Einstein? Dataroma? Tableau? We’ve got you covered.

Our team of certi­fied consul­tants and data experts will help you trans­form your busi­ness lever­ag­ing the power and sophis­ti­ca­tion of the Sales­force plat­form. From AI insights and recom­men­da­tions powered by Einstein, to report­ing and visu­al­iza­tion from Tableau, Einstein and Datorama; data inte­gra­tion with Mule­soft, customer profiles and expe­ri­ence opti­miza­tion with Ever­gage, our team has the exper­tise and expe­ri­ence to help connect your data and expe­ri­ences.

Learn how we are expanding our Einstein Analytics Capabilities with the acquisition of Analytics Cloud Consulting

Why You Can Trust Us

Search Discovery is uniquely posi­tioned as a plat­form partner with Sales­force. While we main­tain certi­fi­ca­tions in Sales and Service Clouds, our primary focus is lever­ag­ing our exper­tise in data layer, analyt­ics and appli­ca­tions in the Sales­force ecosys­tem. 

Our expe­ri­ence is specif­i­cally concen­trated in working with more complex Enter­prise and Commer­cial Busi­ness Unit clients where our exper­tise is comple­men­tary to other tradi­tional cloud consult­ing firms.


Completed Projects Across Salesforce Ecosystem


Certified Professionals on Salesforce Platforms

Our Salesforce Solutions and Services

Search Discovery has sign­f­i­cant roots in Einstein Analyt­ics dating back to its initial launch as Wave Analyt­ics in 2014. Our team was instru­men­tal in launch­ing the product and helped author the imple­men­ta­tion guide. We main­tain creden­tials as certi­fied imple­menters and devel­op­ers and have trained over 600 users around the globe. For users who license Einstein Plus, Search Discovery has trained and inte­grated teams from BI and Data Science to deliver an inte­grated Einstein Analyt­ics solu­tion in a single state­ment of work.
Search Discovery estab­lished a strate­gic partner rela­tion­ship with Datorama in 2018, prior to the acqui­si­tion by Sales­force. We have the largest team of certi­fied Datorama profes­sion­als in the ecosys­tem. We’re the partner of record on more than 25 client engage­ments and continue to be the partner of choice for large Commer­cial and Enter­prise Busi­ness Unit clients, due to our unique expe­ri­ence and ability to scale a team of that size.
SDI’s consul­tants have been driving busi­ness impact through Tableau solu­tions for more than 10 years for some of our largest global clients. We’ve completed 50+ success­ful imple­men­ta­tions to date. Our expe­ri­ence includes deploy­ing solu­tions through Tableau Server, Desktop, and Online.
For clients inter­ested in 1‑to‑1 customer engage­ment, our part­ner­ship with Ever­gage deliv­ers an ever-more rele­vant customer expe­ri­ence. This customer data plat­form (CDP) utilizes advanced machine learn­ing to drive increased engage­ment & conver­sions, and we’re excited about the bene­fits of part­ner­ing to create real-time person­al­iza­tion that allows clients to under­stand and inter­act with each customer and prospect – one at a time, “in the moment,” and at scale – to deliver maxi­mally rele­vant, 1‑to‑1 expe­ri­ences across chan­nels.

Utilize the power of Ever­gage combined with our indus­try leading exper­tise in opti­miza­tion to drive person­al­ized digital expe­ri­ences at scale.

Search Discov­ery’s exper­tise in data inte­gra­tion across customer data plat­forms, busi­ness intel­li­gence, and digital ecosys­tems are built on the foun­da­tion of API first design and deploy­ments. Our part­ner­ship with Mule­soft allows our clients to accel­er­ate API manage­ment, secu­rity, and connect­ing enter­prise appli­ca­tions both on-premise and across cloud plat­forms. Combin­ing our exper­tise and Mule­soft Anypoint Plat­form enables func­tion­al­ity of 360 view of customers, cloud migra­tions, legacy appli­ca­tion modern­iza­tion, omnichan­nel inte­gra­tions, and API mone­ti­za­tion.

Success Stories

Enabled the exec­u­tive team to see real time updates to their pipeline, attri­tion and customer success.

Inte­grated 16,000 sales users across the globe with access to funnel activ­i­ties, perfor­mance and cross-sell oppor­tu­ni­ties.

Enabled teams to review license utiliza­tion and plat­form usage across 17 differ­ent envi­ron­ments.

Empower Your Team Today.

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