Using Salesforce to Boost Profits with Smart Client Experiences

I want to share with you some ideas on how to use Salesforce to drive sales and strengthen customer relationships.

Have you ever thought about using Experience Cloud not just as a portal, but as a way to distribute coupons or collect feedback directly from your clients?

Imagine setting up interactive kiosks with touch screens in strategic locations—shopping malls, restaurants, clinics, bus stops, or even inside your own stores. These kiosks could:

• Allow people to instantly request a coupon.

• Provide a quick way to share their opinions or feedback.

• Collect contact details from potential customers who are interested in your product or service.

Why This Matters

• Engagement: People enjoy simple, interactive ways to connect. A kiosk invites spontaneous interaction.

• Professional image: Digital touchpoints make your brand look modern and customer-focused.

• Data-driven sales: Every interaction is stored in Salesforce, giving you actionable insights to follow up with the right people at the right time.

Virtual menu

Salesforce for Restaurants? Absolutely.

Restaurants could use this approach to:

• Store menus and offers inside Salesforce.

• Distribute digital coupons instantly.

• Collect guest preferences and feedback in real time.

This not only improves the guest experience but also builds a database of loyal customers you can engage with long after they leave your restaurant.

Salesforce for Hotels: A Real Upsell Example

Hotels can take this even further. Imagine a guest checking in at a self-service kiosk powered by Salesforce. The system already knows their booking details. On the screen, the guest sees:

• An offer to upgrade to a sea-view room at a discounted rate.

• An invitation to book a spa session or dinner package before they even step into their room.

• Personalized suggestions, like airport transfer or late checkout, based on their traveler profile stored in Salesforce.

Every upsell decision is tracked in Salesforce, feeding into analytics so the hotel can learn which offers convert best and refine them over time. This not only boosts revenue but also enhances the guest experience by making the stay feel more personalized and seamless.

Use your Salesforce to get real-time data

Final Thought

These virtual kiosks are more than gadgets — they’re a bridge between the physical world and your Salesforce ecosystem. They can help you engage customers, capture valuable data, and turn everyday interactions into profitable opportunities.

What do you think about using Salesforce in this exceptional way to elevate client experiences? Let me know in comments or book a consultation.