Indulge the Egotistical Human Nature: World-Class Personalization with the Salesforce to Klaviyo Integration

Clint is a marketing entrepreneur with over 25 years of experience and has successfully grown several 7 to 8-figure businesses. He is also skilled in using NetSuite and Salesforce. Currently, running Cazoomi for over 17 years and based in the Philippines. 4 minute read

Indulge the Egotistical Human Nature: World-Class Personalization with the Salesforce to Klaviyo Integration

Let’s be honest: we’re all egotistical and even a bit egocentric. Push comes to shove, and we will almost always put our own interests first. I’m saying almost because, in personal relationships, things may occasionally change. But in business, and especially in business communication, we’re always looking for our benefit, aligning with the essential corporate communication requirements for effective collaboration and success.

And it goes even deeper: we’re not just looking for the benefits; we’re looking to be mirrored in every form of communication that’s aimed at us. If it speaks about our pains and needs, we’re in, and we might read everything and even buy. If it’s completely unrelated to what we need, we’ll skip, close, and unsubscribe mercilessly.

As marketers, our job is not to change human nature. It’s our job to understand it and make customer journeys as pleasant as possible. The best way to spark a lead’s interest is to talk about them, not you.

Don’t believe me? Let’s look at the numbers!

Personalization in Marketing: Make it About Me, or I’ll Stop Reading

Buying online

Your customers know you have the tools you need to provide them with personalized experiences, so they expect to receive them. Side note: just don’t make it creepy, and make sure your marketing is compliant with data privacy laws and regulations.

The numbers don’t lie:

  • 80% of customers are more likely to buy from a company that provides a personalized experience. 
  • 66% of customers expect (!) brands to understand their individual needs. 
  • 70% of customers say their loyalty is impacted by how well a brand understands their needs. 
  • 71% of customers are frustrated by impersonal shopping experiences. Worse yet,
  • 72% of customers will only engage with personalized messaging. 

There are hundreds of insights, just like the ones above, but I think you got the message. 90% of companies did, and they are already investing heavily in personalization. If you’re among the 10% that don’t, it’s high time you started.

We’ll show you how to do it easily and painlessly.

Beyond “Hello, {{first_name}}”: Real Personalization with Salesforce and Klaviyo

“Hello, Jane” is last decade’s personalization. This decade, your customers expect more. Sure, adding the name to the subject line is still a good idea if you want to increase your open rates.

But we recommend you go beyond that.

Remember the statistics above about how your customers expect you to know exactly what their needs are and to send them relevant messages about those exact needs? 

With the Salesforce to Klaviyo integration, you can easily deliver hyper-personalized omnichannel experiences based on your customers’ behavior.

Our favorite method is using triggered flows based on events, segments, or dates to send relevant messages at the right time. Better yet, you can also perform A/B tests and splits and use filters to optimize every experience based on data from both Salesforce and Klaviyo

Bidirectional Communication Made Easy and Seamless

Your sales reps need insights from Klaviyo to know which leads are ready to convert so they can reach out to them directly. Your marketers need insights from Salesforce to know which campaigns resonate better with your audience. 

You don’t have to choose. You can have both these insight types flow seamlessly from Salesforce to Klaviyo and vice versa

No more guessing and no more half-personalized campaigns. You can give your customers exactly what they want: relevant messages that speak directly to their pain points sent at the perfect time and nothing else. 

Better yet, you don’t have to rely on inter-departmental communication to figure all this out. All the data you need will live in a single dashboard and will be accessible to anyone who needs it across departments.

Plus, the Salesforce to Klaviyo integration is super easy to set up — you’ll be up and running within a couple of hours or less, and you need zero coding skills to get started.

Don’t believe me? Check out the Salesforce to Klaviyo integration explained — in video and written format. 

Ready to try it out for yourself? Excellent! It’s 100% free, and our team of integration experts is always in your corner. Start here!