Data Cloud Services

Salesforce Data Cloud consulting that unifies customer profiles for seamless digital experiences.

Salesforce Data Cloud consulting to realize radical possibilities

Say goodbye to cookie-cutter solutions and hello to personalized journeys with our Salesforce Data Cloud consulting services. We'll show you how your customer data isn't just information — it's the key to building unforgettable customer interactions. From Data Cloud readiness assessments and data architecture to implementation, segmentation and activation, we work with organizations of all sizes to create cohesive digital journeys with Data Cloud.

Segment and Activate Customer Data

You may have complex segmentation requirements that are difficult to nail down with your current technology. With Data Cloud, we’ll configure your inputs and outputs for segmentation that feels personal for your audiences.

Get a Complete View of Customer Data

Finally breakdown data siloes among your platforms to achieve a centralized view of your customer data to create better experiences and make well-informed decisions.

Implement a First-Party Data Strategy

Third-party data is a thing of the past. Tap into first-party data in a trusted and secure system that enriches the rest of your processes. We’ll guide you through your strategy development and implementation.

Partners for meaningful impact

Sercante delivered results above and beyond our expectations.  Their team has valuable expertise in all things Salesforce ecosystem.  Their communication is clear and reliable, and they truly care about their projects.  We will definitely be continuing our relationship!

Ross Wieber

Ross Wieber

TSI Incorporated
Sercante’s Customer

Salesforce Summit Partner

4.8/5 Customer Satisfaction Rating

Certified Data Cloud Consultant Badge
Accredited Professional Marketing Cloud Intelligence Badge

Data Cloud

We know the drill.

Customer Data Platform

Combine your first-party data sources into a centralized view.

Unified Profiles & Unified Accounts

Fuel personal experiences with a single source of truth for profiles and accounts.

Data Harmonization

Scale data collection, cleanliness, and aggregation.

Calculated Insights

Discover customer journey patterns to increase engagement.

Customer 360 View

Get a complete view of your customer data.

Segmentation & Activation

Segment data to inform personalization.

Q&A Time: Salesforce Data Cloud

You may be experiencing one of these challenges or have a different need. Either way, our Data Cloud consultants will guide you through your digital strategy and design the right solutions to create real impact.

With Data Cloud we can use your multiple data sources as inputs to then elevate and aggregate the data into a unified view. We’ll create visualizations with reports so leadership can make informed strategic decisions.

We’ll help you create a unified customer profile. By configuring Data Cloud identity resolution rulesets, we can collect your customer data from across your sources and link it into a single profile. Then we can enrich that profile with third-party data for the ultimate big-picture view.

When your customer data is collected from all your databases, cleaned, aggregated, linked, and enriched with third-party data instantly with Data Cloud, your customer service team gets access to data they can use right away.

Consolidating data across your orgs can seem overwhelming. We’ll dig in with Data Cloud to consolidate your data and make it seamless. Using the secure platform, we’ll collect, clean, and share your data for a centralized view.

With trusted, first-party data, and unified customer profiles that are compiled from all of your data sources, we’ll segment your audiences and create activations for impactful personalized experiences.

Our Data Cloud sweet spots

All of our engagements go exactly like this: we listen, we plan, and we do. Whether it’s help with an implementation, consolidating data across orgs, or understanding how to use Salesforce Data Cloud for marketing, we listen to the goals you want to accomplish, create a plan for how we'll get there, and then we get it done, all while serving as your strategic guide along the way.

Data Cloud Readiness Assessment

Identify your use cases and develop a Data Cloud roadmap.

Data Cloud Implementation

Get set up and enabled for success.

Data Cloud for Marketing

Segment your data to activate for personalization.

Data Cloud for Visualization

Gain insights with CRM Analytics, Tableau, or Marketing Cloud Intelligence.

Data Cloud for Loyalty Management

Enhance loyalty programs with real-time data.

Combine the Power of Snowflake & Salesforce

Simplify data management with bidirectional data syncs.