Data ≠Insights
Let’s face it—data is everywhere. It’s coming from all angles, and it’s piling up fast. But here’s the catch:
that data is scattered across different platforms, stuck in silos, and it’s not connected to each other.
The result? A chaotic mess where customer insights get lost in the noise
Do you
Trust your Data?
Stage 1: Analytically Impaired
Poor data quality and fragmented systems.
Focus: Improve data accuracy.
Stage 2: Localized Analytics
Efficient data collection, but decision-making is hindered.
Focus: Enhance functional analytics.
Stage 3:Analytical Aspirations
Multiple BI tools in place, but data remains siloed and inaccessible.
Focus: Integrate and standardize data.
Stage 4: Analytical Company
High-quality data with enterprise-wide analytics and automation.
Focus: Broaden analytic capabilities for differentiation.
Stage 5:Analytical Leader
Fully integrated, automated analytics system across the enterprise.
Focus: Achieve cohesive analytical flow.
Why Data Strategy Matters ?
To win in the AI era, your data needs to be more than just a pile of numbers. A solid data strategy
creates actionable insights that drive smarter decisions and better customer experiences.
That’s where Salesforce Data Cloud steps in, setting the stage for an organization to be AI-ready
Data Cloud
Powering Enterprise Data and AI
Salesforce Data Cloud is built to tackle the biggest data challenges in modern business. It pulls in data from everywhere—your Salesforce setups, third-party tools, and beyond—bringing it all together into one clear view.
This means you can finally unlock the full power of your data, giving you a 360-degree view of your customers and driving truly personalized engagement.
Key Features
Unified Data
Integration
Connect Multiple Data Sources
Integrate data from various Salesforce instances and third-party sources to create a single source of truth.
Pre-Built Connectors
Seamlessly connect with popular data sources like Amazon S3 and Google Cloud Storage.
Advanced
Analytics & AI
360-Degree Customer View
Utilize predictive analytics and AI-driven insights for personalized customer experiences.
Optimize Business Operations
Enhance marketing campaigns, sales strategies, and service efficiency with AI-powered models.
Comprehensive
Customer Profiles
Einstein AI Integration
Build detailed profiles by integrating CRM, marketing, and transactional data.
Targeted Marketing
Segment customers for precise marketing and personalized engagement.
Data Transformation
and Activation
Real-time and Batch Transformations
Prepare data for downstream applications with seamless transformations.
Activate Across Applications
Utilize data across various Salesforce applications and workflows for maximum impact.
Sales
Lead Prioritization
Identify and prioritize high-potential leads using integrated customer activity data.
Revenue Growth
Discover and act on upsell opportunities by combining customer data across various channels.
Productivity Enhancement
Notify sales teams with real-time alerts when customers show buying signals.
Marketing
Audience Activation
Create and target audience segments with unified data profiles across all channels.
Dynamic Personalization
Automate personalized journeys and update messaging based on real-time customer behavior.
Performance Optimization
Analyze audience and campaign performance with integrated data from marketing, commerce, and CRM.
Service
Lead Prioritization
Identify and prioritize high-potential leads using integrated customer activity data.
Customer Success
Personalize onboarding and support with data-driven insights to enhance adoption and user success.
Service Optimization
Gain a comprehensive view of service operations with integrated data and prebuilt dashboards for key metrics.
The Power of Einstein & Data Cloud
Solving Real Business Challenges
Financial Services
CX Operations AI Assistant
Automated Onboarding (KYC)
Omni-channel Marketing
AI-Powered Underwriting
Intelligent AML Alerts
Zero Touch Claims & FNOL
Healthcare & Lifesciences
Patient Onboarding
Omni-channel Marketing / Vaccine Campaigns
AI-Powered Scheduling & Engagement
Intelligent Patient Monitoring
Care Worker Onboarding
CX Operations AI Assistant
Salesforce Native Use Cases
Risk Attrition
Salesforce Data Usage
Harness AI-driven insights from your Salesforce data to proactively manage customer and employee retention. By integrating platforms like Tableau, AWS, and Snowflake with Salesforce Data Cloud, you can enhance predictive analytics for better resource allocation and decision-making.
Revenue Prediction Model
Leverage the power of Salesforce Data Cloud combined with tools like Tableau, AWS, Snowflake, and GRAX to build accurate revenue prediction models. Start by exploring your data to uncover key patterns, select the right predictive model, and train it using historical data. Continuously monitor and refine your models to stay ahead of trends and drive better business outcomes.​
Marketing Mix Model (MMM) with Salesforce Data Cloud
Leverage Salesforce Marketing Cloud, Tableau, and Data Cloud to optimize your marketing strategy. By collecting and transforming relevant sales and marketing data, you can build and validate predictive models that measure the impact of various marketing channels. Analyze model results to refine your marketing mix and optimize budget allocation for maximum revenue and profit.