Workshop Overview

Welo is a tech company that focuses on cybersecurity software and hardware. Their expanding product line specializes in malware prevention, identity and access management (hardware and software), and vulnerability detection. They primarily sell to medium and enterprise businesses in FINS, Tech, and Healthcare with a combination of traditional sales and product-led growth. To date, Welo’s sales, marketing, and CS teams have had difficulties taking action on product usage & intent data from their customers. Welo is now using Data Cloud to unlock that usage & intent data for every customer-facing team, driving insights across the business to create better processes, and ultimately, better customer experiences through a next-gen CRM.

In this Hands-On Workshop, you will learn how Data Cloud is the foundation of the next-gen CRM through the following steps:

In this workshop, you will learn:

Steps	Exercise	Link
Exercise #0	Request a Workshop Environment	Exercise #0
Exercise #1	Unify Data with Data Streams	Exercise #1
Exercise #2	Go Deeper with Calculated Insights	Exercise #2
Exercise #3	Sales, Success & Service Activation	Exercise #3
Exercise #4	Customizing an Employee Agent	Exercise #4
Exercise #5	Segmentation	Exercise #5
Exercise #6	Marketing Activation	Exercise #6