Salesforce Data Cloud
Scattered customer data is costing you revenue. We implement Salesforce Data Cloud to unify every profile, resolve identities in real time, and power AI-driven personalisation across every channel.
The Reality
Fragmented Customer Data Is Killing Your Personalisation
Your teams aren't failing because they lack talent. They're failing because every system holds a different version of the customer. These problems compound — and they're costing you revenue, trust, and competitive advantage.
Customer data scattered across 10+ disconnected systems
CRM, marketing, e-commerce, support — every team has a different version of the customer. Nobody trusts a single number.
Duplicate records making personalisation impossible
The same customer appears 5 times across your systems. Campaigns hit them 5 times — or miss them entirely.
Batch processing creating stale, day-old customer insights
By the time your data is ready, the customer has already moved on. Day-old data means day-late decisions.
Marketing, sales, and service teams seeing different customer data
Marketing sees one profile, sales sees another, service sees a third. The customer experience feels disconnected because it is.
No single source of truth for customer lifetime value
Everyone calculates CLV differently. There's no governed, trusted metric — just spreadsheets and gut feelings.
Inability to act on real-time customer behaviour
A customer just abandoned a high-value cart. Your system won't know for 24 hours. By then, they've bought from a competitor.
Data governance gaps creating compliance risk
Consent records are scattered, deletion requests take weeks, and nobody can prove GDPR compliance under pressure.
AI initiatives failing because the data foundation doesn't exist
You invested in Einstein, Agentforce, and AI copilots — but they return generic answers because they can't access unified customer data.
Our Expertise
Four Ways We Transform Your Customer Data Platform
Unified Customer Profiles & Identity Resolution
Dynamically link fragmented customer data across every system into a single, living profile — resolving identities with deterministic and probabilistic matching.
- Cross-system identity resolution
- Unified profile design & configuration
- Consent management & governance
- Profile enrichment & data harmonisation
Real-Time Data Ingestion & Architecture
COREIngest data from any source in real time — Salesforce CRM, AWS, GCP, Azure, Snowflake, and connectors — without moving or duplicating data.
- Real-time streaming data connectors
- Zero-copy architecture design
- Cloud-to-cloud data federation
- Schema mapping & data harmonisation
Calculated Insights & Segmentation
Build computed metrics like lifetime value, churn risk, and engagement scores — then activate segments across every Salesforce Cloud in real time.
- Calculated insight formula design
- Dynamic segmentation rules
- Propensity scoring models
- Cross-cloud segment activation
AI Activation & Governance
Power Agentforce agents and Einstein AI with unified data — while maintaining enterprise-grade governance, compliance, and consent management.
- Data Cloud for Agentforce activation
- Einstein AI model data foundation
- Data governance & access controls
- GDPR/CCPA compliance automation
Data Cloud + AI
Data Cloud + AI: The Foundation Every Agentforce Agent Needs
Data Cloud isn't just a CDP — it's the intelligence layer for your entire Salesforce ecosystem. From powering Agentforce agents to grounding Einstein Copilot, we build the unified data foundation that makes AI actually work.
Explore AI CapabilitiesIntelligent Context for Agentforce
Data Cloud provides the unified data foundation that powers every Agentforce agent — ensuring AI responses are grounded in real, complete customer data.
Predictive Segmentation
AI-powered segmentation automatically identifies high-value customer segments based on behavioural patterns, purchase history, and engagement signals.
Real-Time Decisioning
Trigger personalised actions the moment customer behaviour changes — from email journeys to sales alerts to service escalations.
Einstein Copilot Data Grounding
Give Einstein Copilot access to unified customer profiles so every AI-generated insight and recommendation reflects the full customer picture.
Data Cloud Ecosystem
Activate Unified Profiles Across Every Cloud
Data Cloud doesn't operate in isolation. We connect unified customer profiles to every Salesforce Cloud and external platform — so every team acts on the same, real-time customer data.
+ native connectors via Data Cloud ingestion APIs and zero-copy partners
Our Process
From Scattered Data to Unified Customer Intelligence in Weeks
Data Landscape Audit
Map every customer data source, assess data quality, and identify the highest-value use cases for unified profiles.
Architecture & Data Model
Design the Data Cloud schema, identity resolution rules, and zero-copy connectors aligned to your data strategy.
Build & Connect
Implement Data Cloud with real-time ingestion, identity resolution, calculated insights, and cross-cloud activation.
AI & Segmentation Activation
Configure AI models, build dynamic segments, and activate unified profiles across Sales, Marketing, Service, and Commerce Clouds.
Govern & Optimise
Establish data governance policies, consent management, and ongoing optimisation to maintain data quality at scale.
Case Study
Multi-Brand Retailer Achieves Measurable Faster Time-to-Insight With Unified Customer Profiles
A multi-brand retail group with 25M+ customers across 5 brands. Customer data was trapped in 12 separate systems with no unified view. We implemented Data Cloud with identity resolution across all brands, built real-time segments, and activated personalised journeys — reducing campaign setup from weeks to hours.
40%
Faster time-to-insight
25M+
Unified customer profiles
12→1
Single data platform
5×
Faster campaign setup
Faster time-to-insight
Unified · Real-Time · AI-Ready
Real Results
The Business Impact of Unified Customer Data
1000+
Projects
600+
Customers
20+
Years of Enterprise Expertise
4.5
Customer Satisfaction Score
How We Work
Engagement Options
Pick the model that fits where you are. All engagements include a dedicated Data Cloud lead and a clear outcome definition.
Data Cloud Assessment
Ideal for: Teams exploring Data Cloud or needing a readiness check
Comprehensive data landscape audit, identity resolution readiness review, and Data Cloud roadmap with use case prioritisation.
- Customer data source inventory
- Identity resolution readiness review
- Data quality & governance assessment
- Use case prioritisation framework
- Data Cloud roadmap & architecture plan
Full Implementation
Ideal for: Organisations ready to build or migrate to Data Cloud
End-to-end Data Cloud build including identity resolution, data ingestion, calculated insights, AI activation, and cross-cloud integration.
- Everything in Assessment
- Identity resolution configuration
- Real-time data ingestion & connectors
- Calculated insights & segmentation
- AI activation & Agentforce integration
- Cross-cloud profile activation
Managed Data Service
Ideal for: Teams that want expert-managed Data Cloud operations
Continuous data quality monitoring, segment optimisation, new data source onboarding, and governance management.
- Data quality monitoring & alerting
- Segment performance optimisation
- New data source onboarding
- Governance & consent management
- Dedicated Data Cloud specialist
Connected Ecosystem
Data Cloud Powers the Customer Intelligence Layer. Here's What It Feeds.
Your unified customer profiles aren't the destination — they're the engine. We connect Data Cloud to every downstream system so your data drives personalisation, not just dashboards.
Salesforce Data Cloud
Identity Resolution
Calculated Insights
Data Graphs
MuleSoft
Tableau Semantics
Einstein AI
Agentforce