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
Salesforce Summit Partner
4.8/5 Customer Satisfaction Rating
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.
We have data spread across multiple platforms and clouds. How can our executives get visibility into the entire business?
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.
How can we get a single view of our customer and their data?
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.
Can our customer service team get instant access to data for better productivity?
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.
Is it possible to consolidate our Salesforce orgs after a merger?
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.
How can we provide more personalized experiences?
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.