Our Industries
Scaling Innovation & Automation
In high-tech and fintech, companies must scale rapidly, automate processes, and maintain compliance while delivering seamless digital experiences.
How Wiserspread Helps:
📌 Scalability & Automation – We design intelligent sales and customer success processes that grow with your business, reducing manual work and improving efficiency.
📌 Revenue Optimization – Using Salesforce Revenue Cloud, we help streamline pricing, subscription management, and renewals for SaaS and fintech companies.
📌 Security & Compliance – We ensure regulatory compliance (e.g., PCI-DSS, GDPR) while integrating fraud detection, KYC, and identity verification solutions.
📌 Seamless Integrations – We connect Salesforce with payment platforms, financial analytics tools, and compliance systems, ensuring smooth operations across all teams.
🚀 We turn Salesforce into a growth engine that accelerates revenue, automates compliance, and ensures an unparalleled customer experience.
Why Wiserspread?
✅ We Go Beyond CRM – We don’t just set up Salesforce; we redefine how businesses operate.
✅ Industry-Specific Expertise – We bring deep knowledge in financial services, healthcare, manufacturing, and high-tech.
✅ Process-Driven Innovation – We identify inefficiencies and build scalable solutions that drive growth and automation.
✅ Seamless Integrations – We ensure Salesforce works with your entire tech ecosystem, eliminating silos and enhancing operational efficiency.
✅ AI & Automation First Approach – We harness AI-powered insights, automation, and predictive analytics to create future-proof solutions.
Connecting Data, People & Processes
Manufacturers operate in a complex ecosystem of supply chains, partners, and distributors—Wiserspread helps streamline these operations, providing real-time insights and automation.
How Wiserspread Helps:
📌 Connected Operations – We integrate Salesforce Manufacturing Cloud with ERP, inventory, and supply chain platforms to improve forecasting and production planning.
📌 Distributor & Partner Management – We design custom partner portals that provide real-time order tracking, inventory levels, and pricing for suppliers and resellers.
📌 Field Service & Asset Management – With Salesforce Field Service, we optimize maintenance schedules, reduce downtime, and improve service efficiency.
📌 Sales & Order Optimization – We create seamless B2B sales workflows, automating contract renewals and pricing adjustments for manufacturers with complex product catalogs.
🏭 We bridge the gap between sales, production, and service, ensuring efficiency, cost reduction, and better customer relationships.
Why Wiserspread?
✅ We Go Beyond CRM – We don’t just set up Salesforce; we redefine how businesses operate.
✅ Industry-Specific Expertise – We bring deep knowledge in financial services, healthcare, manufacturing, and high-tech.
✅ Process-Driven Innovation – We identify inefficiencies and build scalable solutions that drive growth and automation.
✅ Seamless Integrations – We ensure Salesforce works with your entire tech ecosystem, eliminating silos and enhancing operational efficiency.
✅ AI & Automation First Approach – We harness AI-powered insights, automation, and predictive analytics to create future-proof solutions.
Powering Smarter, Secure, and Automated Client Interactions
Financial services companies need data-driven decision-making, security, and operational efficiency—Wiserspread builds Salesforce solutions tailored to this industry’s demands .
How Wiserspread Helps:
Wealth Management
📌 Client 360 & Personalized Advisory – We build custom client dashboards that consolidate assets, investment history, and financial goals, improving advisor-client interactions.
📌 AI-Powered Engagement – Using Einstein AI, we predict client needs, automate touchpoints, and optimize portfolio recommendations.
Insurance
📌 End-to-End Policy & Claims Management – We automate the policy lifecycle, integrating Salesforce Financial Services Cloud with underwriting and claims systems.
📌 Commission & Compliance Tracking – We streamline agent commissions, regulatory reporting, and customer self-service portals.
Mortgage & Lending
📌 Loan Lifecycle Automation – We integrate Salesforce with LOS platforms, enabling automated application tracking, underwriting, and approvals.
📌 Predictive Outreach – Our AI-powered insights help lenders engage customers with timely refinancing and loan opportunities.
Real Estate & REITs
📌 Investor & Tenant Management – We develop real-time property dashboards, automating lease agreements and investment reporting.
📌 Yardi & MLS Integrations – Connecting real estate platforms with Salesforce enables seamless asset tracking and reporting.
💰 We bring deep financial services expertise, ensuring that every interaction is smarter, faster, and more secure.
Why Wiserspread?
✅ We Go Beyond CRM – We don’t just set up Salesforce; we redefine how businesses operate.
✅ Industry-Specific Expertise – We bring deep knowledge in financial services, healthcare, manufacturing, and high-tech.
✅ Process-Driven Innovation – We identify inefficiencies and build scalable solutions that drive growth and automation.
✅ Seamless Integrations – We ensure Salesforce works with your entire tech ecosystem, eliminating silos and enhancing operational efficiency.
✅ AI & Automation First Approach – We harness AI-powered insights, automation, and predictive analytics to create future-proof solutions.
Transforming Patient & Provider Experiences
Healthcare organizations require compliance, coordination, and data-driven care delivery—Wiserspread helps providers and life sciences firms make Salesforce a patient-centric powerhouse.
How Wiserspread Helps:
📌 End-to-End Patient Journeys – We configure Salesforce Health Cloud to provide a 360-degree patient view, enabling proactive and personalized engagement.
📌 EMR & Compliance Integration – We integrate Salesforce with EHR/EMR systems (Epic, Cerner, etc.), ensuring HIPAA compliance and real-time patient updates.
📌 Medical Device & Pharma Sales Optimization – Our solutions streamline field rep management, clinical trials tracking, and regulatory approvals.
📌 AI-Driven Insights – We implement AI-powered analytics for predictive patient outreach, care coordination, and provider recommendations.
🏥 We enable healthcare providers to streamline operations, improve patient engagement, and drive innovation in care delivery.
Why Wiserspread?
✅ We Go Beyond CRM – We don’t just set up Salesforce; we redefine how businesses operate.
✅ Industry-Specific Expertise – We bring deep knowledge in financial services, healthcare, manufacturing, and high-tech.
✅ Process-Driven Innovation – We identify inefficiencies and build scalable solutions that drive growth and automation.
✅ Seamless Integrations – We ensure Salesforce works with your entire tech ecosystem, eliminating silos and enhancing operational efficiency.
✅ AI & Automation First Approach – We harness AI-powered insights, automation, and predictive analytics to create future-proof solutions.
Enhancing Customer Loyalty & Operational Agility
Retail and consumer brands must deliver seamless, personalized customer experiences while optimizing supply chains. Wiserspread helps companies maximize Salesforce’s capabilities to create a frictionless shopping experience.
How Wiserspread Helps:
📌 Personalized Customer Journeys – We design AI-driven product recommendations, automated re-engagement campaigns, and customer retention strategies.
📌 Omnichannel Retail Experience – We connect Salesforce Commerce Cloud with POS systems, mobile apps, and social commerce platforms, ensuring unified shopping experiences.
📌 Inventory & Logistics Automation – We integrate Salesforce with supply chain platforms, real-time inventory tracking, and order fulfillment systems.
📌 Retail Performance Insights – Our dashboards provide retailers with real-time sales trends, customer behaviors, and store performance data.
🛒 We help brands scale with frictionless shopping, automated marketing, and data-driven decision-making.
Why Wiserspread?
✅ We Go Beyond CRM – We don’t just set up Salesforce; we redefine how businesses operate.
✅ Industry-Specific Expertise – We bring deep knowledge in financial services, healthcare, manufacturing, and high-tech.
✅ Process-Driven Innovation – We identify inefficiencies and build scalable solutions that drive growth and automation.
✅ Seamless Integrations – We ensure Salesforce works with your entire tech ecosystem, eliminating silos and enhancing operational efficiency.
✅ AI & Automation First Approach – We harness AI-powered insights, automation, and predictive analytics to create future-proof solutions.