Webinar: Turn scattered customer data into marketing that converts

A free three-part webinar series for marketing and CRM teams, on the Salesforce platform. It starts September 1st.

 

Save your spot

Part 2: Smarter segmentation

October 8th, 2026 · 12:30–13:00 CEST · Online

Save your spot

About the webinar

  • Date: October 8th, 12:30–13:00 CEST
  • Duration: 30 minutes
  • Format: Live webinar
  • Can’t attend live? No problem! A recording will be sent afterward. Register now and watch whenever it suits you.
  • Missed Part 1? Also no problem! This session stands on its own, and you’ll get the recording too.

The Problem:

Most companies have customer data, but it’s still treated as one-size-fits-all. Everyone gets the same campaign, the same message, the same offer, regardless of who they are.

That’s not just a relevance problem, it’s a business problem: wasted marketing spend, missed opportunities, and revenue left on the table that proper prioritization would have captured.Without real segmentation, you can’t tell which customers are worth investing in, which conversations actually move the needle, or where your next growth is hiding in the data you already have.

Part 2: Smarter Segmentation

In Part 1, we helped you bring scattered customer data together into one unified profile with Salesforce Data 360.

Part 2 is where that data starts paying off. We’ll show you how to structure your entire customer base and market using Salient’s own waterfall methodology, built to adapt to any industry.

It’s not just about landing people in the right conversation;It’s about building the real foundation for everything you do with your customer data going forward: sharper targeting, better prioritization, and the groundwork for personalization and AI-driven content at scale. 

 

What you’ll learn:

  • Why segmentation is about structuring your whole customer base and market, not just individual conversations
  • Salient’s waterfall methodology, and how to adapt it to your industry
  • How proper segmentation becomes the foundation for getting more value out of your customer database
    A hands-on, practical look at putting your data to work with Salesforce and Data 360
  • How this segmentation logic becomes the trigger for the AI-powered content work in Part 3

The full webinar series

Part 1 – Salesforce Data 360

Bring your scattered data together into one clear customer profile. (September 1st)

Part 2 – Smarter segmentation

How to segment that data with our waterfall methodology. It’s about building the real foundation for everything you do with your customer data going forward. (October 8th)

Part 3 – The content machine

How to produce tailored content for each segment at scale, powered by AI

This is for you if you:

  • Run marketing or CRM and are tired of ”batch and blast” campaigns that treat everyone the same
  • Have customer data in Salesforce (or are getting there) and want a repeatable logic for who sees what
  • Want fewer, smarter segments instead of dozens of overlapping lists nobody trusts

Free for everyone who attends

Every attendee can book a free 1-hour segmentation workshop with our team – we’ll map the Waterfall logic against your actual customer data, no strings attached.

Register here