Platform depth · Salesforce

Connect Salesforce customer operations from data to engagement and service.

We shape Salesforce solutions around the decisions teams must make across marketing, sales, service, commerce and experience—then connect those decisions to data, integration, adoption and value measurement.

Engagement pathwayCustomer data to action
01Mandate
02Data 360
03Workflow
04Engagement
05Adoption
06Value

Customer data & AI

Establish a governed foundation for action.

01

Salesforce Data 360

Previously Data Cloud: data ingestion and harmonization, identity resolution, calculated insights, segmentation, activation, governance and zero-copy patterns.

02

Agentforce

Use-case selection, data and knowledge readiness, guardrails, human hand-offs, workflow integration and outcome measurement.

03

MuleSoft

API-led integration and connectivity across customer, product, order, service and engagement systems.

04

Tableau

Decision-ready analytics and performance views across customer operations and activation.

Marketing & engagement

Coordinate lifecycle engagement across the current and next-generation portfolio.

01

Marketing Cloud Next

Agentic campaign and journey design built on the Salesforce platform with Data 360 and Agentforce at the core.

02

Marketing Cloud Engagement

Cross-channel B2C campaign operations, Journey Builder, data extensions, automation, messaging and governance.

03

Marketing Cloud Account Engagement

B2B lead nurturing, scoring, account engagement and sales alignment.

04

Marketing Cloud Personalization

Real-time interaction data, decisioning, recommendations, experience personalization and measurement.

CRM, service & experience

Connect front-line workflows to customer context.

01

Sales Cloud

Lead, opportunity, account and sales-process design with adoption and performance measures.

02

Service Cloud

Case management, knowledge, routing, service workflows and connected customer context.

03

Experience Cloud

Customer, partner and member digital experiences connected to Salesforce data and processes.

04

Commerce Cloud

B2C and B2B commerce journeys, customer data, service and marketing integration.

Where we add value

Protect solution integrity across clouds and teams.

01

Opportunity solutioning

Frame business outcomes and create a defensible multi-cloud solution for pursuits and executive defence.

02

Architecture assurance

Test data, integration, licensing, operating and delivery assumptions before they become embedded.

03

Activation planning

Prioritize use cases, adoption, governance and measurable releases after the technology is available.

Next decision

Make the Salesforce landscape work as one customer system.

Bring the multi-cloud mandate, current estate and decision horizon.

Discuss a Salesforce mandate ↗