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Industry: Financial Services
Content Type
Industries
Blog
Why Conversational CRM is the Next Big Thing and How Agentforce Makes It Real
Minkesh Patel
August 6, 2025
Blog
Salesforce Marketing Cloud Core vs Classic: What Businesses Need to Know
Priyanka Gajera
August 1, 2025
Blog
Salesforce Pricing Update 2025: What It Means for Your Business
Minkesh Patel
July 18, 2025
Blog
Smarter Workflows in Action: Highlights from the 2025 Salesforce Agentforce Hackathon
Minkesh Patel
June 20, 2025
Blog
Cross-Selling And Upselling Strategies In Fintech CRM
Minkesh Patel
April 25, 2024
Blog
Guiding Your Financial Business Management Through Salesforce Sales Cloud Integration
Prashant Mehta
June 7, 2023
Case Studies
Referral Management System
Healthcare
Referral Management System
Healthcare
Smart, Seamless, Scalable: Reinventing Behavioral Health Referrals
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Automated intake and smart routing
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%
Real-time availability and self-service
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%
Preference-based matching and updates
View Case Study
Agentforce
Software & Technology Services
Agentforce
Software & Technology Services
Smart Salesforce CRM Agent: Driving 24/7 Engagement, 60% More Leads & Fewer Missed Inquiries
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%
increase in qualified leads captured via website
0
+
meetings auto-scheduled within the first month
0
24/7
availability reduced missed inquiries by 70%
View Case Study
Agentforce
Sales Cloud
Service Cloud
Manufacturing
Retail
Agentforce
Sales Cloud
Service Cloud
Manufacturing
Retail
How Salesforce and Agentforce Transformed Customer Support for a Leading Manufacturing Brand
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%
Increase in customer query resolution speed via automated agent responses
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%
Reduction in manual support workload through intelligent self-service capabilities
0
%
Improvement in customer engagement with personalized product recommendations
View Case Study
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