SUCCESS STORY

Data Cloud:
Data
efficiency for omnichannel journeys and
cost reduction

We optimized the architecture in Salesforce Data Cloud for a major loyalty platform. The restructuring of 400 segments and automation in Marketing Cloud reduced data consumption by more than 80%, ensuring scale and omnichannel governance.

Salesforce
CDP
Data governance

Results

to 422 million: reduction in Data Services credits consumption
- 0 bi
in Calculated Insights consumption
- 0
segmentations restructured for a high-performance model
0
of manual effort in control group management
- 0 %

Overview

One of Brazil’s leading loyalty and rewards program platforms was sustaining omnichannel strategies for a massive customer base. With the high complexity of activations via Salesforce CDP (Data Cloud), the company needed to evolve its data architecture to ensure sustainability, operational efficiency gains, and cost control at scale.

The challenges

High data volume and hundreds of complex segmentations driving up processing costs.
Manual management of control groups in communication campaigns (SMS, Push and Email).
Need to optimize resource consumption on the Salesforce CDP/Data Cloud platform.
Lack of standardization and centralized governance for audience creation and activation.

Journey
and solutions

We restructured the data architecture in Data Cloud and reorganized 400 segmentations to optimize platform consumption. We created a Center of Excellence (CoE) to establish data guidelines and governance. In Marketing Cloud, we implemented custom automations and scripts to manage control groups without manual intervention, ensuring efficiency and omnichannel scale.

What did we deliver?

Restructuring and optimization of 400 complex segmentations in Data Cloud.
Implementation of the Center of Excellence (CoE) for data governance and best practices.
Native automation and scripts in Marketing Cloud for control group management.
Optimization of the data architecture to reduce Data Services and Calculated Insights consumption.

More success stories

Financial Services Cloud on one of the largest digital platforms in the world

ília implemented Salesforce Financial Services Cloud and CRM Analytics for a financial services giant. The solution centralized the 360° view of portfolios, increasing advisor productivity to serve R$ 30 billion in assets with scale and retention.

Voice-based vehicle commands with SLM and Edge AI at no cloud cost

We implemented Small Language Models (SLMs) on mobile devices for a large German automaker. Processing 100% on the user's hardware via Apple Foundation Model eliminated cloud costs, ensured GDPR compliance, and drastically reduced latency.

RNI: New real estate portal with digital and hybrid experience

We developed RNI's new portal by combining Product Discovery, UX, and technology. The hybrid platform integrates purchase simulators, geolocation, and direct contact with brokers, providing a more humanized journey and autonomy in content management.

Interseguro: Product Discovery for the digital renewal of SOAT insurance

ília conducted the Product Discovery for the Peruvian insurance company Interseguro, restructuring the web and mobile experience of SOAT insurance. Validation with high-fidelity prototypes and usability testing simplified journeys and increased the adoption of the digital product.