Salesforce Summit Partner · Snowflake Premier Partner

Salesforce Data 360 Implementation Partner

Your customer data lives in Salesforce, your data warehouse, your ERP and a dozen other tools, and none of them agree on who the customer is. SaasWorx implements Salesforce Data 360 (formerly Data Cloud) to connect those sources into one unified customer profile. Sales, service, marketing and Agentforce all act on the same live data, without copying it from one system to another.

Book a Consultation View Our Data 360 Services →

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Trusted By

Growing Companies Worldwide

Our Salesforce Data 360 Services

Everything You Need to Unify, Activate & Scale Customer Data

From the first use case to AI agents running on live customer data, SaasWorx covers every phase of your Salesforce Data 360 implementation. Our certified Salesforce and Snowflake consultants build Data 360 around the decisions your teams need to make, not around a generic data model.

SaasWorx Salesforce Data 360 (Data Cloud) Implementation Services

Data 360 Strategy & Use Case Design

We identify the use cases that pay back first, such as churn alerts, next-best offers or service context, and map the data each one needs. You get a Data 360 roadmap tied to business outcomes before any build starts.

Start here

Salesforce Data 360 Implementation

Set up data streams, connectors, data model objects and calculated insights correctly from day one. Data from Sales Cloud, Service Cloud, Marketing Cloud and your ERP lands in one governed customer data platform.

Core delivery

Zero Copy with Snowflake & Data Lakes

Connect Data 360 to Snowflake, Databricks, BigQuery or Redshift with zero copy, so data stays where it lives and is still usable in Salesforce. As a Snowflake Premier Partner, we design both sides of the connection.

Zero copy

Identity Resolution & Unified Profiles

Configure match and reconciliation rules that merge duplicate records into one unified customer profile. Every team sees the same customer, whether they first came in through a web form, a store or a sales call.

Unification

Segmentation & Activation

Build audience segments on live data and activate them in Marketing Cloud, ad platforms and other channels. Campaigns reach the right customers without exporting lists between tools.

Activation

Data 360 for Agentforce

Ground Agentforce agents in unified customer data so their answers and actions reflect each customer's real history. Better data in means more accurate agents and fewer handoffs to people.

AI & Agentforce

Data 360 for Sales & Service

Surface calculated insights, engagement history and data actions inside Sales Cloud and Service Cloud. Reps and agents see what matters about each customer without leaving the record.

CRM

Analytics & BI with Tableau

Connect Data 360 to Tableau and CRM Analytics for customer lifetime value, retention and segment performance. Leadership gets customer metrics that match what front-line teams see.

Analytics

Data Governance & Consent

Set up data permissions, consent tracking and data retention policies inside Data 360. Customer data stays usable for your teams and compliant with privacy rules.

Governance

Industries We Serve

Salesforce Data 360 Built for Your Industry's Customer Data

A retailer's loyalty data, a lender's applicant data and a SaaS company's product usage data each need different models and match rules. We bring industry-specific data models and use cases to every Data 360 engagement, so your customer data platform reflects how your customers actually engage from the first sprint.

Talk to an industry specialist →

Salesforce Data 360 solutions across industries

Salesforce Data 360 for retail and consumer goods

Retail & Consumer Goods

Unified shopper profiles across ecommerce, stores and loyalty, with segments activated for personalized offers and campaigns.

Salesforce Data 360 for hospitality and QSR

Hospitality & QSR

POS, app, loyalty and guest feedback data combined into one guest profile for targeted promotions and franchise-level insight.

Financial Services

One view of each customer across lending, deposits, insurance and service interactions, with consent tracked in one place.

Healthcare

Patient and member engagement data unified across touchpoints to support outreach, service and care coordination.

Salesforce Data 360 for high tech and SaaS companies

High Tech & SaaS

Product usage, support and billing data joined to CRM records to flag churn risk and expansion opportunities early.

Real Estate

Buyer and tenant journeys connected from first inquiry to booking, payments and service, across sales and CRM systems.

Manufacturing

Dealer, distributor and installed-base data unified with CRM records for better account planning and aftermarket sales.

Ready to Give Every Team and AI Agent the Same Customer View?

Talk to SaasWorx about implementing Salesforce Data 360 across your CRM,data warehouse and business systems.

Book A Consultation

Case Studies

Salesforce Data 360 Delivered Real Results, Real Clients

From grounding Agentforce in a unified Customer 360 profile to real-time segmentation across CRM and Data Cloud, here is what SaasWorx has built to connect customer data for organizations across industries.

Snowflake Document AI document comparison

Travel Technology & Corporate SaaS

Contextual Support, Unified Data: Deploying Agentforce Powered by Data Cloud

Founded in the mid-1990s, this SaaS provider offers a powerful travel data management and analytics platform designed specifically for corporate travel...

Snowflake Fivetran dbt data transformation

Biotechnology & Life Sciences

Driving Data-Driven Growth with Salesforce Marketing Cloud

The client is a Philadelphia-based biotechnology company specializing in next-generation RNA silencing and regulation technologies. Founded in 2015...

Real Estate & Property Development

Driving Data Transformation with Snowflake, Fivetran & dbt

The client is a leading real estate organization with operations spanning Sales, Collections, CRM, EPC (Engineering, Procurement, and Construction)...

FAQs

SaasWorx is a Salesforce Summit Partner and a Snowflake Premier Partner, with certified consultants and a team in the United States. Because we implement both platforms, we design your Data 360 setup and your data warehouse as one architecture instead of two separate projects.

SaasWorx connects Data 360 to Snowflake with zero copy, so your data stays in Snowflake and is still available in Salesforce for segments, insights and Agentforce. You avoid building and maintaining pipelines that copy the same data twice.

Yes. SaasWorx connects Data 360 to your current Sales Cloud, Service Cloud and Marketing Cloud data, then adds the sources that are missing. Your teams keep working in the Salesforce screens they already use, now with a fuller customer view.

SaasWorx sets up connectors and data streams for websites, mobile apps, POS systems, cloud storage and data lakes such as Databricks, BigQuery and Redshift. Each source is mapped to the Data 360 data model and matched to unified customer profiles.

Yes. SaasWorx grounds Agentforce agents in Data 360 so they answer and act using each customer's unified history, not just the fields on one record. This is often the first use case teams launch after Data 360 goes live.

SaasWorx implements Data 360 for retail and consumer goods, hospitality and QSR, financial services, healthcare, high tech and SaaS, real estate and manufacturing. Each engagement starts from how customers engage in that industry.

SaasWorx places insights and segments where people already work: on the Salesforce record, in marketing journeys and in dashboards. Role-based training for marketing, sales and service teams covers the decisions each one makes with the data.

SaasWorx managed services cover new data sources, segment and insight updates, Salesforce release changes and user support on a flexible retainer, so your Data 360 setup grows with your use cases.

Yes. SaasWorx connects Data 360 to Oracle NetSuite, SAP and other ERPs through MuleSoft, native connectors or your data warehouse. Orders, invoices and payment history become part of each customer profile.

SaasWorx is a AI first Consulting Firm focused on digital & data transformation along with our partners Salesforce, Snowflake and Oracle NetSuite. We currently operate in North America, India, UAE, Africa, and Singapore.

Contact & Email

USA: +1 737 280-2878

Industries

Solutions