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Three records for the same customer
CRM, e-commerce, support: every tool has its own version of the customer. None is complete, none is authoritative.
Data Cloud Expertise
One customer view. Everywhere.
Data Cloud unifies your scattered data into single customer profiles, activatable in real time - the essential foundation for relevant marketing and AI agents that answer accurately.
Scoping & implementationIdentity resolutionReal-time segmentsAgentforce foundation
The starting point
Do these situations sound familiar?
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Segments that are always behind
Extract, cross-reference, reload: by the time you've built an audience, it's already out of date.
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AI hits a data wall
Agentforce, scoring, personalization: all your AI projects hit the same wall - fragmented customer data.
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Data everywhere, value nowhere
You collect a huge amount. But nothing flows back into customer journeys or decisions.
The scope
What we put in place with Data Cloud
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Data model scopingMapping your sources, choosing the objects and the model: we build the plan before connecting anything.
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Source connectionsCRM, web, e-commerce, files: your sources connected and harmonized in Data Cloud.
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Identity resolutionThe matching rules that merge your duplicates into unified customer profiles.
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Segments & activationsReal-time segments activated to Marketing Cloud, advertising or your CRM.
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AI & Agentforce foundationUnified, governed data: the prerequisite for any reliable AI agent.
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Governance & documentationWho accesses what, how data flows: the framework set, documented and handed over.
How it unfolds
How it works
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Step 1
Data scoping
Mapping the sources, priority use cases, target model.
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Step 2
Implementation
Source connections, identity resolution, first segments.
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Step 3
Activation
Connecting to the channels, measurement, building up your teams' autonomy.
Frequently asked questions
Straight answers
Data Cloud, CDP, data lake: what's the difference?
Data Cloud is Salesforce's native CDP: it unifies and activates data directly within your CRM ecosystem, without heavy replication. If you're already on Salesforce, it's the shortest path to a single customer view.
Do you need Data Cloud before Agentforce?
Not always - but an AI agent is only reliable if the data is. Our scoping assesses your data readiness and tells you honestly whether Data Cloud is a prerequisite or a phase 2.
How long until a first use case?
A tight scope (2-3 sources, one activated segment) is delivered in a few weeks. We scope first, then quote - the initial conversation is free.
Our data is sensitive. How is it handled?
Governance, consent and access rights are part of the scoping from day one. The data stays within your Salesforce ecosystem, under your rules.
Ready to move forward?
Let's talk about your Data Cloud project.
A first 30-minute conversation, free: we understand your context and tell you what's realistic - and what isn't.
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