Salesforce Customer 360
Salesforce is the world’s leading CRM and customer experience platform, enabling businesses to integrate sales, service, marketing, commerce, and data into a single system to build a true Customer 360. With unified data, standardized processes, automation tools, and AI support, both B2B and B2C companies can significantly improve operational efficiency and customer engagement.
As a certified Salesforce Consulting Partner, LeadsTech offers end-to-end services from implementation planning, system design, and data integration to long-term operations, helping businesses accelerate digital transformation and customer growth.
Core Value of Salesforce: Connect → Insight → Grow
Connect
- Centralizes data from sales, service, marketing, websites, e-commerce, and customer support
- Enables complete tracking of customer interactions
- Enhances cross-team collaboration and communication
Insight
- Access opportunities, cases, customer journeys, and analytics in one platform
- Use AI and Data Cloud for precise segmentation and predictive insights
- Empower decision-makers with real-time, data-driven intelligence
Grow
- Standardize sales and service workflows for consistent execution
- Automate task reminders, process triggers, and customer journeys
- Leverage AI-driven suggestions and analytics to boost conversion and satisfaction
Why Choose Salesforce?
Architecture Diagram
Product Suite
Commerce Cloud
Full-featured B2B/B2C e-commerce platform with product management, promotions, order workflows, inventory control, and omnichannel shopping integrated with CRM and Marketing.
Analytics Cloud
Via Tableau, consolidate data across systems with intuitive dashboards and flexible analytics for insights into KPIs, sales performance, and customer behavior.
Experience Cloud
Quickly launch portals for customers, members, partners, or agents with self-service, case/order tracking, and document sharing, fully connected to CRM data.
Salesforce Platform
Enables businesses to build custom apps, workflows, and integrations using low-code tools and APIs — perfect for scalable and flexible development.
Slack
A collaboration platform that connects Salesforce data and workflows for real-time sales follow-ups, case collaboration, and cross-functional teamwork.A collaboration platform that connects Salesforce data and workflows for real-time sales follow-ups, case collaboration, and cross-functional teamwork.
Agentforce
Salesforce’s next-gen AI assistant that creates content, compiles summaries, offers suggestions, and speeds up sales and service operations through integration with all Salesforce clouds.
Results & Industry Recognition
2025 Gartner Magic Quadrant for CEC: Salesforce recognized as a Leader in CRM and enterprise customer service platforms.
Reference Link
2024 Gartner Magic Quadrant for Sales Force Automation: Sales Cloud named Leader for the 18th consecutive year, highlighting vision and execution.
Reference Link
2025 Gartner Magic Quadrant for CDPs: Data Cloud rated highest for “Execution” and “Vision” among customer data platforms.
Reference LinkFAQs
How is Salesforce different from other CRMs?
Salesforce goes beyond basic CRM by offering a complete platform covering sales, service, marketing, commerce, AI, and data integration.
Is Salesforce suitable for small to medium businesses?
Absolutely. It scales flexibly from small setups to enterprise-level needs, making it ideal for growing businesses.
Can Salesforce integrate with existing systems?
Yes. It integrates with websites, AEM, ERP, e-commerce, and support systems to serve as your central customer data hub.
Is implementation complicated?
It depends on your business size and processes. LeadsTech provides phased implementation and risk-managed planning to ensure success.
How is data security ensured?
Salesforce offers enterprise-grade access control, auditing, and global compliance certifications.
What benefits does Salesforce Customer 360 deliver?
It unifies sales, service, marketing, and customer data to break down silos, improve collaboration, and drive consistent customer experiences and revenue growth.
Why Choose LeadsTech?
Cross-Platform Integration Expertise
Deep experience with both Salesforce and Adobe Experience Cloud ensures a seamless Martech architecture from content to CRM.
Localized Insight for Taiwan, Hong Kong & Mainland China
Our teams have project experience across these regions, with deep understanding of local language, workflows, systems, and cross-border operations.
End-to-End One-Stop Service
From requirements gathering and process design to implementation, training, and optimization — full lifecycle support for successful adoption.
Integrate Existing Martech Tools
No matter what tools you're using today, we help integrate them into your Salesforce architecture to complete your Customer 360 vision.
