Salesforce Integration

Every company has data stored in various places. Their website data is unavailable for the data collected by their app, and their WhatsApp and Instagram data is not available for the other two. This is the most inefficient way, and businesses struggle a lot. It hurdles their growth, and the insight they get from the data only tells them half of the story. This is where Mountainise comes into play. With Salesforce integration, Mountainise gathers data from various sources and arranges it all in one place. It can now be used to develop valuable insights that are the primary basis for the entire marketing strategy.

Our Methodology!

Collecting Data

Our CDP software allows us to collect and store all types of customer data from various sources in one place. This makes it easier to access and analyze the data, allowing for more accurate insights.

Organizing data

To gain a comprehensive understanding of the customer journey, we organize the data and develop customer identities. This involves connecting anonymous raw data to customer profiles, allowing us to understand the customer better.

Activating data

Mountainise connects the acquired data to all the platforms through which a business interacts with its customers. This allows for a more efficient and targeted approach to marketing.

Gathering insights

Lastly, we use the data to gather valuable insights that can help a business pivot its strategy. By having all the information in one place, businesses can develop customer personas and only target the right segment of customers.

Case Study

Customer Success Story

Industry: Software Development

Region: USA

Project Title: Implementing a Customer Data Platform to Prioritize Design Leads

Hudl, a software company, was struggling with incorrect attribution and incomplete pipelines linked to their marketing assets and campaigns in Salesforce.

At Mountainise, we developed tailor-made attribution pipelines for the company, taking into consideration their unique business model and marketing campaigns. We distributed their revenue based on several touchpoints throughout the customer journey. Furthermore, we carried out an in-depth analysis of successfully closed deals, allowing us to track changes within Salesforce and comprehend the influence of each touchpoint on the pipelines. This provided the company with a complete understanding of their overall attribution process.

We constructed a new marketing attribution campaign and conducted an exhaustive analysis, thereby enhancing the company’s understanding of their performance. This fresh perspective allowed them to make more informed decisions, leading to progress in their overall marketing strategy.

If you feel like your business is facing any such problem, we are here to assist you!

Industries that we are capable of helping.


Public Sector

Health Care


Nonprofit Organisations