Official Salesforce Partner
Official Salesforce Partner


Personalise Every Experience Along the Customer Journey on Salesforce CDP

Create the best personalised, connected, and actionable customer experiences for your valuable customers.


Unlock customer data and actionable insights in real time, at scale

0 x
Increase in clickthrough and
conversion rates
Increase in clickthrough
and conversion rates
View of the customer on
a single platform

Unlock customer data and actionable insights in real time, at scale

Accelerate your journey to value by unifying data across Salesforce and beyond in real time. Harmonize identities and attain a comprehensive understanding of each customer.

Accelerate the creation of intelligent real-time audiences

Enhance each interaction with personalized, cost-effective, and scalable outreach across email, mobile, web, and advertising platforms, powered by automation.

Harness real-time data and insights for action

Utilize AI-powered analytics to better understand your customers in any given moment, allowing for improved decision-making, time-saving efficiencies, and cost reductions.

Enrich your data with an inclusive ecosystem

Leverage our network of trusted partners to conveniently connect your data from all sources. Integrate your own AI, amplify customer profiles, and employ trustworthy, first-party ad data without the necessity for custom integrations.

Ensure no data is overlooked

Amass and unify data from various sources, including Salesforce, AppExchange, and partners, bolstered by the extensive scale of numerous industry-leading MuleSoft APIs.

Boost conversions through tailored 1-to-1 personalization

Activate your data across all engagement platforms, creating 1-to-1 personalized messaging and experiences to enhance customer interaction.

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CRM vs CDP - Which one is the best fit for you?

Both Customer Data Platforms (CDP) and Customer Relationship Management (CRM) systems are designed to manage and analyze customer interactions, but they have distinct purposes and features. Here’s a comparison table outlining the primary differences between a CDP and CRM:

Customer Data Platform
Customer Relationship Management
Primary Purpose
Customer Data Platform (CDP)

Aggregates customer data from multiple sources to create a unified customer profile.

Customer Relationship Management (CRM)

Manages customer relationships and tracks interactions throughout the customer journey.

Data Sources
Customer Data Platform (CDP)

Integrates data from a wide range of sources: websites, apps, emails, ads, etc.

Customer Relationship Management (CRM)

Primarily captures data from direct customer interactions like sales, support, and marketing efforts.

Data Type
Customer Data Platform (CDP)

Typically handles structured and unstructured data.

Customer Relationship Management (CRM)

Mainly handles structured data related to sales, support, and service processes.

User Type
Customer Data Platform (CDP)

Marketers, customer service reps, data analysts.

Customer Relationship Management (CRM)

Salespeople, customer service reps, marketing teams.

Customer Data Platform (CDP)

Advanced segmentation capabilities using various data points.

Customer Relationship Management (CRM)

Segmentation usually based on sales activities or direct interactions.

Customer Data Platform (CDP)

Uses data to create highly personalized customer experiences across channels.

Customer Relationship Management (CRM)

Uses data primarily to enhance direct interactions like sales, marketing or support.

Customer Data Platform (CDP)

Focuses on broad data collection, including anonymous and known customers.

Customer Relationship Management (CRM)

Primarily focuses on known customers and prospects.


Salesforce Data Cloud Frequently Asked Questions

A Salesforce Consulting Partner understands the details of implementation and can provide the help you need. Here are some questions you may be considering:

A Customer Data Platform (CDP) is a marketing technology that consolidates and organizes customer data from various touchpoints. CDPs collect real-time data and create centralized customer profiles, enabling easier management and insights for your digital-first marketing team.

Typically, a CDP encompasses a customer database, marketing automation, multichannel campaign management, and real-time interaction management. In essence, CDPs are designed to provide a marketing database with user-level data. To grasp the significance of this software category, let’s delve into the marketing challenges that led to its prominence.

Companies nowaday set high expectations for personalized experiences and fast services. Customers expects the companies to understand their preferences, making this a basic requirement for companies to survive and connect with their customers.

In marketing, customers expect seamless transitions from websites to mobile apps and even in-store visits. However, many companies struggle because these environments operate on different datasets, despite dealing with the same customer. Customers expect consistency and real-time experiences across multiple channels like email, web, and mobile apps. Unfortunately, most companies lack real-time connectivity between these data environments.

The consequence is fragmented experiences for customers and a lack of a single, reliable source of customer information for marketers.

CDPs are designed to accomplish four primary tasks: collecting, unifying, activating, and pulling insights from data.

1. Collecting Data

Your CDP serves as a centralized hub for all customer data, allowing anyone in your company to access organized information in one place. It collects and consolidates data from various CRM platforms, customer databases, and even disparate systems like marketing platforms, service software, and e-commerce engines. This process, known as customer resolution, brings together and unifies diverse data to identify individual customers based on their complete engagement history.

2. Unifying Data

After gathering and creating customer identities, the CDP resolves these identities across devices by linking known customer information (such as email addresses and phone numbers) with anonymous data collected before they became customers (such as anonymous cookies and mobile device IDs). This cross-device identity resolution enables a comprehensive view of customer journeys. For instance, you can trace interactions starting from an email campaign, continuing to your website, and culminating in sharing information, downloading content, or making a purchase.

3. Activating Data

Once the CDP establishes fully unified customer profiles, it activates the data for real-time personalization of customer experiences. By connecting customer data within the CDP to various technology platforms like email-send engines, demand-side platforms, and content management systems, marketers can customize interactions in real-time, delivering personalized experiences to customers.

4. Pulling Insights from Data

With the unified customer profiles in your CDP, you gain visibility into each customer’s complete data catalog and their entire customer journey. This data can be leveraged to gain insights, segment customers into groups, and create lookalike audiences and personas, enabling targeted outreach to new audiences. Moreover, your CDP serves as a valuable source of information, providing evidence of the reach, revenue, and ROI of your marketing efforts.

CDPs offer solutions to key challenges that marketers face in their day-to-day operations, addressing the following areas:

1. Disorganised Data

Disconnected data hinders customer understanding and meaningful connections. With the growing number of data sources, a CDP serves as a single source of truth, seamlessly integrating disparate data. This consolidation enables easy access to customer insights whenever needed.

2. Customer Identification

Marketers often struggle to link customer identities across various data sources, resulting in fragmented views. By functioning as a centralized hub, CDPs effortlessly resolve customer identification issues, combining data from multiple sources to create unified customer profiles.

3. Simple Segmentation

Organizing and unifying customer identity profiles are crucial steps toward effective segmentation and targeting. A reliable CDP automatically identifies shared traits among customers, simplifying audience segmentation and enabling personalized engagement for all.

CDP: A Customer Data Platform (CDP) is specifically designed for marketing purposes. It collects and unifies first-party data from various sources, allowing for the combination of data to create a comprehensive and holistic view of customers. CRM: Customer Relationship Management (CRM) systems are designed to manage and facilitate interactions with customers. They primarily store known customer data, while CDPs excel at gathering anonymous visitor data to complement the information in CRM systems. DMP: Data Management Platforms (DMPs) are utilized for managing customer relationships and interactions. Similar to CRM systems, DMPs store known customer data. However, CDPs play a crucial role in collecting anonymous visitor data to enrich the customer profiles and enhance the overall data management process.
Salesforce Platform empowers Salesforce app users, such as Sales Cloud, to deliver highly personalized user experiences across all devices. With Chatter, employees securely collaborate, share files, connect with experts, and create collaborative groups with external partners. The platform enables companies to swiftly build apps for exceptional customer experiences, internal connectivity, process automation, and third-party data integration. As a cloud-based, API-first solution, apps can instantly go mobile without server setup, benefiting from built-in security, analytics, and reporting. Salesforce Platform’s shared data model ensures data availability across devices, eliminating silos.
Salesforce Platform operates on a shared data center, reducing costs and eliminating the need for maintenance resources. Trusted by regulated industries globally, it ensures top-level security and control, from user authentication to data access. With comprehensive org and user security measures, configurable programmatic security, and transparent trust and visibility, Salesforce Platform prioritizes data protection and offers valuable insights on system performance and best security practices. Discover more at

No, regardless of company size or budget, companies can select a package that suits their needs. There’s no need to invest in infrastructure or software setup and management. Start building customized cloud applications to drive business growth across all areas.


End-to-end solutions for your business

Sales Cloud

Unleash the potential of your customer data with Sales Cloud. Drive sales efficiency, close deals faster, and build strong customer relationships to fuel business growth.

Unleash the potential of your customer data with Sales Cloud. Drive sales efficiency, close deals faster, and build strong customer relationships to fuel business growth.

Marketing Cloud

Elevate your marketing strategies with Marketing Cloud. Engage customers across channels, automate campaigns, and deliver personalized experiences that drive ROI and customer loyalty.

Elevate your marketing strategies with Marketing Cloud. Engage customers across channels, automate campaigns, and deliver personalized experiences that drive ROI and customer loyalty.

Loyalty Cloud

Enhance customer loyalty and retention with Loyalty Cloud. Create tailored loyalty programs, drive customer engagement, and unlock valuable insights for long-term business success.

Enhance customer loyalty and retention with Loyalty Cloud. Create tailored loyalty programs, drive customer engagement, and unlock valuable insights for long-term business success.


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