Settle Intelligence
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An organization is seeking a consultant to optimize its Salesforce Data Cloud platform. The scope of work includes conducting a thorough analysis of data and data structure for a system managing over 400,000 active contacts. The consultant will evaluate existing integrations, including those with Shopify, Funraise, Campaign Monitor, and Zapier, which are responsible for the majority of new data imports.
The selected expert will deliver a comprehensive data preparedness report addressing the current state of data, structural gaps, and the organization’s readiness to deploy Salesforce Data Cloud in coordination with a new marketing technology suite. Recommendations for improving data structure and integration, as well as a readiness checklist, will be key deliverables.
This opportunity is suited for consultants with expertise in Salesforce Data Cloud optimization, data analysis, and managing complex marketing technology integrations.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.