Salesforce Interaction Studio
Make the best decision, automatically
Salesforce Interaction Studio is good for

What is Salesforce Interaction Studio?

Interaction Studio (formerly Evergage) enhances the power of Marketing Cloud with expanded real-time personalization. Companies use Interaction Studio to tailor interactions with customers and prospects to increase loyalty, engagement, and conversions. Using real-time cross-channel personalization and machine learning capabilities, Interaction Studio adds to Marketing Cloud’s robust customer data, audience segmentation, and engagement platform.

Meet Interaction Studio

Make 1-to-1 engagement a reality — across all touchpoints. Deliver truly relevant customer experiences with Salesforce’s leading real-time personalization and interaction management solution.

See Interaction Studio in action

Learn how to gain in-depth insights on each customer and apply AI to deliver personalized, cross-channel experiences at any point in their journey.

Take personalization to the next level

Discover the benefits, learn how to get started, and see 16 examples of 1-to-1 personalization in action.

Understand each customer’s wants and needs

Recognize your customers

Identify individuals and accounts across digital properties, match anonymous and known users to named profiles, tailor customer identity-matching policies, and build more accurate customer records.

Understand the business context

Automatically catalog all products and content – plus all associated metadata – to power machine-learning recommendations. Capture referring source, geo-location, weather, company, industry, and more. 

Know your customer’s next move

Monitor digital behavior, including active and inactive time — not just clicks — and combine it with email and offline behavior to gain an understanding of each person’s true interests, affinities, and intent.

Round out the picture

Bring in attribute and transaction data from any source using connectors, ETL, or API and JavaScript integrations. Also, get actionable data directly from your customers via personalized surveys.

Improve every campaign as it runs

Make the best decision, automatically

Use powerful real-time segmentation and sophisticated AI to determine and deliver contextually relevant experiences that inspire customers to take action.

Recommend products and content for each customer

Use the power of Einstein to recommend the most relevant products, content, categories, and more based on each customer’s unique characteristics and preferences. 

Guide customers where they want to go

Present each customer with the next best action or offer. And with Einstein, you can align your customer’s ideal next step with their interests — while also factoring in the value to your business.

Control the process

Customize, tune, and manage the algorithms powering your personalization strategies with its marketer-friendly approach to AI. And apply your own business rules to govern the process.

Connect your customers’ online and offline moments

Meet your customers where they are

Guide each customer along the most appropriate path, triggering interactions where they are or in the channel they prefer, including owned, social, and paid media.

Go mobile

Track customer behavior and trigger personalized messages, recommendations, and offers inside your mobile app or out to other channels. 

Bridge digital and offline experiences

Connect online experiences with offline ones, such as interactions with call center agents and in-store/in-branch associates, or at kiosks and ATMs.

Unify your messaging

Provide customers with a connected experience with consistent, relevant, and timely communications across web, app, email, and human channels.

Know what hits home — and what doesn’t

Compare and optimize experiences

A/B test algorithms and experiences delivered on the web, in-app, or on any channel to ensure optimal — and statistically significant — results. Maximize conversions, clickthroughs, revenues, and more.

Track against business-wide goals

Define key metrics and goals for your campaigns such as increased sign-ups, purchases, downloads, and more. Then, analyze your results to ensure an improvement in one area doesn’t negatively impact others. 

Segment your audiences

Easily define segments using any user data in the system. Compare engagement levels between audiences, and analyze segment membership trends and campaign performance over time.

Use your data to look ahead

Slice and dice all of the rich data collected in Interaction Studio in a data warehouse environment, or apply machine learning models and simulations using their data science workbench.

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