Salesforce Case Studies: How companies are transforming the customer experience with Salesforce

Construction

A large building materials manufacturer was missing out on sales because of its aging sales force automation system. They looked to a new strategy to accelerate lead generation and increase market share.

Read more

Financial Services

A multibillion-dollar global financial services institution needed to establish a single customer relations management (CRM) program across three of its business units to rationalize its processes and platforms and implement a more unified view of its clients.

Read more

Healthcare

A large operator of medical groups and physician networks sought to transform how it engaged with patients. The operator relied on a network of broker agents to deliver superior service—and to sign patients into its network during open enrollment. The brokers lacked critical tools, and were unable to satisfy patients, who sought resources based on personal criteria such as location, gender, condition, and language.

Read more

Hospitality & Leisure

A multibillion dollar food service company had ambitious growth goals that could only be met by a complete transformation of its global CRM systems.

Read more

Insurance

A global insurance provider was servicing more than 30 million customers across 16 lines of business through its Customer Solutions Centers. The centers faced massive challenges due to legacy CRM and mainframe systems and disparate web applications. The provider needed to create an integrated and seamless customer experience.

Read more


Retail & Consumer

One of the largest retailers in the world needed to transform its highly manual and paper-intensive succession planning approach. The retailer turned to PwC, given PwC’s knowledge of the retailer and our vast experience in talent management and HR business process design, digital experience innovation, and Salesforce technology.

Read more


A high-profile global lifestyle brand with hundreds of retail stores worldwide was undergoing a major brand transformation in a fiercely competitive market. To position itself for growth, the retailer needed to revamp its customer engagement strategy—and deliver a personalized and trusted shopping experience across all of its channels. The retailer needed a solution to harness insights from social media, online sources and retail interactions to foster customer loyalty and increase revenues.

Read more

Technology

A global technology and services company reinvented its sales platform to achieve efficiencies across its international sales organization.

Read more