Diving Deep: What Our New Report Reveals About Data, AI, and the Future of Customer Engagement


AllCloud Blog:
Cloud Insights and Innovation

More than ever, I’m passionate about helping businesses unlock the true potential of their data and technology in the cloud, especially with AI. That’s why I’m incredibly excited to share the findings of our latest research report, “How Executives are Using Data & AI to Reimagine Customer Engagement.” This report delves into the real results organizations are experiencing as they leverage data and AI, particularly around their customer engagement or “Customer 360” strategies by connecting their AWS and Salesforce data.

Let’s start by diving into some of the key takeaways that really stood out to me.

The Power of Connected Platforms

One of the most striking findings was that 95% of organizations using both AWS and Salesforce are actively sharing data between these platforms. I actually expected that number to be lower. It’s incredibly encouraging to see so many businesses recognizing the immense value of breaking down data silos and creating a unified view of their customers.

This speaks volumes about the growing maturity of data integration strategies. Companies are realizing that siloed data, even from powerful platforms like Salesforce, only tells a fraction of the story. To truly understand your customers, you need to connect the dots across all your data sources.

Security Concerns: A Real, But Manageable Roadblock

It wasn’t surprising at all to see that security and privacy concerns are the leading reasons companies hold back on developing an AI strategy, with 44% citing it as a major roadblock. AI, especially generative AI, is incredibly powerful, but it also introduces new security risks. We’ve always prioritized security at AllCloud, and our recent GenAI Security Category designation from AWS reinforces our commitment to helping businesses navigate these challenges. I think it will be interesting to watch this number year over year as companies are becoming more comfortable with data and AI at an accelerated pace. 

Connecting AWS and Salesforce: the True Path to a 360-Degree Customer View

For those just starting their journey of connecting AWS and Salesforce, here’s my advice:

  • Start with a clear use case: Don’t just connect data for the sake of it. Identify the specific business problems you want to solve. What insights do you need to gain?
  • Prioritize low-hanging fruit: Begin with the simplest use cases that will deliver immediate value, then gradually tackle more complex projects.
  • Develop a robust data strategy: Understand what data you need, how you’ll collect it, and how you’ll use it to drive business outcomes.
  • Build a secure data lake/warehouse: Create a centralized repository for your data and establish secure connections between AWS and Salesforce.
  • Make data accessible: Ensure that your data is readily available to the people who need it, whether it’s customer service agents, sales representatives, or executives.

The Horizon of Customer Engagement: AI-Driven Insights and Proactive Service, Amplified

At the end of 2024, I discussed my thoughts on how customer centricity leads to new growth. The future of customer engagement is bright, powered by AI and data. Looking further ahead, we’re witnessing an explosion of innovative technologies that are poised to redefine how we interact with customers.

Consider these possibilities: 

  • Access to competitive intelligence at warp speed: Imagine equipping your sales team with insights into competitor strategies, enabling them to craft targeted, AI-recommended responses and automate workflows, in real time 
  • Hyper-personalized meeting intelligence: Picture this: before and during a critical client meeting, your sales or service representative receives a comprehensive analysis of each attendee. This analysis, generated by AI, delves into their professional backgrounds, communication styles, and even potential pain points. 
  • Bridging the gap between sales, marketing, and service: While sales and marketing tools are often at the forefront of AI innovation, the service sector stands to benefit immensely. By integrating these cutting-edge technologies into service platforms, we can create a truly unified customer experience, and making it accessible to your employees at their fingertip using AgenticAI.

These are just a few examples of the transformative potential as AI continues to evolve. However, it’s crucial to remember that data is the foundation of AI. Businesses that can effectively manage and leverage their data will be best positioned to capitalize on these advancements.

At AllCloud, we’re committed to helping our clients harness the power of data and AI to create exceptional customer experiences. We believe that by connecting your data and embracing these emerging technologies, you can unlock new levels of customer loyalty and drive significant business growth.

I encourage you to download our full report, “How Executives are Using Data & AI to Reimagine Customer Engagement,” to learn more about the latest trends and best practices.

Let’s build the future of customer engagement together.

Eran Gil

CEO

Read more posts by Eran Gil