Success Stories/
Data 360

Unified Customer Intelligence Drove Smarter Engagement

Archived Data Transformed into AI-Ready Insights.
Integrated Salesforce, Data 360, and Databricks architecture unlocked hidden value from historical
data to power personalization and business growth.

Sales Engagement

Business Problems

  • Mounting Salesforce data storage costs from growing historical records

  • Archived email data sitting unused with no way to extract insight

  • Disconnected customer profiles lacking historical communication context

  • No foundation for AI-driven analytics or proactive customer engagement

  • Missed opportunities for personalization due to siloed data

Solutions

  • Archived historical Salesforce Email Messages into structured JSON format

  • Stored and processed archived data in Databricks Lakehouse

  • Standardized data into Delta tables for analytics and AI readiness

  • Surfaced unified customer intelligence through Salesforce Data 360

  • Merged historical communication insights with live customer profiles

  • Enabled sentiment analysis, case summarization, and escalation prediction

Benefits

  • Reduced Salesforce storage costs through efficient archival strategy

  • Improved org performance with leaner, optimized Salesforce environment

  • Unlocked historical email data as a high-value analytics asset

  • Enabled personalized customer engagement powered by communication history

  • Equipped teams with proactive, AI-led service intelligence

  • Built a scalable, future-ready customer data architecture for ongoing AI innovation