Salesforce Data Cloud Unifies HCP Profiles to Drive Omnichannel Engagement

Overview

Our client is a global healthcare marketing and commercial intelligence firm (client identity withheld at firm's request). It relies on a unified customer data foundation to personalize engagement with healthcare providers across digital channels.

Business Complexity

 

Customer data was fragmented across disparate systems, including Veeva and Google Analytics, which prevented unified Healthcare Provider (HCP) identity resolution and hindered personalized marketing campaigns. 

Action

  • Engineered a customer data segmentation engine within Salesforce Data Cloud.
  • Established automated mapping templates, dependency tracking, and validation rules to resolve identities and standardize data across all sources.
  • Connected unified customer profiles directly into Salesforce Marketing Cloud.
  • Defined automated HCP customer journeys and preference management frameworks.
  • Enabled real-time engagement tracking across patient portals and digital apps.

Tech Stack

  • Salesforce Data Cloud
  • Salesforce Marketing Cloud
  • Veeva
  • Google Analytics

Impact

  • 7 data sources seamlessly integrated into Salesforce Data Cloud
  • 100% unified customer profiles with a single, accurate view
  • 7 Day real-time engagement tracking to accelerate sales lead nurturing