Customer 360 Solutions Built on Salesforce Data Cloud

Your data is scattered across Salesforce, ERP, SIS, marketing platforms, and data warehouses. You can’t get a complete view of students, donors, customers, or citizens because the information lives in too many places. Our Data Cloud tools consolidate fragmented data into unified profiles, deploy predictive AI that forecasts outcomes, and trigger automated actions, all inside Salesforce.

Core Capabilities Of Our Data Cloud Tools

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Data Harmonization

Select only the data relevant to your use cases and ingest it into Data Cloud. We standardize formats, resolve conflicts, and prepare your data for unification without requiring perfect data upfront.

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Data Unification

Create a 360-degree view by consolidating data from 2-4+ external sources into unified profiles. Every student, donor, customer, or citizen gets a single record with complete history across all systems.

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Segmentation & Activation

Define cohorts for targeted engagement based on behavior, lifecycle stage, predictive scores, or custom criteria. Trigger Marketing Cloud journeys, Agentforce actions, or sales tasks automatically.

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Predictive AI Integration

Deploy Einstein Studio models that forecast enrollment likelihood, donor retention, field performance, or program outcomes. Predictions feed directly into workflows and personalized experiences.

A Proven Framework for Data Cloud Success

We implement Data Cloud through a phased approach: AI strategy and roadmap (Month 1), data harmonization and unification (Month 2), segmentation and predictive AI rollout (Month 3), Agentforce pilot creation (Month 4), and full-scale deployment (Month 5-6). You see improved data visibility in the first 3 months, AI-driven predictions by Month 3, and business value that compounds over time.

Industry-Specific Accelerators

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Education Data 360 Accelerator

Prebuilt data models for student, applicant, and alumni intelligence with predictive models for application likelihood and persistence risk. Deploy in 4-6 weeks.

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Nonprofit Data 360 Accelerator

Unified constituent profiles with prebuilt calculated insights for donor propensity, lapsed donor likelihood, and volunteer likelihood-to-serve. Includes segmentation models and data actions.

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Consumer Goods MSA Data Cloud Accelerator

Consolidate retailer-provided Market Sales Activity data (scan, depletion, shipments) into Data Cloud for forecasting, trade ROI analysis, and AI-driven insights.

Get Started With Data Cloud

AI Strategy Workshops

Half-day or full-day sessions to identify business challenges, AI opportunities, and Data Cloud use cases. Walk away with a roadmap, consumption estimates, and predicted ROI.

Proof of Concept

4-6 week engagements that unify 2-4 data sources, deploy up to 3 predictive AI models, and demonstrate measurable results before full implementation.

Full Implementation

Complete Data Cloud deployment with harmonization, unification, segmentation, predictive AI, and Agentforce integration. Delivered in 4-6 months with continuous value from Month 1.

Let’s Talk About
Your Salesforce Goals

We’re here to help you navigate your Salesforce journey with ease. Tell us about your needs and we’ll follow up to schedule a free consultation.

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