Unify customer data into live 360° profiles to guide smarter
campaigns and personalization.
Our Clients
Our customer data platform unifies fragmented customer data in real time into a single source of truth that removes silos across sales, marketing, and service. With our CDP solutions, your teams get configurable pipelines, customer identity rules, and prebuilt connections to segment, personalize, and measure results. Our customer data platform implementation includes:
Creates a persistent customer view for all teams. It unifies identity, behavior, purchases, product use, support, preferences, and consent into a 360° profile and single source of truth. Identity resolution across devices lets business teams use the same record.
Streams and batches data from web, apps, POS, CRM, ERP, and warehouses into one model. It standardizes and validates fields as data flows in from each source. This keeps analytics, journeys, and reporting aligned across channels.
Builds audiences from traits, behavior, and simple predictive signals. It updates segments in real time and syncs them to connected tools. As a result, messages and offers reflect customer behavior across channels.
Estimates likelihood to buy, risk of leaving, and level of engagement. It feeds these signals into personalized campaigns and product experiences. This guides timing, channel, and content so each interaction matches the context.
Applies consent, minimal data use, and access controls from capture through delivery. It provides lineage and auditable logs to support reviews and regulations. This keeps governance strong without slowing teams.
Connects Salesforce, email, mobile, ads, analytics, and service tools via connectors and APIs. It sends profiles and segments into daily systems. It allows teams to run journeys, update records, and speed reporting while reducing manual work.
Let’s discuss how unified profiles drive sharper segments, clearer analytics, and real-time personalization.
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Start by collecting customer data from sites, apps, stores, and back-office systems. Set up tracking plans and pipelines that validate structure and permissions, then pass clean events downstream.
Unify identities into a single, persistent profile that updates with every interaction. Apply clear match rules to stitch devices, emails, and accounts into one customer view.
Enforce privacy and quality so teams can trust and reuse data everywhere. Put controls in at collection and carry them through to each destination with auditable policies.
With profiles and controls in place, you activate audience segments and triggers across channels for real-time data activation. Messages and in-product experiences respond to behavior in the moment.
Finally, you measure outcomes and refine models and journeys as patterns change. Shared dashboards and tests show what works and guide the next step.
A Practical Guide to Building Unified Customer Intelligence with
AI & Salesforce Data Cloud
The platform groups customers by behavior, value, and interests using built-in models or your data science. Segments refresh in real time as people browse or buy, keeping campaigns timely across email, mobile, ads, and the web.
Connectors and APIs sync profiles, traits, and events with CRM, ERP, analytics, email, mobile, and ad platforms. Reverse ETL and webhooks keep tools in step, and SDKs make collection simple for web, apps, and servers.
Dashboards track acquisition, retention, revenue, and key journey steps with filters teams can share. You can compare segments, spot issues early, and move from metrics to profiles to see what to adjust next.
Encryption, access controls, and data minimization protect customer information in motion and at rest. Customer permissions and regional storage are applied automatically, and clear logs make reviews straightforward.
Unified 360° customer view
One profile with identity, events, preferences, and consent.
Real-time segmentation and activation
Automated segment updates that trigger the next step.
Data governance and compliance
Provides access control and aligns with standard compliances such as CCPA and GDPR.
Seamless integration with CRM, ERP, and marketing tools
Sync profiles and segments to run journeys, update records, and track results.
Industry
Manufacturing
Technologies:
Unity3D, Mixed reality, .Net, Node.js
Challenges:
Business impact:
Client:
Tinsley Equipment Company LLC.
Industry
Manufacturing
Technologies
Salesforce Lightning Web Run Time, SSIS, Oracle SR, Oracle EBS
Challenges
Business impact
21+ years and 120+ experts delivering data, analytics, and integration
Enterprise-scale customer data platform deployments with measurable outcomes
Partnerships across Azure, AWS, Databricks, Snowflake, and leading customer data platforms
Packaged delivery with clear milestones and ROI
Privacy by design with consent workflows, governance, and audit support
A Customer Data Platform (CDP) is software that unifies first-party customer data from multiple sources into persistent, real-time profiles for activation, analytics, and personalization.
You can start seeing value when priority sources are connected and first use cases go live, such as abandoned cart recovery, churn prevention, or cross-sell audiences. Teams typically start small and expand in phases.
A CDP is different because it unifies event-level data from many systems into a persistent profile for activation. A CRM centers on sales records and workflows. A DMP focuses on anonymous audiences for ads with short-lived data.
A CDP can integrate through prebuilt connectors, APIs, and reverse ETL to sync profiles, traits, and segments with Salesforce, ERP, analytics, email, mobile, and paid media tools.
Marketing, growth, service, product, analytics, and sales benefit by sharing a single customer view, running consistent journeys, and measuring impact with the same trusted data.
Retail and ecommerce, banking and insurance, telecom and media, travel and hospitality, healthcare, and manufacturing use CDPs to drive acquisition, engagement, and retention.
AI enhances a CDP by predicting likelihood to buy, risk of leaving, and next best action, creating dynamic audiences, and powering content and offer personalization that adapts in real time.
Implementation complexity depends on data sources, identity resolution rules, and governance needs. A phased approach with clear use cases reduces risk and delivers early wins.
ROI comes from higher conversion and retention, lower media waste, improved customer lifetime value, and faster analytics. We baseline current metrics and quantify impact by use case.
Align data, marketing, and product on a platform that keeps data reliable and compliant.
Move from fragmented data to a single customer view that drives action.
