This executive brief presents how the integration of CRM, Data, and AI within the Salesforce technology ecosystem drives marketing & CX transformation for our clients at Verticurl, which include the world’s most admired brands with the most complex marketing and CX challenges.

Central to our story line is this: the average consumer interacts with a brand across nine different touchpoints. This consumer behavior is driving the need for an integrated end-to-end channel experience - a journey that builds emotional connections to the brand. We’ve learned that integrating CRM Data & AI in new and innovative ways is the key to generating brand loyalty with digital natives. Our partnership with Salesforce is making this integration a reality for our Fortune 500 clients across the globe.

As businesses strive to provide personalized experiences and make data-driven decisions, the synergy of these three components becomes critical. This brief, Part 1 in a two-part series, discusses the foundational aspects of CRM, data management and AI integration in Salesforce, incorporating Verticurl’s hands-on experience in operating Salesforce at the world’s largest brands. Part 2 focuses on the role of generative AI in the nextgen customer model and how we envision Einstein GPT leading the way in delivering world-class AI technology to our clients worldwide.