The Customer
The customer was a fast-growing B2B SaaS company with around 500 employees and enterprise clients worldwide. Their go-to-market team relied on Salesforce CRM for sales and Snowflake for analytics, while Braze was used for marketing automation—but none of these systems communicated seamlessly.
The Challenge
- Disconnected systems made it impossible to get a single view of the customer
- Marketing campaigns ran on outdated data due to manual imports and delays
- Reporting required hours of spreadsheet wrangling instead of live dashboards
- Lack of real-time triggers meant personalization stalled at a “batch-and-blast” level
The Solution
We designed and executed an integration strategy to unify the client’s stack and transform Braze into the central engagement engine.
Salesforce + Braze Sync
- Connected Salesforce CRM with Braze for real-time updates on customer status, lifecycle stage, and deal activity
- Enabled automatic enrollment of new leads and closed-won customers into Braze journeys without manual handoffs
Snowflake + Braze Data Flow
- Integrated Snowflake with Braze to feed in predictive churn scores, product usage signals, and AI-driven customer segments
- Enabled dynamic segmentation in Braze that adapted instantly as customer behavior shifted
Reporting + Feedback Loop
- Automated campaign performance data from Braze back into Snowflake, giving ops teams live dashboards of engagement, retention, and revenue impact
- Created a feedback loop where results continually refined customer segments
The Results
Within the first 90 days post-integration, the SaaS company saw measurable improvements:
- One unified customer view across sales, marketing, and analytics teams
- 25% boost in retention campaign performance through AI-driven segmentation powered by live data
- 50% reduction in reporting time, with automated dashboards replacing manual exports
- Real-time personalization unlocked, enabling smarter upsell and cross-sell campaigns