Salesforce Connect Overview

Salesforce Connect enables integration and access to data from other Salesforce orgs and external sources with ease. Point-and-click simplicity is provided for seamless data management.

Use Cases

Customers recommend Contact List Management, Lead Management, Engagement Management, as the business use cases that they have been most satisfied with while using Salesforce Connect.

Other use cases:

  • Collaboration
  • Forecasting
  • Workflow Management
  • Communication Management
  • Lead Tracking
  • Advertisement
  • Opportunity Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Connect.

Other priorities:

  • Improve Internal Communications
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve ROI
  • Improve Digital And Social Presence
See all business priorities See less business priorities

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

Salesforce Connect works with different mediums / channels such as Mobile. and Phone Calls.

Salesforce Connect's features include Recording, Dashboard, Personalization, etc. and Salesforce Connect support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Salesforce Connect analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Sales Force allows us to track of sales data, sales targets, client information, client contact, individual goal data, group goal data at all levels...." Peer review by Internal Consultant

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

"...Access to real time customer data, ticketing system and contacts management via mobile applications and websites...." Peer review by Elizabeth K, Technical Advisor, Information Technology and Services
"...Keeping all of our client/prospect data organized in one place...." Peer review by Internal Consultant
"...It's a great solution for efficiently/effectively managing sales calls, follow ups, emails/eblasts, marketing analysis, etc...." Peer review by Administrator

Salesforce Connect, Hyland Governance, Openprise RevOps Performance Platform, mParticle, Tealium, etc., all belong to a category of solutions that help Customer Data Platform. 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 Connect

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

Salesforce Connect is popular in Information Technology And Services, Computer Software, and Education and is widely used by Mid Market, Small Business, and Large Enterprise.

Salesforce Connect Customer wins, Customer success stories, Case studies

Why is Salesforce Connect the best choice for Contact List Management?

Why is Salesforce Connect the best choice for Lead Management?

What Are the key features of Salesforce Connect for Engagement Management?

What benefits does Salesforce Connect offer for Collaboration?

How does Salesforce Connect address your Forecasting Challenges?

11 buyers and buying teams have used Cuspera to assess how well Salesforce Connect solved their Customer Data Platform needs. Cuspera uses 747 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 Customer Data Platform needs.

 

U.S. Air Force - Defense - Very Large

Salesforce (CRM) Lands U.S. Air Force Fleet Deal As Margins Stay In Focus

Washington, D.C., USA

Salesforce's Missionforce National Security platform is now deployed by the U.S. Air Force to manage its global vehicle fleet, marking a significant expansion into mission-critical government logisti...cs. This deployment highlights Salesforce's capability in secure operational workloads beyond traditional CRM, positioning it against major enterprise software vendors in the defense sector.

Read on →
 

Air Force - Defense - Very Large

Salesforce in focus as Air Force picks tech giant to modernize vehicle ...

Washington D.C., USA

Salesforce has been selected by the Air Force to modernize its vehicle fleet, highlighting the tech giant's role in defense technology and fleet management. This partnership underscores Salesforce's ...capability to provide advanced solutions for large-scale government projects.

Read on →
 

Oviva - Healthcare - Medium

Salesforce Deepens Commitment to Switzerland with $1 Billion Investment ...

Salesforce announced a $1 billion investment in Switzerland to boost AI transformation. Oviva, a European virtual care provider, uses Salesforce's Agentforce to handle 300,000 monthly customer messag...es autonomously, achieving high efficiency in operational support queries. Salesforce's commitment includes partnerships with Swiss organizations and support for local workforce development.

Read on →

Williams-Sonoma, Inc. - Retail - Large

San Francisco, USA

Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands. The company implemented Salesforce in just 7.5 months..., much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.

Read more →

Rise Alliance - Financial Services - Small

USA

Salesforce helped Rise Alliance double its customer base without adding staff. The company cut report compilation time by 97%, from one hour to two minutes. Automated reminders and a custom client po...rtal ended manual paperwork and saved at least an hour daily. Reliable uptime saved seven hours per week. Rise Alliance now uses data to spot client issues early and focus on strategy, not admin work.

Read more →

Perk - Information Technology And Services - Medium

Boston, USA

Perk used Prospecting Agent from Agentforce Sales to automate manual prospecting. The sales team saw a 3x increase in call volume and built 60% of their North American pipeline with the tool. Email r...eply rates doubled, and meetings were booked within one week of setup. Reps shifted from research tasks to focusing on building relationships and closing deals. The solution let Perk's team spend more time on high-value sales activities.

Read more →

Frequently Asked Questions (FAQ)

What buyers ask before choosing Salesforce Connect

What is Salesforce Connect used for?

Salesforce Connect is a Customer Data Platform Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Lead Management and Engagement Management .

What are the top features of Salesforce Connect?

Recording, Dashboard and Personalization are some of the top features of Salesforce Connect.

Who uses Salesforce Connect?

Salesforce Connect is used by Information Technology And Services, Computer Software and Education among other industries.

What are Salesforce Connect alternatives?

Hyland Governance, Openprise RevOps Performance Platform, MParticle and Tealium are popular alternatives for Salesforce Connect.

Where is Salesforce Connect located?

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

Peers used Salesforce Connect for contact list management and lead management

Salesforce Connect Competitors

Salesforce Connect Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (32)
Custom Reports

4.22/5 ★

Read Reviews (107)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (32)
Custom Reports

4.22/5 ★

Read Reviews (107)

Salesforce Connect Integrations

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

Data Export

4.44/5 ★

Read Reviews (51)
Data Import

4.06/5 ★

Read Reviews (109)

Few API Integrations for Salesforce Connect

KONNEKTIVE CRM

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tremendous

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Lucidchart

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tubular

4.84 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Proof

4.59 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce Connect

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Connect

Salesforce, Inc. News

Product

Salesforce (CRM) Is Becoming Too Cheap To Ignore

Anthropic launched Claude Tag, an AI assistant feature, into Salesforce's Slack app. This integration allows Claude to join conversations, complete tasks, and work across multiple channels. Claude Tag is available in Beta for Claude Team and Claude Enterprise, powered by Claude Opus 4.8.

Read more →
M&A

Salesforce (CRM) Is Spending Billions To Broaden Its AI Offerings, But ...

Salesforce is acquiring Fin, a customer agent company, for $3.6 billion to enhance its AI offerings. This acquisition aims to broaden Salesforce's capabilities in delivering autonomous agents and improve its position in the AI software market. Fin's AI Agent platform resolves complex customer queries across channels, supporting Salesforce's strategy to provide advanced AI-driven solutions.

Read more →
Product

Salesforce Launches MCP Servers: Integrating AI and Data Analytics into ...

Salesforce has launched MCP Servers, integrating AI and data analytics into Tableau and Slack. This integration enhances Slackbot's capabilities, allowing small businesses to access real-time data insights and collaborate effectively. The integration promotes data-driven decision-making and provides tools like Data 360 for comprehensive business data visualization.

Read more →
Product

Salesforce MCP Servers: AI, Data & Analytics for Tableau & Data 360 in ...

Salesforce has announced the general availability of its MCP servers, which integrate with Slack to enhance data-driven decision-making. The integration allows Slackbot to access Salesforce CRM, Data 360, and Tableau, providing real-time insights and actions within Slack. This development aims to streamline workflows and improve collaboration by bringing data and communication into a single interface.

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