DISCOVER
Workshop & Data Audit: Every successful journey begins with understanding your needs and data landscape. Incepta kicks off with collaborative discovery workshops to identify your business goals and define what success looks like. We perform a detailed data audit – cataloging your data sources and checking data quality – to establish a solid foundation. The outcome? Everyone is aligned on goals and we know exactly what data is available to power your Customer 360.
DESIGN
Data Mapping & Integration Plan: Next, our experts create a comprehensive solution blueprint. We map out where your data lives and how it will flow into Salesforce Data Cloud. This includes designing the integration architecture and even crafting a 360° Customer Blueprint visualization. You’ll see clearly how systems connect and how Data Cloud will unify and activate your data across all touchpoints. The deliverable is a clear design document (or diagram) that serves as our game plan – so you have full visibility into the solution before we build it.
Deploy
Implementation, Testing & Optimization: Finally, we bring the plan to life. Incepta configures Salesforce Data Cloud, sets up all the necessary connectors and integrations, and migrates data as needed. After implementation, we perform thorough testing to ensure data accuracy, security, and performance. We also train your team on the new tools. Optimization is not a one-time thing – we fine-tune the system for peak performance and adopt best practices so everything runs efficiently. Go-live is not the end: Incepta provides post-launch support and continuous optimizations.