Salesforce Data 360

Transform fragmented data across your business into one comprehensive platform.

Salesforce Data 360 brings all your business data together into one complete, actionable view – without needing to move it. It helps you unify first‑party and third‑party data, improve data quality, activate insights across your CRM, and build workflows that drive better business decisions.

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What Salesforce Data 360 Helps You Achieve

Unify customer data across every system into one standardised profile
Improve data quality with cleansing, enrichment and transformation tools
Activate insights across Sales, Service and Marketing Clouds
Build dynamic audience segments for precise targeting
Automate workflows based on real‑time data changes
Calculate customer lifetime value, engagement scores and predictive insights

How Our Salesforce Consultants Help You

At Ascent, we design Salesforce Data 360 solutions around your commercial goals – not generic templates.

We help you:

Implement and customise Data 360.

Set up automations triggered by data changes and insights.

Integrate Data 360 with your third‑party systems and data sources.

Build dashboards for customer LTV, engagement and predictive analytics.

Train your team to use Data 360 effectively.

Advanced Capabilities Inside Salesforce Data 360

Data Quality Tools: Cleanse, enrich and transform your data for analytics and activation.
Automation Triggers: Build workflows based on data updates, calculated insights or streaming events.
Unified Data Model: Bring first‑party and third‑party data into one standardised view.
Segmentation Engine: Create dynamic audience segments for precise targeting across channels.
Dashboards & Reporting: Calculate customer LTV, engagement scores and predictive AI insights.
Zero‑Copy Architecture: Make your data ready for action without moving or duplicating it.

Why Choose Salesforce Data 360?

Data Quality

Cleanse and enrich your data using powerful transformation tools.

Automation

Trigger Salesforce workflows based on real‑time data updates and insights.

Unified Data

Bring all your customer data into one complete, standardised view.

Segmentation

Build dynamic audience segments for precise targeting across channels.

Dashboards & Reporting

Calculate customer LTV, engagement scores and predictive behaviour insights.

Client Success Stories

“The team at Ascent helped us to effectively configure and launch Zoho CRM to our 170 users globally. We really appreciate all the support, will continue using them and would not hesitate to recommend Ascent Business to other businesses.”

Ady Coombes

Global Account Director, Grass Roots

“Ascent business took away all the pain of specifying and building a database and now we have a product that works the way we want it to work, and taught us how to maintain it in the process. We could not have achieved this without the experience and knowledge of the Ascent team.”

Lucy Jeffery

Marketing Manager, AET

“Ascent Business played a fabulous role in helping us set up and progress with Zoho CRM. We plan to purchase another service pack and continue to work together to maximise the results that Zoho can provide. I would recommend Ascent Business to everyone.”

Paul Cochrane

Director - VTEC Solutions Ltd

“It is early days but the adoption of Zoho with the support of Ascent could potentially transform our business process and ultimately help us win more sales.”

Lucy Jeffery

Marketing Manager - AET

“We used Ascent to help us make the leap to Zoho CRM from our old provider and we found them to be extremely helpful and knowledgeable, not just actioning our requests but offering better ways of doing it.”

Elliott Herrod-Taylor

CEO & Founder - The Bunch Ltd

“I commissioned Ascent to implement an integrated Zoho CRM solution for my rather complex training organisation. They were patient in listening to my demanding and lengthy requirements. My new customised CRM from Ascent gave me the confidence to understand, cleanse and use my data effectively and manage my Business more efficiently.”

Becki Coombe

Managing Director - The Learn2Group

“Insequa have worked with Ascent for a number of years. The team are highly reactive to our needs and our dedicated Technical Manager has been very helpful in building bespoke elements inside Zoho that allow us to communicate seamlessly with other software programs.”

Peter Hamilton

Director - Insequa Ltd

Use Cases for Salesforce Data 360

Customer 360 Profiles: Create unified customer profiles that combine CRM, marketing, service and commerce data.
Predictive Targeting: Use AI‑powered insights to build segments that improve campaign performance.
Personalisation at Scale: Deliver personalised experiences across email, SMS, WhatsApp and paid channels.
Operational Analytics: Track customer lifetime value, engagement scores and behavioural trends.
Data‑Driven Automation: Trigger workflows based on data changes, streaming events or calculated insights.

How Salesforce Data 360 Improves Your Processes

Unified Data Visibility: Give teams access to complete customer profiles across every system.
Consistent Data Standards: Standardise data formats, fields and quality across your organisation.
Faster Decision‑Making: Use real‑time insights to guide marketing, sales and service actions.
Better Collaboration Across Teams: Share unified customer data across departments for aligned strategy.
Improved Personalisation: Activate insights across your CRM to deliver more relevant experiences.

Get Started with
Salesforce Data 360

Transform your data management with an AI‑powered platform - book a free call with Ascent’s experts today.