Mobile settings: Setup of the Authentication type and app theme, Definition of the synchronization types and data, User Cockpit content definition based on standard cards
Customers, Products & Promotions: Setup of the account types, stores and related contacts, customer hierarchy and group of stores, Setup of the territories, Creation of the product templates, conditions, hierarchy and promotions.
Visit Execution: Definition of the visit template and related activities (planogram, survey, capture order, Check out-of-stock products, checkboxes), Salesforce Maps enabling as well as Visit Notes recording.
Order Capture: Definition of the order entry template and product selector groups, Setup of the customer conditions and promotion tactics, Penny Perfect Pricing engine configuration
Alignment of key internal people on both the business and IT sides of your cloud transformation project.
A complete, variable, costed, scalable roadmap, prioritized by value, duration, and cost that integrates your various cloud projects.
A high-level, multidisciplinary team with expertise in Salesforce multi-clouds solutions, Business Intelligence and retail to perfectly combine your business and IT issues.
A concrete and operational projection of your future vision translated into activatable and scalable solutions to generate quick POCs.
AI + Data + CRM for Financial Services
Unify and Activate Data at Scale
Comprehensive Solutions
Pioneering Trusted AI for Financial Services
Predefined internal email or Marketing Cloud transactional journey connector
Order summary status engine to increase consistency across the life cycle
Configurable Remorse period for easy order change or cancellation.
Configurable Return fees for Return Order.
Market Onboarding: Establish business KPIs, map customer journeys, and plan data migration.
Instance Activation: Implement technical infrastructure, design data model, migrate data, and develop an IP warming strategy.
Customer Journeys: Configure customer journeys and integrate audiences, SMS, and email content.
Launch & Adoption: Provide training, activate customer journeys, and monitor KPIs.
Unified Patient Data: Health Cloud provides a 360-degree view of patient information.
Enhanced Personalization: With Health Cloud, every patient interaction is personalized.
Cross-Departmental Collaboration: Health Cloud extends beyond care delivery, enabling seamless collaboration across departments like patient services, sales, and support.
Consistent Patient Experience: Health Cloud ensures that all clinical, administrative, and support teams deliver a coherent and consistent patient experience.
Unified Customer Data: With a Customer Data Platform (CDP), marketers can access a single source of actionable, real-time data to deeply understand customers.
Enhanced Personalization: This integration allows for personalized engagement that drives revenue and builds relationships by making every interaction with the brand feel relevant and connected.
Cross-Departmental Benefits: Beyond marketing, the use of a CDP like Salesforce Customer 360's Data Cloud for Marketing extends benefits across all departments, providing a unified customer profile.
Brand Coherence: Ensures that all teams communicate as one unified brand, enhancing customer trust and relevance through coordinated efforts and personalized interactions.
Comprehensive analysis of business requirements and customer interaction strategies.
Expert guidance throughout implementation and customization.
Unique, business-specific prompts developed for various customer interactions.
Creation and implementation AI Agents aligned with business use cases.
On top of the company's data context and stakes, design a compelling roadmap.
Build an end-to-end automated data pipeline from raw data ingestion to cleansed data set delivery to final data consumers.
Provide ready to use data for all business cases: ad-hoc query, BI, IA, automated processes…
Define transparent governance to keep up and running data pipelines during business and information system life cycle changes.
Alignment of key internal people on both the business and IT sides of your cloud transformation project.
A complete, variable, costed, scalable roadmap, prioritized by value, duration, and cost that integrates your various cloud projects.
A high-level, multidisciplinary team with expertise in Salesforce multi-clouds solutions, Business Intelligence and retail to perfectly combine your business and IT issues.
A concrete and operational projection of your future vision translated into activatable and scalable solutions to generate quick POCs.