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Salesforce@Societe Generale

Societe Generale Modernizes Customer Profiles with Salesforce

Societe Generale, a financials organization in France, uses Sales Cloud from Salesforce to support customer data operations for data and experience teams.

Value results

CategoryValue result
ProductivityFewer stalled items because customer profiles has a clear owner
ProductivityHandoffs in customer data operations sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how customer data operations actually runs

Story

Societe Generale grew customer profiles faster than the local tools around it. From France, financials teams still had to serve customers and internal partners who expected a straight answer. Data and experience teams were the ones stitching the picture together by hand.

Rolling out Sales Cloud put customer data operations on Salesforce. Salesforce is the enterprise customer relationship platform for sales, service, marketing, and customer data, with Slack as the collaboration layer. Societe Generale keeps the product in the path where work already happens, so data and experience teams do not context-switch into a graveyard system used only for audits.

The visible result is steadier customer data operations. Customer profiles is easier to inspect, and adjacent groups can join data and experience teams without a guided tour of someone's desktop.

Relationship map

Societe Generale uses Salesforce, SS&C, VMware, HubSpot, OpenAI, Anaplan, Guidewire, AWS, Asana, Fiserv, Temenos. Shared with 1Password, AB InBev, Adidas, Ahold Delhaize, American Airlines. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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