Salesforce Clouds & Solutions

Our Salesforce experts are fully accredited in all key Salesforce Clouds and Solutions, including Sales Cloud, Service Cloud, Financial Services Cloud and Marketing Cloud.

Salesforce Service Cloud

SALESFORCE SOLUTIONS & CLOUDS

Salesforce Service Cloud is a customer support platform that gives your agents everything they need to deliver impeccable service across any channel. More importantly your customers can choose how to reach out and start a conversation with you, anywhere, and on any device.

From automating processes and workflows, to ensuring optimum management of high volume tickets, WHISHWORKS Service Cloud experts will help you make the most out of Salesforce’s Service Cloud.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Service Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

Service Cloud Benefits

  • Salesforce Service Cloud Benefits - Global Support

    SERVICE EVERYWHERE

    With the Service Cloud platform, you can embed customer support into your existing mobile apps and websites. Agents can also monitor a customer’s needs and respond in whatever channel the customer feels comfortable using, including phone, email, SMS, and even Twitter or Facebook.

  • Salesforce Cloud Benefits - Automation

    AUTOMATION

    Automatically route cases to the right agent, at the right time. Then put all the customer information your agents need at their fingertips, all in one screen—the Service Console.

  • Salesforce Cloud Benefits - Service Console

    Service Console

    The Service Cloud platform gives every agent a 360-degree customer view from a single screen on the Service Console. Agents can deliver intelligent service, because they can see everything from service history to previous customer sales.

Salesforce Financial Services Cloud

Salesforce Solutions & Clouds

Salesforce Financial Services Cloud lets bankers, insurers and advisers build trust by unifying the customer experience to grow their business and deepen customer relationships.

With Financial Services Cloud, Financial Institutions can accelerate digital transformation while delivering the personalised service that customers expect with a single view of each customer’s household, across channels, geographies and lines of business. Whether you are new to Salesforce, or an existing user, WHISHWORKS domain-experts together with our Financial Services Cloud Accelerator, will ensure you enjoy fast ROI and time-to-market, whilst staying in compliance with corporate, industry and regulatory requirements.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Financial Services Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

Benefits

  • Salesforce Cloud Benefits - Service Console

    Unified view

    360-degree visibility into clients’ financial profiles puts your customer at the centre of every interaction.

  • Salesforce Cloud Service Benefits - Rich Context

    Rich context

    A richer context helps personal bankers understand who their customers are, what financial products they have, and what they can use to achieve their life goals.

  • Salesforce Cloud Service Benefits - New Insights

    New insights

    Insight into a client’s family wealth ecosystem helps advisors grow their book of business across multiple networks.

  • Salesforce Cloud Services Benefits - Development & Data & Analytics Accelerators Benefits - Deployment

    ADVANCED PRODUCTIVITY TOOLS

    New productivity tools help advisors and personal bankers work faster and smarter than ever.

Salesforce Sales Cloud

Salesforce Solutions & Clouds

Regardless of your company’s size, industry or geography, Sales Cloud helps you build deeper connections with your customers, manage and monitor your business in real time, and pivot fast as the world continues to evolve rapidly. With Sales Cloud your sales teams have everything they need in one place so they can perform at their best wherever they are.

WHISHWORKS certified consultants will help you implement, integrate and tailor Salesforce Sales Cloud to meet the specific needs of your organisation and your sales teams, with embedded best practice and governance.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Sales Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

Sales Cloud Benefits

  • Salesforce Service Cloud patient profile

    LEAD MANAGEMENT

    From the time they learn about a lead, until they close the deal, sales reps can record everything that matters in Sales Cloud, and use smart rules to automatically prioritise and route leads for the best possible outcome.

  • Salesforce Service Cloud PRODUCTIVITY

    TEAM PRODUCTIVITY

    With Sales Cloud’s advanced features, like the Sales Path and the Salesforce Mobile App, you can be sure that your sales teams don’t miss a beat.

  • Salesforce Cloud Benefits - Automation

    AUTOMATION

    With Sales Cloud you can automate all the mundane, repetitive work of your sales processes, and even track your emails so there are no gaps in your records.

  • Salesforce Service Cloud

    SALES CLOUD + SERVICE CLOUD

    Salesforce Service Cloud and Sales Cloud are  built on the same platform, giving sales, service, and the entire organisation a 360-degree view of each customer.

Salesforce Marketing Cloud

SALESFORCE SOLUTIONS & CLOUDS

Built on the world’s #1 CRM platform, Salesforce Marketing Cloud enables you to know your customer, personalise your communication with intelligence, and engage across channels throughout your customer’s journey.

WHISHWORKS certified consultants will choose the right set of Marketing Cloud products for your business, and help you create personalised customer journeys to drive customer acquisition and loyalty.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Marketing Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

Marketing Cloud Benefits

  • Salesforce Marketing Cloud Benefits - Flexibility

    FLEXIBILITY

    Marketing Cloud comes with a host of products, like Mobile Studio and Journey Builder, to make the work of digital marketers more efficient and effective. And you can select to use only the products that meet your needs.

  • Salesforce Marketing Cloud Benefits - Cross-Channel

    CROSS-CHANNEL

    Engage with your audience through their preferred channel. With Marketing Cloud you can create campaigns across channels, including email, mobile, social, advertising, and the web.

  • Salesforce Marketing Cloud Benefits - Channel Marketing

    CHANNEL MARKETING

    If you sell  through large partner networks, such as franchisees or financial advisors, Distributed Marketing from Salesforce makes it simple to deliver consistent experiences across partner networks.

Salesforce Experience Cloud

Salesforce Solutions & Clouds

Salesforce Experience cloud you can create multiple sites and experiences within your Salesforce org to address different collaboration and engagement needs.

Our Salesforce experts will help you set up the sites in your Salesforce org, and tailor them to how you want your employees, customers and partners to access content and data.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running with Experience Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

Benefits of Experience Cloud

  • Salesforce Cloud Benefits - Automation

    Versatility

    By building your experience on the Salesforce Platform, you can integrate various Salesforce features seamlessly into your experience.

  • Salesforce Experience Cloud - Customer Engagement

    Customer Engagement

    With Experience Cloud, you can create multiple experiences in your Salesforce org, so you can tailor them to different types of customers and customer needs. Your customers become empowered and engaged.

  • Salesforce Experience Cloud - Partner Enablement

    Partner Enablement

    With Experience Cloud’s Partner Central template, it’s easy to offer your partners the best of Salesforce and add extra features just for them.

Salesforce Loyalty Management

Salesforce Solutions & Clouds

Salesforce Loyalty Management lets you build intelligent B2B and B2C loyalty programs that are flexible, configurable, and rapidly deployable.

Our Salesforce experts will help you set up Loyalty Management, remove silos and connect member data across multiple systems, so you can deliver more dynamic and personal loyalty experiences for your customers.

Get in touch today to show you how we’ve helped businesses like yours bring value to their customers’ experience and to their business.

Benefits

  • Support

    Customer 360

    With Loyalty Management, you develop a 360 view of your members that enables personalisation at scale and builds loyalty throughout the customer journey across touchpoints.

  • B2B and B2C

    Whether you are a B2C or B2B company, Salesforce Loyalty Management lets you configure programmes to meet the needs of your business and your customers.

  • OMNICHANNEL

    Loyalty Management allows you to create lasting loyalty by meeting customers where they are with personalized rewards, benefits, and experiences they can redeem online or in-store.

Salesforce Integration

Salesforce Solutions & Clouds

MuleSoft Anypoint Platform allows you to connect any system, Salesforce or not, whether in the cloud or on-premises, on a unified platform.

WHISHWORKS is a Strategic Partner of MuleSoft. Our certified consultants have worked with hundreds of businesses to help them leverage API-led integration and create connected experiences faster.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running with Anypoint Platform in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

Benefits of Anypoint Platform

  • Salesforce Cloud Benefits - Automation

    Increase Productivity

    With API-led connectivity, logic is distilled into its constituent parts — which means that logic can be reused across different applications. This increases productivity, prevents duplication efforts, and allows developers to build on each other’s work.

  • Salesforce Experience Cloud - Partner Enablement

    Launch new projects faster

    With API-led connectivity, comes reuse and productivity. Every API is a reusable component accelerating subsequent developments. This allows faster time-to-market and project launches.

  • Salesforce Experience Cloud - Customer Engagement

    Reduce Overheads

    Another advantage of API-led connectivity is reduced integration costs, as a result of reuse. This translates to lower maintenance and operational expenses.