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Sarva Data

Early access

One customer profile across every interaction.

Sarva Data is the layer the rest of the suite is arranged around. It takes the records every product creates and resolves them into one profile per customer.

Sarva Data/identity/resolution · acc_8841
CommerceGuest checkout

r.kulkarni@meridian.co.in

CRMContact record

rk@meridian.co.in

ServiceWhatsApp sender

+91 98•••• 4412

WebsiteAnonymous sessions ×7

web_id 3f2a91

One profile

acc_8841

Identities

4 linked

Events

214

Segments

3 active

Consent

Marketing: yes

Every product now reads this record instead of keeping its own copy.

Architecture

Everything writes in. Everything reads out.

Products that touch the customer contribute records. Products that reason about the customer consume them. The profile in the middle is the only copy.

Sources

  • Sarva CRM
  • Sarva Marketing
  • Sarva Service
  • Sarva Commerce
  • Sarva ERP
  • Website and product events

Sarva Data

Unified customer profile

  • Identity resolution
  • Behavioural events
  • Sessions
  • Customer attributes
  • Audience segments
  • Scores
  • Consent
  • Customer 360 timeline

One record per customer, resolved in real time as events arrive.

Consumers

  • Sarva Analytics
  • Sarva Personalization
  • Sarva AI
  • Sarva Automation

Sources are also consumers — CRM reads the same profile it writes to.

Customer 360

One customer. Every interaction.

The timeline is not a feed of one product's activity. It is every record any product created about this customer, in order.

Sarva Data/profiles/acc_8841 · Meridian Components Pvt Ltd

Meridian Components

acc_8841 · Distribution · Pune

Customer

Primary contact

R. Kulkarni

Owner

A. Sharma

CRM stage

Negotiation

Lifetime revenue

₹62,40,000

Open orders

3

Overdue invoices

1

Intent score84 / 100

Raised by pricing visits, an open renewal and a repeat order in the same week.

Identities2 emails1 phoneweb_id ×3Consent: marketing
Timeline · all products6 of 214
  1. Today 09:14Service

    Ticket #4821 — delivery date query

  2. YesterdayERP

    Invoice INV-2291 issued · ₹4,80,000

  3. 12 AugData

    Pricing page viewed 3× in 48 hours

  4. 11 AugCommerce

    Repeat order SO-1180 placed

  5. 08 AugMarketing

    Opened ‘Q3 catalogue’ · clicked twice

  6. 02 AugCRM

    Opportunity moved to Negotiation

Capabilities

What Sarva Data does.

Identity

  • Identity resolution
  • Deduplication
  • Merge rules
  • Anonymous to known

Events

  • Behavioural events
  • Sessions
  • Page and product views
  • Custom events

Profile

  • Customer attributes
  • Computed traits
  • Scores
  • Lifecycle stage

Audiences

  • Segments
  • Real-time membership
  • Suppression
  • Sharing across products

Governance

  • Consent
  • Preferences
  • Retention
  • Audit trail

Access

  • Profile API
  • Event ingestion
  • Webhooks
  • Exports
Use cases

What people use it for

Head of revenue

Sales, marketing and finance each report a different customer count.

One resolved profile means one number, with a visible merge history.

Marketing

The same person is emailed twice under two addresses.

Identity resolution links the addresses before the send.

Compliance

A preference change has to be applied in five tools.

Consent is held once on the profile and honoured by every product.

Next step

Start with Sarva Data. Add the rest when you need it.

Tell us what your team is doing manually today and we will show you where in the suite it belongs.