Alianz Salesforce Practice

Alianz Development brings enterprise delivery best practices to our Salesforce engagements as well as senior technical resources and business domain experts. We ensure that our projects are delivered around specific measurable business objectives, driving revenue, customer engagement, and increasing operating efficiencies. Our results are best described by our customers: “We got what we wanted”.


Integrated Sales and Marketing

Alianz takes Sales Force Automation and Marketing Automation to the next level with Integrated Sales and Marketing. We empower our customers to better leverage their existing Sales and Marketing investments by providing solutions for:

  • Sales Force Management
  • Lead Qualification, Nurture, and Assignment
  • Customer Engagement and Portals
  • Email Marketing Personalized Customer Journeys
  • 360 Degree Customer Visibility



Together with technical excellence, we bring experts with 30+ years experience in Batch, Process, and Make-to-Order Manufacturing to our engagements. Within Manufacturing, we offer Salesforce solutions in these areas:

  • Quoting, CPQ, and Quote-to-Cash Cycle
  • Sales Force Management
  • Order and Invoice Management and Integration
  • Demand, Production, and Delivery Forecasting
  • Product Installation, Field Service, and Warranty Management



Financial Services

Together with technical excellence, we bring seasoned business experts with 15+ year experience in Wealth Management, Brokerage, Real Estate, Professional Services, and Financial Accounting. We focus on Financial Services by delivering solutions for:


  • Client lifecycle management bridging households and service providers
  • Lead qualification and lead nurture
  • Team productivity and scalability
  • Client goal setting, account planning, and forecasting
  • 360 degree client financial visibility and analytics



For Salesforce Customer Success Platform, Alianz offers both enterprise-grade delivery services as well as pre-defined service packages. We have listened to Salesforce users and are bringing forward a series of packaged services covering variety of needs:

Accelerated Start for Sales Cloud 

Performance Check In

Accelerated Start for Service Cloud “COMING SOON”

Financial Services Engage “COMING SOON”

Enterprise Services “COMING SOON”