LevelShift Enhances Marketing Operations with Data 360 and Unified Audience Data

The client is a nonprofit research, citizen activation, and conservation organization focused on birds and biodiversity. Their mission combines science, technology, and citizen participation to better understand and protect the natural world.

The organization engages millions globally through digital platforms, mobile apps, and learning programs that enable real-time data collection to support large-scale ecological research. By making conservation more accessible through open tools, education, and real-time data collection, the client drives mission-led action and scientific discovery.

The client faced challenges related to fragmented marketing operations, disconnected data architecture, and limited personalized engagement across a complex digital ecosystem. The following challenges were identified:

• Disconnected systems: Multiple applications and email platforms were used across teams, creating data silos and limiting data sharing. This made it difficult to gain a unified view of supporters, donors, and learners.
• Siloed marketing operations: Different teams operated independently without shared campaigns or content, slowing execution and limiting collaboration.
• Limited personalization: Engagement was largely one-size-fits-all, with limited use of real-time behavioral insights and personalized recommendations.
• Compliance and accessibility gaps: Existing systems did not fully meet accessibility standards or data privacy requirements, and user preferences were not consistently managed.
• Limited visibility into performance: With scattered data and manual reporting processes, it was difficult to track performance and make informed decisions.

LevelShift responded with a structured implementation that unified data, streamlined operations, and built the foundation for scalable, personalized engagement. The following solutions were delivered:

• Unified data foundation: Integrated multiple systems and applications into a unified data environment, creating a clear and complete view of supporters, donors, learners, and digital participants.
• Centralized marketing operations: Standardized marketing execution on Salesforce Marketing Cloud Engagement with shared workflows, reusable assets, governed campaign processes, and scalable journey capabilities.
• Personalized and integrated user experiences: Enabled real-time tracking and smarter content recommendations to deliver more relevant, tailored interactions across web and email channels.
• Compliance and accessibility improvements: Strengthened data handling, preference management, consent enforcement, and accessibility-aligned digital engagement practices.
• Enhanced reporting and insights: Streamlined data and reporting processes to provide clearer visibility into audience engagement, campaign performance, and operational effectiveness.
• Stronger governance and scalability: Established data standards, access controls, operating processes, and governance practices to support long-term adoption, platform growth, and AI-driven marketing capabilities.

The implementation improved data quality, simplified marketing operations, and made engagement more personalized and compliant. This created a more reliable platform aligned with the client’s mission. Key benefits include:

• Reduced platform fragmentation: Consolidating marketing execution into a connected Salesforce ecosystem reduced duplication and improved cross-team alignment.
• Higher efficiency: Expected to improve team productivity by around 35% and reduce manual effort by up to 80% through automation and shared workflows.
• Reduction in manual effort: Automation, reusable assets, centralized data, and streamlined campaign processes reduced repetitive manual tasks.
• More relevant audience engagement: Real-time insights, segmentation, and AI-driven recommendations enabled more personalized communications across web and email.
• Stronger compliance: Improved data handling, consent management, and accessibility practices reduced risk and strengthened trust.
• Built for scale and AI adoption: The solution created a flexible foundation for future growth, advanced personalization, Agentforce-enabled campaign support, deeper marketing insights, and AI-driven marketing operations, enabling the organization to scale engagement more intelligently over time.