PwC + Salesforce

Where business meets innovation

Enhancing customer experience through innovative technologies

As the demands of customers shift to expecting personalized experiences combined with anywhere, anytime access, businesses are in a race to find and retain their customers under new terms.  To be successful, savvy businesses are turning to the latest innovations to help them meet the demands of the new customer landscape.

At PwC, we work at the intersection of business and innovation. We know that success today isn’t about adopting the latest software—it’s about understanding your business challenges and leveraging technology to enable sustainable change to drive results. That’s why we bring the full strength of our firm—our industry, strategy, and technology expertise, plus our award-winning Salesforce Solution Accelerators—to provide innovation to fuel your business transformation.


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PwC + Salesforce overview


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Our pioneering approach

View it through one lens and make incremental change. View it through multiple lenses and transform your whole business. Introducing BXT. Working at the intersection of Business, Experience, and Technology.

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Our custom solutions powered by Salesforce

Analytics Cloud / Pilot

Amid disruptive forces of cloud, social, mobile and analytics technologies, organizations are using front-office and back-office data to achieve competitive advantage. Salesforce Analytics Cloud helps empower all business users to explore data, identify trends, and take action. PwC’s Analytics Cloud Pilot program helps you leverage Analytics Cloud from strategy through execution in six weeks.

Field Service Professional

PwC’s Field Service Professional solution powered by Salesforce helps you build long term loyalty with your customers. The solution integrates your sales, operations and service teams, helping them manage the full customer life cycle to allow for better visibility and proactive decision making.

Customer Community

PwC’s Customer Community solution powered by Salesforce helps you strategically build and leverage an online community to better engage with customers—helping them at the point of need across their channels of choice.

Always On Workforce

PwC's Always On Workforce solution powered by Salesforce is an easy to use, collaborative platform that helps companies take their employee experience to the next level. The mobile-enabled solution helps drive employee engagement and collaboration from hire to retire.

Partner Community

PwC’s Partner Community solution powered by Salesforce helps you connect directly with channel partners to share goals, objectives, and activities in a secure, branded location. We combine powerful digital solutions with our deep industry and Salesforce experience to you comprehensive solutions from strategy through execution.

Asset Servicing

PwC’s Asset Servicing solution powered by Salesforce offers a cloud-based specialized, compliant, and secure asset servicing platform for institutional clients. The solution, designed with mobility in mind, includes key sales capabilities that help deepen your understanding of your customer base—helping drive new business, retain, upsell, and enhance service.

Insurance Community

PwC’s Insurance Sales Community solution is a mobile offering powered by Salesforce that provides a seamless, customized user experience in mobile environments. It combines legacy/ existing quoting, policy management and claims engines with Salesforce customer management and analytics.

Mobile Manager Solution

PwC’s Mobile Manager solution is an agile offering that provides a seamless, customized user experience – intuitive and easy to navigate, with data that is relevant to your specific needs. The solution provides an easy experience in mobile environments.

Wealth Management

PwC’s Wealth Management solution powered by Salesforce features customizable capabilities that help facilitate collaboration and increase transparency. The solution’s benefits include a 360 client view that lets you track opportunities, financial accounts, trusts, notes, tasks, and events to specific household and relationship groups.

Patient Digital Care

PwC’s Patient Digital Care solution powered by Salesforce can help you better engage your patients to help drive better outcomes and increase reimbursement.

PwC SmartAgent for Healthcare

PwC SmartAgent for Healthcare, powered by Salesforce Service Cloud and Mulesoft, delivers seamless, integrated customer support, enabling members and customer service agents to increase their efficiency and reduce costs.

PwC's Commercial Excellence Solution

PwC's Commercial Excellence solution powered by Salesforce enables manufacturers to deliver a connected customer experience from sales through service. The solution enables extraordinary levels of speed and efficiency while empowering teams to harness data to rapidly translate insight into action.

Total Retail Clienteling

PwC’s Inquire to Order solution powered by Salesforce can help you better engage your customers by increasing visibility, improving sales response time, eliminating disparate systems and improving access to real-time data.


We help our clients to:

Develop a holistic customer engagement strategy

Develop a cloud-based customer engagement strategy that maps to your overarching business goals and helps you keep pace in a customer-centric digital world. PwC considers all aspects of your business to help deploy successful Salesforce solutions from strategy through execution.

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Boost revenue, enhance customer connections

Better manage customer acquisition and interactions, and ultimately grow revenue, boost productivity and gain visibility into your business. We help strengthen customer connections with cloud capabilities that span sales, service and marketing to mobile, social and collaborative communities.

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Listen, analyze, engage

Harness data across the sales, service and marketing function with cloud-based analytics capabilities to improve decision-making and the overall customer experience. PwC helps make it easier to explore data, uncover new insights and take action instantly from any device.

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Enhance social enterprise collaboration

Align internal teams and functions for idea sharing, working and collaboration with Chatter, Communities and We provide the social tools to set goals and drive deals and customer satisfaction—within the context of your customer strategies.

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Build custom applications

Are you seeking specific functionality to meet business needs through custom application development? We help deliver transformative applications for the mobile and socially connected enterprise through Our teams build custom applications to align with your business strategies and needs.

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Build interactive communities

Accelerate innovation, interaction and communication with your partners and customers through Salesforce Communities. We can help you transition from your current portals to create powerful interactive groups within a structured and predictable migration framework.

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Contact us

Cornel Nolte
Global Salesforce Alliance Leader
Tel: +1 (408) 817 5163

Steven Zaloga
Principal, Salesforce, Health Industries Leader
Tel: +1 (703) 725-2439

Preet Takkar
Principal, Salesforce Financial Services Leader
Tel: +1 (646) 471 4823

Michael Hoody
Principal, Salesforce, TMT Leader
Tel: +1 (303) 949-5207

Edward Basanese
Salesforce Principal
Tel: +1 (646) 471 4877

Ian W. Kahn
Tel: +1 (646) 471 4580

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