How we combine Data Cloud & AI?
Learn how our process unifies Data Cloud and AI to deliver intelligent solutions aligned with your business goals.
Business Discovery & AI Readiness Assessment
We start the engagement with a comprehensive discovery phase to understand your organizational goals, challenges, and growth objectives. Through stakeholder workshops and requirement-gathering sessions, we identify key use cases for leveraging Salesforce Data Cloud and AI. During this phase, we ensure your business vision aligns with the technical solutions we design.
Data Strategy & Unified Architecture Planning
Our team thoroughly audits your existing data ecosystem, mapping your data sources, formats, and integration points. We outline how structured and unstructured data from CRM systems, marketing platforms, ERPs, and external databases can be unified and utilized. By defining data governance policies, ensuring data quality, and establishing a robust data architecture, we create a foundation for advanced analytics and AI-driven insights.
AI Model Selection & Business Alignment
Our AI experts tailor strategies that address your business requirements and opportunities. This includes selecting the appropriate AI models (machine learning, natural language processing, agentic AI, predictive analytics, or custom fine-tuned models) and defining their application across use cases like customer segmentation, churn prediction, or process automation. We also define desired outcomes, success metrics, and how AI-driven insights will be incorporated into your operational process.
Development & Implementation
Our experts leverage Salesforce Data Cloud to ingest, unify, and harmonize real-time data from disparate sources to build a 360-degree customer view. Further, we implement advanced AI models to analyze data patterns, predict customer behaviour, and automate decision-making processes. From predictive insights to intelligent segmentation, your business can leverage our solution to optimize marketing campaigns, sales strategy, and service delivery.
Data Activation & Personalized Engagement
Once the insights are enabled, our experts align and enable the activation of unified data across all customer touchpoints, ensuring actionable insights are embedded into your business processes. Whether it's personalized email marketing, dynamic customer service interactions, or tailored storefront experiences, we guarantee your data drives hyper-personalized engagement that increases conversions and retention.
Performance Monitoring & Continuous Optimization
Finally, our experienced professionals build reporting and analytics frameworks to enable real-time visibility into your AI and Data Cloud solutions' performance. This includes designing custom dashboards, KPIs, and predictive analytics, allowing the stakeholders to visualize results, track trends, and make data-driven decisions. This helps in the timely optimization of strategies using actionable insights and measurable results.
User Enablement & Ongoing Support
To ensure successful adoption, we provide comprehensive training programs tailored to your team's needs. This includes live training sessions, detailed documentation, and ongoing support to maximize user proficiency. We also establish feedback loops to gather user insights, enabling us to refine and enhance the system iteratively. This ensures the solution evolves in alignment with your business needs and user expectations.
