Module / Topic: Sales Cloud

Browse Mergen content

Webinar: Salesforce Data Cloud — Identity Resolution Across Brands
Identity resolution patterns in Salesforce Data Cloud — from a multi-brand CPG and a B2B SaaS company’s production deployments.
Industrial Distributor: Salesforce Sales Cloud Across 1,800 Distributors
An industrial-products manufacturer deployed Sales Cloud across 1,800 distributors with custom partner-portal flows. Distributor-quoted revenue up 18% in 2 quarters.
Insurance Carrier: Broker Portal on Sales Cloud + Experience Cloud
A specialty insurer rebuilt broker engagement on Salesforce Sales Cloud + Experience Cloud. Broker submission volume up 41% in year one.
Wealth Manager: Einstein Next-Best-Action for Advisor Productivity
A wealth manager deployed Einstein Next-Best-Action across 3,400 advisors. AUM growth from existing clients up 14%; advisor satisfaction with tooling up 28 points.
B2B SaaS: 28% Faster Sales Cycle with Salesforce Sales Cloud + Einstein
A high-growth B2B SaaS company replatformed CRM on Salesforce Sales Cloud + Einstein AI. Sales cycle compressed 28%, win rate up 14 points.
Top-10 US Mortgage Lender: 36-Hour Time-to-Decision with Salesforce FSC
A top-10 US lender replaced a 30-year-old origination platform with Salesforce Financial Services Cloud + Mergen DocAI. STP rose from 32% to 85% in two quarters.