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Focus: Salesforce Data Cloud + Tableau
Trend: Unifying disparate data sources (Snowflake/BigQuery) into Salesforce without the cost and risk of moving data (Zero Copy).

Client: A Multi-Channel Retail Enterprise (USA/Global).

The Challenge: Customer data was siloed across a website, a mobile app, and a legacy ERP. Marketing campaigns were generic because the team couldn’t see a “Single Source of Truth” in real-time.

iQuantix Solution: Using Salesforce Data Cloud, we established a Zero Copy architecture. We connected their external data lakes directly to Salesforce, allowing real-time data activation without expensive ETL processes. We then layered Tableau Pulse on top to provide executives with AI-generated “digestible” insights on customer churn and purchase trends.

Results:

360-degree Visibility: Unified 5+ million customer profiles in under 4 weeks.

30% Higher Conversion: Marketing campaigns became hyper-personalized based on real-time browsing behavior.

Reduced Tech Debt: Eliminated the need for complex, manual data sync scripts.

Real-Time Personalization via “Zero Copy” Integration

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