Salesforce Data 360
Use Salesforce Data 360 to connect data centrally. Optimize your marketing, sales, and service processes through data-driven decisions and increase the efficiency of your entire company.
Salesforce Data 360 – the leading CRM for your data
Salesforce Data 360 (formerly Salesforce Data Cloud) brings your data together in one place – intelligently, securely, and always up to date. It connects information from internal systems, external data lakes, and unstructured data such as emails, PDFs, and images. This creates unified data instead of silos, allowing you to better understand your customers, respond more quickly to their needs, and work more efficiently across departments.
Thanks to its open architecture, Data 360 integrates seamlessly into your existing systems, regardless of data format. Zero-copy integrations in Snowflake and Databricks enable direct data access without copies or delays. Features such as identity resolution, data modeling, segmentation, and activation improve data quality, automate processes, and create personalized customer experiences in real time – with measurable added value.
Our team supports you from strategy and licensing to implementation and integration – so you can unlock the full potential of your data.
Florian Gehring
Florian Gehring is your expert for the strategic introduction of Data 360.
more accurate sales forecasts thanks to integrated, consolidated data
faster lead generation thanks to marketing automation with Data 360
higher engagement through personalized website content with Data 360
Use Cases
More informed insights with Salesforce Data 360
Salesforce Data 360 brings your data together intelligently and in real time. Discover practical use cases showing how companies are leveraging their data, optimizing processes, and personalizing the customer experience.
Completing and segmenting customer profiles
Completing and segmenting customer profiles
Data from web tracking, IoT, or service systems flows into a customer profile. The system automatically recognizes the life cycle status and segments target groups – for targeted actions such as offers or cross-selling.
Automating lead scoring and prioritization
Automating lead scoring and prioritization
Your leads are automatically scored based on behavior, interactions, or characteristics. Highly rated leads go directly to the appropriate sales representatives. This allows your team to respond faster and increase the closing rate.
Predictive next-best action
Predictive next-best action
Machine learning predicts the next logical action – offer, reminder, or service suggestion. The CRM displays recommendations so that your employees can take targeted action.
Churn prediction and customer retention
Churn prediction and customer retention
The system uses data to identify churn risks early on and automatically initiates appropriate measures such as bonuses or reminders. This keeps your customers active and loyal.
Service reminders and proactive service
Service reminders and proactive service
Usage data triggers timely reminders for maintenance or inspections. Your customers are contacted early, service slots are filled, and revenue is increased.
Cross-channel journey orchestration
Cross-channel journey orchestration
With consolidated data from CRM, website, app, and social media, you can orchestrate automated multi-channel campaigns – via email, push notifications, SMS, or display ads. This creates a consistent customer journey.
Lookalike and acquisition campaigns
Lookalike and acquisition campaigns
Based on the most successful customer profiles, the platform identifies similar target groups (lookalikes) and activates them directly in advertising channels. This allows you to gain new, high-quality leads with similar characteristics.
360-degree service case management
360-degree service case management
When support requests come in, Data 360 automatically provides the complete customer context. Your employees respond faster, wait times are reduced, and solutions are found on the first contact.
Optimizing targeted cross- and upselling
Optimizing targeted cross- and upselling
The platform recognizes additional potential and displays recommendations in CRM or sales. This allows you to take advantage of opportunities for additional sales more efficiently.
Services
Our services for Data 360
As a full-service partner, Salesfive offers you a complete range of services for Salesforce Data 360 – from consulting and implementation to ongoing support and user training. True to the motto: nothing is impossible!
Process and technology consulting
We analyze your business processes, identify potential for optimization, and develop a clear approach. The goal is to increase your efficiency and achieve measurable improvements.
License distribution
We advise you on the right licensing model and procure Salesforce licenses at attractive terms. In doing so, we ensure that costs and benefits are optimally balanced.
Implementation and integration
Our certified experts configure Salesforce Data 360 close to the standard, integrate it into your existing IT landscape, and ensure stable operation.
Individualization
If your requirements go beyond the standard, we develop tailor-made extensions. Our team of developers ensures that your Data 360 fits your business perfectly.
Managed services
Optionally, we can take care of the administration, further development, and ongoing operation of your Data 360. This allows you to concentrate fully on your core business.
Training
Our Academy prepares your employees for Salesforce. We support you with individual training and large group concepts – even without a joint ongoing Salesforce project.
Salesforce CRM platform
Stronger in combination with other clouds
Consolidation, structuring, analysis: as the uniform database for your Salesforce platform, Data 360 only unleashes its full potential when used in conjunction with other Salesforce Clouds.
Integrations
Seamlessly connected to your core systems
We seamlessly integrate Data 360 into your IT landscape – from ERP and CRM to marketing automation and analytics. Our integration and data automation practice designs a scalable data architecture and automates end-to-end data flows. The result: consistent customer data, less integration effort, and faster time-to-value.
FAQ
You have the questions – we have the answers
We know that digitization projects are complex. That’s why we’ve compiled and answered the most frequently asked questions for you.
Salesforce Data 360 (formerly Salesforce Data Cloud) is a scalable data platform that is natively integrated into Salesforce. It combines data from various sources to create a unified, reliable 360-degree view of customers.
Data 360 processes structured and unstructured data, such as CRM and ERP data, log or telemetry data, emails, documents, social media data, or images. Thanks to connectors and zero-copy integrations, data can be used directly where it is stored, for example in data lakes.
Data 360 combines the strengths of different approaches: it is natively embedded in Salesforce, uses the metadata framework, and enables real-time analytics directly in business applications. At the same time, it remains open to external systems and connects to existing data lakes or warehouses via zero-copy connections without duplicating data.
This means it combines operational use in apps, automations, or AI with analytical depth, governance, and scalability.
Companies use Data 360 to harmonize customer data, create segments, personalize content, and activate data in real time. It supports data-driven processes and AI models such as Einstein and Agentforce, and provides a central basis for dashboards, analyses, and automation.
The costs essentially consist of three components: actions in Data 360 consume so-called credits. There is a monthly fee per terabyte of stored data. Add-ons for special functions such as Data Spaces or additional modules are also charged.
New pricing structures allow Salesforce data to be fed in free of charge and offer a more flexible credit model. Since the price depends on usage, data volume, and range of functions, we recommend requesting a customized quote. We would be happy to assist you in selecting the right license.
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