Freelance | Salesforce CDP

Overview

We are inviting proposals from experienced Salesforce CDP consultants specialized in profile unification. The primary objective is to efficiently consolidate our existing database of 65 million records down to 45 million, ensuring accuracy and integrity in customer profiles. This project is critical for improving our data management practices and enhancing customer relationship management.

Project Scope

The consultant will be tasked with:

1. Analyzing the current state of customer data and identifying opportunities for unification and reduction.
2. Configuring Data Streams, Unification Rules, and Segments within Salesforce CDP to achieve efficient data consolidation.
3. Implementing best practices in data management to ensure data accuracy and utility.
4. Providing strategic recommendations for maintaining data integrity post-unification.

Consultant Qualifications

Applicants must demonstrate:

1. Proven expertise in Salesforce CDP, with a specific focus on profile unification.
2. Experience in configuring and managing Data Streams, Unification Rules, and Segments.
3. Prior success in significantly reducing large datasets while improving data quality.
4. Strong analytical skills and a methodical approach to problem-solving.
5. Excellent communication skills, with the ability to translate technical details into business insights.

Submission Requirements

Proposals should include:

1. Detailed professional background and relevant experience.
2. Specific strategies and methodologies proposed for this project.
3. Case studies or examples of previous profile unification projects, especially within large databases.
4. Outline of project deliverables and expected outcomes.
5. Pricing structure and any additional costs that might be anticipated.

Evaluation Criteria

Proposals will be assessed based on

1. Relevance and depth of experience in Salesforce CDP and profile unification.
2. Creativity and clarity of the proposed solution.
3. Proven ability to deliver results within the context of large-scale data environments.
4. Overall cost-effectiveness and value proposition of the proposal.

We are seeking a highly qualified consultant to lead this essential project, aiming to streamline our data management processes and enhance our operational efficiency through effective Salesforce CDP utilization. We look forward to your innovative solutions and expert contributions.

Candidate need to apply from https://app.bluehippo.io