[Bonus] How Salesforce Builds a Culture of Data-Driven Decision-Making

[Bonus] How Salesforce Builds a Culture of Data-Driven Decision-Making

Author: Convince & Convert June 18, 2024 Duration: 40:11

Data-Driven Decisions is a new limited-series marketing podcast presented by Convince & Convert and shared with our Social Pros listeners.

How do you compare with your peers? It's a question that every marketer asks, and data is the trick to removing the guesswork from that answer. But finding the right data to benchmark yourself against your peers can be a challenge. Joining the podcast this week is Rob Garf, the VP and General Manager of Retail at Salesforce. He explores how Salesforce builds insights for retail customers to gain clarity on where they sit in the market. 

Infuse Data into Everything You're Doing

In this episode of Data-Driven Decisions, Rob discusses how retailers use Salesforce's Shopping Index to compare their performance with peers and what types of data are most important to focus on. Our conversation delves into the methods of collecting actionable insights, the importance of understanding customer behavior, and why data-driven personalization is key to building a great customer experience. 

Rob also shares plenty of examples of how retailers have used Salesforce's data to enhance their business operations and offers advice for organizations aiming to build a data-centric culture. We also explore how Salesforce's annual holiday predictions have increased brand recognition and built trust with executives. 

In This Episode:

  • 1:40 - How Salesforce gathers insights that impact customers
  • 3:37 - How Salesforce decides which data is most useful for clients
  • 5:11 - Tying data insights into day-to-day actions
  • 9:26 - Empowering clients and the Salesforce team to build a culture of data
  • 11:59 - Using research as content
  • 16:33 - How data can drive personalization
  • 20:52 - Why customers now expect personalization
  • 23:07 - Salesforce's holiday insights campaign
  • 26:20 - How Salesforce's insights drive brand recognition
  • 31:44 - Rob's advice for organizations that want to lead with data
  • 35:42 - How Salesforce builds a culture of data in a large organization 

Quotes:

"Anytime we're thinking about collecting data or thinking about telling stories with the data, we try to get as many stakeholders involved in it as possible. And so, we're really getting collective wisdom."

"I really encourage the team to think about the headline. It's really the thesis. What are we trying to convey? And then work backward to understand how we get the data to either substantiate that point or counter it."
 
"Brands and retailers are looking for different and creative ways to capture data in exchange for some value rather than asking a consumer to fill out a questionnaire to learn who they are. It's about then using that data, activating that data, and using it to better their shopping experience."

Resources:

Purchase the book at convinceandconvert.com/data-driven (use code CCData20 for 20% off and free shipping in the UK and US) and sign up for more content at convinceandconvert.com.


For years, Social Pros Podcast has served as an essential meeting point for those who do the real work in digital marketing. Created by Convince & Convert, this isn't a theoretical discussion; it's a deep dive into the practical realities of managing social media within larger business ecosystems. The conversations here consistently explore how platforms intersect with brand strategy, content creation, public relations, and paid media, moving beyond hype to examine measurable impact. You'll hear directly from the people behind the profiles at major organizations like Google, Reddit, Uber, and Oracle, gaining insight into their successes and the challenges they navigate daily. The longevity of this podcast is a testament to its value, offering a accumulated wealth of knowledge from hundreds of candid interviews and expert commentaries. Each episode functions like a focused case study, breaking down the "how" and "why" behind decisions that drive genuine business results. If you're looking to understand the evolving role of social media beyond the latest trend, this series provides a grounded, insider perspective that has educated a generation of marketing professionals. Tune in to hear the actual pros discuss the work that rarely makes it into a polished tweet or case study.
Author: Language: English Episodes: 100

Social Pros Podcast
Podcast Episodes
How an Ivy League Uses a Social-First Approach to Build Community [not-audio_url] [/not-audio_url]

Duration: 31:38
How does an Ivy League school manage its social media with a small team? We asked Maya Wesby, Social Media Manager at Harvard Graduate School of Education, for some insider insights into her role on this week's Social Pr…
Orcas, Community, and Social Culture [not-audio_url] [/not-audio_url]

Duration: 37:01
HeyOrca, the uniquely named social media scheduler, is one to keep an eye on for some community-driven content inspiration. Their CEO, Joe Teo joins this episode of Social Pros to share his vision behind collaborative wo…
How Planoly Empowers Creators to Evolve on Social [not-audio_url] [/not-audio_url]

Duration: 31:38
Social media for brands has evolved and a big driver of the shift has been the emergence of the creator economy. Audiences resonate with organic, user-generated content on a level rarely seen with other strategies. To ta…
Greatest Hits: How DoctorJonPaul Became a Trailblazing Creator [not-audio_url] [/not-audio_url]

Duration: 37:27
Are you ready to build a brand and become a creator? Then this episode of Social Pros is for you. We revisited one of our favorite episodes from 2023 with DoctorJonPaul. They are the Executive Producer of the BFF: Black,…
How to Be a Higher Ed Marketer with Bart Caylor [not-audio_url] [/not-audio_url]

Duration: 42:28
Higher education may have been slower to adopt modern marketing practices and technology like AI, but higher ed marketer Bart Caylor is on a mission to change that. As President and Founder of Caylor Solutions and The Hi…
Why Focus is the Path to Success with Justin Tse [not-audio_url] [/not-audio_url]

Duration: 42:09
Content creators each have their own journeys and secrets to success, but for Justin Tse, content creator and CEO of Feature Media, it's all about staying focused and consistently creating content that you love. Full Epi…
How a Social Pro Pivoted from Sports to Startup Success [not-audio_url] [/not-audio_url]

Duration: 36:33
If you're in the market for career advice, this is the episode of Social Pros you need. We speak to Eric Stark, Co-Founder and President at Slate who provides some excellent reminders on how to be a decent human being, a…
How Student Creators Fuel Boston University's Social Presence [not-audio_url] [/not-audio_url]

Duration: 30:28
If you want to showcase the experience of being a student, who better to ask than the students themselves? We shine the spotlight on Boston University's student creator program with Director of Social Media, Dave McDonal…
What Dik Dik's Taught the San Diego Zoo [not-audio_url] [/not-audio_url]

Duration: 35:42
Animal pics brighten our day here at Convince & Convert. We're sure you can relate! But we've found out that there's so much more to San Diego Zoo Wildlife Alliance's social than animal pics. We're thrilled to welcome th…