5 Steps to Achieving a Global Customer Data View in Salesforce

Discover success through an Informatica case study.

With five divisions and three regions, Cephalos has massive potential in terms of the information it has on hand to better serve its customers and grow the relationships with its top customers.

To that end, it established a team of global relationship managers for 30 accounts, with the following goals:

  • Provide clients with a single global point of contact and consistent level of service.
  • Enhance the customer experience by accelerating Cephalos’s responsiveness.
  • Support client growth in key countries through existing platforms or partnerships.
  • Create a best-in-class purchase platform.
  • Provide superior liquidity, risk transfer, and cash conversion.
  • Utilize best-in-class operations for its AR/factoring offering.
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Cephalos is a global financial services firm that works with clients of many sizes across a number of global industries.

Discover success through an Informatica case study.

With five divisions and three regions, Cephalos has massive potential in terms of the information it has on hand to better serve its customers and grow the relationships with its top customers.

To that end, it established a team of global relationship managers for 30 accounts, with the following goals:

  • Provide clients with a single global point of contact and consistent level of service.
  • Enhance the customer experience by accelerating Cephalos’s responsiveness.
  • Support client growth in key countries through existing platforms or partnerships.
  • Create a best-in-class purchase platform.
  • Provide superior liquidity, risk transfer, and cash conversion.
  • Utilize best-in-class operations for its AR/factoring offering.

Cephalos is a global financial services firm that works with clients of many sizes across a number of global industries.

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