Brillio and Salesforce

Turn customer engagement into business growth

Customers don’t care how your sales, service, commerce, and marketing teams are organized. They expect every interaction to feel connected. We bring customer data, business processes, and Salesforce capabilities together so teams can engage customers more effectively, work more efficiently, and respond with greater speed and context.

Salesforce experience backed by certified teams

Salesforce-certified consultants

800+

Salesforce certifications

2,000+

Salesforce-certified AI and Data Cloud consultants

85+

CSAT across the Salesforce practice

81%

projects executed

550+

What clients have achieved

15%

increase in new customer acquisition alongside a 20% reduction in approval times for a point-of-sale management company.

15%

year-over-year improvement in monthly order conversion rate, with improved site performance for a footwear manufacturer.

32%

reduction in quote-generation time alongside a 22% increase in sales-team productivity for a large SaaS company.

Salesforce capabilities built around customer and revenue priorities

Sales Cloud: Sales and Revenue Transformation

Connect pricing, forecasting, bookings, and sales activity to improve pipeline visibility and help sales teams work more effectively.

Revenue Cloud: Billing and Revenue Recognition

Bring quote-to-cash, subscription management, billing, payments, and reporting together to reduce manual work and improve revenue visibility.

Experience Cloud: Partner and Channel Enablement

Give partners better visibility and self-service tools across B2B quoting, deal registration, channel sales, and customer asset management.

Service Cloud: Customer Self-Service

Equip customers and agents with self-service, support, and contract-management tools that simplify service delivery and help control costs.

Commerce Cloud: B2B and B2C

Build connected B2B and B2C commerce experiences, respond to supply-chain issues, and personalize customer interactions across channels.

MuleSoft Integration

Connect Salesforce with enterprise applications and data sources through secure, API-led integration.

Data and AI Cloud

Build stronger data strategies and governance while giving teams a more complete view of customers and business activity.

Agentforce

Design and integrate business-ready agents that connect customer data, enterprise knowledge, operational insights, and everyday workflows.

Focused solutions for
Salesforce environments

Salesforce Product Development

Support the full AppExchange product lifecycle, covering strategy, design, engineering, security review, rollout, and implementation.

Human-centric Service Transformation

Design personalized field-service and customer-service experiences using human-centered design, API-based integration, and intelligence.

Salesforce Health Assessment

Review platform performance, resource usage, technical debt, architecture, and configuration to identify practical improvements across the Salesforce estate.

Modern Lightning Web Experience

Use Lightning Web Components and modern experience design to make Salesforce applications easier for sales and service teams to use.

Engineering Excellence

Bring together DevSecOps, quality engineering, automation, process improvement, and change management through Centers of Excellence spanning Core, Industry, QA, and MuleSoft.

Salesforce solutions shaped around industry needs

Healthcare and Life Sciences

Patient Engagement

Use healthcare data standards and cloud services to process electronic health records securely and improve the patient experience.

AI-powered Analytics

Create connected views of patients, members, employees, and partners to support more relevant engagement and better collaboration.

EHR Integration

Support patient access and SMART data exchange by connecting FHIR-based provider and payer systems.

Banking, Financial Services, and Insurance

Credit Banking

Give banking teams a shared, real-time view of customer information and interactions.

Digital Lending

Combine customer-centered design and AI-assisted insights to simplify borrowing, manage risk, and support lending decisions.

Banking Operations Automation

Automate banking processes to reduce manual work and improve operating efficiency.

Claims Lifecycle Management

Connect claims intake, assessment, processing, and resolution through consistent workflows.

Insurance Operations

Apply AI and automation to improve the efficiency and accuracy of insurance operations.

Business Intelligence

Connect customer, operational, and financial information to improve reporting, analysis, and business decisions.

Communications, Media, and Technology

Subscription

Use AI-assisted subscription models to personalize content, offers, and customer experiences.

Revenue Management

Connect customer acquisition, billing, revenue generation, and lifecycle management through Salesforce.

Process Automation

Automate network-administration activities such as device backups, firmware updates, and access-rights management.

Retail, Consumer Goods and Distribution

AI-driven Marketing

Use AI-assisted segmentation, personalization, and campaign analysis to make marketing more relevant and effective.

Omnichannel Tracking

Connect user activity across devices and platforms to support more consistent advertising and personalization.

Recognition across Salesforce programs and analyst assessments

Vector Program

Nominated for the Vector Program to support pipeline generation and revenue growth around priority offerings.
Salesforce Multi-cloud Solutions

Recognized for Salesforce multi-cloud implementations and managed services delivered for Fortune 500 organizations.
Specialist PDO and Accelerate Partner

Recognized for specialist product-development experience and participation in Salesforce Accelerate.
Industry Cloud Collaboration

Worked with the Salesforce Innovation team on industry strategies designed to support Industry Cloud adoption.
ISG Provider Lens™

Recognized as a Product Challenger in ISG Provider Lens™.
Salesforce ISV Advisory Board

Contributed to Salesforce ISV strategy and product direction as an advisory-board member.