Exavalu + Salesforce: Transform your business to Digital rapidly leveraging Salesforce

All industries broadly continue to be heavily disrupted through forces of competition, digital transformation, regulation, and a new generation of consumers that demand distinct and direct channels of engagement. It’s not enough to simply provide a consistent experience across every channel and touchpoint. Companies need to ensure that the experiences are both personal and relevant. But connecting with customers takes more than just sales and marketing. It requires smart automation and optimized business processes built around the customer relationship. Insurance, Financial services, Healthcare Enterprises and many other industries, turn to Salesforce when they are ready to enable business processes in the cloud, to quickly and easily adapt to changing market conditions and to realize significant ROI by eliminating the need to have a large infrastructure investment required to support the business needs. Salesforce.com, Inc., is a provider of enterprise software, delivered through the cloud, with a focus on customer relationship management (CRM). The Company focuses on cloud, mobile, social, Internet of Things (IoT) and artificial intelligence. Salesforce provides a portfolio of capabilities including sales force automation, customer service and support, marketing automation, digital commerce, community management, analytics, application development, IoT integration, and collaborative productivity tools

Exavalu provides consulting services to enable business capabilities across several of the Salesforce Cloud offerings (Sales, Service, Marketing and IoT Cloud’s);

Sales Cloud:
Sales Cloud enables companies to store data, monitor leads and progress, forecast opportunities, gain insights through relationship intelligence and collaborate around any sale on desktop and mobile devices. Sales Cloud also offers solutions for partner relationship management, including channel management and partner communities, and the ability to deliver quotes, contracts and invoices to improve forecasting and collect payments faster.

Service Cloud:
Service Cloud enables companies to deliver more personalized customer service and support. Its customers use the Service Cloud to connect their service agents with customers across multiple channels, including phone, e-mail, chat, live video, short message service (SMS), self-service Web portals, social networks, online communities and directly within their own products and mobile applications. It also offers a field service solution that enables companies to connect agents, dispatchers and mobile employees through one centralized platform, through which they can schedule and dispatch work intelligently, and track and manage jobs in real-time.

Marketing Cloud:
Salesforce Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers. Including Lead Management, scoring and nurturing through their Marketing automation capabilities. Passing qualified leads to the sales organization to help them sell organization products.

IoT Cloud:
IoT Cloud enables companies to harness the power behind connected devices, products, sensors and applications to derive customer insights, which allows, companies to sell, service and market to their customers in a more personalized ways, and engage proactively with them in real time.


Exavalu became a Salesforce Partner in 2019.

Exavalu Salesforce Offerings :

Exavalu has both functional and technology expertise supporting the Financial Services (Insurance and Banking) and Healthcare Industries. We engage our customers around two key pillars; Business and Technology Advisory/Strategy, and Technology Delivery & Enablement Services to help implement their unique Salesforce product offerings for specific industry verticals.

Our Advisory Services around Salesforce are

  • Product and Brand Strategy
  • User Research & Customer Validation
  • Strategy Roadmaps
    • Service/Sales & Marketing Automation
    • Insurance – Actuarial, Policy Administration, Underwriting and Claims
    • Healthcare (Payor & Provider)
  • CRM Platform Evaluation & Roadmap Definition – Sales/Service/Marketing Automation
  • Service, Sales & Marketing Optimization, Realignment and Transformation
  • Cloud Readiness Assessments
  • Change Management
  • Agile Transformation
  • Employee Engagement
  • Business Case Development
  • Digital Transformation & Roadmaps
  • Process Automation CoE / Roadmaps

Our Technology Delivery Services around Salesforce includes

  • Salesforce Technical Delivery (Design, Configuration)
    • Customer Engagement (Service, Sales & Marketing Automation)
    • Business Workflow Management
    • Case Management
    • Business-process design and optimization
  • Governance
  • Data conversion
  • Data Visualization & Storytelling
  • Data Architecture
  • Cloud Architecture
  • Software Upgrades
  • Technology Architecture (Systems Modernization, Migration, Cloud, Digital)
  • Innovation Strategy + Realization
  • System Integrations – both internal & external