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

"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." - Rob Birse

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 can Salesforce Anywhere enhance your Collaboration process?

How does Salesforce Anywhere address your Sales Document Management Challenges?

What benefits does Salesforce Anywhere offer for Content Management?

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

How does Salesforce Anywhere address your Engagement Management Challenges?

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

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
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

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
CUSTOMERS TESTIMONIALS
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
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

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
 

Vonage Taps Salesforce Agentforce and Data Cloud for Sales and Service - Salesforce

Vonage deepens its partnership with Salesforce by deploying Salesforce's Data Cloud and Agentforce to enhance customer experiences and drive innovation. This collaboration aims to unify Vonage's ente...rprise data, automate tasks with AI agents, and provide personalized customer interactions. The partnership highlights Vonage's commitment to becoming an Agentic Enterprise and leveraging Salesforce's AI and CRM capabilities for digital transformation.

Read more →
 

Globe Business, Salesforce redefine enterprise customer engagement through AI

Globe Business has adopted Salesforce's AI-driven platform, including Service Cloud, Sales Cloud, and Einstein for Service, to enhance customer engagement. This collaboration has reduced Globe Busine...ss's customer service workload by 34% and improved ticket classification accuracy to 80%. The integration of AI tools has streamlined operations, allowing employees to focus on complex customer interactions.

Read more →
 

Ocado Retail enlists Salesforce, Devoteam and Multiverse for its first ever AI Day event

Ocado Retail held its first AI Day, enlisting Salesforce, Devoteam, and Multiverse to participate. The event aimed to educate attendees on integrating AI into daily tasks and exploring generative AI ...opportunities. CEO Hannah Gibson emphasized the importance of active engagement and continuous learning in AI adoption. Salesforce's involvement highlights its role in supporting AI initiatives in the retail sector.

Read more →

Balaji Wafers - Consumer Goods

Balaji Wafers uses Salesforce to improve distributor experiences. They have a 20% year-over-year growth. Distributor onboarding time reduced by 50%. Sales visits per rep increased by 30% per week. Ma...pping accuracy improved by 80% using Salesforce Maps.

Read more →

Genpact - Professional Services

Genpact uses Salesforce to transform its sales and marketing. 100% of sales opportunities are captured on Salesforce. Customer conversations increased by 50% in a year. Genpact has over 100,000 emplo...yees in 30 countries. Salesforce helps Genpact scale and improve customer service.

Read more →

Razorpay - Financial Services

Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.

Read more →

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

Salesforce Story: Vibe Coding Demo - Salesforce

Salesforce has launched Agentforce Vibes, a low-code development tool that uses natural language prompts to build AI applications. This tool allows users to create apps from descriptions without coding, leveraging company data for context. It aims to simplify app development by treating AI as a collaborative partner, enabling developers to focus on shaping solutions rather than writing code.

Partnership

Slack and Salesforce Unveil Tailored Industry Solutions for Digital HQs

Salesforce and Slack have launched tailored industry solutions for digital HQs, focusing on sectors like financial services, manufacturing, and retail. These solutions, developed with Salesforce consulting partners, aim to enhance productivity and streamline operations by integrating tools and workflows. The initiative leverages Salesforce's Customer 360 and Slack's platform to offer industry-specific features, available through Salesforce's AppExchange.

Product

Slack and Salesforce unveil custom industry solutions for digital HQs - Cita Directa

Slack and Salesforce have launched custom industry solutions aimed at creating digital headquarters for businesses. These solutions, developed with Salesforce consulting partners, target sectors like financial services, manufacturing, and retail. They offer industry-specific features to streamline operations and improve customer interactions, available through Salesforce's AppExchange platform.

Partnership

Salesforce announces expanded partnerships with OpenAI - TNGlobal - TechNode Global

Salesforce and OpenAI have expanded their strategic partnership to enhance employee and consumer experiences using Salesforces Agentforce 360 and OpenAI's frontier models, including GPT-5. This collaboration allows integration of Salesforce's platform with ChatGPT, enabling users to query sales records and build visualizations. The partnership aims to transform enterprise workflows by embedding AI capabilities into platforms like Slack and ChatGPT, enhancing data-driven operations and customer interactions.

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