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Data+AI Revolutionize Deloitte’s Global Client Relationships
Discover how Deloitte’s innovative Relationship 360 mobile-first technology, powered by Salesforce, unifies 50+ data sources and uses AI-driven insights to revolutionize the sales process.
Important: This session is first come, first seated. You do not have a reserved seat.

, Vice Chair, Client Relationship Development Leader, Deloitte Global Services

, Executive Vice President, Sales, Salesforce

, Growth Chief Information Officer, Deloitte Consulting

, Business Strategy Senior Director, Salesforce

, Program Architect, Deloitte Consulting

Role: Data Analyst, Sales
Industry: Professional Services
Product: Agentforce Sales, Data 360
Topic: Customer Relationships
Session Level: Advanced
Session Type: Breakout
  • Wednesday, Sep 1810:15 AM - 11:00 AM PDT
    (5:15 PM - 6:00 PM GMT)
    Moscone West, L3, Room 3024
Session Summary by Einstein: The session at DreamForce day two provided an in-depth look into Deloitte's innovative relationship management tool, Relationship 360, developed in partnership with Salesforce, showcasing a mobile-first, human-centric approach. The tool integrates data from multiple systems, including Sales Cloud, MuleSoft, and Tableau, to provide actionable insights and streamline the process of managing client relationships. The demonstration emphasized the importance of understanding client interactions over time, leveraging AI for personalized insights, and improving data accessibility for relationship managers. The session highlighted the realization that modernizing and centralizing client data is crucial to drive value through individual relationships as opposed to mere account transactions.
Key Takeaways by Einstein:

• Deloitte's Relationship 360 serves as a centralized platform that simplifies relationship management by unifying data from various systems and enabling real-time collaboration among team members.

• The application is designed to prioritize data that matters, focusing on a mobile-first approach and human-grade experience to facilitate data sharing and deepen client relationships.

• The tool's potential for scalability was demonstrated, emphasizing future integration with Data Cloud and Agentforce to provide predictive insights and push relevant information to users.

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Merlinda Lu

Salesforce Developer, IBM