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Salesforce@Phillips 66

Phillips 66 Adopts Salesforce for Customer Data Work

Phillips 66, an energy organization in the United States, uses Data Cloud from Salesforce to support customer data operations for data and experience teams.

Value results

CategoryValue result
InsightCustomer data operations stays visible to adjacent teams through Data Cloud
InsightData and experience teams work from the same Data Cloud record for customer profiles
CapabilityNamed workflow replaces ad hoc routing for customer profiles

Story

Inside Phillips 66, customer data operations used to depend on whoever still had the latest file. That pattern is common in energy groups working out of the United States. Data and experience teams needed a system that would still make sense after the original project team moved on.

Phillips 66 uses Data Cloud from Salesforce as the working layer for customer profiles. Salesforce is the enterprise customer relationship platform for sales, service, marketing, and customer data, with Slack as the collaboration layer. The practical change is simple: customer data operations has a home, and reviews happen there instead of in a forwarded thread.

Nothing in this writeup invents a savings number. What Phillips 66 gets from Salesforce is a durable place to run customer data operations and a way for data and experience teams to see the same customer profiles at the same time.

Relationship map

Phillips 66 uses Salesforce, Databricks, Palantir, Qlik, SAS, Cadence, Snowflake, SAP. Shared with 1Password, AB InBev, Adidas, Ahold Delhaize, American Airlines. Industry: Energy. Value: Insight, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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