State of The Connected Customer 655b114557dfa
State of The Connected Customer 655b114557dfa
State of the
Connected
Customer
Insights from 14,300 consumers and
business buyers on how AI, digital
transformation, and macroeconomic trends
are changing customer engagement
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 2
11,000 consumers
surveyed worldwide
Contents
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 04
Survey Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 4
Generative AI is the future, and businesses that use it strategically and ethically
will come out on top. At Salesforce, we believe now is the time for companies
to build secure, innovative, and efficient experiences with trust at the forefront.
Insights from today’s “connected customers” are an essential guide for how to do
that. I sincerely hope you find this research helpful as you navigate the new era of
technology and customer engagement.
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 5
Executive Summary
01
Rising costs and shifting priorities A Changing World Shakes Up Customer Expectations
have customers rethinking
Economic and technological shifts are changing customer
their relationships with brands.
priorities, behaviors, and expectations. The pressure is on for
Meanwhile, companies are feeling
brands to step up. Eighty-one percent of customers expect
pressure to increase efficiency.
faster service as technology advances.
Although evolving technologies
like generative AI intelligence*
promise to elevate their experiences, 02 The Customer Engagement Playbook Evolves
Customers have revealed the recipe for companies to earn
customers are wary of risks involved.
their loyalty: consistency, efficiency, and a human touch.
This creates an opportunity for
Seventy-nine percent of customers expect consistent
companies to drive differentiation
interactions across departments.
through technology strategies
grounded in trust and
human connection.
03 The Trust Gap Widens as AI Goes Mainstream
Brands are turning to generative AI to boost efficiency while
improving customer engagement. Customers — wary of the
technology risks — demand a thoughtful approach built on trust.
Eighty percent of customers say it's important for humans to
*Silvio Savarese, Chief Scientist of Salesforce AI, defines
generative AI as “AI that doesn’t just classify or predict, validate AI’s outputs.
but creates content of its own, be it text, imagery, video,
or even executable code. And, it does so with a human-
like command of language.”
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 6
1
A Changing World
Shakes Up Customer
Expectations
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 7
01 Customers Revisit
Their Priorities
Customer Experience Remains Crucial Amidst Pricing Push
Compounding factors like inflation and
technological advancement are leading Consumers Who Say the Following Have Affected Their Priorities
people to rethink what’s important,
Cost of living 82%
including where and how they spend
Personal well-being 44%
their money.
Advances in technology 34%
80% of customers say the Base: Consumers who switched brands in the past year.
experience a company
provides is as important as its
products and services.
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 8
01 Personalization Gives
Favorite Brands a
Leg Up Personalization Falls Short, But Favorite Brands Have the Edge
65%
business deals.
46%
Engagement Customers Who Expect Faster Service Under the Following Circumstances
they desire.
When they spend more 64%
01 Customers Demand a
Mindful Approach to
Their Data Customer Seek Transparency As Trust Erodes
Well aware of its value, customers are Customers Who Say the Following
increasingly protective of their data. Customer experiences
80%
should be better 85%
However, companies have opportunities considering all the
data companies 79%
to earn their trust. collect
79%
I'm increasingly 84%
comfortable providing data if they’re protective of my
given a clear explanation of how it will be personal data
78%
used — not as details buried in a long user
agreement. This is partially in response to I'd more likely trust
71%
80%
the general sense that not all companies a company with my
personal data if its
use data to maximize benefit to use were 68%
clearly explained
customers to benefit customers, and that
they collect more of it than they need.
80%
51%
58%
Most companies
don't use my
Not all data is the same, of course. personal data in a 68%
48%
Customers are more comfortable when way that benefits me
30%
I'm comfortable with 53%
brands collecting
third-party data 23%
2
The Customer
Engagement
Playbook Evolves
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 12
02 The Online/Offline
Divide Narrows as
Revenge Shopping Ebbs Online/Offline Split Evens Out
After the restrictions of early COVID Estimated Share of Customer Interactions Taking Place Online
lockdowns, customers rushed back to 60%
brick-and-mortar establishments in 2022. 60%
This reactive zeal, commonly known 56%
52%
50%
as "revenge shopping," is now giving 40% 49%
Total
74% of customers expect to 53%
Gen Z 61%
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 13
SPOTLIGHT:
Retailers Elevate
Store Experiences
Digital transactions are on the rise, but
brick-and-mortar stores remain critical to Physical Shopping Delivers Instant Impact
driving shopper engagement. Retailers
are adapting and optimizing the store Top Reasons to Shop in a Physical Store
to remove friction for shoppers and
1 To get merchandise immediately
delivering experiences that will set them
apart from competitors. 2 To touch and feel the merchandise
Today, many retailers that carry highly- 3 To avoid shipping fees for purchases
considered or technical merchandise
4 To take advantage of in-store discounts
already deliver high-touch service,
reminding shoppers about the benefits 5 To enjoy the shopping experience
of going to a store in person. Retailers
are exploring additional services and
experiences that differentiate their store
experiences from the competition. From Retailers Level Up Store Services
personal shopping to holding blowout
events with exclusive products and deals, Retailers Plan to Implement Value-Added Services
these encounters build loyalty by helping
customers feel recognized, understood,
59%
and appreciated. 51% 50%
45% 43%
40% 44%
36%
9% 7% 11%
5%
Data on this page comes from Salesforce's Appointment Space for events Augmented reality Virtual stylists
Connected Shoppers Report, Fifth Edition. scheduling (e.g., virtual try-on)
SPOTLIGHT:
Tougher Sales
Cycles Raise Business Buyers Who Say the Following About Their Company’s Procurement Process
Standards of B2B My company is more careful about
spending money than before
78%
increasingly difficult.*
86%
taking the necessary time to understand
their goals. However, close to three
of business buyers are but
59%
quarters of business buyers say selling more likely to buy if say most sales reps
don’t take the time to
companies understand
relationships feel transactional, lacking their goals understand them
02 Customers Prefer
Self-Service When
the Task Is Simple Self Service Is Preferred — When It Works
While assistance is crucial in complex Customers Who Agree with the Following
cases, for simpler issues, customers Total 52%
61%
generally prefer the convenience of self- I would rather 61%
use self-service
service tools like account portals, FAQs, for simple issues 68%
and chatbots. This is particularly true for 64%
digital natives — i.e., millennials and Gen Z.
72%
I wouldn't use
68%
Self-service tools do require thoughtful a company's 68%
chatbot again
implementation, though. Case in point: if I had a bad 64%
over two-thirds of customers won’t use experience 64%
a company’s chatbot again after just one
Baby boomers Gen X Millennials Gen Z
negative experience.
02 Human Assistance
Is a Differentiator
Human Connection Prized as Customer
Nearly half of customers — including Service Grows as a Differentiator
three-fifths of millennials — are willing
to pay extra for better customer service, Customers Willing to Pay Extra for Better Customer Service
underscoring the importance of
customer experience even in an age 59% Total
46% 48%
47%
of price sensitivity. 35%
02 Service Experiences
Spur Purchases
and Advocacy Great Service Drives Repeat Purchases,
Advocacy, and Even Forgiveness
Companies that prioritize good customer
service don't just grow their reputation — Customers Who Say the Following
02 Proactive Service Is
Rare and Prized
Customers Carry the Burden of
Increasingly, customers expect companies Service on Their Shoulders
to deliver proactive customer service
rather than relying on them to file
the initial case. However, while most
customers expect companies to anticipate only
14%
25%
66%
of customers
say getting good
Amount of Customer
71% customer service Effort to Get Cases
65% depends on being Resolved
matched with the A lot of effort
right agent
Moderate effort
Little effort
61%
02 Companies Struggle to
Provide a Connected
Customer Experience Consistency Does Not Match Expectations
Customers value consistency across Customers Who Agree with the Following
channels, devices, and departments.
However, consistency is not the norm,
and many customers find themselves
repeating information to different
representatives — a sign of
79% 56%
often have to
of customers expect but repeat or re-
siloed information. consistent interactions
explain information
across departments
to different
representatives
Ultimately, poorly integrated technology
and processes leave 55% of customers
feeling like they generally engage with
separate departments rather than
holistically with one unified company.
3
The Trust Gap
Widens as AI
Goes Mainstream
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 22
03 As Companies
Embrace Generative
AI, Customers Consumers, Business Professionals Split on Generative AI
Remain Cautious Customers Open to the Use of AI to
Improve Their Experiences
Seismic and quickly advancing, generative 69%
AI has captivated the world, creating new
53%
2022 82%
content like text, imagery, and video from 65%
large language models. of customers say
72%
generative AI will
help companies
As companies focus on efficiency, better serve
56%
generative AI promises time and resource customers
2023 73%
savings by scaling content creation. Six 48%
51%
in 10 desk workers use or plan to use
generative AI.*
Total Business buyers Consumers Business buyers Consumers
Millennials and Gen Z — generations that came of age with the Internet — are more excited by generative AI, while older
generations are more suspicious.
As younger generations gain influence in the market, attitudes towards the technology may warm.
1 2 3 4 5
SPOTLIGHT:
The State of
Customer Trust
51% Consumers
of customers say
A baseline of trust is necessary for they generally Business buyers
67% trust companies
business transactions to take place.
However, trust is complex and
multifaceted: a customer can, for instance,
trust a company’s product quality without 47%
Use artificial
13% 45% 33% 10%
intelligence ethically
03 Customers Stress
Importance of a
Human Touch in Humans Involvement in AI Is Key to Securing Customer Trust
This includes carefully choosing what data we use to train our AI, red-
teaming and assessing bias and toxicity before they impact customers,
and building in risk mitigations directly into our generative AI
technologies. Such mitigants can include ensuring there is a human in the
loop, confidence scores, prompt engineering, safety filters, citations and
explanations, and more.
03 LOOK AHEAD:
AI Driven By
Trust & Ethics Factors that Would Deepen Customer Trust in AI
Survey
Demographics
SALESFORCE S TAT E O F T H E CO N N E C T E D C U S T O M E R , 6 T H E DI T I O N 29
Survey Demographics
Country Customer Type
Business buyers .................................. 23%
Australia ..................................................3%
Consumers .......................................... 77%
Belgium ..................................................5%
Canada ...................................................5%
Denmark .................................................1%
Generation
Finland ....................................................2%
France .....................................................5% Baby boomers (1946-1964) .............. 27%
Germany .................................................5% Gen X (1965-1980) ............................. 35%
India ........................................................5% Millennials (1981-1996) ..................... 29%
Ireland ....................................................5% Gen Z (1997-2012) ............................... 9%
Italy .........................................................5%
Japan ......................................................5%
Gender
Netherlands ...........................................5%
New Zealand ..........................................1% Male ..................................................... 53%
Norway ...................................................1% Female ................................................. 47%
Philippines ..............................................5% Other ....................................................<1%
Poland ....................................................5%
Singapore ...............................................5%
South Africa ...........................................5%
Spain .......................................................5%
Sweden ...................................................2%
Switzerland .............................................5%
Thailand ..................................................5%
United Arab Emirates ............................5%
United Kingdom ....................................5%
United States ........................................ 9%
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