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Process Mining Solutions

Celonis for Salesforce

Salesforce CRM is the backbone of Sales and Service at your company, but there are hidden inefficiencies and opportunities in those processes that cannot be discovered and acted upon using traditional analytics alone. Celonis Process Mining software works with Salesforce Sales Cloud and Service Cloud to eliminate friction in your CRM's processes. See how Celonis can help you accelerate revenue growth and customer satisfaction with Frictionless Sales and Service.

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Achieve Frictionless Processes Across the Customer Journey

From the very first marketing touch through to the closed deal and ongoing customer service, modern organizations rely on Salesforce to connect with their customers. But as these operations grow in scale and complexity, it becomes harder and harder to visualize and optimize processes that run through Salesforce. Celonis for Salesforce helps you identify and remove friction, so you can capture more revenue, optimize marketing investments, and delight your customers.

Process Mining Meeting
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Process Mining Meeting
Amit Sawhney

At Dell Technologies Services, we operate at a massive scale, with 35,000 service professionals supporting 173 million assets with customers in 170 different countries. With our 94% CSAT rating, always strive for best-in-class. We brought Celonis in to help us visualize the interactions across this complex service lifecycle and for the first time see how theyโ€™re really working โ€” then design how we want them to work better in the future. Celonis is a key capability within Dell Technologies to improve our operational efficiency and customer satisfaction.

Amit Sawhney
Vice President of Global Process Engineering
Dell Technologies

How Celonis Helps

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Accelerate Revenue Growth

by using CRM data to visualize whatโ€™s really happening in your Sales process. What are the most common paths that Opportunities take from open to close? What are the biggest deviations by product, team, competitor, business segment, and geography? How can you correct these deviations to improve close rates and accelerate Sales cycles?

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Increase Customer Satisfaction

by eliminating friction in your support processes in Service Cloud. Visualize the paths your service cases take from open to resolution. See how efficiency is impacted by customer segment, product, geography, service center, and team. Identify and roll out best practices across your service operations to improve customer satisfaction.

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Optimize Marketing ROI

by streamlining the Lead-to-Close process across Pardot and Sales Cloud. Visualize how Marketing Leads enter and pass into the Sales funnel. See how Leads from different channels, personas, and Marketing tactics progress through the funnel and eventually become downstream Sales Opportunities and revenue. Optimize spend to invest in the most successful Marketing channels and tactics.

Process Mining for the Whole Salesforce Platform

Industry leaders are achieving Operational Excellence with Celonis across Sales, Service, Marketing, and more.

Celonis + Salesforce Sales Cloud Demo

Celonis + Sales Cloud

  • Gain insight into the root causes behind your core sales and revenue metrics across front- and back-office systems.
  • Understand your sales process โ€” how well your sales people follow it, where deals get stuck, and how different steps contribute to sales velocity.
  • Implement next-best actions to keep your salespeople and managers working effectively to achieve goals.
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Celonis + Salesforce Sales Cloud Demo
Celonis for Service Cloud - demo

Celonis + Service Cloud

  • Surface patterns and root cause behind key metrics like NPS, SLAs, and resolution time.
  • Understand the customerโ€™s journey through your support process and identify steps and trends that negatively impact satisfaction.
  • Leverage recommended actions and automations to ensure agents can take the right steps to resolve cases quickly and effectively.
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Celonis for Service Cloud - demo
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TechCrunch says:

"Celonis created the idea of process mining...

โ€ฆthe act of automating the understanding and improvement of internal processesโ€ฆ It includes templates out of the box for common tools like SAP, Oracle, Salesforce.com, ServiceNow, Jira, etc.โ€

TechCrunch, New Celonis tool moves process mining vendor into customer experience

Let's Get Started

Harness the power of Process Mining and CRM to create extraordinary experiences for your customers.

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