Salesforce Data 360 Consultancy

Strategic and technical expertise to connect, structure, unify and activate customer data through Salesforce Data 360.

We help organisations move beyond fragmented data and disconnected systems to create a clearer, more usable foundation for marketing.

Talk to a Data 360 specialist

Salesforce Marketing Cloud Specialists

01 Named as a priority partner for Salesforce Marketing Cloud Next

02 Delivering marketing projects with Salesforce since 2010

03 We hold over 50 Marketing Cloud certifications

04 Supported the launch of Pardot to the European market

Data 360 consultancy

Deep Data 360 expertise, from architecture to execution

Smarter strategy

Data Strategy, Readiness & Architecture

We help establish what Data 360 needs to deliver for your organisation.

We assess your existing data landscape, Salesforce environment and marketing requirements before defining priority use cases and the architecture needed to support them.

Areas of expertise:

Current-state data audits
Source system assessment
Data architecture design and space strategy
Implementation roadmaps and prioritisation
Governance and ownership models

Let’s Talk

Smarter configuration

Integration, Data Modelling & Identity

Once the architecture is defined, we design and configure how data enters Data 360, how different sources relate to one another and how customer and account records should be unified.

Our technical consultants work across the underlying data structures and integrations to create a foundation that can support your downstream marketing requirements.

Areas of expertise:

Data source integration and ingestion
Data stream configuration
Data lake object mapping
Data model object design and mapping
Individual and account modelling
Identity resolution rules
Match and reconciliation logic
Data transformation and validation
Consent and governance requirements

Let’s Talk

Smarter activation

Segmentation, Activation & Optimisation

A strong data foundation should make it easier for teams to identify audiences, activate data and support more relevant customer experiences.

We help translate marketing requirements into the segments, insights and activation processes that sit on top of Data 360, while making sure the underlying architecture can continue to scale.

Areas of expertise:

Audience and segmentation design
Calculated insight requirements
Marketing Cloud & CRM activation
Campaign and journey data requirements
Data quality monitoring, testing and validation
Technical optimisation
Ongoing Data 360 support

Let’s Talk

We get it

Solve the challenges behind your customer data

01 Customer data is fragmented across your technology CRM, marketing, digital, event and other customer data often sit across multiple platforms with different structures, identifiers and levels of quality. 02 Different systems tell different versions of the customer story Duplicate records, inconsistent identifiers and disconnected datasets make it difficult to build a reliable view of individuals and accounts. 03 Data exists, but marketing struggles to use it Connecting data creates little value if marketers cannot turn it into audiences, insights or action.

"Clevertouch have resource and expertise in areas that we do not. They take our challenges and carry them forward to get to an agreed outcome that supports our objectives."

"Having worked with Clevertouch for nearly a decade, I know I can always count on them to support me with the most creative and sophisticated Marketing Technology-fueled campaigns. Whether it's design, strategy or technical execution, Clevertouch always comes through."

"In Clevertouch we trust."

"We trust you so much that we're willing to just say, let's go ask Clevertouch to figure this out. You are an industry leader, not just of tooling, but of best practices and thought process. I can go to you knowing I'll get an unbiased view - just the right way of doing things."

"You understand our business, you really understand the technology. You are a trusted partner."

Let's talk

Talk to a Salesforce Data 360 consultant

Turn connected data into usable marketing intelligence.

A successful Data 360 implementation depends on the detail beneath the customer profile.

Whether you’re assessing Data 360, preparing for implementation or looking to improve an existing environment, our specialists can help you build the right data foundation and put it to work.

Explore our Marketing Cloud expertise

Marketing Cloud Account Engagement (Pardot)

Get more from Account Engagement (Pardot)

From platform configuration and lead management to Salesforce integration, automation, reporting and optimisation, we help B2B marketing teams improve how Pardot supports demand generation and revenue.

Platform audits, optimisation and migration support
Lead scoring, grading and lifecycle design
Automation rules and engagement programmes
Data, consent and segmentation configuration
Salesforce CRM integration and field mapping

Learn more

Marketing Cloud Advanced

Build your next generation of marketing automation

We help organisations plan, implement and optimise Marketing Cloud Advanced, bringing together data, automation, journeys and Salesforce CRM within a scalable marketing architecture.