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
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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

"I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community." - Jane Moran

Peer review evidence (same sources as the product rating summary)

"...And that makes it one of the most user-friendly collaboration tools out there...." Peer review by Aatif K, Internal Communications Manager, Information Services
"...The support from our Signature Success Plan is a last line of defense for us, said Pyyhti ...." Case Study KONE
"...It also allows every one on the team to edit the content on the platform which means everyone's Idea is heard...." Peer review by Clark H, Project Manager, Insurance

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 does Salesforce Anywhere address your Collaboration Challenges?

What solutions does Salesforce Anywhere provide for Sales Document Management?

How can Salesforce Anywhere optimize your Content Management Workflow?

What makes Salesforce Anywhere ideal for Communication Management?

What solutions does Salesforce Anywhere provide for 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

Jane Moran

CIO

Unilever

I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. Testimonial By Jane Moran
Salesforce Anywhere testimonial

Mk Getler

Chief Marketing Officer

Loop & Tie

Our relationships with small vendors make loop & tie the platform it is; we pride ourselves on being part of a healthy and stable economy. With salesforce, we have a better understanding of our own opportunities to support growing businesses. Testimonial By Mk Getler
Salesforce Anywhere testimonial

Adam Lavezzo

VP, Revenue Strategy & Operations

BetterUp

Salesforce allows us to deliver personalization and transformation at scale in ways that we otherwise wouldn’t be able to. Testimonial By Adam Lavezzo
CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Jane Moran

CIO

Unilever

I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. Testimonial By Jane Moran
Salesforce Anywhere testimonial

Mk Getler

Chief Marketing Officer

Loop & Tie

Our relationships with small vendors make loop & tie the platform it is; we pride ourselves on being part of a healthy and stable economy. With salesforce, we have a better understanding of our own opportunities to support growing businesses. Testimonial By Mk Getler
Salesforce Anywhere testimonial

Adam Lavezzo

VP, Revenue Strategy & Operations

BetterUp

Salesforce allows us to deliver personalization and transformation at scale in ways that we otherwise wouldn’t be able to. Testimonial By Adam Lavezzo
 

Curative - Healthcare - Medium

Curative Ditches $600, 000 Salesforce Contract Says 'AI Changes the Economics of Building ...

Austin, USA

Curative has terminated its $600,000 contract with Salesforce, opting to develop an AI-powered CRM system internally. This move underscores the potential of AI tools to enable faster, cost-effective ...software development tailored to specific business needs. Salesforce warns of the security and compliance challenges associated with internally developed systems, especially in regulated industries like healthcare.

Read on →
 

Siemens - Manufacturing - Very Large

Businesses nearly triple AI agent deployments — Salesforce

Munich, Germany

Salesforce reports a significant increase in AI agent deployments, with businesses nearly tripling their use over the past year. Siemens, a key customer, uses Salesforce's Agentforce platform to auto...mate lead qualification and routing, enhancing efficiency and sales growth. AI agents are increasingly handling complex tasks across industries, driving execution efficiency and improving customer interactions.

Read on →
 

Department of Defense - Defense - Very Large

DoD Authorizes Salesforce Agentforce 360 at Impact Level 5

Washington, USA

Salesforce's Agentforce 360 platform received Impact Level 5 authorization from the Department of Defense, enabling it to handle sensitive national security data. This clearance allows the deployment... of autonomous AI agents in military workflows. Salesforce aims to capture a significant share of the U.S. AI defense market, with the Army Human Resources Command as the first to deploy Agentforce 360 in this secure environment.

Read on →

Under Armour - Apparel & Fashion - Large

Baltimore, USA

Under Armour used Salesforce POS to improve its in-store experience. The company cut hardware support costs by 50% and reduced transaction time by 12%. Store setup now takes less than two hours, down... from a day and a half. There are no missing transactions or replication issues. Staff can handle customer search, registration, and checkout in one mobile app. This led to faster checkouts, lower costs, and higher customer satisfaction.

Raylu - Information Technology And Services - Small

San Francisco, USA

Raylu used Salesforce and Slack to build a scalable revenue operations system. The team tracked five times more data per opportunity and doubled pipeline coverage. They automated billing and renewals... using Slack and Claude. Raylu managed all sales and marketing workflows without hiring a dedicated RevOps team. The integration gave them better visibility and control over their sales process. This helped Raylu grow fast while staying lean.

Live Nation - Entertainment - Very Large

Beverly Hills, USA

Live Nation uses Agentforce to support over 120 venues with a single AI agent. The platform answers fan questions and automates up to 300,000 inquiries each year. At BottleRock Napa Valley, the AI ag...ent Melody guided fans through 37,000+ interactions in just 12 days. This solution helps Live Nation deliver fast, personalized support and improves fan experiences at events. The scalable system prepares Live Nation for future global events.

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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

Sweep Launches Multi-Org Agent to Bring Cross-System Intelligence to Salesforce

Sweep has launched the Multi-Org Agent for Salesforce, enabling enterprises to manage multiple Salesforce environments efficiently. This new agent maps dependencies and automations across fragmented Salesforce systems, reducing risks like outages and compliance gaps. It supports strategic consolidation, M&A integration, and AI readiness. Sweep plans to extend this capability to Snowflake and ServiceNow soon.

Product

Salesforce's AI Ambitions Gain Momentum with Evercore Backing

Salesforce is advancing its AI initiatives, particularly with its Agentforce product, as noted by Evercore ISI. The company is expanding its Agentic Enterprise Pro offerings to enhance AI agent deployment and broaden use cases for customers, signaling positive momentum in AI adoption.

Product

Agentic AI Deployment Surges at Salesforce

Salesforce's 2026 Agentic Enterprise Index reveals a tripling in AI agent deployments, significantly enhancing customer engagement and operational efficiency. The index highlights a bifurcation in AI deployment strategies across industries, with consumer sectors focusing on task-specific agents and complex sectors on versatile agents. This shift underscores AI's growing role in driving business outcomes and competitive dynamics in enterprise technology.

Financial

Salesforce Announces Date of Second Quarter Fiscal 2027 Earnings Release and Webcast

Salesforce announced it will release its second quarter fiscal 2027 financial results on August 26, 2026, followed by a live webcast to discuss the results.

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