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

"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." - Mk Getler

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 can Salesforce Anywhere enhance your Sales Document Management process?

What makes Salesforce Anywhere ideal for Content Management?

What makes Salesforce Anywhere ideal for Communication Management?

How can Salesforce Anywhere enhance your Engagement Management process?

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

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

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

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

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

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

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
 

Healthcare Is Short on People, But AI Is Closing the Gap

Salesforce's AI solutions, including Agentforce, are transforming healthcare by automating administrative tasks and improving patient access to care. UChicago Medicine, Transcend, Precina, and Simply...health are leveraging Salesforce's AI to enhance efficiency, reduce administrative burdens, and improve patient outcomes. These implementations demonstrate AI's potential to address healthcare workforce shortages and improve care delivery.

 

London Enterprises Accelerate AI-Driven CRM Adoption with Salesforce Agentforce - London Daily News

London enterprises are adopting Salesforce Agentforce to enhance AI-driven CRM capabilities, focusing on intelligent customer engagement and operational efficiency. Salesforce Agentforce integrates A...I into CRM workflows, offering intelligent automation, predictive insights, and conversational AI. This adoption aims to improve customer experience, increase sales effectiveness, and reduce operational friction, positioning businesses to better adapt to changing customer behaviors.

 

Salesforce (CRM) Is Down 6.9% After Winning $5.6 Billion Army AI Deal Has The Bull Case Changed - simplywall.st

Salesforce's Computable Insights subsidiary secured a 10-year, $5.6 billion contract with the U.S. Army to modernize data, cloud, and AI systems. This contract, alongside the EMBERPOINT wildfire mana...gement venture, positions Salesforce's Agentforce and Missionforce platforms as critical infrastructure for military and public safety operations, extending beyond its CRM roots.

Panasonic - Consumer Electronics

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

DeVry University - Education

Agentforce helped DeVry University support students from enrollment to course completion. The platform improved student engagement and streamlined support processes. DeVry used Agentforce to connect ...students with the right resources quickly. This led to better student experiences and smoother operations. The solution focused on education technology and student success.

BACA Systems - Manufacturing

Einstein 1 Sales helped BACA Systems double sales productivity. The company used Salesforce Data Cloud and AI to automate sales tasks and improve email engagement. AppExchange integrations cut delive...ry errors and saved 15 workdays per month. Flow Builder enabled fast, no-code automation for licensing and operations. BACA Systems now manages all sales and admin tasks in Salesforce, boosting efficiency and accuracy.

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

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 Advances AI Expansion With Cimulate Deal | PYMNTS.com

Salesforce has signed a definitive agreement to acquire Cimulate, enhancing its Agentforce Commerce platform with AI-powered product discovery and agentic commerce capabilities. The integration aims to offer more personalized and conversational shopping experiences. The transaction is expected to close in the first quarter of Salesforce's fiscal year 2027, with Cimulate's team joining Salesforce to support ongoing innovation.

Executive

Salesforce layoffs continue as high-ranking executives leave - TechTarget

Salesforce is experiencing significant executive departures, including the exits of Adam Evans, Ariel Kelman, Ryan Aytay, and Denise Dresser. These changes come amid ongoing layoffs affecting various teams, including Heroku, which is being sunsetted. CEO Marc Benioff's recent actions and comments have sparked internal controversy, with employees expressing concerns over Salesforce's ethical use of technology.

Product

Salesforce to stop selling enterprise Heroku subscriptions, scale back upgrades

Salesforce will cease offering new Enterprise Account subscriptions for its Heroku platform and reduce feature development, focusing instead on cybersecurity and reliability updates. Existing enterprise contracts can be renewed, and credit card users can continue using the platform. This shift aims to prioritize AI capabilities and long-term customer value.

Product

Agents in the enterprise: Salesforce and DeepL see productivity move the needle as use ...

Salesforce is advancing AI agent deployment in enterprises, emphasizing productivity gains and contextual intelligence. At the AI & Big Data Expo, Salesforce highlighted its agent "Hallie," used by Heathrow Airport for customer engagement. Salesforce's Paul OSullivan discussed the integration of deterministic workflows with agentic reasoning through Agent Script, enhancing AI's enterprise utility. Salesforce's recent enhancements for MuleSoft Agent Fabric and Agentforce Observability aim to improve AI agent monitoring and trust.

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