Why Salesforce Consultants Use IoT for Enhanced CRM Workflow

  • By Ayush Anwariya
  • 13-02-2025
  • CRM
salesforce consultants

Traditional customer interaction methods aren't enough anymore, especially with over 150,000 companies using Salesforce. Many of these companies also use IoT, as combining Salesforce with IoT helps them make more informed and proactive decisions. With the help of the best Salesforce consultants, businesses integrate Salesforce with IoT and ensure collection of real-time data from connected devices into the Salesforce platform.

This integration enables businesses to witness operational optimization, enhancement of customer experience, and increase in ROI. Moreover, it provides businesses with analytics on customer demographics, behaviors, and preferences to let them get ahead in the realm of marketing analytics.

With businesses getting a unified view of customer preferences, it again leads to the foundation for personalized customer experience. Here is more IoT and Salesforce together brings to the table. Read on to learn more.

Reasons Why Salesforce Consultants Use IoT for Enhanced Workflow

Let’s move straight to the point and learn how the world of customer relationship management is enhanced by the power of Internet of Things. Thus, influencing Salesforce consultants to use Salesforce and IoT together for enhanced workflow and improved customer service.

1. Real-time Data Integration

IoT devices generate a continuous stream of data (e.g., environmental conditions, location, product usage, etc.) This data is fed directly into Salesforce, enabling consultants to generate more accurate customer profiles and insights.

For instance, a fitness tracker app sends continuous data to Salesforce on a customer’s sleep patterns, activity levels, and heart rate. This ensures that their records are updated in real-time. Thus, allowing businesses to immediately identify any changes when a customer uses a product differently.

2. Personalized Customer Experience

The more data businesses have, the better they can provide personalized customer experience. and guess what? Salesforce IoT integration allows businesses to get insight on the customer's real-time product usage.

This shows how often a customer uses a specific feature of a product or if the device is malfunctioning or underperforming. Thus, providing opportunities for businesses to offer personalized recommendations, timely support and targeted promotions based on the customer’s real-time usage patterns.

3. Improved Sales & Support

Another big advantage of using IOT and Salesforce together is the ability to monitor product performance. For instance, if a device is nearing a failure (e.g., low battery on a smart device), support teams can reach out to customers before they even contact.

This not only diagnoses issues quickly but also creates a hassle-free and seamless experience for the customer. With support agents seeing exactly what’s happening with the device like error codes and performance dips, they resolve issues faster. Moreover, they can gather feedback on product performance over time to make necessary improvements and updates.

4. Automated Workflow Optimization

After collecting and analyzing data from IoT devices, sales reps can use it to optimize workflows and automate their business processes. For instance, they can receive real-time data from IoT devices like machines, sensors, and equipment. So, if any equipment reports errors, the support team can be triggered with automated alerts.

Likewise, the marketing team can use the data on product usage patterns to provide personalized offers. This not just ensures proactive support but also streamlined workflow across the business.

5. Predictive Maintenance

Predictive maintenance uses data analysis to let businesses learn when equipment failure might occur. This way it enables equipment’s timely repair before the breakdown actually happened. Thus, minimizing downtime and mitigating costly failures.

Example: A delivery service company installs IoT sensors on its fleet of trucks to monitor tire pressure, engine health, fuel efficiency, etc. If the system detects that a truck's engine is running at a higher-than-normal temperature, Salesforce can trigger the associate person, therein it automatically schedules an inspection before a failure happens.

6. Cross-Channel Communication

Salesforce IoT integration collects data from different sources like CRM systems, IoT devices, marketing platforms, etc. This helps centralize the fragmented information into a unified database, letting businesses get a single source of truth. Therein, enabling them to deliver personalized and consistent experience across multiple channels like social media, mobile apps, and emails.

For example, a utility company can send tailored energy usage reports to customers via Salesforce, upon leveraging the centralized IoT data. This enables customers to make informed decisions about their consumption habits.

7. Real- time Inventory Tracking

IoT enabled RFID tags and sensors track product movement, inventory levels, and shelf conditions in real-time. During processing and syncing of this data with Salesforce, IoT Salesforce integration ensures that retailers have an updated overview of their inventory.

An example of this could be an apparel retailer who installs IoT sensors to identify low stock levels and therein creates a purchase order through Salesforce. Or a manufacturer who uses IoT enabled devices to monitor inventory across different stages of the supply chain. Thus, ensuring timely production and prevention against stockouts or delays.

8. Automated Inventory Replenishment

Salesforce IoT integration allows businesses to set predefined thresholds for product stock levels when specific conditions are met. So, when the quantity of a product falls below the threshold, the IoT sensor detects the change and automatically sends an alert to notify inventory managers.

Thus, prompting the need for inventory replenishment. Beyond this, Salesforce IoT Cloud automates the restocking process by sending an order request to suppliers. This minimizes delays and ensures that products are restocked in a timely manner. Ultimately, this makes inventory management more efficient than ever before.

9. Predictive Demand Forecasting

Upon using Salesforce Einstein and IoT together, businesses can identify future demand accurately. Salesforce Einstein lets businesses analyze seasonal trends, historical sales data, and customer buying patterns.

This analysis helps detect scope for opportunities and risk early to grow profitably. Thus, helping prevent both overstocking and understocking. An example of this could be a grocery store that uses Salesforce Einstein and IoT’s capabilities together to anticipate orders for perishable items. With such anticipation, businesses get the liberty to adjust their stock levels accordingly.

10. Improved Data Analytics

Upon storing and processing Internet of Things (IoT) data, Salesforce IoT Cloud uses Einstein Analytics. Because the latter allows CRM users to gain insights from sensor data, ERP records, and website logs. Thus, providing all essential information required to make future predictions.

Additionally, Einstein provides the best visualization tools like metrics, diagrams, charts, etc. These tools ensure that the reports derived from analyzing the data are easy to understand and comprehend. Besides, Einstein’s pre-designed dashboard components help designing and customizing analytics applications like never before.

Future of CRM with IoT - Explained by the Expert Salesforce Consultants

1. Smart Homes and Smart Cities

Smart homes have turned out to be the most prevalent thing. All thanks to the concept of smart cities, where every individual accesses a wealth of virtual assistants. Businesses leveraging the IoT data stored within these assistants can understand customer behavior in different contexts.

Therein, they can gain insights into customers’ habits, needs, and desires across different environments. Thus, making tailored marketing campaigns, strategies to improve customer engagement, and develop personalized services that cater to individual preferences on a city-wide scale.

2. More Use of Wearable Devices

The surge of fitness trackers and smartwatches into the market has led to a consumer acceptance of wearable devices. This growing trend also opens a door for organizations to use IoT data and tailor their CRM strategies.

Healthcare organizations may, for instance, use data collected on the wearable device to monitor the patient's health metrics. After incorporating the data into their CRM systems, organizations can provide personalized diagnoses and treatment options in real time, promoting better patient care and high levels of patient satisfaction.

3. IoT Sensors for Business Intelligence

IoT sensors serve a vital role in an IoT ecosystem. They detect changes in an environment, measure a physical phenomenon, and give a usable output in response to a specific measurement. Beyond this, they collect even more diverse and detailed data, further improving business intelligence capabilities.

However, the task of turning raw data into meaningful insights is handled by the Salesforce’s IoT cloud. This is how it enables businesses to analyze the data and get a comprehensive overview of customer engagement, business operations, and optimized workflow for boosted business growth.

4. Salesforce IoT Cloud

Salesforce IoT Cloud is the biggest future trend in this era of CRM. It arms businesses with the tools they require to collect, manage, and analyze data from a myriad of connected devices. All thanks to its real-time processing, businesses can ensure customer interactions as they happen. Thus, bringing a more engaging and responsive customer experience.

Beyond that, Salesforce IoT Cloud can be seamlessly integrated with other Salesforce products. This provides business with the capability to maximize the Salesforce’s potential. For you to leverage one such service to excel your business growth, connecting with Salesforce consulting partner can turn out to be the best thing.

5. Insightful Decision Making

IoT devices are known for collecting a vast amount of data. This data is then utilized by businesses to analyze key metrics and drive their decisions. That’s why experts affirm that data shapes the dynamic IoT revolution.

But guess what? The revolution goes even further when using Salesforce’s data integration capabilities. With these capabilities, you can consolidate data, thus driving better insights into product development, marketing strategies, and team productivity. Moreover, you can assess any roadblock, then again, make such decisions and strategies that are truly customer centric.

6. AI and Machine Learning Integration

No doubt we can witness new possibilities for CRM growth and expansion with the amalgamation of AI and IoT. Leveraging the AI-powered analytics, businesses can process IoT data in real-time.

Therein, they can get data-driven and actionable insights to improve customer experience. Along with this, machine learning algorithms can also utilize CRM systems to learn from customer behaviors and get improved over time.

7. No Code Approach

Without any IT professional, business executives can conduct their IoT processes. Well, this is what Salesforce IoT integration does to a business. Executives can just set up triggers and responses, letting IoT do the rest of the work, i.e., managing bulk processes.

Besides, the data within the IoT device is sent directly to the Service cloud or marketing cloud. This enables automated lead generation for the customer. This no code approach not just reduces the cost of hiring IoT experts but also aids organizations in testing such business ideas that require programming codes.

How Salesforce Consultants Implement Salesforce IoT Integration?

Integrating Salesforce with IoT is an ABC, but for the right Salesforce consultant only. Here is all that they ensure for smooth Salesforce IoT implementation.

1. Identify Clear Objectives and Use Cases

First of all, Salesforce consultants identify your business objectives and unique use case. This helps them assess certain challenges that can arise during implementing Salesforce and IoT together. Having this prior analysis helps consultants understand what major steps they take further to achieve the business’s objectives.

2. Align Stakeholders

At this stage, Salesforce consultants prioritize stakeholders' alignment that may include IT professionals, business leaders, and end users. This collaborated form of representatives from various departments ensures input and requirements on product development are successfully shared.

3. Choose the Right IoT Sensors and Devices

Now, the best salesforce consulting firms picks such IoT devices and sensors that can be aligned with Salesforce and capable enough to capture and process the necessary data. Certain factors like reliability, data accuracy, scalability, ease of integration, etc., let consultants choose the right device for successful integration.

4. Implement Robust Data Management Practices

This step is crucial to ensure the integrity, quality, and security of IoT data captured from connected devices. Salesforce consultants, within this step, define data governance policies to ensure the collection, storage, processing, and sharing of IoT data within the organization. Therein, they implement data validation to correct inconsistencies in IoT data.

5. Integrate IoT Data with Salesforce

Here, consultants start implementing Salesforce with IoT, thus enabling real-time synchronization of data between the devices. Moreover, they leverage third-party integration tools and Salesforce IoT Cloud to process and analyze data within Salesforce MuleSoft, Connect, and IoT-based middleware solutions.

6. Utilize Salesforce Einstein Analytics

Salesforce consultants implement Salesforce Einstein Analytics to derive insight from IoT data for data-driven decisions. Furthermore, machine learning, AI-based insights, and predictive analytics are also considered to detect IoT data patterns, trends, and anomalies for consistent issue resolution.

7. Collaboration Across Disciplines

All participants involved in the Salesforce IoT integration, such as customer service, sales, marketing, IT, and operations, are trained and participated in workshops and meetings, thus nurturing the multidisciplinary collaboration among the teams and also streamlining the skill development and sharing of knowledge.

8. Monitor and Optimize Performance

Salesforce consultants establish certain KPIs and metrics to monitor the impact of Salesforce IoT integration on business outcomes like operational efficiency, revenue growth, and customer satisfaction. Thus, identifying areas for improvement to optimize your IoT strategy.

9. Data Security and Privacy

To provide a shield to IoT data from unauthorized access, disclosure, and manipulation, Salesforce consultants implement robust security measures. Therein, they implement access controls, encrypt sensitive data, and audit data access to respond to security incidents. Besides, the consultants ensure compliance with data privacy regulations like GDPR or CCPA as well for control over data usage to customers.

Conclusion!

Salesforce IoT integration turns out to be new hype among organizations that want to utilize data to revolutionize their operations and improve customer satisfaction. For such organizations, Salesforce consultants are no more than genies, who maximize the value of Salesforce IoT integration leveraging their experience and expertise.

With their support, businesses can unlock competitive advantage and new opportunities for growth. Moreover, they ensure maximized profitability and increased efficiency all across the organization.

So, are you ready to integrate Salesforce with IoT? Schedule a consultation with the right Salesforce consultancy today and explore potential solutions specific to your needs.

Last Updated in April 2025

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Author

Ayush Anwariya

Ayush Anwariya is an SEO Consultant at Girikon Inc., with strong expertise in SEO and deep knowledge of Salesforce. He understands Salesforce terminology thoroughly and helps businesses optimize their digital presence. His insights contribute to positioning Girikon among the best Salesforce consulting firm. In his free time, Ayush enjoys reading blogs and researching the latest Salesforce updates to stay ahead in the industry. He is also passionate about gardening, which he pursues as a hobby outside of work.