Turning Data into Revenue: Real-Time Upsell Triggers from Off-Platform Insights

One of the most powerful ways to unlock value from Data Cloud is to connect it with operational data from your business — especially data that lives outside Salesforce. In this short demo, I walk through a common SaaS scenario where license usage data from a proprietary application is used to trigger timely follow-up by the account team.

This example shows how Data Cloud can be used to unify backend insights with CRM actions — helping teams engage at just the right moment, without ever leaving Salesforce.

Watch the live demo below to see how license usage data can trigger an upsell follow-up, create a task for the rep, and feed into reporting and campaign tracking — all with zero manual intervention.

Have a use case you’re trying to map to Data Cloud? I’m always happy to chat or point you toward others working on similar solutions — feel free to reach out.