I think big thoughts, sometimes.
Turning Data into Revenue: Real-Time Upsell Triggers from Off-Platform Insights
In this demo, we showcase how Data Cloud can unlock valuable insights from off-platform data to drive revenue through proactive customer engagement. Watch as we walk through a real-world use case, where license usage data triggers an upsell follow-up task directly in Salesforce, streamlining sales processes and improving customer retention.
Architecting Data Cloud Use Cases: 6 Steps From Data Sources to CRM Activation
This guide outlines a practical six-step approach to designing Salesforce Data Cloud solutions—from identifying key use cases and sourcing data to modeling, harmonization, segmentation, and activation in CRM. It emphasizes cross-functional collaboration and iterative design to ensure data investments translate into meaningful business outcomes.