Turning Disconnected Data into a Real-Time Operating System
We fix fragmented data environments or design them to scale from day one. Most organisations don’t have a marketing or sales problem; they have a data problem.
Customer data is scattered across systems, duplicated, delayed, and difficult to use in real time.
Cloud Genii helps you unify, structure, and activate your data inside Salesforce, so marketing, sales, and AI operate on accurate, connected information.
The Real Problem: Fragmented Data Across Systems. Data doesn’t just live in Salesforce; it sits across systems, CRM, ERP, Web and mobile interactions, Support systems and External data platforms.
Most organisations try to solve this with syncing and duplication, but that creates:
- Data inconsistencies
- Delays
- Complex pipelines
- Ongoing maintenance overhead
We take a different approach.
Technologies we work with
We design data foundations and system architectures that support real-time execution, reliable reporting, and scalable growth.
Salesforce’s real-time data platform for unifying and activating data across systems.
We use Data Cloud to create a single, trusted customer profile, connect data across CRM, ERP, and digital channels, and enable real-time access without unnecessary duplication.
The foundation for managing customer data, processes, and system interactions.
We design data models, integration patterns, and system structures that ensure consistency, reduce complexity, and support long-term scalability.
Salesforce’s AI layer for decision-making and automation.
We position Agentforce on top of a structured data foundation, ensuring AI operates with full context, accurate inputs, and real-time signals.
Reduce Data Movement. Increase Data Access.
Instead of constantly moving and duplicating data, we design architectures that:
- Access data where it lives
- Unify it logically, not physically
- Keep it real-time and consistent
We design your architecture, so teams work with live data directly from source systems, instead of relying on copied or delayed datasets.
This results in:
- Less technical overhead
- Fewer data inconsistencies
- Faster execution across systems
Create a True Customer View
Most organisations only see fragments of their customers. We unify data across systems into a single, trusted profile using identity resolution, linking records across platforms into one view.
This gives you:
- A complete, real-time view of every customer
- Accurate identity across systems
- Full visibility across lifecycle, transactions, and engagement
Not just marketing data, but actual business context.
From Campaigns to Real-Time Engagement
Traditional marketing is built around campaigns. Scheduled messages. Static audiences. Delayed responses.
That model no longer works.
We help you move toward event-driven engagement, where systems respond to what customers are doing right now.
From Campaigns to Moments
Marketing is no longer organised around campaigns. It’s experienced in moments.
We design your data layer so your systems can react instantly to:
- Website activity
- Product interactions
- Lifecycle changes
- Transactional behaviour
This allows you to:
- Engage at the right moment
- Deliver relevant content
- Increase conversion through timing and context
Enable Real-Time Personalisation
Personalisation is often reduced to basic tokens. Real personalisation is dynamic.
We enable systems that adapt messaging, content, and journeys in real time based on behaviour, intent, and interaction history.
This means:
- Every message is context-aware
- Journeys adjust automatically
- Engagement feels relevant, not generic
Power Marketing, Sales, and AI with Data
Data should not just support marketing. It should drive the entire business.
We position your data as the foundation for:
- Marketing personalisation
- Sales visibility and context
- Service interactions
- AI decision-making
This enables:
- Smarter segmentation and targeting
- AI-driven next-best actions
- Predictive insights (e.g. churn, opportunity risk)
- Adaptive journeys across channels
Make Your Business AI-Ready
AI is only as good as the data behind it.
We prepare your data environment so tools like Agentforce and Einstein can operate with:
- Clean, unified data
- Full customer context
- Real-time signals
Without this, AI becomes guesswork. With it, AI becomes operational.
Design for Scale
Short-term fixes create long-term problems.
We design your data model and architecture to support:
- Growth in data volume
- New channels and touchpoints
- Additional systems and integrations
- Evolving business use cases
Whether we’re fixing an existing setup or building from scratch, the goal is the same: A data foundation that doesn’t need to be rebuilt every 12 months.
Still Working With Data You Can’t Trust, or Want to Get It Right From the Start?
We design and optimise data foundations that enable real-time engagement, reliable reporting, and AI that actually works.
