One customer profile, enriched and in sync
Your CRM, ERP, billing and marketing data matched into one profile, filled in from outside sources, kept in sync between systems, and used to find new accounts that look like your best customers.
What we do
Most companies already have the customer data they need. It is just in the wrong places.
- Unified customer view We match accounts, contacts, orders, invoices and service history from your systems into one profile. Sales, finance and service look at the same customer.
- ERP and billing integration Your CRM and your ERP share orders, invoices and payment status. A deal is entered once, and finance sees it straight away.
- Data quality and enrichment We merge duplicates and fill in company data and contacts with tools such as Clay and Amplemarket. Your best customers also show where to look next: similar companies you do not work with yet.
- CRM data that stays up to date Records update from calls, emails, enrichment sources and your other systems, without anyone retyping. Your team stops spending Friday afternoons cleaning the CRM.
Your customer data, connected and put to work
We connect the systems that hold customer data, match them into one profile, fill the gaps and use your best customers to find the next ones.
- CRMAccounts, contacts, opportunities
- ERP and billingOrders, invoices, payment status
- MarketingCampaigns, forms, web visits
- Outside sourcesCompany data, contacts, buying signals
- Records matched, duplicates merged
- Gaps filled and kept fresh
- Lookalike prospects: new accounts that look like your best customers
- Data kept in sync between CRM, ERP, billing and marketing
- Grounding for your AI agents
Related cases
See all cases- Professional services
360°view of customers Training, cases and marketing on one customer view Marketing Cloud Growth, Data 360 - Financial services
One database for sales, service and marketing to brokers Every broker visit tracked, every sales round mapped Sales Cloud, Service Cloud, Salesforce Maps, Marketing Cloud - Financial services
Salesforce First IT renewal with client processes in one platform A full IT renewal, Salesforce first, standard before custom Sales Cloud, Service Cloud, Experience Cloud, CPQ - Manufacturing
Adopted the CRM sales managers use to run their teams From an unused CRM to the sales cockpit Sales Cloud, Marketing Cloud Next - All casesFilter by industry, offering and productSee all cases
Questions we get on calls
Which ERP and billing systems do you connect?
Tell us what you run and we will tell you how we would approach it. The goal is always the same: make the right data available to the right person at the right time.
Is enrichment GDPR compliant?
It has to be. We agree with your DPO which data you may keep and why, and we document every source. Your DPO sets the policy; we make the CRM follow it.
How do you decide which AI model may see our data?
Per use case. We write down which data the agent needs, which model processes it and where, and who signs off. In regulated sectors we map it against the EU AI Act obligations that apply to you.
How do we know if our data is good enough?
Start with the Data, AI and governance readiness scan. It tells you what is ready, what is missing and which use case to start with.
Do we need Salesforce Data 360?
Not always. If the data your teams and agents need already lives in the CRM, you may not. If it lives in several other systems, Data 360 is one way to bring it together. We tell you which fits before you buy anything.
Where does your customer data live today?
List the systems that hold customer data. We will tell you what we would connect first and which use case would pay off soonest.
