Data that drives decisions
Your Salesforce org is full of valuable data — but without the right architecture, it stays locked away. We've unified disconnected data sources into actionable Data Cloud instances and built reporting that leadership actually uses.
From Data Cloud implementations to custom dashboards and complex data models, we build analytics that scale.
Salesforce Data Cloud
Unify data from Salesforce, external systems, and third-party sources into a single real-time customer profile. Data Cloud powers personalization, AI, and analytics across your entire stack — but only if the data model is right.
Ingestion & Governance
- Connect CRM, ERP, marketing platforms, and cloud storage (S3, Azure, GCP)
- Identity resolution, data harmonization, and quality rules
- GDPR/compliance frameworks, retention policies, and master data strategy
Activation & Insights
- Calculated insights, segmentation, and real-time personalization
- Cross-cloud activation across Marketing, Service, and Sales
- Customer lifetime value, churn prediction, and next-best-action
CRM Analytics (CRMA)
Interactive dashboards and predictive analytics built directly in Salesforce. We focus on dashboards people actually use — role-specific views, embedded on the pages where decisions happen.
Dashboards & Data Prep
- Executive, sales, service, and industry-specific dashboards
- Multi-source data blending, trending, and performance tuning
- Embedded analytics on record pages with drill-down and filtering
Predictive & Discovery
- Einstein Discovery model building and automated insights
- Forecasting, trend analysis, and anomaly detection
- What-if scenario planning with role-based access
Custom reports & dashboards
Not everything needs Data Cloud or CRM Analytics. Sometimes you need well-designed native reports and dashboards — the kind that actually get looked at every morning.
Reports & Dashboards
- Cross-object reports, custom report types, and scheduled distribution
- Dynamic dashboards with running user context and mobile layouts
- Folder governance, naming conventions, and performance optimization
Common use cases
- Sales pipeline, forecasting, and opportunity conversion funnels
- Service case analytics and SLA compliance tracking
- Rep productivity, activity tracking, and engagement metrics
Data modeling & object architecture
Bad data models are behind most scaling problems. We architect objects, relationships, and data structures that support both operational efficiency and analytical flexibility from day one.
Architecture & Governance
- Custom objects, junction objects, external objects, and big objects
- Validation rules, duplicate management, and field-level security
- Data skew detection, index strategy, and SOQL performance tuning
Migration & Transformation
- Legacy system mapping, ETL design, and cleansing/enrichment
- Test migration, production cutover, and post-migration validation
- Archival strategies and data retention policies