CI&T | Salesforce

Accelerate the business impact of your Salesforce journey

Our partnership with Salesforce has benefited businesses since 2010

As a Salesforce partner, CI&T provides co-sales support, facilitates project inceptions, and delivers solutions across multiple Salesforce clouds (Core CRM, Sales, Marketing, Service, Health, Community, Banking, MuleSoft) and industries (Financial Services, Automotive, CPG, Technology, Transportation, Healthcare and Life Sciences).

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How we can help you with your Salesforce journey:

We deliver Business Impact quickly

Customer experience

Deep knowledge of customer experience, marketing and the commercial process

Lean approach

Lean Digital approach, based on 90-day business impact cycles, that unlock business through strategy, design, and engineering

CRM expertise

Salesforce and CRM expertise combined with a strong Engineering practice to enable even the most complex integrations

Focal Solutions

Marketing Cloud

Turn moments into trusted customer relationships with automated, data-first marketing.

Service Cloud

Earn lifelong customers with efficient, connected service.

Sales Cloud

Drive efficient growth with intelligent sales force automation software.

Operational excellence and consumer satisfaction

Developing a digital campaign management platform and streamlining credit flow has resulted in a true revolution.

Our multidisciplinary teams have embraced two challenges related to the operations of the 3rd largest bank in Latin America: the creation of a new credit flow and the design of a digital campaign management platform. In the first case, the teams needed to enhance, with updated solutions, the performance of relationship managers at the institution and improve credit analysis. In the second scenario, they aimed to simplify and accelerate the management of numerous marketing actions.

The union between CI&T professionals and Salesforce experts, along with the implementation of Salesforce solutions, especially Financial Service Cloud, Service Cloud, and Marketing Cloud, has resulted in a revolutionary shift. Its actions, which also involved the integration of legacy systems and varied channels, ensured both increased revenues and high conversions to credit and investment - thanks to the optimization of operational processes and personalized communications and approaches in digital and omnichannel journeys.

Modernizing the digital ecosystem of Latin America's largest bank

The new ecosystem allows the banking institution to improve the synergy of marketing operations related to various digital products.

Faced with the need to set up and manage a new cloud business unit, capable of centralizing, in a single environment, campaigns and results of marketing actions related to all digital products in its portfolio, the largest bank in Latin America turned to CI&T and Salesforce. Our multidisciplinary teams stepped in to take action on all fronts, reinventing the new architecture on data-driven processes and customization.

From the beginning of the partnership in 2021 through 2022, we managed to migrate various systems to Salesforce Cloud Architecture, equipped with Salesforce Marketing Resources (Marketing Cloud, Customer 360, Datorama, and Interaction Studio) and specifically designed for this application. Furthermore, we have completed almost all communications deliveries, increased rates related to consumer behavior, and ensured operational synergy up to the institution's market coverage.