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Salesforce CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

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(102111)

Salesforce CRM | Customer Relationship Management solution that brings companies and customers together

AI Powered

App Partner

Salesforce CRM Overview

Salesforce is a unified Customer Relationship Management (CRM) platform. It helps businesses manage customer relationships and streamline processes.

Use Cases

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

Other use cases:

Communication Management
Lead Tracking
Workflow Management
Lead Management
Helpdesk Management
Collaboration
Generation Of New Leads

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 CRM.

Other priorities:

Increase Sales & Revenue
Scale Best Practices
Improve ROI
Improve Internal Communications
Grow Market Share
Launch New Products
Improve Stakeholder Relations
Enter New Markets Internationally Or Locally
Improve Efficiency
Establish Thought Leadership
Improve Brand Engagement
Improve Digital And Social Presence
Build Brand Awareness
Improve Visibility
Manage Risk
Increase Customer Life Time Value
Improve Consistency
Shorten Ramp Up Time
Improve Navigation
Increase Average Basket Value
Reduce Bounce

See all business priorities See less business priorities

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

Salesforce CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Salesforce CRM's features include Personalization, Dashboard, Recording, etc. and Salesforce CRM support capabilities include AI Powered, Email Support, Chat Support, etc. also Salesforce CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package." - Husayn Kassai

Salesforce CRM, Less Annoying CRM, Teamgate CRM, ClickUp, RepairShopr, etc., all belong to a category of solutions that help CRM. 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 CRM

Top Industries

Computer Software
Financial Services
Information Technology and Services

Popular in

Mid Market
Small Business
Enterprise

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

Comprehensive Insights on Salesforce CRM Use Cases

How can Salesforce CRM optimize your Engagement Management Workflow?

Salesforce helps businesses manage customer interactions and track customer journeys. It enables collaboration among sales teams and provides powerful analytics to gain insights. Despite its benefits, Salesforce requires significant investment and may need additional products for comprehensive functionality.

"...NYX is also well-known for leveraging user-generated content (UGC) and in-store technology to engage personally with its customers. ..." Case Study NYX

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

Salesforce CRM allows businesses to manage documents related to sales activities, such as proposals and contracts. It can track customer interactions and manage lead information, which helps businesses to generate reports and make informed decisions. Salesforce CRM has limitations, as it does not include email and proposal templates.

"...That has blossomed into being able to promote healthy pipeline, encourage reps to progress opportunities, manage and track Marketing ROI, Customer Support, Quoting, SaaS fulfillment and the list goes on...." Peer review

How can Salesforce CRM optimize your Contact List Management Workflow?

Salesforce CRM is a powerful tool for managing contacts, organizing customer information, and tracking interactions. It allows users to create new contacts, merge accounts, and generate custom reports. Some users may find limitations in the system's ability to transfer contact information from external sources.

"...Salesforce has enormous stability to integrate into social networks, to work with automated reminders, and to manage phone call lists...." Peer review by Zakery K, Lead Developer and Social Media Manager, Marketing and Advertising

How does Salesforce CRM address your Communication Management Challenges?

Salesforce CRM provides tools to manage customer interactions, including sending emails, logging calls, and scheduling meetings. It also offers features to track communication, store information, and analyze data. Salesforce CRM’s communication management capabilities are limited by its inability to track delivered messages consistently.

"...Everything from the tracking of emails, to mass emails, to training they were invited to and/or attended, etc...." Peer review by Josh Preece, Business Development Specialist, American Institute of Certified Tax Coaches

How can Salesforce CRM enhance your Lead Tracking process?

Salesforce CRM helps businesses track leads, opportunities, and sales progress. It allows users to create reports and dashboards to monitor key metrics, and integrates with other systems to manage customer interactions and track revenue. However, its complexity can make it difficult to use and requires extensive training.

"...Its easy to create tasks/follow ups for sales reps, create and track new leads, and follow important information . ...." Peer review by Verified Reviewer, Oil & Energy

249 buyers and buying teams have used Cuspera to assess how well Salesforce CRM solved their CRM needs. Cuspera uses 102111 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 CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Husayn Kassai CEO & Co-Founder Onfido	Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package. Testimonial By Husayn Kassai
DR. ELI CAPILUOTO PRESIDENT UNIVERSITY OF KENTUCKY	We are using Salesforce s Work.com solutions as a springboard for a healthier community, supporting student mental health and well-being, reviewing and reworking social issues around diversity and inclusion, and preparing our university to handle any number of different future scenarios. Testimonial By DR. ELI CAPILUOTO
Mark Tossell Practice Lead Visioneer360	I have a new career and a new way of supporting my family that I probably would not have without Trailhead. Testimonial By Mark Tossell

CUSTOMERS	TESTIMONIALS
Husayn Kassai CEO & Co-Founder Onfido	Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package. Testimonial By Husayn Kassai
DR. ELI CAPILUOTO PRESIDENT UNIVERSITY OF KENTUCKY	We are using Salesforce s Work.com solutions as a springboard for a healthier community, supporting student mental health and well-being, reviewing and reworking social issues around diversity and inclusion, and preparing our university to handle any number of different future scenarios. Testimonial By DR. ELI CAPILUOTO
Mark Tossell Practice Lead Visioneer360	I have a new career and a new way of supporting my family that I probably would not have without Trailhead. Testimonial By Mark Tossell

Case Studies

NA

CASE STUDY Ambuja Neotia

Agentforce and Customer 360 help Ambuja Neotia improve customer experiences. The company uses Agentforce to get a full view of each customer. This helps them serve people better. The solution brings ...together data from many places. Ambuja Neotia can now understand and help customers faster. This makes their service stronger and more personal.

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CASE STUDY Dr. Reddy’s Laboratories

Salesforce Data Cloud helped Dr. Reddy’s Laboratories connect data from many sources. This unified data improved engagement with healthcare professionals. The company used AI and analytics to better ...understand customer needs. As a result, Dr. Reddy’s Laboratories increased the impact of their outreach and built stronger relationships with HCPs.

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CASE STUDY Tata Motors

Salesforce Data Cloud helped Tata Motors bring together data from 60 million unique customers. Tata Motors used this to create personalised engagement for each customer. The company unified customer ...data to improve marketing and sales. This led to better customer experiences and stronger relationships. Tata Motors now delivers more relevant messages to its customers.

Read more →

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CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

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NA

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Read more →

NA

CASE STUDY Panasonic

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.

Read more →

More Salesforce CRM Customer Stories...

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What is Salesforce? | Salesforce Explained

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Frequently Asked Questions(FAQ)

for Salesforce CRM

What is Salesforce CRM?

Salesforce CRM is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. It helps marketing, sales, commerce, service and IT teams work as one from anywhere to keep the customers happy everywhere.

Salesforce CRM a hassle-free contact management by giving access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. Users can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.

Cloud-based contact management enables collaboration in the organization. Share insights and important documents to create a knowledge-sharing workplace. It traces the movement of the deals by accessing all the contact data.

What is Salesforce CRM used for?

Salesforce CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Sales Document Management and Contact List Management .

What are the top features of Salesforce CRM?

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

Who uses Salesforce CRM?

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

What are Salesforce CRM alternatives?

Less Annoying CRM, Teamgate CRM, ClickUp and RepairShopr are popular alternatives for Salesforce CRM.

Where is Salesforce CRM located?

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

lightning

Peers used Salesforce CRM for engagement management and sales document management

Salesforce CRM Competitors

More Salesforce CRM Alternatives...

Salesforce CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.44/5 ★ Read Reviews (1340)
Analytics	4.25/5 ★ Read Reviews (4206)
Custom Reports	3.71/5 ★ Read Reviews (14787)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.44/5 ★ Read Reviews (1340)
Analytics	4.25/5 ★ Read Reviews (4206)
Custom Reports	3.71/5 ★ Read Reviews (14787)

Salesforce CRM Integrations

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

Data Export

3.60/5 ★

Read Reviews (6035)

Data Import

3.50/5 ★

Read Reviews (13943)

Few API Integrations for Salesforce CRM

Eventbrite

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Seismic

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Smartsheet platform

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

FireText

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Copper

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM

Salesforce, Inc. News

Partnership 16/10/2025

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.

Read more →

Partnership 15/10/2025

Salesforce & AWS deepen AI partnership to boost agentic adoption - SecurityBrief Australia

Salesforce and AWS have expanded their partnership to enhance AI adoption for enterprises, focusing on data unification, secure AI agents, and modernizing contact centers. The collaboration includes new integrations like Salesforce's Data 360 with AWS Clean Rooms, and the Agentforce platform on AWS Marketplace. This partnership aims to simplify AI procurement and deployment, driving agentic enterprise transformation.

Read more →

Executive 15/10/2025

VC legend Ron Conway quits Salesforce Foundation after Benioff's National Guard comments

Ron Conway, a prominent venture capitalist, resigned from the Salesforce Foundation following controversial comments by Salesforce CEO Marc Benioff. Benioff's remarks supporting National Guard deployment in San Francisco and his alignment with Trump led to Conway's departure. The Salesforce Foundation, focused on youth education and development, has been a significant philanthropic entity under Conway's decade-long board membership.

Read more →

Product 13/10/2025

Introducing eVerse: Enterprise Simulation Environments to Train AI Agents

Salesforce AI Research introduces eVerse, a new enterprise simulation framework designed to train AI agents for enhanced capability and consistency. eVerse uses synthetic data, realistic testing, and reinforcement learning to optimize AI performance in enterprise settings. The framework has shown significant improvements, such as a 69% increase in task success rates, and is being piloted with customers like UCSF Health to improve healthcare billing processes.

Read more →

More Salesforce CRM News...

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

Financials

IPO