Real depth, industry by industry.

Retail & Consumer Goods

Trade promotions, field execution, and customer data run across disconnected systems, with no real-time view of what's actually working.

We connect trade spend, field visits, and customer data into one system — so a promotion's actual return shows up before the next planning cycle, not after.

• Trade promotion ROI, tracked automatically — spend and performance calculated in real time, not reconciled at month-end in a spreadsheet.
• Field visit compliance, verified on the spot — planogram and stock checks captured on a rep's phone, not a paper checklist.
• One shopper, recognized everywhere — purchase history follows a customer across web, store, and service — not three separate records.

Manufacturing

Dealer relationships and service commitments tracked manually, with quoting cycles measured in days and inventory visibility that lags the shop floor.

Agentforce keeps dealer relationships warm and quotes moving, while real-time inventory sync keeps the shop floor and the CRM saying the same thing.

• Dealer orders that place themselves — an agent flags a reorder pattern and drafts the order before the dealer calls.
• Warranty claims without the email chain — claims validated against install records and closed without bouncing between inboxes.
• Technicians dispatched by skill, not luck — field jobs matched to the nearest tech with the right certification, automatically.

High-Tech

Deal desks buried in manual quoting, with renewal signals sitting in usage data nobody has time to watch until it's too late.

A dedicated pricing and estimation module cuts the manual steps out of quoting, while usage data feeds directly into renewal and churn signals a CSM can actually act on.

• Renewal risk flagged before the QBR — usage data surfaces accounts trending toward churn, weeks before the conversation starts.
• Quotes approved in hours, not a week — non-standard pricing routes straight to the right approver; standard deals skip deal desk entirely.
• Tickets triaged by product, not by luck — support cases route to the engineer who actually knows that part of the codebase.

Real Estate

Leads, bookings, and collections spread across spreadsheets, with no single pipeline view across active projects.

One connected system carries a lead through booking, payment plans, and collections — across as many active project phases as you're running at once.

• A cold lead gets a second chance — inactive leads automatically re-engaged when a matching inventory release goes live.
• Payment plans without a spreadsheet — installment schedules, reminders, and overdue flags handled without manual tracking.
• Buyers self-serve their own status — document status, payment schedule, and possession updates visible without a phone call.

Healthcare

Intake and scheduling start from a blank form, not patient context — care coordination scattered across systems that don't talk to each other.

A Care Coordination Agent and unified Patient 360 mean intake starts from context, not a blank form, and care teams aren't hunting across systems for basic history.

• No-shows, reduced before they happen — patients flagged as high-risk for missed appointments get a different reminder cadence automatically.
• Referrals that don't lose context — a referral moves from primary care to specialist with full history attached, not a fax.
• Eligibility checked ahead of the visit — insurance coverage verified automatically, not discovered at the front desk.

Education

Admissions, examinations, and student wellbeing tracked in disconnected systems, with no single student record from inquiry to alumni.

A connected student record follows someone from inquiry through alumni status, backed by dedicated accelerators for the parts every institution eventually needs.

• Admissions inquiries that don't go cold — prospective students get a same-day response and a clear next step, not a form that vanishes.
• Hostel allocation without spreadsheet chaos — room assignments, waitlists, and swaps managed in one system, not a shared file every intake.
• At-risk students flagged early — attendance and engagement patterns surface who needs outreach, before mid-terms confirm it.

Financial Services

Regulated, high-trust workflows that can't afford the governance gaps a generic CRM setup leaves open.

Financial Services Cloud gives regulated workflows the data model and governance they actually need, instead of compliance bolted onto a generic Sales Cloud setup.

• Onboarding without the paper trail — KYC documentation, verification, and approval tracked in one workflow, not six email threads.
• Cross-sell timed to a real signal — a relevant offer triggered by an actual account event, not a quarterly blast campaign.
• Compliance reviews built in, not bolted on — approval steps run inside the process itself, instead of a separate bottleneck at the end.