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

"Trailhead has made learning Salesforce so much more accessible for me and my colleagues." - Tami Lau

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.

Salesforce CRM Customer wins, Customer success stories, Case studies

What solutions does Salesforce CRM provide for Engagement Management?

What Are the key features of Salesforce CRM for Sales Document Management?

How does Salesforce CRM facilitate Contact List Management?

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

What makes Salesforce CRM ideal for Lead Tracking?

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.

CUSTOMERS TESTIMONIALS
Salesforce CRM testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
Salesforce CRM testimonial

Alex Ehrenberg

Member

Innovative Genomics Institute Testing Lab

Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. Testimonial By Alex Ehrenberg
Salesforce CRM testimonial

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
CUSTOMERS TESTIMONIALS
Salesforce CRM testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
Salesforce CRM testimonial

Alex Ehrenberg

Member

Innovative Genomics Institute Testing Lab

Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. Testimonial By Alex Ehrenberg
Salesforce CRM testimonial

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
 

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.

What is Salesforce? | Salesforce Explained

Video Thumbnail

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 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)

Software Failure Risk Guidance

?

for Salesforce CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM

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