American Express is leveraging real-time connectivity through Salesforce Customer Success Platform.

The Challenge
The Solution
The Result

Over its 160-year history American Express has prided itself on being a customer-centric company, driven by new ideas.

In its quest to maintain its customer focus in a competitive landscape characterized by startups and rapid innovation American Express set about the task of massively empowering its 62,000 employees through real-time information.

“We need to use a platform to provide information to all of our employees or we will lose.” said Greg Keeley, EVP of Global Corporate Payments.

He goes on to say, “The power for us is the information we have, the trust we have with our customers, and our employees’ ability to deliver on that.”

American Express started with Sales Cloud as a tool for the sales team in 2010. Chatter and the Salesforce 1 Mobile App now enable thousands of servicing, marketing, and product staff to communicate and collaborate in real-time to solve customers’ problems.

According to Barbara Agoglia, VP and Head of Global E2E Marketing, “The word is ‘connected’, people feel that they are one team on one single mission for our customers.”

With Salesforce, American Express is delivering rich customer experiences based on critical, real-time information:

  • Before there was no way for a salesperson to know how a client was interacting with the brand or products.
  • Now, using a single digital device salespeople can instantly get a clear and complete view of a customer’s history and needs
  • With Salesforce running on tablet computers they can spend more time out of the office with clients

The Salesforce Customer Success Platform is helping American Express to future-proof itself:

  • Consistently delivering on its core values of customer safety, trust and convenience
  • Turning information into knowledge, delivered in real-time to anticipate customers’ needs and help them make key business decisions
  • Providing customer experiences that exceed expectations, for example American Express products used by business travelers to manage expenses and travel details while on the road make payment and expenses claims easier, removing the need for paper
  • Leveraging real-time connectivity to take its internal collaboration and customer service into the future



Salesforce enables American Express to deliver consistently on customer safety, trust and convenience.


Salespeople spend more time with clients and can get a clear and complete view of their needs and history on a mobile device.


By turning information into knowledge in real-time with Salesforce, American Express exceeds expectations by anticipating customers’ needs.


Take the next step into the future

With the help of new possibilities in the digital age, especially through automation processes in combination with Artificial Intelligence  there are three main advantages that can be used to increase sales:

  • Faster production processes
  • Fewer errors
  • Better usability of machines

Your employees, customers and not least your company will benefit from these results.

Together with our partners, we have many solutions for process automation. We will help you start into the digital age. So take your chance.