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

Name: Salesforce CRM
Brand: Salesforce CRM
Rating: 4.39 (102111 reviews)

4.39 5

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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

"One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new ...normal." - DAN HELFRICH

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

What makes Salesforce CRM ideal for Engagement Management?

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.

"...I have the ability to track my customers and visitors interaction with my store...." Peer review by Verified Reviewer, Internet

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What benefits does Salesforce CRM offer 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.

"...Contracts get stored their as well, and we have customizations in place to help with onboarding...." Peer review by User

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What makes Salesforce CRM ideal for Contact List Management?

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.

"...I use it to log every call I make, and then refer back to them the next time I contact a customer...." Peer review by Kenneth S., Account Executive, Financial Services

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What solutions does Salesforce CRM provide for Communication Management?

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.

"...I don't know how I would get by without using Salesforce to track my call notes. ...." Peer review by Brandon S., Payroll Onboarding Specialist, Internet

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What benefits does Salesforce CRM offer for Lead Tracking?

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.

"...I used this software mostly for sales purposes, tracking leads from the cold call all way through to the close of business (hopefully!)..." Peer review by Melissa S., Account Executive, Marketing and Advertising

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112+ more Business Use Cases

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
DAN HELFRICH CHAIRMAN & CEO DELOITTE CONSULTING LLP	One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
Rick Smith CEO and Co-founder Axon	Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith
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
DAN HELFRICH CHAIRMAN & CEO DELOITTE CONSULTING LLP	One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
Rick Smith CEO and Co-founder Axon	Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith
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

Consumer Goods

CASE STUDY Jaipur Rugs

Salesforce helped Jaipur Rugs improve sales and service. The company used Sales Cloud, Service Cloud, Marketing Cloud, and Tableau. Lead-to-order management is now faster and more organized. Lead con...versions increased by 30%. Customer satisfaction improved by 40%. Employees answer queries faster and ship products quicker. Marketing automation helps Jaipur Rugs connect with customers in new ways.

Information Technology and Services

CASE STUDY VFS Global

VFS Global used Salesforce Sales Cloud, Service Cloud, MuleSoft, and Salesforce Platform to unify customer data and streamline workflows. The company wanted to fix fragmented data and improve service... for visa applications. With Salesforce, agents now have a 360-degree customer view and can resolve cases faster. About 4,570 users serve customers in 158 countries. VFS Global can now monitor SLAs daily and keep customer data secure. The solution improved speed, transparency, and compliance for global visa services.

Wholesale

CASE STUDY Pidilite

Salesforce helped Pidilite automate sales and service processes. Teams now respond to customers much faster. First response time improved by 90%. First call resolution rates rose from 75% to 93%. The... Dr. Fixit app, built on Heroku, has over 50,000 downloads and helps contractors work better. Contractor engagement tripled with a custom field marketing app. Pidilite uses Salesforce to give customers and contractors better experiences.

Banking

CASE STUDY Kotak Mahindra Bank

Salesforce helped Kotak Mahindra Bank unify sales and service data. The bank automated loan approvals and improved cross-selling. Customers now get seamless omni-channel experiences. Kotak consolidat...ed 12 systems into one platform. Service requests are handled faster and more easily. The bank can now open digital accounts and process loans with less friction.

Education

CASE STUDY REVA University

Salesforce Education Cloud helped REVA University digitize and automate the student lifecycle. The university unified student data, making it easy for students, parents, and teachers to access inform...ation. Admissions time dropped by 50% and onboarding effort fell by 30-40%. The student portal now supports over 16,000 students and 1,500 teachers. REVA University improved efficiency and created a seamless digital experience for all stakeholders.

Manufacturing

CASE STUDY Godrej & Boyce

Salesforce helped Godrej & Boyce unify customer data across 14 business units. The company replaced fragmented CRM systems with one platform. Sales reps now respond to leads in less than two hours. O...pportunity-to-order conversions increased by 10%. First response time for service requests improved by almost 8%. Godrej & Boyce delivers faster, more connected customer experiences with Salesforce.

What is Salesforce? | Salesforce Explained

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.

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

Software Failure Risk Guidance

for Salesforce CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM

Salesforce, Inc. News

Product 24/07/2025

Introducing Enterprise Knowledge powered by Data Cloud: Drive more accurate and trusted Agentforce responses with unstructured data.

Salesforce introduces Enterprise Knowledge powered by Data Cloud, enhancing Agentforce with unstructured data capabilities. This suite enables organizations to unlock and activate unstructured data, improving AI responses with accurate and trusted information. The integration of Zoomin's technology streamlines data access and processing, offering connectors to platforms like Zendesk and Google Drive. This innovation supports efficient customer service by providing comprehensive, personalized AI-driven answers.

Partnership 21/07/2025

Salesforce and Sister Nivedita University launch CRM and AI skills lab in Eastern India

Salesforce and Sister Nivedita University have launched a CRM and AI skills lab in Kolkata, Eastern India. This partnership aims to train 1,000 students annually, providing Salesforce certifications and hands-on projects. The initiative includes a customized curriculum using Salesforce CRM platforms and emphasizes faculty development. The collaboration aligns with India's National Education Policy, aiming to enhance digital competencies in education.

Partnership 17/07/2025

CSC Partners with Salesforce to Launch AI-Powered Grievance Redressal Platform for Rural India

Salesforce has partnered with Common Services Centres (CSC) to launch an AI-powered grievance redressal platform aimed at enhancing citizen services in rural India. This collaboration integrates Salesforce's Service Cloud and AI tools like Einstein Bots to improve service delivery and transparency for over 600,000 Village Level Entrepreneurs. The platform supports multilingual and mobile-first designs, facilitating digital governance across diverse regions.

Customer 17/07/2025

Launching Salesforce in a newly formed global telecom - Infosys

A newly formed global telecommunications company, created from a demerger, successfully launched Salesforce as its new CRM system. Despite challenges like an abrupt CIO resignation and initial user expectations, the project focused on a people-centric approach, ensuring effective training and stakeholder engagement. The implementation addressed key pain points, met governance board expectations, and clarified system capabilities.

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

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

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

Failure Risk for Salesforce CRM ?

Salesforce CRM Overview

Use Cases

Business Priorities

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

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Salesforce CRM Use Cases

What makes Salesforce CRM ideal for Engagement Management?

What benefits does Salesforce CRM offer for Sales Document Management?

What makes Salesforce CRM ideal for Contact List Management?

What solutions does Salesforce CRM provide for Communication Management?

What benefits does Salesforce CRM offer for Lead Tracking?

112+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY Jaipur Rugs

CASE STUDY VFS Global

CASE STUDY Pidilite

CASE STUDY Kotak Mahindra Bank

CASE STUDY REVA University

CASE STUDY Godrej & Boyce

Video

What is Salesforce? | Salesforce Explained

Frequently Asked Questions(FAQ)

What is Salesforce CRM?

What is Salesforce CRM used for?

What are the top features of Salesforce CRM?

Who uses Salesforce CRM?

What are Salesforce CRM alternatives?

Where is Salesforce CRM located?

Peers used Salesforce CRM for engagement management and sales document management

Salesforce CRM Competitors

Salesforce CRM Features

Salesforce CRM Integrations

Lucidchart

Google Drive

MuleSoft Anypoint Platform

TalentLMS

Emercury

Software Failure Risk Guidance

Salesforce, Inc. News

Introducing Enterprise Knowledge powered by Data Cloud: Drive more accurate and trusted Agentforce responses with unstructured data.

Salesforce and Sister Nivedita University launch CRM and AI skills lab in Eastern India

CSC Partners with Salesforce to Launch AI-Powered Grievance Redressal Platform for Rural India

Launching Salesforce in a newly formed global telecom - Infosys

Salesforce, Inc. Profile