Financial Services
Personalized engagement with clear audit trails.

  • Financial Service Cloud

  • Household/relationship 360

  • Claims/servicing automation

Retail
Modernize retail CX on Salesforce—unify service, loyalty, and POS integrations.

  • Omnichannel Service & Knowledge

  • Loyalty & promotions (with integrations)

  • Order status & returns portals

Real Estate
Win more listings and speed up deal flow with self-service portals.

  • Listing & inquiry intake forms

  • Lead assignment & follow-ups

  • Client portals for docs & status

Manufacturing
Forecast accurately and deliver on time, every time.

  • Sales agreements & forecasting

  • CPQ for complex pricing

  • Distributor self-service portals

Automotive
Convert more leads and streamline dealer service workflows.

  • Lead capture & routing across channels

  • Service scheduling & reminders

  • Dealer/partner Experience Cloud portals

Aerospace & Defense
Tighten support, contracts, and supply collaboration.

  • Case/asset management & SLAs

  • Supplier/partner portals

  • Compliance-ready process auditing