this platform can make informed sustainability decisions, meet regulatory requirements, and enhance their reputation as responsible corporate citizens. As ESG priorities continue to evolve, tools like NetZero Cloud will be essential in building a more sustainable and accountable future.

 

ESG Practitioners' Annual Conference 2025!

ESG Practitioners’ Annual Conference 2025!

We are proud to be a Gold Sponsor at the ESG Practitioners’ Annual Conference 2025!, taking place on February 12, 2025, at Mektory.

We invite all ESG managers and leaders to join the annual conference to hear real-world case studies from companies across various industries and gain insights for better managing sustainable development!

This second edition of the conference will delve deep into ESG topics, addressing the most pressing concerns and sharing hands-on experiences from practitioners to practitioners.

Expect to leave inspired, as companies embracing ESG unlock new markets, achieve higher revenue and profit, attract more motivated employees, foster loyal customers, and contribute to sustainable development both within their organizations and across society at large.

Ando Uus and Cumultec at the ESG Practitioners’ Annual Conference 2025!

Our very own Ando Uus will also be speaking at the conference, presenting on the topic: “”ESG platforms: How to create clarity in the data maze?”

We warmly invite you to attend the conference and visit the Cumultec booth! Let’s discuss how we can make ESG reporting simple and straightforward for you.

Environmental, Social, and Governance (ESG) Implementation Guide

Key Considerations for ESG Implementation

  1. Materiality Assessment: Identify the ESG issues most relevant to your business and stakeholders. Understand the environmental, social, and governance factors impacting your company’s performance and reputation.
  2. Regulatory Compliance: Stay updated with local and international ESG regulations to avoid legal risks and align with industry standards.
  3. Stakeholder Engagement: Engage with stakeholders, including investors, employees, customers, suppliers, and the community, to understand their expectations and concerns.
  4. Integration into Business Strategy: Integrate ESG into your core business strategy to ensure ESG goals align with overall business objectives.

Key Metrics for ESG

Environmental Metrics:

  • Carbon Footprint: Measure greenhouse gas emissions and set reduction targets.
  • Energy Consumption: Track energy use and efficiency improvements.
  • Waste Management: Monitor waste generation and recycling rates.

Social Metrics:

  • Employee Diversity and Inclusion: Track diversity in hiring, promotions, and retention.
  • Community Engagement: Measure the impact of community programs and initiatives.
  • Health and Safety: Monitor workplace incidents and safety training.

Governance Metrics:

  • Board Diversity: Ensure a diverse and inclusive board of directors.
  • Ethical Practices: Track adherence to ethical guidelines and anti-corruption policies.
  • Transparency: Measure the quality and frequency of ESG reporting.

Main Stakeholders in ESG

  • Investors: Seek companies with strong ESG practices for long-term resilience and sustainability.
  • Employees: A robust ESG strategy can improve morale, attract talent, and reduce turnover.
  • Customers: Consumers prefer companies committed to ESG principles.
  • Suppliers: Engage suppliers in your ESG strategy to ensure sustainable practices across the supply chain.
  • Community: Local communities are directly impacted by your operations and can advocate for or against your company based on ESG performance.

Processes for ESG Implementation

  1. Conduct a Materiality Assessment: Identify and prioritize the ESG issues that matter most to your business and stakeholders.
  2. Set Objectives and Goals: Define clear, measurable ESG goals aligned with your business strategy.
  3. Develop a Strategic ESG Roadmap: Create a detailed plan outlining the steps needed to achieve your ESG goals.
  4. Implement Action Plans: Execute the strategies and initiatives outlined in your roadmap.
  5. Measure and Report Progress: Regularly track your performance against ESG metrics and report progress to stakeholders.
  6. Continuous Improvement: Use feedback and performance data to continuously refine and improve your ESG strategies.

Implementing ESG is a dynamic and ongoing process that requires commitment and collaboration across the organization. By focusing on key considerations, metrics, stakeholders, and processes, companies can build a robust ESG strategy that drives sustainable growth and meets stakeholder expectations.