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Bring customer data together and put it to work

Customer information rarely lives in one place.

Sales, service, marketing and other teams may each work with different parts of the customer picture across Salesforce and the wider enterprise.

Megnity helps organizations use Salesforce Data 360 to connect that information and make trusted customer data available across analytics, AI and everyday business workflows.

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Data foundation

Start with the customer view you need

Explore Salesforce + Databricks

Connecting more data isn’t the goal by itself. We begin by understanding what teams need to know about their customers and which business processes would benefit from a more complete view.

  1. Bring customer data together

    Customer information may sit across CRM, marketing, service, digital channels, data platforms and other enterprise applications.

  2. Make customer profiles more useful

    Different systems may describe the same customer in different ways. We help bring relevant information together so profiles provide better context across workflows.

  3. Connect Salesforce with enterprise data

    We help organizations connect Data 360 and Databricks so Salesforce workflows can use relevant enterprise data.

Agentforce

Give Agentforce better context

An AI agent becomes more useful when it understands the customer and the business context surrounding the task.

We help make appropriate Data 360 information available to Agentforce so agents can work with more relevant context inside sales, service, marketing and Life Sciences workflows.

Access and permissions remain part of the design.

Explore AI agents

  • Data 360
  • Salesforce
  • Enterprise data

Agent context

  • Customer context
  • Business context
  • Access and permissions applied

  1. Sales

    Help sales teams understand the relationship

    Sales teams may need information beyond opportunities and activities stored directly in CRM.

    Connected customer data can provide additional context around the account and its interactions with the organization.

    We help bring that information into workflows where it can help sellers prepare and act.

    Explore Sales

  2. Service

    Make service interactions more connected

    Service teams benefit when they can understand what has already happened across the customer relationship.

    Data 360 can help bring relevant information together so service workflows begin with better context and customers don’t need to repeat information unnecessarily.

    Explore Service

  3. Marketing

    Support more relevant marketing

    Marketing teams need reliable customer information to understand audiences and engagement.

    We help use Data 360 to bring relevant customer and interaction data into marketing workflows so teams can build more useful segments and connected experiences.

    Explore Marketing

Life Sciences

Build for Life Sciences data

Life Sciences customer relationships can involve HCPs, organizations, commercial teams, medical teams and other stakeholders.

We help design Data 360 solutions around these relationships while considering how information should be accessed and used across different teams.

Governance and appropriate controls remain part of the data design.

Explore Life Sciences

Governance

Keep data governed

A connected customer view doesn’t mean every person or system should have access to every piece of information.

We help define how data is connected, who can access it and how it can be used across different workflows. For regulated and sensitive environments, governance, traceability and validation requirements can also be incorporated into delivery.

Explore validation and compliance

How we deliver

From scattered data to useful customer context

01

Understand

Define the customer view and business outcomes required.
02

Connect

Identify and connect the relevant data sources.
03

Organize

Bring customer information together in a usable structure.
04

Govern

Apply the appropriate access and data controls.
05

Activate

Make trusted information available across Salesforce workflows.
06

Use

Put connected data to work across analytics, personalisation and AI.
07

Improve

Continue refining the data foundation as business needs change.

The stack

Data 360 as part of the wider data environment

Our Data 360 work can bring together:

The architecture depends on where your information lives and how the business needs to use it.

  • Salesforce Data 360
  • Agentforce
  • Life Sciences
  • Databricks
  • Tableau
  • MuleSoft
  • Enterprise applications and data sources

Contact

Have customer data everywhere but still lack a complete view?

Tell us where your customer information currently lives and what your teams need to do with it.

We’ll help you understand how Data 360 can bring the right information together and make it useful across the business.

Talk to us