This multi-brand youth enrichment franchisor unified attendance and behavioural data from its operational platforms into Salesforce to drive automated, personalized outreach.
A multi-brand youth enrichment franchisor had customer data trapped in separate operational platforms, with no way to surface attendance metrics across classes, parks and events or trigger timely follow-up. We implemented Data Cloud to ingest operational data through Microsoft Fabric and Azure, unify and enrich CRM profiles with behavioural attendance data, aggregate metrics with Calculated Insights, and sync bi-directionally with Salesforce CRM. The result is a single enriched customer view that drives automated outreach and survey distribution from real attendance behaviour.
Customer data was spread across multiple operational platforms, leaving no single view of engagement. Attendance activity across classes, parks and events could not be surfaced as usable metrics, so follow-up had to be handled manually. The resulting data silos prevented timely outreach and made it hard to base marketing decisions on actual customer behaviour.
We implemented Salesforce Data Cloud to ingest operational data from the company's command centre platform via Microsoft Fabric and Azure and join it to Salesforce CRM records. CRM profiles were unified and enriched with behavioural attendance data, and Calculated Insights aggregated attendance metrics for use in segmentation. Post-engagement outreach was automated, with bi-directional sync keeping Data Cloud and Salesforce CRM aligned.
The organization now works from a single enriched customer view rather than siloed operational systems. Outreach and survey distribution are triggered automatically from attendance patterns, and enriched CRM data supports more targeted marketing and personalization.
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