Salesforce Practice

Alianz offers deep business expertise and Salesforce technical excellence for Manufacturing, Financial Services, and Customer Engagement clients. 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”.

If you are looking to get more out of your Premier Customer Success Platform investment, check out our Salesforce Performance Check In engagement.


Alianz Development brings experts with 30+ years experience in Manufacturing and Distribution. Alianz focuses on specific areas of Manufacturing / Distribution:

  1. Batch Manufacturing
  2. Make-to-Order Manufacturing (MTO)
  3. Industrial Products Distribution

Aligning with unique needs of Manufacturers / Distributers, we focus on delivering value early, focusing on integrating Sales, Quoting, Production, Shipping, and Service. Within Manufacturing, we offer Salesforce solutions in these areas:

  1. Sales Force and Pipeline Management
  2. Quoting, CPQ, and Quote-to-Cash Cycle
  3. Order and Invoice Management and Integration
  4. Demand, Production, and Delivery Forecasting
  5. Product Installation, Field Service, and Warranty Management

For our Manufacturing clients we recommend the following products:

  • Salesforce Sales Cloud 
  • Salesforce Service Cloud 
  • Salesforce CPQ


Alianz brings seasoned business experts with 15+ year experience in Financial Services. Alianz focuses on the following business within Financial Services:

  1. Professional Services – including Revenue Management and Compliance
  2. Wealth Management
  3. Brokerage – including Real Estate Brokerage

We uniquely address the needs of Financial Services firms in today’s competitive market through omnichannel marketing and proactive customer lifecycle management. We focus on Financial Services by delivering solutions for:

  1. Client lifecycle management bridging together households and service providers
  2. Operational excellence and productivity through case management
  3. Lead qualification and lead nurture
  4. Client goal setting, account planning, and forecasting
  5. 360 degree client financial visibility and analytics

For our Financial Services clients we recommend the following products:

  • Salesforce Financial Services Cloud
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Salesforce Analytics Cloud


Alianz’s Customer Engagement suite of solutions is for organizations looking to engage their base and build loyalty, such as Professional Sports and Subscription Services. Alianz focuses on the following Engagement scenarios:

  1. Omnichannel Marketing – including digital and social
  2. Community Engagement
  3. Marketing Data Integration and Analytics

We take Customer Experience to the next level by integrating Sales, Marketing, legacy systems, and 3rd party data providers for one-stop-shop customer experience. Our specific focus is Cloud-to-Cloud and Ground-to-Cloud integrations. We empower our customers to better leverage their existing Sales and Marketing investments by providing solutions for:

  1. Sales Force Management
  2. Lead Qualification, Nurture, and Assignment
  3. Customer Engagement and Portals
  4. Customer Service through Case Management
  5. Email Marketing Personalized Customer Journeys
  6. 360 Degree Customer Visibility

For our Customer Engagement clients we recommend the following products:

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Salesforce Community Cloud
  • Salesforce Heroku

We are committed to investing in our resources and their professional development. Below are some of the certifications that our team carries.