In this blog series for Data cloud we are going to deep dive into various facets of the Data Cloud, exploring its features, functionalities, and much more.
Setting the Scene
Imagine working with a company that sells sports equipment and manufactures Ebikes. This company, which we’ll call Tech Chron Group, operates several lines of business under one main brand. Among these are sub-brands like SChron which is specialized in sports equipment and Ebikes which focuses on bikes for daily commuting and other activities.
Data Sources at Play
To achieve TC Group’s customer-centric goals, we’ll be utilizing data from multiple sources. Here’s a breakdown of the data we’ll be configuring:
1. Salesforce CRM:
– Contains data related to Ebikes purchases.
– Cases created post customer purchases and interactions.
| Source System | Entity | Description |
| CRM | Contact | Customer demographic attributes and their contact details. |
| Products | List of products that the company is selling | |
| Orders | Orders made by customers | |
| Order Line Items | Related details about the order and information related to the products | |
| Case | Service requests created by the customers |
Contact
Products
Order Line Items
Cases
2. S3 Platform:
– Information for SChron retail brand selling sports equipment.
| Source System | Entity | Description |
| eCommerce | Customer Profile | Customer demographic attributes and their contact details. |
| Online Orders | Sales information including the details of the order type, status and other details | |
| Offline Orders | Offline sales information including the details of the order type, status, store and other details | |
| Order Line Items | Includes the details related to the orders |
Customer Profile
Online Orders
Store Orders
Order Line items
3. Marketing Cloud:
Holds subscriber information and engagement details for marketing campaigns.
| Source System | Entity | Description |
| Marketing Cloud | Subscriber | Customer demographics details including email, Birth date and other information |
| Engagement | Customer engagement details like sent, clicks and open actions |
Subscriber
Engagement
Our Objectives
TC Group’s vision is to combine data from these three systems to create a comprehensive view of their customers. Here’s what we’re aiming to achieve:
Unified Customer Profiles: By integrating data from the CRM, S3, and Marketing Cloud, DT Group will be able to create detailed profiles for each customer. These profiles will encompass purchase history, case interactions, and marketing engagement.
Customer Segmentation: With unified profiles, TC Group can segment customers based on various factors such as cases created, cross-entity purchases, returned orders, and more. This segmentation will enable more targeted and effective marketing strategies.
Insight Generation: Analysing the integrated data will provide TC Group with valuable insights into customer behaviour and preferences. These insights will empower the business to make informed decisions and tailor their offerings to better meet customer needs.
What’s Next?
Through the integration of Salesforce Data Cloud with their existing systems, TC Group is poised to transform how they understand and engage with their customers. Over this blog series, we’ll delve into the step-by-step process of achieving these objectives, highlighting best practices, tips, and the incredible potential of the Data Cloud.
Stay tuned as we explore the powerful capabilities of Salesforce Data Cloud and guide you through creating a unified, insightful, and customer-centric approach to business.
Let the journey begin!
