Salesforce Revenue Intelligence & OAuth Integration
Implemented secure OAuth architecture enabling real-time Salesforce data extraction and scalable onboarding
Building a Unified Customer Data Foundation on Salesforce for a Realtor in Pune
A single, connected view of every buyer, across the website, WhatsApp, presales, and every ad channel, powered by Salesforce Data Cloud, Marketing Cloud, and CRM.
Discuss Your Use Case →Case Study Highlight
Realtor in Pune, India
A real estate developer known for building residential and commercial spaces with a focus on quality, design, and customer-first delivery.
Products
What We Set Out to Build
Use Case
Enterprise Data Cloud and Marketing Cloud implementation, omnichannel engagement, and Presales Console integration.
Integration
Web SDK across 13 domains, CRM, Marketing Cloud, unified WhatsApp (Marketing & Presales), and ad platforms including Google, Meta, and LinkedIn.
Support Model
A scalable enterprise marketing and data architecture built to support future AI and Agentforce readiness.
Features & Highlights
Unified Customer Data Platform & Identity Resolution
- Ingested data across 13 web domains, CRM, and SFMC into standard Data Model Objects (DMOs).
- Achieved a 17% identity consolidation rate between CRM leads and anonymous web visitors.
Enterprise Omnichannel & WhatsApp Messaging
- Integrated Marketing and Presales WhatsApp business numbers for a unified conversation history across CRM and SFMC.
- Configured Email Studio, MobileConnect (SMS), and IP warming strategies.
AI-Driven Customer Engagement Scoring
- Built Calculated Insights for website, WhatsApp, SMS, and agent engagement scores.
- Surfaced scores in CRM via Data-Triggered Flows for high-value lead prioritization.
Intelligent Journey Automation & Real-Time Sync
- Designed automated lifecycle journeys for welcome, site visits, OTP, and reminders.
- Implemented 15-minute SQL Automation Studio workflows for dynamic audience updates.
Multi-Channel Ad Activation & Presales Console
- Synced segments across roughly 30 activation targets, including Google Ads, Meta CAPI, and LinkedIn.
- Built a custom Presales Console displaying a 360-degree view of customer activity and engagement scores.
Customer Impact
360-Degree Unified Customer View
Eliminated data silos by consolidating online and offline interactions into single, actionable profiles.
Enhanced Presales Productivity
Empowered sales teams to prioritize high-intent prospects using real-time engagement scores directly in CRM.
Scalable Omnichannel Personalization
Enabled automated, behavior-based marketing across email, SMS, WhatsApp, and digital ad channels.
Enterprise Ad Spend Efficiency
Improved ad targeting and ROI through automated, real-time audience synchronization across major ad platforms.
AI & Agentforce Readiness
Established a clean, harmonized data foundation prepared for future enterprise AI initiatives — enabling timely delivery of enhancements aligned with evolving business needs.
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