Getting to know Salesforce Genie
After debuting as one of the biggest announcements at this year’s Dreamforce conference, Genie quickly became the talk of the Salesforce ecosystem.
By now, you’ve likely heard some of the buzz surrounding this highly-anticipated addition to the platform. But have you taken the time to get into what it is that Genie is truly capable of?
Let Modelit break it down for you.
On the surface: What is Genie?
According to Salesforce itself, Genie is “the real-time platform for customer magic.” It is being touted as the first CRM to deliver on-the-spot results for businesses working within the Salesforce ecosystem.
You might be asking: How is that possible?
Simply put, Genie creates personalized customer experiences right here and now. It uses a constant flow of new data to eliminate the unnecessary and extra time that it often takes for businesses to locate customer information in the event of a customer service call, fraudulent transaction, customer browsing, and so much more.
While Salesforce has always worked with transactional data, Genie now opens the door for all kinds of data to be stored and made available in Customer 360 – in an instant! With the new Customer Graph, all of that new data is harmonized into just one customer profile. Even if it came from a number of different sources, it now exists in one easily accessible profile. So convenient!
How does it stand out from Salesforce Customer Data Platform?
You may recognize the obvious similarities between Salesforce Genie and Salesforce CDP. That’s because Genie is intended as a new, reimagined version of CDP. That being said, there are a few key ways in which Genie allows itself to stand out.
For instance, Genie is notably faster and more accurate than its predecessor. Through the use of artificial intelligence, it is able to undergo ongoing data output updates. This new CRM uses what is known as “zero-data copy architecture,” meaning that it does not need to copy information into Salesforce before reading said information. So, with that constant flow of new and readable data, automated workflows can now make millisecond adjustments. How neat!
Salesforce Genie is also unique in that it can be applied to more than just marketing use cases. In fact, Genie gathers information from across the entire Customer 360 – supporting marketing, service, sales, commerce, Tableau analytics, Mulesoft integration, and much more. The scope of use cases for each department is practically endless!
So, how can Genie help you?
How does Genie perform in real-world scenarios? Let’s have a look.
When it comes to sales calls and marketing messages, Genie is able to offer real-time recommendations and adjustments to ensure that it’s all smooth sailing for your team. Sales reps and marketers can easily adapt to deliver the most personalized experiences possible for their customers. In the same way, hospitals can more easily access essential information on patients and retailers can help protect customers from fraudulent purchases.
Now, let’s imagine a more challenging scenario. Perhaps your business has found itself with a customer making a complaint on a given product or service. It happens. Genie will recognize the situation by collecting said customer’s complaint. From there, Genie will immediately halt any future messaging that could potentially disturb the customer. This way your team has time to address the customer properly and without unnecessary interference.
All in all, Genie makes for a more satisfying customer experience!
We hope that this article has been helpful!
If you have any questions or comments, don’t hesitate to reach out to us by filling out the form below. We look forward to hearing from you!
Blog picture taken from Salesforce.com
How to integrate Salesforce with Google translate.
Re-writing your career path: how to start a job in IT.
Salesforce Summer ’21 Release is here, we picked up the top 5 new features!
A day to learn, connect and have fun.
Welcome to our new website
Introducing a hybrid work model
Building a Digital Experience
We join the Pledge 1% Movement to donate 1% of staff time to the Community
Dreamforce is coming!
Our Dreamforce 2021 takeaways
We are Salesforce Talent Alliance members!
What’s it like to work at Modelit?
Salesforce’s requirement to Enable Multi-Factor Authentication (MFA)
Why should you hire a Nearshore team?
The new TrailblazerDX is on its way.
We've become Salesforce PDO partners!
The Latest and Greatest from TrailblazerDX '22: A Recap of Salesforce's Event
How Agile Methodology can help you thrive with Salesforce
The importance of stand-ups: why they're essential for agile teams and clients
How staff augmentation can benefit your organization
How to make the most out of Salesforce
Dreamforce 2022 is almost here!
Salesforce Tips: Dealing with 15 vs 18-character Record IDs
Your Guide to Dreamforce 2022: How to Survive and Thrive
Why we’re Salesforce certified and you should be too!
Salesforce Winter ‘23 release: Modelit’s Top 10 Takeaways
Why should you complete a Salesforce Health Check?
Dreamforce 2022: On-demand content highlights
Dreamforce 2022: Modelit’s top takeaways
Getting to know Salesforce Genie
Introducing the Salesforce Associate Certificate
Syncing Contact, Email and Events from your Gmail or Outlook to Salesforce using Einstein Activity Capture
Soft skills in the Salesforce ecosystem
How to maximize your marketing efforts with Salesforce Marketing Cloud
Our year in review: Modelit 2022
Modelit launches Bolt, fast-hiring platform for Salesforce talent
Salesforce Spring ‘23 release: Modelit’s Highlights
Economic Uncertainty: How Nearshore Outsourcing Can Help
Notes from the CEO: Is your Salesforce costing more than you think?
Mastering Staff Augmentation: How Modelit Confronts Communication Challenges
There are no previous blog posts.
There are no next blog posts.
Get exclusive updates on how to get your max ROI in Salesforce, and on what's happening in our community.
Leave a reply
Get in touch
Message sent successfully.
Thanks so much for contacting us! We received your message and will get back to you within the next 48 hrs.
Your message was not sent.
While we take a look at our server, you can Write us an email.