Behind the Scenes — Powered by Salesforce
A sneak peek at how Salesforce powers this experience seamlessly — from the unified client profile, to the agent assisting the advisor, to the Slackbot handling operations. Select a scene to watch it full width.
The actual Data 360 profile of Isabelle — every interaction, preference and purchase unified into one golden record that powers the entire experience.
The live agent used to interact with clients in the Boutique Clienteling App — answering questions, surfacing recommendations and assisting the advisor in real time.
An actual Slackbot built to support the boutique team with the more operational tasks — stock checks, appointments and follow-ups, right where the team works.
