01
Salesforce Data Cloud
Identity resolution, calculated insights, and zero-copy data sharing with Snowflake, BigQuery, and Databricks for real-time customer intelligence.
Integration, ERP & CRM
Salesforce: A Single, Trusted View of the Customer
Apptad's Salesforce work sits at the intersection of CRM and the modern data stack. We connect Salesforce Data Cloud with Snowflake, Databricks, and MDM platforms — turning Salesforce into the activation layer for governed, AI-ready customer data.
- CategoryIntegration, ERP & CRM
- CredentialSalesforce Summit (Platinum) Partner
- Certified Bench220+ specialists
- Proof Points3 featured outcomes
Credentials
Vendor-Verified Across the Salesforce Stack
The tiers, specialisations, and certified specialists that put Apptad in Salesforce’s top consulting bench — auditable in the partner directory, not just on this page.
- Salesforce Summit (Platinum) Partner
- Salesforce Certified Professionals220+
- Data Cloud Specialist Practice
- Industry Cloud Expertise (FSC, HLS)
Solutions We Offer
What Apptad Delivers on Salesforce
The Salesforce-specific practice areas where Apptad has the deepest bench — codified into playbooks, accelerators, and specialist pods.
02
CRM ↔ MDM Integration
Bi-directional integration between Salesforce and Informatica/Reltio MDM — ensuring the CRM always reflects the golden customer record.
03
Sales, Service & Marketing Cloud
Implementation, customization, and Lightning re-platforming across Sales, Service, Marketing, and Industries Clouds for regulated industries.
04
Einstein & Agentforce
Production-grade Einstein predictions, Agentforce agents, and Prompt Builder workflows grounded on governed enterprise data.
Use Cases by Industry
Salesforce Patterns Across Sectors
Concrete ways Salesforce shows up in industry programs Apptad has shaped, delivered, and runs — useful as a starting point when scoping yours.
Financial Services
Advisor & Customer Onboarding
Modernize onboarding and advisor workbenches on Salesforce with KYC, suitability, and document-AI workflows.
Healthcare & Life Sciences
HCP & Patient Engagement
Run engagement, outreach, and care-coordination workflows on Salesforce integrated with EHR and claims systems.
Retail & CPG
Loyalty & Customer Service Hub
Stand up loyalty, service, and case management in Salesforce with golden-record customer data and AI-assisted resolution.
Manufacturing
Order to Cash & Field Service
Re-platform order-to-cash and field service on Salesforce with mobile, signature, and IoT-driven service workflows.
Insurance
Policy, Claims & Servicing
Modernize policy administration and claims-servicing experiences on Salesforce with automation and analytics built in.
Public Sector
Citizen Services Portal
Deliver citizen-services intake, case management, and benefits workflows on Salesforce with accessibility and audit baked in.
Outcomes
Results Delivered on Salesforce
A look at recent engagements where Apptad and Salesforce helped clients move from ambition to measurable business outcome.
Insurance
60%
Claims Auto-Adjudicated
P&C Insurer Powers Service Cloud with Claims AI
Salesforce Service Cloud integrated with Document AI and ML triage — auto-adjudicating 60% of claims, cutting cycle time 7×, and lifting NPS 22 points.
Read full storyHealthcare
+30%
Lift in Engagement
Regional Provider Personalizes Patient Outreach
Built a unified patient profile in Salesforce Data Cloud, integrated with Marketing Cloud journeys — driving a 30% lift in appointment adherence and outreach engagement.
Manufacturing
40%
Service Cases Auto-Resolved
Agentforce Service Deflection
Deployed Agentforce agents in Service Cloud grounded on a knowledge base of 50K articles — auto-resolving 40% of incoming service cases with high CSAT.
Client Voice
What Salesforce Clients Tell Us
Apptad rebuilt our advisor onboarding journey on Sales Cloud + Data Cloud. KYC, suitability, and document-AI workflows that used to take 14 days now take 2 — and our compliance team approved every step of the redesign.
7×faster onboarding