A single view of the customer your marketing team can actually run.
Unified customer data only helps if the people using it don’t need an engineer standing by. I build Data Cloud models and marketing automation your team can operate on their own.
Common problems
Customer data usually lives fragmented across Sales Cloud, Service Cloud, a marketing platform, and a handful of other tools — no shared identity, no agreed-upon "single customer" record. Marketing automation gets built once by a consultant and then never touched again, because the team that inherited it doesn’t understand how it works.
Identity resolution done poorly creates duplicate or conflicting customer profiles, which quietly undermines every downstream journey, segmentation, and attribution report built on top of it.
"We have customer data in five places and none of them agree."
"Marketing can’t launch a campaign without engineering’s help."
"We’re not sure our attribution numbers are even right."
Business impact
Fragmented customer data directly limits what marketing can do — personalization, accurate segmentation, and journey orchestration all depend on a trustworthy unified profile. And automation that only the original builder can maintain isn’t really automation; it’s a dependency that resurfaces every time something needs to change.
How I solve it
Data audit and identity strategy
Map every source of customer data and design the identity resolution rules that merge them into one trustworthy profile.
Data Cloud modeling
Build the data model and harmonization rules so downstream teams query one consistent customer view.
Journey and campaign build
Design automation and journeys marketing can configure and adjust without a developer.
Activation
Connect unified data to the downstream channels that need it — email, ads, service.
Typical engagement: 6–10 weeks depending on the number of data sources and complexity of identity resolution.
Outcomes from this work
across paid, email, and owned channels
- reduction in duplicate customer profiles
- campaigns marketing can launch without engineering
- week typical implementation timeline
Outcomes are drawn from anonymized client engagements; specific figures are shared on a consultation call.
This is the right engagement if…
- Your customer data spans multiple Salesforce clouds (or Salesforce plus outside tools) and you need one trustworthy customer view.
- Your current automation setup requires engineering involvement for routine campaign work.
…and probably not if
- You have a single, already-clean data source and don’t need Data Cloud’s identity resolution — a lighter Marketing Cloud build may fit better.
- There’s no internal marketing owner who will take on running the automation after handoff — worth discussing before this is scoped.
- You need it live in under two weeks — identity resolution done properly takes real discovery time.
Before you book a call
How long does a Data Cloud or marketing automation engagement typically take?
What’s the starting investment?
Do you handle identity resolution across multiple Salesforce orgs, not just clouds?
Can marketing operate the automation without engineering after handoff?
What’s your communication cadence?
Do you work with Marketing Cloud Engagement as well as Data Cloud?
Related work
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35% Administrative time reduced by+28% Cross-sell opportunities identified+18% Matter close rate improvement
Ready for one customer record instead of five?
Bring your current data sources and what marketing wishes it could do without waiting on engineering.