The Salesforce Private Equity Practice

Helping you accelerate value creation within your portfolio through the power of digital transformation.
Our dedicated Private Equity Practice will equip you with:
  • A trusted partner on your value creation journey
  • Unique insights on digital transformation from a specialist team of digital advisors
  • Access to innovation and thought leadership tailored to the needs of your portfolio

Our services

Central partnership management

A single point of contact to provide you and your portfolio companies with access to the best of Salesforce. No confusion, no call centers, just a seamless, rich experience.

Digital value creation advisory

We’ll transform the front office capabilities of your portfolio companies or target investments. Allowing you to tap every last drop of potential.

Portfolio performance insights

Make sure you’ve maximized the value of your Salesforce investment across your portfolio with targeted insights and actions.

Tailored innovation and thought leadership

We’ll bring industry and technical experts together to address the challenges faced by you and your portfolio. Curated experiences with practical results.

Benefits of working with the Private Equity Practice

Our Private Equity Practice has a proven track record of increasing the value of private equity owned companies. Here’s what you can expect from us.

EBITDA growth

Boost exit value in your portfolio companies with our Gartner-recognised sales, marketing and analytics solutions.

Accelerate time to value

Realise value from your portfolio companies faster, with industry-specific solutions, world-leading SaaS services and our customer-focused approach to value creation.

Trusted digital advisor

Gain access to industry experts equipped with deep digital expertise and access to Salesforce’s broad ecosystem.

Continuous innovation

Stay ahead of the game with access to deeper customer insights, data analytics and continual technology releases.

Maximize Salesforce ROI

Get a clear view of how our tools can be optimized for your portfolio today, and improve your ROI over time.

Single point of contact

Receive personalized 1-2-1 support from a team of digital advisors, with expertise in private equity and finance.

Customer success stories


We want to help companies and their trading partners improve their environmental, social, and ethical performance. With Salesforce, we can transform more supply chains and build a more sustainable world.”

Christine MacDonald | Director of Marketing Operations & Demand Generation, EcoVadis

With Salesforce, we augment the capabilities of our sales staff to deliver better engagement for customers, to predict the next best action and provide the right content at the right time.”

Antonio Carriero | Chief Digital & Technical Officer, Breitling

Salesforce has been fundamental to our huge growth over the last five years and it will continue to help us scale the organization to new heights.”

Sam Crook | CRO, Commercial and Enterprise, Ascertia



20-22 September 2022

Dreamforce, San Francisco

September 14-15, 2022

Responsible Investment Forum, San Francisco

October 19-20, 2022

Operating Partners Forum,
New York


November 16-17, 2022

Responsible Investment Forum, London

November 30-December 1, 2022

Women in Private Markets Summit, London


Questions? We’ll put you on the right path.

The Salesforce Private Equity Practice can help you drive EBITDA growth and accelerate time to value from your portfolio companies. To start your journey and learn more, contact our team of expert digital advisors today.