Best Salesforce Implementation Partner in California

Insurance

At SaaSPack we work with Salesforce Platform to accelerate digital transformation by enabling carriers and MGAs to run their core insurance processes on Salesforce. We have experience in quoting, policy administration, claims management, service and billing which can be deployed to brokers, agents, policyholders and service representatives. Designed for Property and Casualty, Life and Annuities, and Employee Benefits lines of business, Salesforce platform enables speed-to-market and customer-centric experiences through straight-through processing and a digital-first approach – all without code.

Salesforce for Healthcare

Get to know the person behind the patient with a panoramic view of each customer, connected throughout your healthcare community. Together, we can help you accelerate acquisition, enrollment, service, and innovation — so your team can focus on what matters most: patients and members.

Salesforce for Life Sciences

Optimized to handle the industry’s unique and fast-paced needs, Salesforce for Life Sciences helps medical device and pharmaceutical companies collaborate across entire ecosystems, get new products into market faster, turn valuable data into actionable insights and revolutionize patient care.

Financial Services

How do you become your customer’s financial wellness partner with trust, transparency and convenience?
SaaSPack brings in the Financial Industry expertise to streamline your Financial Advisor Onboarding and Customer Engagement processes. We also provide the right insights to help your customer increase their AUM (Assets Under Management

Hi-Tech & Manufacturing

How do you digitally transform your manufacturing business to deliver modern, connected experiences?
Accelerate Channel Management by extending Salesforce to your Partners
Manufacturers can easily collaborate with dealers and distributors on sales, service, marketing and more. Quickly address service inquiries, close more deals, and open more opportunities to grow revenue.
Deliver Intelligent Field Service
Optimize Field Service experience.
Give service agents and field technicians a 360-degree customer view and data on warranties and entitlements. Our intelligent scheduler dispatches the right technician to the right job, boosting first-time fix rates.
Streamline Parts Distribution by creating powerful online buying experiences
Transform the online purchasing process. Tailor product mixes, pricing agreements, and contracts to customer’s specific needs. Deliver friction-free service and warranty experiences that boost confidence in your products.

Retail

How do you connect every part of your business on a single, intelligent retail CRM platform?
Personalize Shopper Marketing
Make the path-to-purchase more personal than ever before by delivering the right offer, at the right time in the right channel.
Deliver Omni-Channel commerce experiences
Connect commerce across digital and physical channels for shopping experiences your customers will love.
Deliver faster, smarter customer service
Support shoppers with great service across any channel, from SMS and messaging apps to phone and email.

Industries We Serve

Insurance

Salesforce for Healthcare

Salesforce for Life Sciences

Financial Services

Hi-Tech & Manufacturing

Retail

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