Salesforce Solutions for the Public Sector

Salesforce, the world’s #1 CRM, continues to impress with its utilitarian features for diverse audiences. Where one least expects it, Salesforce emerges with innovative solutions tailored to the needs of each industry and sector. In this regard, the public sector also directly benefits from Salesforce’s functionalities, receiving a package of solutions that optimize work in any type of public office.

The Public Sector and Salesforce

The public sector constitutes the administrative segment responsible for managing basic issues for citizens. This includes, for example, state, local, federal, and governmental agencies managing general and specific processes in all communities. As organizations, these agencies also perform tasks that can be enhanced with the right means. Salesforce prioritizes optimizing and streamlining processes in any possible scenario, extending its offerings to such an important sector as the public one.

People expect government offices to provide a service of equal caliber and quality to that offered by private companies. In this sense, public entities are expected to deliver a certain level of efficiency and agility, as well as more direct and systematic contact, demonstrating closeness to the citizens. To address this reality, Salesforce has created a series of solutions specifically designed to meet the unique demands of the public sector.

Salesforce Solutions for the Public Sector

The solutions provided by Salesforce for the public sector consist of applications specially designed to meet its needs. With flexible and secure e-government tools, the goal is to transform the experience in this sector, providing a 360-degree view of the citizen and optimizing the work of public employees.
These solutions simplify processes while providing room for innovation. This, in turn, translates into efficiency at both the organizational and employee levels, making their work easier by optimizing their function.

These solutions are modularly integrated into Public Sector Solutions, based on the standard functionalities of the Salesforce platform and Service Cloud. Additionally, Public Sector Solutions allow the creation of an Experience Cloud site for citizens to access government services. Some of the available solutions address general tasks managed by public sector agencies. They include:

Salesforce Solutions for the Public Sector
  • License and Permit Management: Streamlines the admission process through digitally-driven approvals.
License and Permit Management
  • Inspections Management: Strengthens community safety and compliance through mobile inspection tools.
  • Grants Management: Expedites obtaining appropriate funding from donors through automation.
Grants Management:
  • Emergency Program Management: Manages and trains stakeholders on a single platform to streamline emergency responses.
  • Benefit Management: Optimizes the experience and efficiency of government benefit programs.
Benefit Management
  • Employee Experience: Improves employee productivity through digital forms and workflows for daily operations.
Employee Experience

Thanks to these solutions, citizens find it very easy to complete any process of this nature. For example, applying for licenses or permits when starting a business or constructing a home, to name just a few examples. Through the online platform’s portal, available at all times, individuals can quickly and easily communicate with public service agencies. The intelligent forms to be filled out for the various requests are dynamically updated based on user input.. Once the form is completed, the user submits their request for processing accordingly.

From the employee’s perspective, work is also greatly simplified. In one place, they can view all requests made by citizens and can easily contact them if necessary.

The system also provides recommendations to guide employees in the steps to take at each moment. Sending tasks and actions to other colleagues is greatly simplified thanks to connectivity, and everything can be done on the same platform from any device.

With Salesforce, public sector agencies gain functionalities that align with the current demands of citizens and public employees. Some of these include:

  • Various communication channels with citizens, such as calls, emails, messages, and social media.
  • Configuration and customization tailored to the needs of each public sector organization and department, adjusting the work environment to the demands of the specific activity.
  • Easy and efficient integration with other tools, applications, and information technology (IT) systems.
  • Comprehensive view of each process and citizen in one place, ensuring a well-informed decision-making process.
  • Automation of routine and repetitive processes and procedures that streamline tasks and provide a smoother experience for public employees.
  • 24/7 accessibility from anywhere with an internet connection, facilitating employees’ work even in remote settings.
  • High standards of data security and privacy, ensuring the protection of sensitive information from citizens, which is common in these public institutions.

Advantages of Salesforce Solutions for the Public Sector

Undoubtedly, these Salesforce solutions extend to the public sector the advantages that private companies have been enjoying for some time. A sector such as this, which has different scopes but is extremely important, requires the agility and dynamism that is demanded today. Some of the benefits of these solutions include:

  • Optimization of citizen service: Faster and more efficient handling of requests, fostering closer interaction with citizens.
  • Improved accessibility: Digital management of public processes and services, with Salesforce, democratizes access for every citizen, positively impacting their satisfaction.
  • Agile responsiveness: Salesforce provides public institutions with greater agility in their processes, enhancing their responsiveness, which helps strengthen a perception of responsive and efficient governance.
  • Improvement of employee experience: Employees in public service offices also benefit from Salesforce features, making their work more efficient and allowing their time to be invested in more strategic and valuable tasks.
  • Increased productivity: Process automation enables public sector organizations to gain productivity and efficiency by dedicating more time to tasks that require greater attention and human resources.
  • Increased transparency: With a more transparent workflow, public sector organizations gain a better position in accountability processes.
  • Flexibility and adaptation: Thanks to customization capabilities in Salesforce, public sector organizations can adjust to the specific demands of different departments.
  • Cost reduction: Process automation contributes to cost reduction across the board, making the institution more efficient and positively influencing productivity.

The public sector finds an excellent ally in Salesforce to advance the necessary modernization of its processes. The existing solutions help transform it, making it more agile and efficient. If you wish to implement any of these Salesforce solutions for the public sector, do not hesitate to contact the SkyPlanner team at

Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

Green Building Initiative
Banco Sabadell
Norwegian Cruise Line
Larkin Community Hospital
Discovery Channel

What people are saying

Five starts

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

Go to top