Yet most of this data remains trapped across disconnected systems, applications, and platforms. These data silos prevent teams from gaining a complete view of their customers and limit the effectiveness of CRM, analytics, and artificial intelligence initiatives. Without unified data, personalization efforts fall short and AI outcomes lack accuracy and trust.
This white paper from Salesforce Professional Services explains how organizations can unlock trapped data and build a 360 degree view of their customers using Salesforce Data Cloud. The guide shows how connected, unified data enables trusted AI and personalized experiences across sales, service, marketing, and commerce.
Rather than treating data as a backend concern, the paper positions data strategy as the foundation for CRM innovation and AI success.
You will learn how:
Disconnected data limits personalization and AI effectiveness
Organizations use an average of over 1,000 applications, with only 29 percent integrated
Salesforce Professional Services helps unify enterprise data with Data Cloud
Data Cloud connects CRM and external data into a single source of truth
Unified data enables trusted generative AI powered by the Einstein 1 Platform
Clean data improves accuracy, relevance, and governance for AI outcomes
Clear ownership and roles accelerate Data Cloud implementation
Business goals must drive Data Cloud strategy and roadmap planning
The white paper outlines a practical approach to implementing Data Cloud. It begins by aligning business goals with data strategy and establishing a cross-functional implementation team. Key roles include executive sponsors, project managers, enterprise architects, business owners, data subject matter experts, and Salesforce administrators. This structure ensures data initiatives stay aligned with both business priorities and technical requirements.
Sales use cases show how unified data improves productivity and deal velocity. By connecting CRM data with web engagement and transaction history, sales teams gain proactive alerts when customers show intent to buy. Automated lead creation, real-time notifications, and enriched customer profiles help sellers focus on the most promising opportunities.
Service teams benefit from proactive engagement powered by unified data. By combining service history with web engagement and telemetry data, organizations can identify customers at risk of churn and intervene earlier. Automated case creation and alerts ensure agents respond quickly, improving customer satisfaction and reducing attrition.
Marketing teams use Data Cloud to create high-value audience segments and deliver personalized journeys. Unified data enables marketers to act on real-time signals, refresh content dynamically, and automate campaigns based on customer behavior across channels. This leads to improved engagement, higher conversion rates, and better campaign performance.
Commerce use cases focus on increasing conversion rates and average order value. By connecting commerce, marketing, CRM, and web data, organizations can deliver contextual product recommendations, tailored promotions, and personalized pricing. Automated triggers such as back-in-stock alerts and service case creation also improve operational efficiency.
The white paper highlights real-world impact through customer examples such as Formula 1, which went live with Data Cloud in under five months and achieved an 88 percent boost in fan satisfaction by delivering personalized fan experiences powered by unified data You’re sitting on trapped data.….
The final section explains how Salesforce Professional Services accelerates value realization. With more than 1,300 certified Data Cloud consultants and over 240 successful implementations, the team helps organizations plan, prototype, deploy, and continuously innovate with Data Cloud and AI.
This white paper is designed for data leaders, CRM owners, marketing, sales, service, and commerce executives, and IT teams seeking to unlock data, enable trusted AI, and deliver personalized customer experiences at scale.
Download the white paper from Salesforce Professional Services to learn how to unlock trapped data, unify customer insights, and deliver AI-powered experiences across your business.
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