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.