Published:
May 08, 2025
Category:
Salesforce Data Cloud
Client location:
United State
Client Overview:
A fast-growing EV solutions provider partnered with EvoqTech to implement a Salesforce Data Cloud EV strategy—enabling unified data across sales, service, and marketing. With rapid growth and rising demand, they faced difficulty managing customer data effectively across various business functions.With rapid growth and rising demand, they faced difficulty managing customer data effectively across various business functions including sales, service, and marketing.
As demand increased, the client encountered significant challenges in managing and leveraging customer data across departments such as sales, service, and marketing. The Salesforce Data Cloud EV implementation was key to overcoming these limitations and unlocking smarter engagement.
“Unify customer data from siloed platforms, enable real-time personalized engagement, and empower teams with actionable insights to drive satisfaction, efficiency, and smarter decisions.”
– Business Needs
Technical Contribution:
To bring the Salesforce Data Cloud EV vision to life, EvoqTech:
- Implemented Salesforce Data Cloud to create a unified, 360-degree customer profile by integrating data from CRM, service records, IoT sensors, marketing platforms, and financial systems.
- Established real-time data syncing to ensure marketing, sales, and service teams work with current customer information.
- Leveraged AI-powered insights for predictive analytics, enabling personalized customer engagement and proactive support
- Automated customer journeys such as onboarding, service reminders, and dynamic marketing campaigns.
- Created a unified data model for seamless access to structured and unstructured data across systems.
Benefit Delivered:
Following the Salesforce Data Cloud EV integration, the client realized measurable gains:
50% increase in customer engagement driven by real-time, personalized communications
30% improvement in service efficiency, empowering frontline teams with up-to-date, accurate information
Customers received a seamless omnichannel experience across mobile apps, web platforms, and in-person channels
Business leaders gained faster, data-driven insights, streamlining decision-making and long-term planning
