Salesforce Experience Cloud is a digital experience platform that enables businesses to create connected, personalized digital experiences for customers, partners, and employees. Built on the Salesforce Customer 360 platform, it allows organizations to build branded websites, portals, forums, and mobile applications that seamlessly integrate with their Salesforce CRM. This integration provides a unified view of customer data and interactions, facilitating a cohesive and efficient digital strategy.

Blue5Green brings specialized expertise to the deployment of Salesforce Experience Cloud, ensuring a seamless integration with your existing systems and processes. We tailor the platform to your organization's unique needs, optimizing features like personalized user experiences and mobile accessibility to enhance engagement with customers, partners, and employees. Additionally, we provide ongoing support and training, empowering your team to effectively manage and leverage the platform for sustained business growth.

Fourth Tab

Fourth Tab

Key Features

Experience Builder

Salesforce CMS Integration

Lightning Bolt Solutions

Personalization with Audience Targeting

Mobile Publisher

Secure Data Sharing and Access Controls

Chatter Collaboration

Salesforce Connect

Einstein Analytics Integration

Customizable Dashboards and Reports

Key Features

Experience Builder

Salesforce CMS Integration

Lightning Bolt Solutions

Personalization with Audience Targeting

Mobile Publisher

Secure Data Sharing and Access Controls

Chatter Collaboration

Salesforce Connect

Einstein Analytics Integration

Customizable Dashboards and Reports

Efficient Regulatory Compliance and Document Management

Pain Point

The financial services industry is highly regulated, requiring firms to store and manage large volumes of documents and keep up with changing compliance requirements.

Solution with Experience Cloud

Firms can use Experience Cloud to create a secure, centralized document management portal, ensuring easy access to compliance documents and up-to-date regulatory information. Automated workflows can trigger alerts for any compliance lapses or policy updates, reducing the compliance burden.

Personalized Financial Education and Engagement

Pain Point

Financial services firms often struggle to keep clients engaged with their services or to provide adequate education on complex financial topics, which can hinder client satisfaction and retention.

Solution with Experience Cloud

Firms can use Experience Cloud to deliver personalized educational content, insights, and recommendations based on individual client needs and preferences. Interactive forums, FAQs, and chatbots can also engage clients, helping them feel informed and supported.

Enhanced Customer Onboarding

Pain Point

Customer onboarding in financial services is often lengthy and involves significant paperwork, manual verification, and compliance checks, leading to high abandonment rates.

Solution with Experience Cloud

Experience Cloud can streamline onboarding by providing a digital portal where customers can submit documents, complete forms, and track their application status in real-time. Automation tools can also ensure documents are routed for compliance checks, significantly reducing onboarding time.

Centralized Client Support and Self-Service

Pain Point

Customers often need to call customer service for simple tasks, such as updating personal information or viewing account statements, leading to high support costs and wait times.

Solution with Experience Cloud

Financial services firms can create a self-service portal where clients can update their personal information, access account statements, initiate service requests, and track progress, freeing up support teams to handle more complex cases.

Improved Advisor and Client Collaboration

Pain Point

Financial advisors struggle to efficiently communicate with clients and access updated client information, resulting in delayed advice and inconsistent experiences.

Solution with Experience Cloud

Advisors can access a collaborative portal that provides real-time updates on client accounts, schedules, and personalized recommendations. It can also facilitate secure, direct communication with clients, enabling more efficient relationship management and collaboration.

Streamlined Claims and Loan Application Processes

Pain Point

Claims and loan processing in financial services can be slow due to paperwork, manual reviews, and compliance hurdles, resulting in customer dissatisfaction and longer processing times.

Solution with Experience Cloud

Experience Cloud can provide a centralized portal for submitting claims or loan applications, where customers can upload necessary documents and track application progress. Automation tools and integrated AI help assess applications quickly, while compliance workflows ensure regulatory requirements are met.

Efficient Regulatory Compliance and Document Management

Pain Point

The financial services industry is highly regulated, requiring firms to store and manage large volumes of documents and keep up with changing compliance requirements.

Solution with Experience Cloud

Firms can use Experience Cloud to create a secure, centralized document management portal, ensuring easy access to compliance documents and up-to-date regulatory information. Automated workflows can trigger alerts for any compliance lapses or policy updates, reducing the compliance burden.

Personalized Financial Education and Engagement

Pain Point

Financial services firms often struggle to keep clients engaged with their services or to provide adequate education on complex financial topics, which can hinder client satisfaction and retention.

Solution with Experience Cloud

Firms can use Experience Cloud to deliver personalized educational content, insights, and recommendations based on individual client needs and preferences. Interactive forums, FAQs, and chatbots can also engage clients, helping them feel informed and supported.

Enhanced Customer Onboarding

Pain Point

Customer onboarding in financial services is often lengthy and involves significant paperwork, manual verification, and compliance checks, leading to high abandonment rates.

Solution with Experience Cloud

Experience Cloud can streamline onboarding by providing a digital portal where customers can submit documents, complete forms, and track their application status in real-time. Automation tools can also ensure documents are routed for compliance checks, significantly reducing onboarding time.

Centralized Client Support and Self-Service

Pain Point

Customers often need to call customer service for simple tasks, such as updating personal information or viewing account statements, leading to high support costs and wait times.

Solution with Experience Cloud

Financial services firms can create a self-service portal where clients can update their personal information, access account statements, initiate service requests, and track progress, freeing up support teams to handle more complex cases.

Improved Advisor and Client Collaboration

Pain Point

Financial advisors struggle to efficiently communicate with clients and access updated client information, resulting in delayed advice and inconsistent experiences.

Solution with Experience Cloud

Advisors can access a collaborative portal that provides real-time updates on client accounts, schedules, and personalized recommendations. It can also facilitate secure, direct communication with clients, enabling more efficient relationship management and collaboration.

Streamlined Claims and Loan Application Processes

Pain Point

Claims and loan processing in financial services can be slow due to paperwork, manual reviews, and compliance hurdles, resulting in customer dissatisfaction and longer processing times.

Solution with Experience Cloud

Experience Cloud can provide a centralized portal for submitting claims or loan applications, where customers can upload necessary documents and track application progress. Automation tools and integrated AI help assess applications quickly, while compliance workflows ensure regulatory requirements are met.

Efficient Regulatory Compliance and Document Management

Pain Point

The financial services industry is highly regulated, requiring firms to store and manage large volumes of documents and keep up with changing compliance requirements.

Solution with Experience Cloud

Firms can use Experience Cloud to create a secure, centralized document management portal, ensuring easy access to compliance documents and up-to-date regulatory information. Automated workflows can trigger alerts for any compliance lapses or policy updates, reducing the compliance burden.

Personalized Financial Education and Engagement

Pain Point

Financial services firms often struggle to keep clients engaged with their services or to provide adequate education on complex financial topics, which can hinder client satisfaction and retention.

Solution with Experience Cloud

Firms can use Experience Cloud to deliver personalized educational content, insights, and recommendations based on individual client needs and preferences. Interactive forums, FAQs, and chatbots can also engage clients, helping them feel informed and supported.

Our Expertise

Thought Leadership, Strategy & Advisory
- Strategic Roadmaps
- Actionable Insights
- Executive Guidance
- Adoption Enablement
Business Analysis & Prototype
- Process Mapping
- Rapid Prototyping
- Concept Validation
- Risk Mitigation
Architecture & Design
- Scalable Design
- Multi-Cloud Solutions
- Performance Optimization
- Future-Proofing
Implementation & Quality Assurance
- Agile Deployment
- Rigorous Testing
- Seamless Rollouts
- Operational Excellence
Development & Customization
- Custom Development
- UI/UX Enhancements
- Process Customization
- Code Quality
Integration & Automation
- Seamless Integrations
- Process Automation
- Workflow Orchestration
- Real-Time Data
Data, AI & Analytics
- Advanced Analytics
- AI-Powered Insights
- Data Governance
- Intelligent Optimization
Support & Maintenance
- Proactive Monitoring
- SLA-Driven Support
- Continuous Optimization
- Performance Improvement

Why Blue5Green?

Deep Industry Expertise & Thought Leadership
We bring unparalleled industry expertise, with a team of Salesforce experts who understand the nuances of your sector and provide thought leadership that drives innovation and value.
Proven Track Record
Our history of successful Salesforce implementations speaks for itself. We’ve helped numerous organizations transform their operations and achieve measurable results.
Global Delivery
With a global footprint, we deliver solutions seamlessly across geographies, ensuring consistency, quality, and round-the-clock support for your Salesforce journey.

How Can
We Work Together?

Transformation stories

Blue5Green has been a great partner. They are responsive and really care about providing an outstanding service. They are extremely knowledgeable and creative in finding solutions to challenging problems.

Vice President, Product Strategy

Technology Company, USA

Vice President, Product Strategy

Technology Company, USA

45%

Boost in lead-to-close rate

45%

Boost in lead-to-close rate

I wanted to take a moment to express our sincere appreciation to Blue5Green for the exceptional work on our project. Your team's leadership, commitment, and expertise have been evident in managing the challenging timelines and resolving defects.

Product Owner

Healthcare Payer and Provider, USA

Product Owner

Healthcare Payer and Provider, USA

35%

Faster claims processing

35%

Faster claims processing

We want to take a moment to sincerely thank Blue5Green for their fantastic work in modernizing our Financial Services platform. Your team's expertise and commitment shone through every step of the project.

Implementation Manager

Insurance Provider, UK

Implementation Manager

Insurance Provider, UK

30%

Reduction in underwriting cycle time

30%

Reduction in underwriting cycle time

Thank you Blue5Green,for your team’s hard work and dedication in helping us implement our travel and purchase protection system. Your contributions are greatly appreciated.

Project Manager, Lifestyle & International IT

Insurance Provider, UK

Project Manager, Lifestyle & International IT

Insurance Provider, UK

28%

Faster claims intake

28%

Faster claims intake

Blue5Green, we were thoroughly impressed with the service provided by your team. Our team, greatly enjoyed partnering with your staff. The support we received was invaluable.

Release Manager

Government Agency, USA

Release Manager

Government Agency, USA

33%

Faster citizen request case closure

33%

Faster citizen request case closure

Blue5Green was a crucial partner for our development team in managing the release process. The deployment process you established ensured smooth operations, leaving us and our clients satisfied. We greatly value your expertise and would happily partner on future projects.

Director, Engagement Delivery

Software Implementation partner, USA

Director, Engagement Delivery

Software Implementation partner, USA

50%

Improvement in deployment cycle time

50%

Improvement in deployment cycle time

Team Blue5Green consistently exceeded expectations with their quick responses, flexibility in handling new requirements, and strong commitment to both the client and the vision.

Vice President, Systems Development

Portfolio Management Company, USA

Vice President, Systems Development

Portfolio Management Company, USA

25%

Increase in client onboarding speed

25%

Increase in client onboarding speed

One of the best parts of working with Blue5Green was their expertise and attention to detail in executing the project. Their partnership ensured a timely deployment and resulted in an outstanding final product.

Vice President, Digital Innovation

Healthcare Payer, USA

Vice President, Digital Innovation

Healthcare Payer, USA

30%

Increase in digital form adoption

30%

Increase in digital form adoption

Blue5Green has supported us with various implementations and improvements,and has been a true partner. They always go the extra mile to get the job done, and we look forward to working with them for years to come.

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

28%

Improvement in trade exception management

28%

Improvement in trade exception management

Blue5Green provided outstanding technical expertise, easily adapted to changing project needs while always delivering high-quality solutions on time. Their support doesn’t end when the project compeleted and remained extremely dependable for ongoing assistance.

President

Healthcare Company, USA

President

Healthcare Company, USA

25%

Reduction in referral cycle time

25%

Reduction in referral cycle time

Blue5Green has been a great partner in developing our Salesforce instance,including complex triggers and workflows. They offer flexible scheduling, deliver high-quality work, and provide cost-effective solutions.

Executive Director

Corporate Investment Bank, France

Executive Director

Corporate Investment Bank, France

3X

Faster deal lifecycle management

3X

Faster deal lifecycle management

Blue5Green team is extremely flexible and adaptive to our processes. They understand the business requirements well and provide wonderful solution approaches.

Technical Manager

Hotel Chain, USA

Technical Manager

Hotel Chain, USA

30%

Increase in guest loyalty program engagement

30%

Increase in guest loyalty program engagement

Blue5Green has been a great partner. They are responsive and really care about providing an outstanding service. They are extremely knowledgeable and creative in finding solutions to challenging problems.

Vice President, Product Strategy

Technology Company, USA

Vice President, Product Strategy

Technology Company, USA

45%

Boost in lead-to-close rate

45%

Boost in lead-to-close rate

I wanted to take a moment to express our sincere appreciation to Blue5Green for the exceptional work on our project. Your team's leadership, commitment, and expertise have been evident in managing the challenging timelines and resolving defects.

Product Owner

Healthcare Payer and Provider, USA

Product Owner

Healthcare Payer and Provider, USA

35%

Faster claims processing

35%

Faster claims processing

We want to take a moment to sincerely thank Blue5Green for their fantastic work in modernizing our Financial Services platform. Your team's expertise and commitment shone through every step of the project.

Implementation Manager

Insurance Provider, UK

Implementation Manager

Insurance Provider, UK

30%

Reduction in underwriting cycle time

30%

Reduction in underwriting cycle time

Thank you Blue5Green,for your team’s hard work and dedication in helping us implement our travel and purchase protection system. Your contributions are greatly appreciated.

Project Manager, Lifestyle & International IT

Insurance Provider, UK

Project Manager, Lifestyle & International IT

Insurance Provider, UK

28%

Faster claims intake

28%

Faster claims intake

Blue5Green, we were thoroughly impressed with the service provided by your team. Our team, greatly enjoyed partnering with your staff. The support we received was invaluable.

Release Manager

Government Agency, USA

Release Manager

Government Agency, USA

33%

Faster citizen request case closure

33%

Faster citizen request case closure

Blue5Green was a crucial partner for our development team in managing the release process. The deployment process you established ensured smooth operations, leaving us and our clients satisfied. We greatly value your expertise and would happily partner on future projects.

Director, Engagement Delivery

Software Implementation partner, USA

Director, Engagement Delivery

Software Implementation partner, USA

50%

Improvement in deployment cycle time

50%

Improvement in deployment cycle time

Team Blue5Green consistently exceeded expectations with their quick responses, flexibility in handling new requirements, and strong commitment to both the client and the vision.

Vice President, Systems Development

Portfolio Management Company, USA

Vice President, Systems Development

Portfolio Management Company, USA

25%

Increase in client onboarding speed

25%

Increase in client onboarding speed

One of the best parts of working with Blue5Green was their expertise and attention to detail in executing the project. Their partnership ensured a timely deployment and resulted in an outstanding final product.

Vice President, Digital Innovation

Healthcare Payer, USA

Vice President, Digital Innovation

Healthcare Payer, USA

30%

Increase in digital form adoption

30%

Increase in digital form adoption

Blue5Green has supported us with various implementations and improvements,and has been a true partner. They always go the extra mile to get the job done, and we look forward to working with them for years to come.

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

28%

Improvement in trade exception management

28%

Improvement in trade exception management

Blue5Green provided outstanding technical expertise, easily adapted to changing project needs while always delivering high-quality solutions on time. Their support doesn’t end when the project compeleted and remained extremely dependable for ongoing assistance.

President

Healthcare Company, USA

President

Healthcare Company, USA

25%

Reduction in referral cycle time

25%

Reduction in referral cycle time

Blue5Green has been a great partner in developing our Salesforce instance,including complex triggers and workflows. They offer flexible scheduling, deliver high-quality work, and provide cost-effective solutions.

Executive Director

Corporate Investment Bank, France

Executive Director

Corporate Investment Bank, France

3X

Faster deal lifecycle management

3X

Faster deal lifecycle management

Blue5Green team is extremely flexible and adaptive to our processes. They understand the business requirements well and provide wonderful solution approaches.

Technical Manager

Hotel Chain, USA

Technical Manager

Hotel Chain, USA

30%

Increase in guest loyalty program engagement

30%

Increase in guest loyalty program engagement

Blue5Green has been a great partner. They are responsive and really care about providing an outstanding service. They are extremely knowledgeable and creative in finding solutions to challenging problems.

Vice President, Product Strategy

Technology Company, USA

Vice President, Product Strategy

Technology Company, USA

45%

Boost in lead-to-close rate

45%

Boost in lead-to-close rate

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