Marketing Cloud, Trailhead...
Service Desktop for Retirement Planning
Service Desktop for Retirement Planning
Ameritas provides retirement plans, insurance, employee benefits and other financial services. The retirement division mission is to help their clients turn their dreams into reality and they pride themselves on providing services and support that always put the client first. They gladly give their clients their time so clients can enjoy theirs, both now and in the future and Ameritas associates only feel satisfied at the end of the day if they’ve helped their clients appreciate the little moments in life that make us human. Learn how Ameritas adopted Salesforce as the platform to deliver exceptional service for retirement plan client service consultants, to help consultants increase productivity, provide an enhanced client experience with CTI integration with Ingenius, automate complex business processes with metadata driven case workflow automation, share information securely and easily through Salesforce Knowledge, efficiently resolve client issues with Email-to-Case and easily stay connected to their customers with Lightning Connector for Outlook.
Watch the latest videos from Salesforce

A Single, 360 Shared View of Every Customer
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.

The Ethical and Humane Use of Technology
Our industry is facing an inflection point, and we believe the tech industry has an urgent responsibility to help shape the future.

Leading Through Change
Join us for a new weekly series of virtual events to help our customers and community manage through crisis.

Southwest Airlines is a Trailblazer.
Southwest Airlines is a Trailblazer in empowering employees to provide better service.

We're Stronger as Us. We're Stronger as Allies.
We are stronger together. Learn more about Salesforce's commitment to creating a more equal world for all.

Ellevest: Changing How Women Invest
See how Salesforce is helping companies of every size get on the path to their best business.