As a CRM, Salesforce’s goal is to help you effectively manage customer relationships. However, when a new customer account is signed, Salesforce only has information on the sales and buying contacts at an organization, not necessarily the ultimate end users of the product.
This presents a significant challenge for professionals in the customer training, success, and enablement industry. How do you get behavioral data on your actual customers (the product’s end users) into Salesforce to better personalize customer messaging, understand adoption, and report on customer health?