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
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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

"Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions?" - Arvind Krishna

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.

Comprehensive Insights on Salesforce Anywhere Use Cases

How can Salesforce Anywhere optimize your Collaboration Workflow?

Why is Salesforce Anywhere the best choice for Sales Document Management?

What Are the key features of Salesforce Anywhere for Content Management?

What makes Salesforce Anywhere ideal for Communication Management?

What makes Salesforce Anywhere ideal for Engagement Management?

44+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Arvind Krishna

Chairman & CEO

IBM
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna
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

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
CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Arvind Krishna

Chairman & CEO

IBM
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna
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

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

Case Studies

Information Services

CASE STUDY BARC India

BARC India improved field service productivity by 25% using Salesforce automation. They unified panel and inventory management on a single platform. This helped them service more households and ensur...e high-quality data. The same team of 650 field executives can now conduct 15% more panel visits per day. They can also visit 20% more households. BARC uses Salesforce to manage 55,000+ metering devices and plans to expand to 300,000 households.

Read more →
Financial Services

CASE STUDY Bike Bazaar

Bike Bazaar uses Salesforce to improve loan processes. They cut loan approval time from 20 to 5 minutes. They manage twice as many cases as before. Product launches are now 6 times faster. Data insig...hts help them target promotions and manage risks.

Read more →
Manufacturing

CASE STUDY Godrej & Boyce

Godrej & Boyce used Salesforce to unify their CRM across business units. This helped them offer a connected customer experience. They moved sales processes to Salesforce Sales Cloud. This unified cus...tomer data and sales workflows. Sales teams now engage customers consistently. They reduced the time to connect with customers from a day to two hours. Predictive analytics increased lead conversion probability to 80% in one business unit.

Read more →
Consumer Goods

CASE STUDY Tata Consumer Products

Tata Consumer Products transformed its sales and distribution with Salesforce. They built a platform called MAVIC, automating distributor management. Onboarding time reduced from a week to 45 minutes.... The MAVIC app enables 6 million transactions monthly. Over 3,000 distributors were onboarded in four months. The platform is used by 8,000 sales employees to serve 12,000 distributors and 1.6 million retail outlets.

Read more →
Information Technology and Services

CASE STUDY EXL

EXL used Salesforce to improve sales efficiency and customer focus. They implemented Sales Cloud and Revenue Cloud to optimize their sales processes. Automation and real-time insights helped sales te...ams engage customers better. EXL's sales team now predicts deal success and improves conversion rates. The company plans to integrate Salesforce further for a robust customer experience.

Read more →
Manufacturing

CASE STUDY JSW Steel

JSW Steel used MuleSoft to transform its value chain. They integrated 32 systems with 120+ APIs. This improved order management and customer experience. They achieved a 99.7% integration success rate.... API calls increased by 52%, reaching 7.2 million per year.

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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

3.48/5 ★

Read Reviews (477)
Data Export

2.90/5 ★

Read Reviews (339)

Few API Integrations for Salesforce Anywhere

FireText

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tubular

4.84 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Poplar

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

KONNEKTIVE CRM

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce Anywhere

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Anywhere

Salesforce, Inc. News

M&A

Salesforce acquires AI recruiting startup Moonhub weeks after Informatica deal

Salesforce has acquired Moonhub, an AI-driven recruiting startup founded by former Meta engineer Nancy Xu. Moonhubs team will join Salesforce to advance its AI initiatives, including Agentforce. This move follows Salesforces recent acquisitions of Informatica and Convergence.ai, signaling a continued focus on expanding AI capabilities in cloud-based enterprise solutions.

Read more →
Partnership

Salesforce Once a Silicon Valley Rebel, Now an AI Revolutionary - CIOL

Salesforce is advancing its AI strategy by leveraging its $8 billion Informatica partnership to unify enterprise data and enhance trust in its AI-driven CRM solutions. This move positions Salesforce as a leader in integrating artificial intelligence across customer relationship management, enabling smarter automation and deeper insights for business users.

Read more →
Product

Copado Robotic Testing Debuts in AWS Marketplace, Enabling AI-powered, Salesforce ...

Copado Robotic Testing is now available in AWS Marketplace, offering AI-powered test automation for Salesforce applications. This release enables Salesforce customers to streamline testing workflows, accelerate release cycles, and improve software quality using Copado's cloud-based platform integrated with AWS.

Read more →
Customer

From Hours to Minutes: JPW Industries Order Processing Transformation with Salesforce Partners and AI

JPW Industries automated its order processing and customer service by deploying Salesforce Agentforce AI, in collaboration with RafterOne. The solution replaced manual workflows, accelerated order turnaround, and enabled 24/7 support. Salesforces AI-driven platform centralized knowledge for agents, improving efficiency and customer experience in the manufacturing tools sector.

Read more →

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

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

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO