Salesforce Anywhere Overview

Salesforce-anywhere integrates Quip for real-time account planning in the #1 CRM. Quip standardizes and automates sales processes with documents, spreadsheets, and templates.

Use Cases

Customers recommend Collaboration, Sales Document Management, Content Management, as the business use cases that they have been most satisfied with while using Salesforce Anywhere.

Other use cases:

  • Communication Management
  • Engagement Management
  • Workflow Management
  • Training & Onboarding
  • Coaching
  • Knowledge Management
  • Campaign Management
See all use cases See less use cases

Business Priorities

Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Salesforce Anywhere.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve ROI
  • Improve Brand Engagement
  • Build Brand Awareness
  • Improve Visibility
  • Increase Average Basket Value
  • Improve Digital And Social Presence
See all business priorities See less business priorities

Salesforce Anywhere Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Anywhere works with different mediums / channels such as E-Mail. and Chat.

Salesforce Anywhere's features include Personalization, Alerts: Popups & Notifications, Templates, etc. and Salesforce Anywhere support capabilities include Chat Support, Email Support, Phone Support, etc. also Salesforce Anywhere analytics capabilities include Analytics, and Custom Reports.

Reviews

"The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to m...ake sure we are making a good decision." - Samuel Dall’Agnol

Salesforce Anywhere, Intelligencebank DAM, TaxDome, Claromentis, Enboarder, etc., all belong to a category of solutions that help Team Collaboration. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Anywhere

Top Industries

  • Information Technology and Services
  • Manufacturing
  • Consumer Electronics

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Salesforce Anywhere is popular in Information Technology And Services, Manufacturing, and Consumer Electronics and is widely used by Small Business, Enterprise, and Mid Market.

Salesforce Anywhere Customer wins, Customer success stories, Case studies

How efficiently Does Salesforce Anywhere manage your Collaboration?

What solutions does Salesforce Anywhere provide for Sales Document Management?

How does Salesforce Anywhere address your Content Management Challenges?

Why is Salesforce Anywhere the best choice for Communication Management?

How efficiently Does Salesforce Anywhere manage your Engagement Management?

11 buyers and buying teams have used Cuspera to assess how well Salesforce Anywhere solved their Team Collaboration needs. Cuspera uses 4247 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Team Collaboration needs.

CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Samuel Dall’Agnol

IT Director

Globoplay

The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol
Salesforce Anywhere testimonial

Tuomas Pyyhtia

Solution Owner, Field Service Operations

KONE

Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
Salesforce Anywhere testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Samuel Dall’Agnol

IT Director

Globoplay

The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol
Salesforce Anywhere testimonial

Tuomas Pyyhtia

Solution Owner, Field Service Operations

KONE

Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
Salesforce Anywhere testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
 

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Frequently Asked Questions(FAQ)

for Salesforce Anywhere

What is Salesforce Anywhere?

Salesforce Anywhere is a Collaboration software and the easiest way to accelerate sales processes inside Salesforce, helping teams close deals faster.

It reimagines sales and service with real-time CRM data, built-in collaboration, and timely alerts that empower sales and service teams to sell and solve customer problems from anywhere. It supports capture of all of the data, processes, and conversations inside the Sales Cloud so that it’s not scattered across email, chat apps, and files. It has a built-in office suite functionality, including word processing, spreadsheet and presentation software. It enables teams to collaborate around a rich set of documents.

It also helps the team to work together on plans, discuss records, and analyze reports, keeps sales and service on the same page with smarter decisions and take the right steps to drive the business forward with suggested actions powered by AI.

What is Salesforce Anywhere used for?

Salesforce Anywhere is a Team Collaboration Software mainly used by its customers to Improve Internal Communications and Enhance Customer Relationships by Collaboration, Sales Document Management and Content Management .

What are the top features of Salesforce Anywhere?

Personalization, Alerts: popups & Notifications and Templates are some of the top features of Salesforce Anywhere.

Who uses Salesforce Anywhere?

Salesforce Anywhere is used by Information Technology And Services, Manufacturing and Consumer Electronics among other industries.

What are Salesforce Anywhere alternatives?

Intelligencebank DAM, TaxDome, Claromentis and Enboarder are popular alternatives for Salesforce Anywhere.

Where is Salesforce Anywhere located?

Salesforce Anywhere is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Anywhere for collaboration and sales document management

Salesforce Anywhere Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.30/5

Read Reviews (11)
Analytics

3.91/5

Read Reviews (46)
Custom Reports

3.71/5

Read Reviews (367)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.30/5

Read Reviews (11)
Analytics

3.91/5

Read Reviews (46)
Custom Reports

3.71/5

Read Reviews (367)

Salesforce Anywhere Integrations

Salesforce Anywhere integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import
Data Export

Few API Integrations for Salesforce Anywhere

Software Failure Risk Guidance

?

for Salesforce Anywhere

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Anywhere

Salesforce, Inc. News

Product

AutoRABIT Announces FedRAMP Milestones for Salesforce Security Solutions

AutoRABIT has achieved FedRAMP Moderate Authorization to Operate (ATO) for its CodeScan and Guard solutions, enhancing security for Salesforce environments in government agencies. These solutions address Salesforce's unique security challenges by automating code analysis and monitoring configurations, aligning with federal compliance standards to protect sensitive data and streamline compliance processes.

Product

Salesforce Enhances AI Reliability with New Observability Tools for Agents

Salesforce has introduced new observability tools to enhance AI agent reliability, focusing on analytics, optimization, and health monitoring. These tools provide small businesses with insights into AI performance, enabling better decision-making and operational efficiency. Early adopters like 1-800Accountant and Engine report improved service quality and scalability. The tools aim to address challenges in managing AI agents, offering a pathway for businesses to optimize AI deployment.

Product

Cyntexa Announces Updates to ChargeOn on Salesforce AppExchange - Markets Financial Content

Cyntexa has updated its ChargeOn application on Salesforce AppExchange, enhancing payment processing and orchestration capabilities. ChargeOn integrates with over 14 global payment gateways, offering streamlined revenue automation and eliminating vendor lock-in. The update includes advanced features for secure, efficient payment management within Salesforce, including PCI and DSS compliance.

Partnership

Adecco says joint venture with Salesforce can help reduce AI bubble risks - Reuters

Adecco and Salesforce have formed a joint venture aimed at mitigating risks associated with the AI bubble. This collaboration leverages Salesforce's AI CRM capabilities to enhance Adecco's offerings and ensure sustainable AI integration.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO