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Harness the Power of Data and AI led CRM with EXL and Salesforce

<p>Leverage our AI, Data, and Domain Expertise to Revolutionize Customer Experience</p>
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Empowering Businesses with AI Expertise and Deep Domain Knowledge

EXL delivers exceptional value in the Salesforce ecosystem by leveraging its dual expertise in artificial intelligence (AI) and domain knowledge, combined with its strategic alliances as a Global Salesforce Consulting Partner and Outsource Service Provider (OSP).

Salesforce

What we do

Platform Assessment & Modernization

Platform Assessment & Modernization

<p>Evaluate &amp; upgrade current business processes and CRM to identify areas for optimization with the latest technologies to meet evolving business needs</p>
Domain Digital Solutions

Domain Digital Solutions

<p>Bespoke solutions targeted to solve business problems, developed leveraging Agentforce and other Salesforce Platform capabilities</p>
Data & AI Led Automation

Data & AI Led Automation

<p>Leverage automation and predictive insights, optimize &amp; build workflows, and enhance business efficiency through seamless Salesforce integration</p>
Augmenting Salesforce CoE

Augmenting Salesforce CoE

<p>Bring in top class talent to augment existing COE and strengthen client capabilities through comprehensive training, governance, and strategic initiatives.</p>
Agentforce & Einstein AI

Agentforce & Einstein AI

<p>Leverage Agentic AI to build AI Agents, optimize workflows, and data-powered decisions for enhanced productivity and customer experience.</p>

Empower Enterprises with Agentforce

With EXL's Domain Expertise, Data-Driven mindset and Agentforce's innovative technology, we are equipped to bring tailored AI to life for our clients.

EXL partnerships

EXL + Salesforce

EXLs' unparalleled AI Expertise, industry-specific knowledge, and data-driven insights coupled with Salesforce’s CRM capabilities are the catalysts that can propel your organization to new heights.

Unlocking Industry-Specific Opportunities

Enterprise AI, offering customizable, autonomous agents designed to tackle industry-specific challenges across sectors such as banking, healthcare, manufacturing, and retail.

Transform Services

24/7 operating AI agents, seamlessly integrating with Salesforce's Customer 360 and Data Cloud to deliver intelligent, proactive support to both customers and employees.

Build Trust

Agentforce involves implementing robust security measures, conducting rigorous testing, and ensuring human oversight, helping organizations to deploy AI agents that are reliable, ethical, and aligned with their business values.

Implement Growth

Enable businesses to staff to focus on more complex tasks by reducing the need for human intervention in simple customer queries.

Our value to you

Enhanced customer experience

Enhanced customer experience

<p><meta charset="utf-8"><span style="white-space:pre-wrap;">With the power of AI and data analytics, we can deliver highly personalized experiences to end-customers more efficiently.</span></p>
Innovative solutions

Innovative solutions

<p>We develop forward-thinking solutions designed to streamline internal processes within organizations, yielding maximum returns on investment.</p>
Domain, data, and AI expertise

Domain, data, and AI expertise

<p><meta charset="utf-8"><span style="white-space:pre-wrap;">Leveraging our deep industry knowledge, we help clients enhance existing processes and embrace emerging technologies for sustained future growth.</span></p>

Partnership solutions

Evolving solutions for evolving needs

Intelligent Digital Assistant

Intelligent Digital Assistant

<p>The integration of Agentforce with Salesforce Service Cloud, powered by EXL’s domain, data, and AI expertise, provides a transformative solution to elevate customer support and operational efficiency. Leveraging intelligent digital assistants, this solution addresses key customer pain points, including long wait times, inconsistent service, and ineffective communication, while enhancing customer satisfaction and employee productivity.</p>
Digital Claim Management

Digital Claim Management

<p>Automated Claim Management Solution, powered by Salesforce and EXL’s AI capabilities, through intelligent automation and streamlined processes. Solution is designed to emulate the claim setup and management flow in Salesforce, key functionalities include - first notice of loss, checking eligibility, calculating predicted claim amount using Einstein Al and routing to claim adjustors based on predicted claim amounts</p>
Smart Agent Assist

Smart Agent Assist

<p>To address the challenges of long wait times, limited personalization, and operational inefficiencies, leading to unsatisfactory customer experiences, we introduce the Smart Agent Assist solution, leveraging Salesforce Service Cloud combined with EXL’s AI expertise. Smart Agent Assist is an AI-powered digital assistant designed to enhance customer support operations by automating routine tasks and providing real-time assistance to human agents. The solution focuses on captures key details from call transcripts , Analyzes customer tone to adapt responses and Generates actionable data to optimize support processes and decision-making leading to faster resolutions and improved customer satisfaction.</p>
Sales Optimizer

Sales Optimizer

<p>Boost your sales productivity and revenue with Sales Optimizer, an intelligent solution designed to streamline opportunity management and enhance decision-making. Leveraging automation and data-driven insights, Sales Optimizer unifies sales data, prioritizes leads, and provides intelligent reminders and triggers to maximize efficiency.</p>
Underwriting Workbench

Underwriting Workbench

<p>Our Underwriting Workbench is designed to provide underwriters with a comprehensive, user-friendly platform that integrates risk assessment, policy customization, and pricing in one place. It leverages real-time data and predictive analytics to facilitate accurate and efficient decision-making.</p>
Exelia AI & Agentforce

Exelia AI & Agentforce

<p>Transform and automate contact center operations by combining advanced conversational AI with autonomous, action oriented agents. Our solution, EXL EXELIA.AI™ serves as the first touchpoint—engaging customers via voice, authenticating them, and interpreting intent—while Salesforce Agentforce executes context driven tasks within the Salesforce org.</p>

EXL Impact

100+

Hyperautomation projects completed

20+

Pre-built components and accelerators

50+

Discoveries and automations

Awards and recognition

Spotlight on achievements in excellence

Customers’ Choice: Gartner® Peer Insights™ “Voice of the Customer”: Data and Analytics Service Providers 2022
Customers’ Choice: Gartner® Peer Insights™ “Voice of the Customer”: Data and Analytics Service Providers 2022
Leader in Everest Group
Leader in Everest Group Analytics and Artificial Intelligence (AI) Services Specialists 2024