Sales Cloud

Salesforce Sales Cloud delivers personalised buying experiences to every one of your customers. Build long-time, loyal customers at every interaction. Connect sales, marketing, finance, billing, and service teams to guide each prospect through a personalised customer journey.

Empower sales reps to work faster and smarter

Make every minute count: standardise processes, automate manual tasks, and access data on any device –even offline. Boost team impact with insights, guidance, and forecasts from built-in AI.

Expand your reach, and adjust your strategy on-the-fly

Evolve your sales strategy, whether you want to move into a new industry, a new market or just a new neighbourhood. Plan territories, see team performance, track rep execution, and more.

Service Cloud

Salesforce Service Cloud gives your agents the insights to understand their customers. Resolve cases faster using a suite of powerful productivity tools that give agents a complete, shared view of every customer and interaction.
 
Help customers find answers themselves with a self-service portal. Connect customers to account information, knowledge articles, and step-by-step instructions. Provide one-on-one agent assistance by embedding chat support. Always be ready to support any customer on any channel. Reach your customers on the channels they’re most comfortable using, including mobile messaging, web chat, social media, and more.
Resolve more onsite support issues on the first visit. Streamline your field service operations with solutions for every industry and role. Give your field agents, dispatchers, and techs the tools they need to complete cases the first time.

Marketing Cloud

Salesforce Marketing Cloud transitions your organisation to be completely consumer-centric.
Build a single, comprehensive view of each consumer to power 1-to-1 cross channel journeys.
Connect every interaction.
Integrate every touchpoint and experience with your brand across advertising, marketing, commerce, sales, service, and apps.
Discover new segments, identify the likeliest consumers to engage, and power predictive recommendations — all automatic and supported by AI.
Leverage pre-built templates, streamlined messaging flows, and mobile apps to easily create and execute cross-channel campaigns.
Manage B2C or B2B.
Use one platform to engage both businesses and consumers alike.

Community Cloud

Customer Service
Help customers find answers themselves, on their own terms and time frame. Whether you need a knowledge base, a self-service portal, or a forum, we’ve got you covered.

Account Portal
Give users a responsive portal where they can access articles, update their accounts, and create and manage cases and claims.

Partner Central
Create a complete channel management solution for you and your partners with a dynamic PRM site.

Build Your Own
Go beyond our prebuilt solutions and create something for your unique business needs with the Lightning Community Builder.

Financial Services Cloud

Personalize interactions with rich client profiles centered on personal goals and pivotal life events. Nurture deeper relationships by staying in touch with proactive tracking and event alerts that remind you to reach out when clients need you most.

Work smarter, and grow your business faster.
Start each day in the Advisor Home page. Powerful productivity tools and integrated partner apps allow you to automate routine processes with customizable actions. And client referral tracking ensures you never miss an opportunity.

Deliver personalized service anytime, anywhere.
Connect with clients from any device, and build stronger relationships by engaging in micro-moments, responding to timely account alerts, and collaborating across the household on key life goals.

Partner with the gold standard in wealth management.
Salesforce Financial Services Cloud is built on the world’s #1 CRM solution, by leading financial services partners, such as Bluewave.

Salesforce Einstein

Einstein helps you focus on what matters most, the customer.

You have data. Lots of data. Einstein learns from all that data to deliver predictions and recommendations based on your unique business processes. Pair that with automation and you have the insights and time to truly connect with your customers.

Salesforce Configure, Price Quote (CPQ)

Build easy and accurate quotes
Let sales reps select the right items for each customer, every time. Get consistent pricing and discounting — and approvals when you need them — even as reps send out more quotes.

Create faster and cleaner proposals and contracts
Submit proposals that look the way you want every time, and cut time out of the process. Always include the right collateral and terms, and even integrate with eSignature for an easier buying experience.

Streamline billing and revenue recognition
Send invoices and collect cash without complications. Easily manage subscription billing with flexible terms. Quickly recognize revenue and report on quotes, orders, invoices, and payments.

Salesforce Pardot B2B Marketing Automation on the World’s #1 CRM

Pardot provides a full solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals.