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PwC + Salesforce
Designing tomorrow. Together.
PwC + Salesforce
MEANINGFUL BUSINESS
TRANSFORMATION
WITH DEEP EXPERIENCE IN THE SALESFORCE
PLATFORM AND AN ESTABLISHED PARTNER
ECOSYSTEM, WE ARE IN A STRONG POSITION TO
UNLOCK NEW BUSINESS VALUE.
FASTEST GROWING
SALESFORCE GLOBAL STRATEGIC
CONSULTING PARTNER
MORE THAN 150
TERRITORIES IN OUR GLOBAL
DELIVERY NETWORK
THOUSANDS
OF GLOBAL CUSTOMER, DIGITAL,
AND CRM PROFESSIONALS
We solve the
big problems.
PWC LEVERAGES THE POWER OF THE
SALESFORCE PLATFORM TO HELP
CONNECT ORGANISATIONS TO THEIR
CUSTOMERS
We also do tax.
PwC + Salesforce
Focus on transformation.
STRATEGIC DRIVERS AND ORGANISATIONAL IMPACTTRANSFORMATION ENTRY POINTS
GROWTH
Driving enterprise
and business growth
leveraging an omni-channel
strategy
ENGAGEMENT
Refining and recalibrating
the enterprise both internally
and externally
RETENTION
Servicing customers
in a meaningful and
frictionless way
Experience Focused
Business Innovation
Sales Transformation
Brand Management
Marketing Transformation
Customer Engagement Platform
Cyber Security, Risk and Governance
Legislation and Regulation
Agile Enterprise Mindset
Pricing and Profitability
Service Transformation
Analyse (Real-time Insights)
Back Office
Finance
Organisational
Performance
4
Front Office
Transformation
1
Workforce
Transformation
2
Workplace
Transformation
3
Data and Analytics5
Organisations typically focus on 5 key areas to deliver customer-
centricity. Focusing attention on any one of these areas can have
significant impact, however, the result can be compounded by focusing
on a number of them in combination.
ASSET AND WEALTH
MANAGEMENT
AUTOMOTIVE
BANKING AND CAPITAL
MARKETS
CONSUMER MARKETS
ENERGY, UTILITIES AND
RESOURCES
ENGINEERING AND
CONSTRUCTION
GOVERNMENT AND
PUBLIC SERVICES
HEALTHCARE
INSURANCE MEDIA
PHARMACEUTICALS
AND LIFE SCIENCES
TELECOMMUNICATIONS
DIGITAL
transformation
The power of
perspectives.
WE WORK AT THE INTERSECTION OF
BUSINESS, EXPERIENCE AND
TECHNOLOGY.
SALESFORCE FUNCTIONS
Lightning UI
Tasks and events
07:00 - RM uses Lightning home page to
review plans for the day, remind themself of
key interactions that will improve her quarter
and map routes
07:45 - Arrives early for Customer A visit, uses
Salesforce 1 mobile app to prep for meeting,
reviewing customer history, NPTB analysis for
that Customer and notes related to existing
Opportunities
Account overview
Call history
Account plans
Single view of customer
NPTB integration
Google maps integration
Account plans
Product suitability workflow
Call centre issue integration
Google Maps journey planner
Pipeline management
Case management
08:00 - Meets Customer A, discusses benefits
of MyBank vs incumbent and supports her with
an application for a new business overdraft
10:00 - Meets Customer B: Salesforce1
highlights a recent customer service issue. RM
resolves issue and strengthens relationship
11:00 - Whilst waiting for coffee, updates call
history for Customer B and closes case.
Updates Account plan for Customer A and
updates overdraft Opportunity to ‘Closing’
People first. Technology second.
Our accelerators.
WEALTH
MANAGEMENT 2.0
SMART AGENT
FOR FS
BEST INTEREST
ENGINE
MOBILE
MANAGER
LEAD REFERRAL AND
ACCOUNT OPENING
AGENCY
ONBOARDING
CUSTOMER
360
ASSET MANAGEMENT
AND CAPITAL RAISING
SMART AGENT FOR
HEALTHCARE
FUTURENOW! CONNECTED
PATIENT
PATIENT DIGITAL
CARE
HCP
COMPLIANCE
EMPLOYEE
WORKSPACE
CONFLICTS OF
INTEREST
CLINICAL
PRODUCTIVITY
DEALS
ACCELERATOR
VIRTUAL
CONCIERGE
PARTNER INCENTIVE
MANAGEMENT
RETAIL
CLIENTELING
RETAIL
EXECUTION
SUPPLIER MARKETING
COMMUNITY
SUPPLIER
MANAGEMENT
FIELD SERVICES FOR
UTILITIES
COMMERCIAL
EXCELLENCE
PRM CUSTOMER
ACQUISITION PORTAL
FIELD ROUTING
WIZARD
ALWAYS ON
WORKFORCE
SUCCESSION
PLANNING
HEXA BPM PERFORMANCE
MANAGEMENT
Designing tomorrow.
FOURTH INDUSTRIAL REVOLUTION (4IR)
TECHNOLOGIES PRESENT UNPRECEDENTED
POTENTIAL GAINS FOR COMPANIES THAT CLAIM
LEADERSHIP ROLES.
INTERNET OF
THINGS
ARTIFICIAL
INTELLIGENCE
VOICE
AUGMENTED
REALITY
BLOCKCHAIN ANALYTICS
BY 2020
THERE WILL BE CLOSE TO 7 TIMES THE
NUMBER OF CONNECTED DEVICES AS
PEOPLE ON THE PLANET
Let’s make tomorrow. Together.

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PWC + Salesforce

  • 1. PwC + Salesforce Designing tomorrow. Together.
  • 2. PwC + Salesforce MEANINGFUL BUSINESS TRANSFORMATION WITH DEEP EXPERIENCE IN THE SALESFORCE PLATFORM AND AN ESTABLISHED PARTNER ECOSYSTEM, WE ARE IN A STRONG POSITION TO UNLOCK NEW BUSINESS VALUE. FASTEST GROWING SALESFORCE GLOBAL STRATEGIC CONSULTING PARTNER MORE THAN 150 TERRITORIES IN OUR GLOBAL DELIVERY NETWORK THOUSANDS OF GLOBAL CUSTOMER, DIGITAL, AND CRM PROFESSIONALS
  • 3.
  • 4. We solve the big problems. PWC LEVERAGES THE POWER OF THE SALESFORCE PLATFORM TO HELP CONNECT ORGANISATIONS TO THEIR CUSTOMERS
  • 5. We also do tax.
  • 6. PwC + Salesforce Focus on transformation.
  • 7. STRATEGIC DRIVERS AND ORGANISATIONAL IMPACTTRANSFORMATION ENTRY POINTS GROWTH Driving enterprise and business growth leveraging an omni-channel strategy ENGAGEMENT Refining and recalibrating the enterprise both internally and externally RETENTION Servicing customers in a meaningful and frictionless way Experience Focused Business Innovation Sales Transformation Brand Management Marketing Transformation Customer Engagement Platform Cyber Security, Risk and Governance Legislation and Regulation Agile Enterprise Mindset Pricing and Profitability Service Transformation Analyse (Real-time Insights) Back Office Finance Organisational Performance 4 Front Office Transformation 1 Workforce Transformation 2 Workplace Transformation 3 Data and Analytics5 Organisations typically focus on 5 key areas to deliver customer- centricity. Focusing attention on any one of these areas can have significant impact, however, the result can be compounded by focusing on a number of them in combination.
  • 8. ASSET AND WEALTH MANAGEMENT AUTOMOTIVE BANKING AND CAPITAL MARKETS CONSUMER MARKETS ENERGY, UTILITIES AND RESOURCES ENGINEERING AND CONSTRUCTION GOVERNMENT AND PUBLIC SERVICES HEALTHCARE INSURANCE MEDIA PHARMACEUTICALS AND LIFE SCIENCES TELECOMMUNICATIONS
  • 9.
  • 11. The power of perspectives. WE WORK AT THE INTERSECTION OF BUSINESS, EXPERIENCE AND TECHNOLOGY.
  • 12. SALESFORCE FUNCTIONS Lightning UI Tasks and events 07:00 - RM uses Lightning home page to review plans for the day, remind themself of key interactions that will improve her quarter and map routes 07:45 - Arrives early for Customer A visit, uses Salesforce 1 mobile app to prep for meeting, reviewing customer history, NPTB analysis for that Customer and notes related to existing Opportunities Account overview Call history Account plans Single view of customer NPTB integration Google maps integration Account plans Product suitability workflow Call centre issue integration Google Maps journey planner Pipeline management Case management 08:00 - Meets Customer A, discusses benefits of MyBank vs incumbent and supports her with an application for a new business overdraft 10:00 - Meets Customer B: Salesforce1 highlights a recent customer service issue. RM resolves issue and strengthens relationship 11:00 - Whilst waiting for coffee, updates call history for Customer B and closes case. Updates Account plan for Customer A and updates overdraft Opportunity to ‘Closing’ People first. Technology second.
  • 13. Our accelerators. WEALTH MANAGEMENT 2.0 SMART AGENT FOR FS BEST INTEREST ENGINE MOBILE MANAGER LEAD REFERRAL AND ACCOUNT OPENING AGENCY ONBOARDING CUSTOMER 360 ASSET MANAGEMENT AND CAPITAL RAISING SMART AGENT FOR HEALTHCARE FUTURENOW! CONNECTED PATIENT PATIENT DIGITAL CARE HCP COMPLIANCE EMPLOYEE WORKSPACE CONFLICTS OF INTEREST CLINICAL PRODUCTIVITY DEALS ACCELERATOR VIRTUAL CONCIERGE PARTNER INCENTIVE MANAGEMENT RETAIL CLIENTELING RETAIL EXECUTION SUPPLIER MARKETING COMMUNITY SUPPLIER MANAGEMENT FIELD SERVICES FOR UTILITIES COMMERCIAL EXCELLENCE PRM CUSTOMER ACQUISITION PORTAL FIELD ROUTING WIZARD ALWAYS ON WORKFORCE SUCCESSION PLANNING HEXA BPM PERFORMANCE MANAGEMENT
  • 14. Designing tomorrow. FOURTH INDUSTRIAL REVOLUTION (4IR) TECHNOLOGIES PRESENT UNPRECEDENTED POTENTIAL GAINS FOR COMPANIES THAT CLAIM LEADERSHIP ROLES. INTERNET OF THINGS ARTIFICIAL INTELLIGENCE VOICE AUGMENTED REALITY BLOCKCHAIN ANALYTICS BY 2020 THERE WILL BE CLOSE TO 7 TIMES THE NUMBER OF CONNECTED DEVICES AS PEOPLE ON THE PLANET