Salesforce clouds we live in

Sales Cloud

Streamline sales processes and boost your sales.

Service Cloud

Deliver service and resolve issues faster across every channel.

Marketing Cloud

Personalise journeys across email, mobile, social and paid ads.

Financial Services Cloud

Grow relationships with clients and channel partners.

Nonprofit Cloud

Manage constituent relationships, deliver services and measure impact.

Salesforce Platform

Build bespoke customisations and enterprise apps.

Our Salesforce services

Advisory Services

Strategy & planning for your Salesforce digital transformation.

Salesforce Implementation

Up and running with Salesforce aligning people, process & technology.

Salesforce Re-implementation

Salesforce platform transformation while leverage everything you already have.

Salesforce Custom Development

When out-of-the-box config & customisation is not enough.

Salesforce Support

System admin, data quality, continuous improvement & user support.

Salesforce Integration

Integrate data & orchestrate business processes across systems.

The industries we serve

Nonprofit Organisations

Do your bit towards sustainable development goals.

Wealth Management

Sell and service distribution channels and HNW clients.

Sales Agency

Manage relationships, pricing, orders & delivery all in one place.

Allied Healthcare

Manage and grow your referral base.

Membership Organisations

Sign up, engage & renew members while building community value.

Business Services

Deliver professional & field services across multiple channels.

Featured industry solutions

Payments for Salesforce

Process one-time and recurring payments on Salesforce platform.

Quickstart Solutions

Go live with Salesforce in days, not months.

Nonprofit Solutions

An array of solutions ranging from donation processing to govt reporting.

Associations and Membership Management

Manage memberships, payments & engagement on Salesforce platform.

Allied Health CRM

Manage referrals, GP records & invoices built for practice growth.

Order to Cash with Xero & Salesforce

Sync invoices, credit notes & customers between Xero & Salesforce.

Marketing Cloud and Data 360: Unlocking a True 360° Customer View

Every marketer knows the frustration of fragmented customer data. When information lives in multiple systems such as CRM, web analytics, support tickets, and mobile apps, teams lack a complete understanding of individual behaviours. That gap makes campaigns generic, limits personalisation, and risks wasting budget. By combining Salesforce Data 360 (formerly Data Cloud) with Marketing Cloud, organisations can break down silos, unify real-time insights, and deliver truly tailored experiences from first touch through post-purchase loyalty.

The Challenge of Fragmented Customer Data

Most enterprises juggle dozens of data sources. Sales records reside in one system, web activity in another, and product usage metrics in a separate platform. This fragmentation creates incomplete profiles and missed opportunities. Inconsistent records mean a customer profile updated in one system may not sync in real time with other platforms, leading to duplicate or outdated data. When behaviour data lags or is lost in silos, marketing teams cannot detect purchase intent or service churn risks. Generic campaigns target broad audiences without enough personalisation, driving down engagement and ROI. For example, a software company might notice a spike in trial sign-ups but fail to act quickly because usage logs exist outside the marketing stack. That delay allows competitors to swoop in with timely offers.

How Data 360 Bridges the Gap

Data Cloud is designed to ingest and harmonise data from every system, including Sales Cloud, Commerce Cloud, external databases, and IoT sensors, into a unified customer profile. Out-of-the-box connectors and APIs bring in first-party, second-party, and third-party data on a single platform. As events occur such as page visits, purchases, and support interactions, Data Cloud updates profiles instantly so Marketing Cloud works with the freshest insights. Advanced identity resolution logic links identifiers like email, device ID, and CRM record to build a single customer ID. With a consolidated profile, marketers can activate segments based on first-party data such as high-value subscribers, recent purchasers, and at-risk customers, laying the foundation for highly personalised journeys.

Marketing Cloud in Action with Data 360

Once Data Cloud has harmonised profiles and behaviours, Marketing Cloud brings insights to life across email, mobile, web, and advertising channels. Marketing Cloud’s Audience Builder taps unified segments and orchestrates multi-step journeys. Einstein in Marketing Cloud predicts the best content, timing, and channel for each individual based on unified engagement history, with emails dynamically populating product recommendations aligned with real-time browsing behaviour. Journeys span email, SMS, push notifications, and social ads, so if a customer abandons a cart on mobile, a follow-up email can offer a discount while a mobile push reminds them of recently viewed items. Campaign Performance Tracking connects conversions back to unified profiles, enabling marketers to attribute revenue and fine-tune segments continuously. Consider a retail example where a shopper browses winter jackets online, registers for the loyalty program, and visits a physical store. Data Cloud captures all these touchpoints and feeds Marketing Cloud, which then delivers a personalised welcome series featuring a local store event invitation and exclusive promo code.

Business Outcomes

Integrating Data Cloud and Marketing Cloud delivers measurable impact. Hyper-targeted segments boost open rates by up to 50% and click-through rates by 30% compared to generic blasts. Personalised cross-sell and upsell journeys drive repeat purchases and deepen loyalty. Closed-loop reporting identifies top-performing segments and channels, allowing budget reallocation to the highest-yield tactics. Real-time data unification eliminates hours of manual data wrangling, enabling marketers to launch campaigns in minutes instead of days. These benefits transform marketing from a cost centre into a growth engine that builds deeper relationships and drives revenue.

The Bottom Line

In today’s data-driven landscape, a true 360° customer view is not a luxury but a necessity. By harnessing the power of Salesforce Data Cloud to unify fragmented data and leveraging Marketing Cloud to activate those insights in real time, organisations can deliver seamless, personalised journeys that engage customers and fuel business growth. Unlocking that unified perspective empowers marketing teams to move from guesswork to precision and create memorable experiences at every touchpoint.

Get in touch

Please send us a note if you would like to engage us or join our team. We look forward to speaking with you!

Contact Information

Level 12, 64 York Street
Sydney 2000

+61 2 9114 1010

contactus@atlasconsulting.com.au