Financial Services Cloud (FSC)
Financial Services Cloud brings the power of Salesforce to banking, wealth management, insurance, and mortgage institutions. It offers industry-specific data models, relationship mapping, and client lifecycle management tools, allowing financial professionals to deliver personalized advice, streamline onboarding, deepen client trust, and stay compliant with industry regulations—all while boosting operational efficiency.
Sales Cloud
Sales Cloud is Salesforce’s premier solution for managing the entire sales lifecycle, from lead generation to deal closure. It empowers sales teams to track opportunities, manage customer relationships, forecast revenue, and automate routine tasks, all within a single platform. With built-in tools for collaboration, AI-powered insights, and customizable workflows, Sales Cloud helps organizations accelerate growth, boost productivity, and close deals faster.
Service Cloud
Service Cloud is designed to elevate customer support by providing a 360-degree view of each customer and enabling service teams to deliver personalized, efficient support across every channel. Whether it’s chat, phone, email, or social media, Service Cloud centralizes interactions and empowers agents with knowledge articles, automation, and AI-driven recommendations to resolve cases faster and drive customer satisfaction.
CRM Analytics
CRM Analytics (formerly known as Einstein Analytics) transforms Salesforce data into dynamic, actionable insights. It allows businesses to build custom dashboards, explore data trends, and apply AI-powered predictions to guide smarter decision-making. Seamlessly embedded into the Salesforce platform, CRM Analytics helps sales, service, and leadership teams turn raw data into strategic action that drives business outcomes.
Connect with us to discover how you can jump-start your journey using pre-built templates like Event Monitoring, Sales Analytics, or Analytics for Wealth Management, Retail Banking, and Insurance – then easily customize them to fit your unique business needs.