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Salesforce Data Cloud Implementation Services

Achieve true customer 360 with a complete view of the customer and personalized engagement at scale

Getting Started with Salesforce Data Cloud

With Salesforce Data Cloud, automation, intelligence, real-time data, and security aren’t just goals; they make up the foundation of the platform. Data Cloud brings the power of automation, analytics, AI, data, and integration together to create a single view of the customer across any cloud. As a team of certified Salesforce experts with years working within all core and industry clouds, analytics, and customizations across all aspects of the platform, we can help you understand how Data Cloud fits into your customer experience goals, supports revenue growth, and integrates with your existing data models, data sources, and systems such as Snowflake, Tableau, Slack, and MuleSoft. By Implementing Salesforce Data Cloud, we can enable you to:

  • Empower sales reps with scalable automation and AI-powered recommendations, as well as speed up deal cycles
  • Modernize and streamline customer service cases, personalize self-service, and make multi-channel experiences seamless
  • Automate customer journeys across different channels and boost engagement in the process
  • Get across the finish line with apps faster thanks to low-code tools while also mitigating security and compliance concerns
  • Collaborate and take action on workflows directly in Slack with AI-powered insight

Atrium's Salesforce Data Cloud Offerings

We’re here to help you maximize the value of Data Cloud, whether you’re looking to take advantage of Salesforce’s free Data Cloud offering or you’ve already implemented Data Cloud and need support. We provide a variety of custom offerings that take into account your data quality, data sources, and overall data strategy and allow you to realize powerful business outcomes long term.

Data Cloud Discovery Workshop: Get Started with Free Data Cloud Offering

This workshop is ideal at the start of your Data Cloud journey, including those who want to reap the benefits of Salesforce’s free Data Cloud offering and need hands-on guidance.

In 1-2 weeks, we’ll work with you to identify use cases that will have the fastest business impact. We’ll provide a custom agenda focused on use case ideation and identification, as well as develop personalized next steps. This workshop typically leads into a Data Cloud Quickstart, which can help you quickly get up and running with Data Cloud.

Data Cloud Proof of Concept

In just 4-6 weeks, we'll work with you to deliver a proof of concept (POC).

Have to see it to believe it? We can get you started with a POC so you can see the impact of Data Cloud within your business context. Get simulated insights and activations all within a demo Salesforce org.

Data Cloud Quickstart

In as little as 8-14 weeks, you can get started with Data Cloud.

More preparation (and actionability) than a POC, but with less of the data cleaning, transformation, and enrichment required for a full Data Cloud implementation.

Data Cloud Implementation

All the discovery, definition, data source preparation, and more you need for a comprehensive Data Cloud implementation. We'll guide you from ideation to execution to ensure you not only have the right use cases and activation targets, but also support after deployment.

Your #1 Data Cloud Partner

Our team has years of experience delivering results for customers with Salesforce, analytics and business intelligence, data science, and data strategy and engineering.

Salesforce

Our end-to-end Salesforce consulting services include:

  • Universal Customer Profile
  • Customer 360 Actionability and Data Strategy
  • Multi-Org Orchestration
  • Data Exploration and Recommendations
  • Data and Systems Roadmap

Analytics and BI

Our analytics and BI services provide modernization and strategy, analytics, and more:

  • Analytics Modernization and Strategy
  • Self-Service Analytics
  • Implementation with Tableau
  • Tableau Data Cloud Integration and Optimization

Data Science

Our data science services focus on AI-powered outcomes, customer-centric predictions, and more:

  • Integrate Model Scores with Data Cloud Customer Profile
  • AI-based Triggers and Activations
  • Lead Scoring
  • Customer Lifetime Value Calculations

Data Strategy and Engineering

Our data strategy and engineering services deliver architecture and migrations, as well as integrations and implementation.

Here’s a sampling of what’s included:

  • Cloud Architecture
  • Cloud Migrations
  • Snowflake Integrations
  • CDP Implementation

Salesforce Data Cloud Resources for You

Demo: Salesforce Data Cloud Service Accelerator

Demo Salesforce Data Cloud Service Accelerator

Are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Watch this quick demo for an inside, step-by-step look at faster case resolution and personalized customer service with Atrium’s Salesforce Data Cloud Service Accelerator.

Your Guide to Salesforce Data Cloud

Whitepaper-Salesforce-Data-Cloud

In this Salesforce Data Cloud whitepaper from certified Salesforce consultants, get the insights and action items you need to ensure you’re making the most of Salesforce as a data platform with unique capabilities to unify, standardize, and connect data across Salesforce applications (e.g. Sales, Service, Marketing, Tableau, Slack, etc.) and a growing network of cloud services, such as Snowflake, AWS, GCP, and many more.

How Salesforce Data Cloud Turbocharges Your Salesforce Clouds and Tableau

Here’s a look at how we help you get the most out of your data and investment in Salesforce, CRM Analytics, and Tableau with our unique approach to transformative analytics.

Sales Cloud

Reps can drive growth and expand top-line results with AI and automation, allowing them to close deals faster and improve productivity across all channels at scale.

Service Cloud

Make service easier and more intuitive with consistent customer experiences online and in the field with personalization, unified data, and process automation.

Marketing Cloud

Do more, spend less — with automated engagement across all channels, unified analytics, and personalized experiences powered by real-time data insights.

Tableau and CRM Analytics

Enable everyone across the organization to make better, faster decisions to seamlessly unlock customer value. With Data Cloud for Tableau and CRM Analytics, you can act on up-to-the-moment customer data at scale and bring insights to life by layering on visual, explorable, and actionable analytics and insights. Take the complexity out of building a real-time customer data platform by combining the power of Data Cloud, CRM Analytics, and Tableau, so you can more easily visualize, automate, explore and act on your data from any source, as well as track the KPIs that matter most to your business.

Salesforce to Snowflake Data Sharing

While Salesforce CDP has historically helped marketers leverage a unified customer profile to target their efforts, the Salesforce Data Cloud brings this unification to the next level, enabling a single view of the customer across any cloud and including external data sources such as those from Snowflake. Snowflake-Salesforce users can now realize the value of Customer 360 by eliminating redundancy and risk from data sharing. Here’s a quick overview.

Segments and Insights Made Simple

Salesforce CDP customers can build segments and surface insights on data from Snowflake as if it lived natively in the CDP.

No Copying or Moving Required

The reverse is true too: a data analyst in Snowflake can write queries that join native Snowflake data with Salesforce CDP without copying or moving it.

Easily Manage Risk and Permissions

Salesforce and Snowflake admins have more control and can more easily manage risk and permissions when sharing data.

Visual Salesforce and Snowflake Data in Tableau

Users can visualize data from both Salesforce and Snowflake in Tableau, no siloed views or delayed data.

Our Partners

Salesforce logo

Our team of certified Salesforce experts enable the magic that powers great customer experience, CRM Analytics, and data strategy, as well as specific industries.

snowflake Logo

Unlock the potential of Snowflake's Data Cloud with open data access between Snowflake and Salesforce, meaningful analytics, and security that drive your teams forward.​

Tableau logo

Our Tableau experts empower businesses with intelligent predictions, recommendations, and flows to uncover data-driven answers to urgent questions.

Slack logo

With moment-by-moment insights surfaced in Slack, teams can share and take action on customer data at scale from Salesforce and other apps and systems without having to click away.

Mulesoft logo

Access real-time customer insights and manage relationships within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

Ready To Talk?

Let's discuss your goals and how we can help you achieve them with Salesforce Data Cloud implementation and consulting services.