Marketing Intelligence | Implementation Services
Implementation & AI Activation
Unify cross-channel media, CRM pipeline, and campaign performance inside the Salesforce ecosystem, powered by Data Cloud, Agentforce, and embedded Tableau Next.
Siloed data systems: Metrics scattered across platforms make comprehensive ROI analysis difficult.
Time consuming data management: Manual processes waste time and effort better spent on optimization.
Slow Insights: Delays in reporting can lead to inefficient spending and missed opportunities.
Inconsistent Data Models: Inaccurate naming conventions and mismatched conversion data leads to inaccurate reports.
One retail client came to us with 47 active connectors and no single owner for any of them. We've seen this pattern often enough that a connector audit is now included in Week one of every project.
We deliver end-to-end consulting, data architecture, and implementation to make Salesforce Marketing Intelligence your single source of truth.
We build a unified Marketing Intelligence data model using pre-built API connectors, TotalConnect frameworks, and automated taxonomy rules, aligning impressions, clicks, cost, and lead data across every paid, owned, and earned channel.
We connect Salesforce MI natively with Data Cloud, bridging top-of-funnel ad engagement with downstream Sales Cloud and Service Cloud pipeline data. The result is full-funnel, multi-touch attribution from anonymous click to closed revenue.
We deploy Agentforce AI agents that monitor campaign pacing continuously, flag budget anomalies via Slack or email, and execute approved optimizations automatically. Human-in-the-loop controls and audit trails are built in from day one.
Static PowerPoints get replaced with role-based Tableau Next dashboards for CMOs, media buyers, and channel managers, each updated in real time, each scoped to exactly what that person needs to see.
We establish data governance frameworks, taxonomy controls, and connector maintenance so your marketing intelligence setup scales as your media spend and channel mix grow.
Customized implementation plans
Pre-built data connectors and taxonomy libraries
Harmonized data streams across campaigns, platforms, and geos
Business critical views of your data that drive decisions
Adoption strategy to ensure ongoing platform value
Our certified Salesforce architects build a unified marketing intelligence ecosystem tailored to your business model.
Every Salesforce Marketing Intelligence deployment follows a structured methodology built for speed and durability, not plugged in and left to hope.
We audit your marketing tech stack, media channels, naming conventions, and conversion definitions. The output is a blueprint for your unified data model.
We build automated pipelines, map ad-platform connectors (Google Ads, Meta, TikTok, LinkedIn, GA4, and more), and connect Salesforce Data Cloud using zero-copy data sharing across cloud warehouses.
We configure harmonization rules, custom KPIs, multi-touch attribution models, and Agentforce anomaly triggers calibrated to your business thresholds.
We build Tableau Next dashboards, stress-test them over live campaign data, and validate attribution accuracy against CRM revenue records.
We launch, train your internal teams, and establish ongoing governance workflows so the platform improves over time.
Many enterprise organizations are transitioning from legacy Marketing Cloud Intelligence (MCI / Datorama) to modern Salesforce Marketing Intelligence (MI). Understanding the fundamental structural evolution helps teams maximize their technology investment:
| Feature / Architecture | Legacy MCI (Datorama) | Salesforce Marketing Intelligence (MI) |
|---|---|---|
| Underlying Architecture | Standalone SaaS database layer | Natively built on Salesforce Data Cloud |
| Data Synchronization | Scheduled batch data ingestion | Real-time streaming & Zero-Copy Federation |
| Data Warehouse Integration | Requires ETL or custom API pipelines | Direct, zero-copy integration with Snowflake, BigQuery, & Databricks |
| Analytics Engine | Native MCI visualization widgets | Embedded Tableau Next & Pulse insights |
| AI Capabilities | Einstein automated insights & alerts | Agentforce AI Agents for autonomous campaign optimization |
| Attribution Modeling | Isolated media attribution | Full-Funnel CRM Attribution (Anonymous click to closed revenue) |
If you're currently using Marketing Cloud Intelligence (Datorama), moving to Salesforce Marketing Intelligence offers three key benefits:
Legacy MCI uses its own database and has separate licensing costs based on data volume. Salesforce Marketing Intelligence works within Data Cloud, helping you reduce duplicate data storage and manage your data in one place.
MCI helps you track campaign performance and spot problems. Salesforce Marketing Intelligence takes this further with Agentforce. AI agents can identify underperforming campaigns, recommend changes, and help automate tasks such as adjusting campaign goals and budgets.
Salesforce Marketing Intelligence uses Data Cloud's zero-copy capabilities to connect marketing data with platforms like Snowflake, Databricks, and Redshift. This lets you analyze marketing performance alongside other business data without having to copy everything into another system.
Legacy MCI runs on its own proprietary database with separate row licensing. Salesforce MI runs inside Data Cloud and that alone cuts double-storage costs, removing the overhead that comes with maintaining a disconnected system.
The shift from passive alerts to autonomous action is bigger than it sounds. MCI tells you something went wrong. Agentforce adjusts campaign goals, shifts budget away from underperforming channels, and does it within your approved guardrails, without waiting for someone to log in and notice.
And because Salesforce MI inherits Data Cloud's zero-copy architecture, your marketing data sits alongside your enterprise warehouse without moving a single row.
CMOs and marketing leaders get spend, pipeline, and ROI in one place, without waiting for the monthly deck. That's the most immediate change most of them notice.
Media buyers get real-time pacing alerts and automated optimization so budget doesn't bleed overnight.
Analysts stop pulling CSVs. RevOps and sales leadership can finally see how marketing connects to revenue, not just clicks.
And IT and data engineering teams reduce connector maintenance, eliminate redundant pipelines, and work within a governed architecture instead of around it.
Recognized for our expertise in Salesforce Data Cloud, Marketing Intelligence, Agentforce, and Tableau.
We have been building marketing analytics and data solutions for over two decades. We know that AI is only as reliable as the data behind it, which is why we focus on getting the data foundation right first.
Our team has extensive experience working with marketing agencies, global brands, and Fortune 500 companies.
We have completed over 1,000 data projects across industries, with more than 300 connected data streams currently running in production.
We understand the challenges agencies face when managing data for multiple clients, working with different attribution models, and creating reports across accounts.
Every Agentforce agent we deploy includes safeguards such as kill switches, weekly audit logs, human approvals, and error handling. These controls are built into the solution from the beginning, not added later.
Salesforce Marketing Intelligence licenses are purchased directly from Salesforce. Our implementation, data engineering, and ongoing support services are priced separately based on your requirements and the complexity of your data environment.
Whether you're implementing Salesforce Marketing Intelligence for the first time, migrating from Datorama, or improving your existing setup, our experts can help you get it right.
Talk to Our Salesforce ExpertsKeep Exploring
Marketing Intelligence (MI) is Salesforce's new Data-Cloud-native analytics platform for marketing: the strategic successor (positioning-wise) to Marketing Cloud Intelligence for organizations going all-in on Data Cloud + Tableau Next + Agentforce. MI sits on top of unified customer data, automates insights via Agentic AI, and surfaces performance intelligence inside the Salesforce platform with no separate data layer to maintain.
Legacy MCI (Datorama) operates as a standalone SaaS database with fixed row limits. Modern Salesforce MI is built natively on Salesforce Data Cloud, allowing zero-copy integration with data warehouses (Snowflake/Databricks) and leveraging Agentforce AI for autonomous optimizations instead of static dashboards.
Salesforce MI natively connects to major ad networks (Google, Meta, LinkedIn, TikTok, GA4). For custom, programmatic, or niche platforms, Decision Foundry uses TotalConnect frameworks, custom APIs, and Data Cloud ingestion pipelines to ensure 100% of your media spend is covered.
Platform licensing typically starts around $3,000/month for base row volume, but total cost depends on your Data Cloud usage credits and Tableau seat requirements. Decision Foundry provides fixed-scope implementation services (typically 4 to 8 weeks) to ensure your data ingestion is optimized so you don't overpay for unnecessary consumption credits.
While Tableau visualizes data and Snowflake stores it, neither tool automatically normalizes or harmonizes complex media data. Salesforce MI automates the tedious harmonization layer (reconciling mismatched ad placement names, currencies, and attribution windows) before pushing clean datasets into Tableau and Snowflake.
No immediate migration is required. Legacy MCI (Datorama) remains fully supported. However, organizations migrating to Salesforce MI unlock deeper Agentforce AI capabilities, full-funnel CRM revenue attribution, and lower data-storage costs in Data Cloud. We offer a Migration Feasibility Assessment to help you decide when a transition makes financial sense.
