We use cookies to personalize content, to provide social media features and to analyze our traffic. We also share information about your use of our site with our social media, advertising and analytics partners. For information on how to change your cookie settings, please see our Privacy policy. Otherwise, if you agree to our use of cookies, please continue to use our website.

Salesforce Partnership

Don’t race to catch up. Race to get ahead.

Merkle has been leading brands in their CRM transformation through multiple eras: from the early days of “Lists and Blasts” to more recent “Audiences and Segments” across channels.

Our partnership with Salesforce brings CRM solutions to life combining Merkle’s leading people-based marketing solutions with Salesforce’s leading marketing technologies.

Retail CRM 4.0: The new rules of customer-led relationships

People expect brands to respond to them in relevant ways and makes transactions easy, fast, frictionless, and instantaneous. To deliver on the new customer journey, brands need to go beyond interactions to making predictions and delivering the next-best actions.

Merkle and Salesforce have joined forces to deliver customer-led, digital-first relationships with Retail CRM 4.0. By applying the latest in Merkle’s digital identity and Salesforce’s technologies with machine learning via Einstein, together we enable focus on high-value customers to achieve better engagement and higher profitability for known customers.

CRM Transformation

The old days of CRM, or what we call CRM 2.0
The previous phase of CRM, 3.0, which focused on integrated interactions
The CRM of today, founded on identity and machine learning

Merkle’s Retail CRM 4.0 approach includes the acquisition and activation of first- and third-party data with robust, proprietaryintegrations to:

  • Salesforce Marketing Cloud
  • DMP
  • Ad Studio 
  • Commerce Cloud
Salesforce Fullforce Partner - Retail

Our approach to people-based marketing on Salesforce:

Acquisition through positive customer experiences

Acquisition

Salesforce Solutions:
DMP
Ad Studio

Conversion facilitated by positive customer experiences

Activation

Salesforce Solutions:
DMP
Marketing Cloud
Ad Studio
Commerce Cloud

Generating engagement through customer experiences

Engagement

Salesforce Solutions:
DMP
Marketing Cloud
Ad Studio
Commerce Cloud

Cross and upsell, enabled by positive customer experiences

Cross/Up Sell

Salesforce Solutions:
DMP
Marketing Cloud
Ad Studio
Commerce Cloud

Conversion facilitated by customer loyalty

Loyalty / Retention

Salesforce Solutions:
DMP
Marketing Cloud
Ad Studio
Commerce Cloud

Merkle at a glance

  • 30
    Years of performance marketing experience
  • 400
    World-class clients
  • 46
    Locations worldwide
  • 1,500
    Technologists
  • 850+
    Data scientists and analysts
  • 225+
    Customer engagement and email specialists
  • 230+
    Decisioning technologists
  • 150+
    Personalization and testing specialists

Ready to learn more?