Unleashing Salesforce Potential Across Industries

Exavalu delivers transformative Salesforce solutions tailored for regulated industries combining deep domain expertise, strong product knowledge, engineering excellence, and cutting-edge AI innovation to drive growth, efficiency, and compliance.

Driving Success with Salesforce: Powered by Industry Insight + Technology Excellence

Exavalu combines deep industry expertise, MuleSoft integration capabilities, PDO excellence, Tableau and Data Practice proficiency, and proprietary ISV solutions to deliver measurable business impact:

  • 35% improvement in lead conversion for a leading national auto insurer.
  • 40% boost in operational efficiency for a self-insured longshore benefits provider.
  • 50% increase in productivity and standardization for a global non-profit.

Discover how Exavalu’s Salesforce expertise can transform your operations.

Multi-Industry and Multi-Cloud Expertise

Salesforce clouds: Sales, Service, Marketing, Financial Services, Data Cloud, Tableau and more

Industry Focus

  • Insurance: Insurers and brokers across P&C, Life & Annuities, and Retirement—driving growth, distribution efficiency, and regulatory compliance.
  • Financial Services: Retail banking, mortgage, and lending—modernizing customer engagement and streamlining origination and servicing.
  • Healthcare & Life Sciences: End-to-end patient and HCP journeys—enhancing engagement, access, and experience.
  • Manufacturing: Lead-to-order transformation for B2B and B2C—accelerating revenue and improving customer experience.
  • Nonprofit: Fundraising and program efficiency—maximizing impact, transparency, and operational effectiveness.

Why Exavalu

4.9 CSAT testifies our proven customer satisfaction

90%+ Salesforce-certified industry focused talent

10+ industry accelerators for rapid deployment

5+ years of Strategic Salesforce partnership

360 Degree Services for Salesforce Ecosystem

Industry Focused Advisory & Consulting Services

  • Strategic guidance for digital transformation
  • Process consulting and Transformation roadmaps
  • AI maturity and Agentforce readiness assessments
  • Architecture & Data Strategy

Salesforce Solution Implementation

  • Multi-Cloud enterprise solution
  • Quick Starter Pack for Pilot
  • Industry Core systems integration
  • Custom Salesforce applications
  • Salesforce test automation

Data, Analytics & Integration Services

  • Tableau: Advanced data visualization and BI solutions
  • Data Cloud: Unified data management for real-time insights
  • Informatica: ETL and data quality management
  • Mulesoft: Intelligent API-led integration across systems and applications

Managed Services & Value Maximization

  • Continuous Improvement: Application development, support & monitoring
  • Tech Refactoring & ROI Maximization
  • CoE Governance
  • Recovery Frameworks

Enablement

  • Organizational change management
  • Leadership Enablement on Salesforce
  • Salesforce user adoption assistance
  • AI governance

    Supercharge Insurance Operations
    with Exavalu + Salesforce

    Lead to Bind – Bind to Cash Expertise

    Exavalu streamlines the insurance value chain with Lead to Bind and Bind to Cash expertise, ensuring seamless processes from customer acquisition to financial transactions.

    • Lead to Bind: Optimize lead to policy value chain with Salesforce
    • Bind to Cash: Enhance premium collection, billing, and reconciliation processes
    • Policy Admin Integration: Seamless connectivity with Core systems (e.g. Guidewire, Socotra etc.) for real-time Policy, Billing, and Claims data exchange

    Exaforce: Agentic AI for Insurance Operations

    Powered by Salesforce Agentforce and Data Cloud, Exaforce is Exavalu’s AI-driven solution that redefines insurance processes with digital autonomous agents.

    Capabilities:

    • Policyholder validation
    • Incident reporting and intake
    • Claim registration and acknowledgment
    • Damage assessment scheduling
    • Appointment confirmation
    Watch the Demo
    Salesforce Solutions & Engineering

    Our Salesforce Offerings

    We help insurers grow faster, serve better and get more from Salesforce.

    From the insurance front office to the engineering behind it, each offering is built to deliver a clear, measurable outcome.

    Insurance Industry Offerings

    Lead Management

    Convert more leads, with less effort.

    Bring every lead into one place, score it with AI, and send it to the right agent at the right time.

    • Capture leads from every source, with duplicates removed
    • AI scoring and qualification to focus on the best prospects
    • Enrichment, routing and nurturing so no lead goes cold
    BUSINESS IMPACT

    Higher lead conversion | Higher agent productivity | Less lead leakage

    Distribution Management

    Build a high-performing distribution channel.

    Manage your agency network from first contact to retirement on one platform, and see what every agent delivers.

    • Agency marketing and onboarding
    • Hire-to-retire agency lifecycle management
    • Agent productivity goal tracking
    BUSINESS IMPACT

    Faster onboarding | Higher channel productivity | Better retention and engagement

    Broker Management System

    Grow broker business without adding complexity.

    A lead-to-quote platform that makes it easy for brokers to submit, compare and close business with you.

    • Lead-to-quote broker platform
    • AI risk profiling on client data
    • AI quote review and comparison
    BUSINESS IMPACT

    More quotes | Faster revenue | Fewer incomplete (NIGO) submissions

    Agentic Contact Center

    Better service at a lower cost to serve.

    Voice-enabled AI agents handle everyday service requests, while your team sees a full view of every customer and agent.

    • Voice-enabled agentic service
    • Agentic FNOL (first notice of loss) and endorsements
    • Customer and agent 360 view
    BUSINESS IMPACT

    Higher CSAT and agent productivity | Shorter handle time | Lower operational cost

    Salesforce Engineering Offerings

    Diagnose, scale and innovate on Salesforce, faster and safer.

    Exapulse: Org Health Diagnostics

    Know your Salesforce org’s health, without sharing your data.

    Exapulse scans your entire Salesforce org and turns what it finds into clear, actionable insights.

    • AI insights from static and dynamic analysis
    • Full org scan: code, metadata and flows
    • No install needed, zero data retention
    BUSINESS IMPACT

    Better decisions, easier scaling | Lower technical debt and risk | Stronger best-practice adoption

    AI in Salesforce Engineering

    Scale faster and get more from Salesforce, with humans in control.

    Specialist AI agents do the building across the development lifecycle. Your people review and approve every output.

    • Governed, enterprise-wide AI delivery
    • Specialist agents build, humans approve
    • Secure, connected and self-improving
    BUSINESS IMPACT

    40–60% faster SDLC | 100% human-gated output | Zero data retention

    Innovation Studio

    Turn next-gen Salesforce technology into value.

    On-demand experts in the latest Salesforce capabilities, so you can test ideas quickly before you commit.

    • On-demand blend of latest and emerging Salesforce skills
    • Working proof of value (POV) in 3–4 weeks
    • Proven POVs become funded PODs
    BUSINESS IMPACT

    Faster idea-to-value | Less procurement overhead | Lower cost of proving value

    Not sure where to start?

    Tell us your biggest Salesforce challenge and we will point you to the right offering.

    Talk to Our Salesforce Experts

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      Ready to Transform Your Operations?

      Leverage Exavalu’s Salesforce expertise, MuleSoft integrations, PDO capabilities, Tableau and Data Practice proficiency, and ISV accelerators to unlock unparalleled efficiency and growth across industries.

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