Connect your Salesforce clouds into one customer platform
- Sales, Service & Experience Cloud delivered together
- Agentforce-ready architecture
- Customer & partner self-service portals
- Industry accelerators for Insurance, Healthcare & Real Estate
BUSINESS SCENARIO
Is your Salesforce implementation creating disconnected customer experiences?
Designed for mid-to-large enterprises in Insurance, Healthcare, and Real Estate, this use case helps transform disconnected Salesforce implementations into a connected customer platform.
WHAT WE DO
Connect Sales, Service, and Experience Cloud into one governed platform
Most Salesforce implementations stop at configuring individual clouds. We connect Sales Cloud, Service Cloud, and Experience Cloud into a single governed platform so every team works from consistent customer information.
The architecture is Agentforce-ready, allowing AI capabilities to be introduced without rebuilding your Salesforce platform. Rather than building industry capabilities from scratch, we use configurable accelerators designed for common business processes across Insurance, Healthcare, and Real Estate, including:
- Policy servicing and claims visibility
- Member care journeys
- Agent commission management
- Property pipeline management
WHY TO THE NEW
Why choose TO THE NEW for Salesforce implementation?
| Traditional Salesforce implementation | TO THE NEW approach |
| Sales, service, and customer portals delivered separately | Sales, Service, and Experience Cloud delivered as one connected program |
| Customer information remains fragmented | Unified customer view across business functions |
| Industry workflows built from scratch | Reusable accelerators for Insurance, Healthcare, and Real Estate |
| AI adoption often requires platform redesign | Agentforce-ready architecture supports future AI adoption |
FAQS
Your questions, answered.
What is a connected Salesforce implementation?
A connected Salesforce implementation brings Sales Cloud, Service Cloud, and Experience Cloud together on a single platform, creating a unified customer view across sales, service, and customer engagement.
Who is this use case designed for?
It is designed for mid-to-large enterprises in Insurance, Healthcare, and Real Estate that already have Salesforce licenses but operate disconnected implementations.
Why connect Sales Cloud and Service Cloud?
Connecting them reduces manual handoffs, improves customer visibility, and provides more reliable pipeline forecasting through a unified CRM platform.
What role does Experience Cloud play?
Experience Cloud enables customer and partner self-service through secure portals that integrate with your broader Salesforce ecosystem.
Is the platform ready for AI?
Yes. The architecture is Agentforce-ready, allowing AI capabilities to be introduced without rebuilding the existing Salesforce implementation.
How do industry accelerators help?
They provide configurable assets for common industry workflows, reducing the need to recreate business processes for Insurance, Healthcare, and Real Estate.
