Salesforce Implementation
Growth
Assessment Service
Custom Trainings
Slack
Change Management
When Carla noticed that in her company the budgets weren’t stretching, digital campaigns were failing, and customers were leaving without explanation, she decided it was time to bring order. She contacted us and decided to implement Data Cloud, unifying all her company’s data including profiles, events, and transactions into a single golden record. Thanks to this, she was able to see who each customer was, their history, and their behaviors. Information stopped being fragmented, and the metrics finally started to make sense.
With that foundation, they deployed Sales Cloud to professionalize the pipeline: leads were classified with automatic scoring (after a configuration process), more efficient flows were defined (lead → opportunity → closing), and the sales teams stopped chasing gut feelings and focused instead on real signals. Forecasting became more accurate, and sales priorities became actionable.
At the same time, with Service Cloud they managed to centralize support through omnichannel cases, SLAs, and a knowledge base that not only resolved customer issues but also fed Data Cloud. Every incident became a source of learning. For example, products generating many inquiries alerted the entire business, and everyone had visibility into what was happening with each product.
The marketing department leveraged this data with Marketing Cloud: real segments were transformed into personalized journeys, A/B tests, and multichannel activations that increased engagement and ROI.
To ensure all this didn’t end up buried in spreadsheets, Tableau delivered role-based dashboards with clear KPIs and real-time accessibility, making all information digestible and organized.
Finally, they integrated Slack so that team alerts and decisions could flow and everyone could stay informed: automatic notifications for VIP customers, team channels to review dashboards, and the ability to turn insights into immediate tasks.
All of this was implemented in phases (hyperlink to a page about our golden badge implementation method), prioritizing quick wins, training teams, and establishing data governance. In just a few months, assumptions gave way to measurable decisions: higher conversion, lower churn.
Today, Carla’s company doesn’t guess. It decides with data. And the results are real.
