Partner

Salesforce

Azure-Salesforce integration for CRM, data unification, and AI-powered customer intelligence — connecting cloud data platforms to enterprise customer engagement.

Joint value proposition

Unified customer intelligence — Azure data platforms powering Salesforce CRM with real-time insights and AI-driven engagement.

Salesforce provides the customer engagement platform. Proxima integrates it with your Azure data estate so that customer insights, predictive models, and operational data flow seamlessly between systems — with the governance and compliance regulated industries demand.

What we deliver together

  • Azure-Salesforce data integration — bidirectional sync between Azure Data Lake, Databricks Lakehouse, Snowflake, AWS S3, and Salesforce Data Cloud for unified customer profiles
  • AI-powered CRM — Azure OpenAI and machine learning models surfaced in Salesforce workflows for predictive lead scoring and next-best-action
  • Data unification — MuleSoft and Azure integration services connecting Databricks, Snowflake, ERP, and CRM into a single customer view
  • Analytics and reporting — Power BI and Tableau CRM dashboards combining Databricks and Snowflake analytics with Salesforce pipeline intelligence

Industry focus

Where we deliver Salesforce solutions

Financial Services

Unified client profiles across wealth management, lending, and insurance with SOC 2 and PCI-DSS compliant data pipelines.

Healthcare

Patient engagement and provider relationship management with HIPAA-compliant Azure-Salesforce Health Cloud integration.

Retail & Consumer Goods

Omnichannel customer intelligence combining Azure analytics with Salesforce Commerce and Marketing Cloud.

Reference delivery pattern

Azure-Salesforce integration for enterprise customer data unification

Integrated Salesforce Sales Cloud and Data Cloud with an Azure Lakehouse architecture — enabling real-time customer 360 profiles built from transactional, behavioral, and third-party data sources. Deployed Azure OpenAI models for predictive churn scoring surfaced directly in Salesforce agent workflows.

Built MuleSoft integration layer connecting Azure Synapse, Dynamics 365 ERP, and Salesforce CRM — eliminating data silos and providing a single source of truth for customer lifetime value across business units.

Customer data latency reduced from 24 hours to near real-time. 35% improvement in lead conversion through AI-powered scoring. Zero compliance findings in SOC 2 audit.

Ready to unify your customer data?

Talk to an architect about integrating Azure with your Salesforce environment.

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