Industries
Industry-specific solutions built on the world's #1 CRM platform
Financial Services
Financial Services Cloud helps banks, wealth managers, and insurance companies improve their digital processes while focusing on customer needs. This platform builds customer trust and increases employee productivity. Brokers, advisors, bankers, and service reps can actively connect with customers to provide valuable experiences powered by AI. By automating routine tasks, bankers and agents can concentrate on building strong relationships and increasing revenue.
Digital Lending - Streamline the loan application process, reduce errors, and improve borrower satisfaction.
Referral management – Organize and track referrals from acquisition to identify actionable prospects.
Underwrite & Approve - Manage the underwriting and approval process, finalize product setup, and obtain signatures.
Service Center Experience – Efficiently handle a growing volume of customer interactions while maintaining high-quality service.
Onboarding compliance – Simplify the process of new customer acquisition and account setup.
Consumer Goods and Manufacturing
Order Management
Streamline the entire order lifecycle from initial order placement to fulfillment, ensuring timely deliveries.Asset Management
Keep track of product performance by managing asset data, allowing for proactive service and reducing downtime.Demand Forecasting
Utilize advanced analytics to predict customer demand, enabling better inventory management and production planning.Customer Service Excellence
Provide exceptional service through streamlined case management and communication channels, ensuring quick resolution of customer inquiries and issues.
Consumer Goods Cloud connects planning and execution, improving forecasting, trade promotions, retail efforts, and service. Salesforce for Manufacturing, improves operations by combining customer, product, and asset data. AI-driven agents increase efficiency, streamline processes, and promote growth in manufacturing, speeding up your business's success.
Public Sector
Rapidly improve and deliver government services with pre-built capabilities for the public sector. Streamline the application of permits and licensing processes within the government by removing approval bottlenecks with interdepartmental collaboration tools, automated approvals, instant notification, and get a single view of the application pipeline from capture.
License and Permit System - Provide a digital-first approach to application intake through ongoing services
Inspection Management - Give inspectors a complete view of scheduled visits, account details, and assigned tasks, all on a mobile device
Case Management - Accelerate requests, reviews, and approvals process with collaboration tools, automated notifications, and workflow
Contact Center - Increase first call resolution and satisfaction by allowing agents to seamlessly resolve requests
Travel Transportation & Hospitality
Connect the end-to-end travel experience across Airlines, Hospitality, Cruise, and Travel Companies. With data in a single view, the solutions drive the right kind of digital engagement for travelers. Travelers have come to expect personalized experiences, meaningful recommendations, simplistic bookings, with prompt and willing customer service.
Dynamic Segmentation - Discover customer affinity by activity, interests, and demographics
Guided Selling - Personalized offers and services for an upcoming trip with intelligent aggregation of travel services
Booking - Reservations with personalized cross/up-sell
Travel Engagement - Proactively track the journey and respond in real-time
Feedback Management- Omnichannel feedback capabilities for traveler retention and goodwill
