Engage customers and employees with a single, connected platform.
Financial Services Cloud
Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Build customer trust and increase employee productivity with Financial Services Cloud.
Starting at $225 USD/user/month* (billed annually)
* This edition requires an annual contract. Financial Services Cloud — Growth is also available in Professional Edition for $175 USD/user/month. Contact us for more details. This page is provided for information purposes only and is subject to change. Contact a sales representative for detailed pricing information.
The effective integration of channels across marketing, sales, and service activities is critical to delivering a positive, brand-reinforcing experience at every touchpoint in the customer relationship."
Insurance plays a critical role in our lives, and a great customer experience can enhance the process. Salesforce offers insurance CRM solutions that give reps, agents, and customers the right information, when and where they need it.
With insurance CRM, reps can reach customers on any device and channel, whether by mobile, landline, email, or social. Intelligent task prioritization helps agents proactively address the most urgent cases first. Agents can also see rich customer profiles, including life event alerts that can be leveraged for additional sales.
Customers can submit claims right from their phone with photos, and track claim progress. Salesforce insurance solutions allow policyholders to easily communicate with the right representative with more immediacy and accuracy than traditional channels.
CRM: Salesforce CRM fosters better customer relationships, helping you save money and increase profits.