Creating customer value with Salesforce

Here's how Salesforce and PwC can help your business

PwC and Salesforce deliver personalised solutions for customers

Driven by the idea that companies should treat all customers like they're the only customer, PwC's solutions - powered by Salesforce - are designed to strengthen your client relationships and experience. From sales, service, customer management, marketing and more, we'll help you find the right Salesforce solution to meet your needs.


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Create your front office of the future

In 2017, PwC set out on a journey to become a digitally enabled organisation with our global deployment of Salesforce. Watch our Trailblazer story and learn how our people-centric approach to digital transformation can help guide you along your journey.

PwC services and solutions powered by Salesforce

Always On Workforce

PwC's Always On Workforce solution helps employees discover, engage and collaborate—boosting employee satisfaction, productivity and innovation throughout the entire work lifecycle.

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Agile Commerce

PwC’s Agile Commerce can power your front office transformation. Our platform focuses on digital marketing, ecommerce, and self-service capabilities ftor complex product and service offerings. Agile Commerce can accelerate your opportunity to provide customers a personalized, behavior-driven experience while realizing considerable operational efficiencies.

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Compliance Pathways

PwC's Compliance Pathways, powered by Salesforce, is a modular and integrated end to end solution that empowers organizations to manage their compliance needs on one unified platform while allowing for automation and reducing compliance risks and costs.

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Connected Digital Front Office

PwC's Connected Digital Front Office solution for Consumer Goods, powered by Salesforce’s Consumer Goods Cloud, provides a suite of solutions that are designed to unlock and accelerate growth and productivity across Retail Execution, Channel Sales, Service, Commerce, Commercial Analytics, and more.

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Employee Service Platform: Pre-Boarding

PwC’s Pre-Boarding Solution guides newly hired employees through an intuitive pre-boarding process. 

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Employee Service Platform: Recruiting

PwC’s Recruiting Solution uses predictive and artificial intelligence to create a single destination for HR teams to manage all of their recruiting processes.

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PwC’s GuestLive solution is designed to transform the guest and employee experience. It provides frontline employees with actionable insights at key moments of each guest’s journey, including before, during, and after travel, to deliver better experiences, generate more value, increase efficiency, and build loyalty.

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Insurance Distribution Management solution

PwC's Insurance Distribution Management solution, powered by Salesforce Financial Services Cloud, empowers carriers with best-in-class capabilities to engage clients, agents and brokers, manage relationships, track performance, enable self-service and deliver full visibility to their book of business.

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FSC Mortgage for OneBank

PwC’s FSC Mortgage for OneBank solution, powered by Salesforce, is designed to meet increasing expectations from customers and empower mortgage companies to excel in a rapidly evolving digital-first landscape.

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Employee Service Platform: On-Boarding and Self Service

PwC’s Onboarding and Self-Service Solution is an employee engagement solution that enables a company’s workforce to find any information they need.

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PwC’s OneBank Solution helps relationship managers and consumer bankers deeply understand their clients and book of business in a way they could not before, with a true Customer 360, based on proactive alerts, analytics, and tailored insight into the needs of their clients and relationships.

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Patient Digital Care

PwC Patient Digital Care is an intuitive, easy-to-use portal that enables providers to extend care beyond the office visit to easily deliver personalized information, services, and support to patients throughout the treatment cycle.

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Pricing Leadership

PwC's Pricing Leadership solution rapidly delivers pricing and channel insights and recommendations to help companies make data-driven decisions that increase revenue and margin improvement. Interactive dashboards help users identify high-level problems and zoom in to pinpoint where to take action. Our digital platform enables you to access these insights anywhere.

Retail Clienteling

PwC’s Retail Clienteling Solution is a cloud-based platform that helps retailers deliver a differentiated, personalized, and seamless experience to their customer. It integrates with the hardware and/or legacy applications retailers need to run their business.

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Sales & Marketing Excellence

PwC’s Sales and Marketing Excellence Solution is an end-to-end process solution from initial inquiry to order, all on a single platform. It provides a seamlessly integrated capability from sales through service that can help you improve speed and efficiency, turn insights into action, and increase customer loyalty.

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Service Excellence

PwC's Service Excellence solution is designed to make it easier than ever for you to exceed customer service expectations. By leveraging our advanced technology tools that let you predict customer problems, forecast call center volume, and improve agent performance, you’re able to quickly achieve higher revenues and lower costs -- and build more loyal, happier customers.

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Service Excellence: Retail Banking

PwC's Service Excellence for Retail Banking solution, powered by Salesforce, helps banks deliver a connected end-to-end retail customer experience. Through seamless engagement, improve your agent productivity with Customer 360, self-service communities, Lightning guided engagement, and predictive AI.

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SmartAgent for Healthcare

PwC’s SmartAgent for Healthcare solution helps health plans deliver seamless, integrated customer support to members. The solution enables customer service agents to leverage box workflows and call scripts to increase their efficiency in resolving member inquiries.

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Supplier Marketing Community

PwC’s Supplier Marketing Community is a user-friendly solution leveraging Salesforce Communities. It provides suppliers a “one stop shop” for personalized, real-time marketing campaign information.

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Supplier Relationship Management

PwC’s Supplier Relationship Management Solution (SRM) is a cloud-based integrated solution, that facilitates collaboration and increases relationship visibility between suppliers and buyers with intuitive, self-service capabilities for suppliers in a central location.

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Wealth Management 2.0

PwC’s Wealth Management solution improves a wealth manager’s experience, productivity, and efficiency by providing a 360˚ customer view. It helps wealth managers advise their clients and select the right investment products.

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"I enjoy doing things that haven’t been done before; creating solutions for tomorrow, that didn’t exist yesterday."

Ian Kahn Partner, Salesforce Practice Leader for Consumer Markets, PwC US

Case studies

PwC has worked with companies around the world on their Salesforce implementations. Here are a few examples of how we’ve helped.

Case Study: PwC Canada's move to Salesforce 

Region: Canada

Creating a movement through digital transformation. Salesforce is taking us to an exciting new level of managing relationships, encouraging real-time collaboration, driving sales and giving us a complete view of clients across the globe.


How companies are transforming the customer experience with Salesforce

Region: Hong Kong

Salesforce case studies: Retail & Consumer, Financial Services, Construction, Hospitality & Leisure, Technology


Leadec: Leading the way with digital transformation

Region: EMEA

Leadec has moved from being a technical cleaning provider to being the frontrunner in industrial services. Watch how Salesforce and PwC are enabling them to become the leading service provider for the factory of tomorrow through their digital transformation.


Reinventing client relationship management (CRM) using a digital deal management platform

Region: United States

Find better ways to capture, share, and monetise deal analytics.


Contact us

Reggie Walker

Reggie Walker

Partner, US Chief Commercial Officer, Global and US Salesforce Alliance Leader, PwC United States