Salesforce CRM Overview
This is a summary of the comprehensive capabilities and benefits of Salesforce CRM based on over 102111 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Salesforce CRM, HubSpot CRM, Zoho CRM, Salesforce Sales Cloud, Pipedrive, 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.
Do you need to check if Salesforce CRM is right for your needs? Our Cuspera AI engine can evaluate how Salesforce CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Salesforce CRM supports business activities such as:
- Engagement Management
- Sales Document Management
- Contact List Management
- Communication Management
- Lead Tracking
Salesforce CRM can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Scale Best Practices, Improve ROI, etc. It can help manage these activities if you use E-Mail and Phone Calls for these needs. As a solution, Salesforce CRM's capabilities include Personalization, Dashboard, Recording, etc.
Salesforce CRM was founded in 1999. Computer Software Vertical is its biggest customer base.
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
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Salesforce CRM.
Use Cases
Peers recommend Engagement Management , Sales Document Management , Contact List Management , as the business use cases that they have been most satisfied while using Salesforce CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management |
4.76/5 ★ |
"...You can set follow-ups, assign tasks, and even see if the mail recipient read your email...." Peer review by Brett H., Client Success Manager, Computer Software |
| engaging and following up |
4.74/5 ★ |
"...I am able to categorize my CRM in tons of ways to make newsletters, promotions, and follow up a quick task. ...." Peer review by Verified Reviewer, Design |
| engaging with scheduling & cadence |
4.74/5 ★ |
"...Things like cadences, email templates, and list views are continually improved upon to make the sales and prospecting process easier...." Peer review by User in Marketing and Advertising, Marketing and Advertising |
| Sales Document Management |
4.16/5 ★ |
"...We use it to manage our clients and automate internal processes, such as sending invoices, email notifications, letting customers to sign up..." Peer review from Internet |
| contract management |
4.20/5 ★ |
"...They get their leads in Salesforce, manage their pipeline and generate PDF contracts ready for signature - everything inside Salesforce...." Peer review by Kristian Houlberg . |
| proposal & quote management |
4.25/5 ★ |
"...We also use it to push customer/account information to our quoting tool Quosal...." Peer review by Mike Markham, Director of Business Technology Solutions, Commenco, Inc. |
| digital signature |
4.33/5 ★ |
"...I used Salesforce for four years, and I like the reporting analytics and the ability to use their electronic signature function. ...." Peer review by Joe P., Sales, Marketing and Advertising |
| document sharing |
4.86/5 ★ |
"...All the documents shared mutually were kept in one place where everyone who had access to could easily locate them...." Peer review by Janine P., Education |
| Contact List Management |
4.74/5 ★ |
"...The benefits of this are better sales calls where you know all of the history of the contact or account...." Peer review by User in Computer Software, Computer Software |
| contacts history |
4.92/5 ★ |
"...It gives a complete picture of the clients like activity history, important contacts, the communications with the clients...." Peer review by Jose V., Support, Financial Services |
| tracking contacts |
4.99/5 ★ |
"...we track leads to contacts to accounts pre-sale, then quoting, contracts, and closing during the sale, then reporting, upselling, renewals, etc. post sale...." Peer review by Tyler E, Customer Success Manager, Education |
| creating contact list |
3.74/5 ★ |
"...Importing new contacts to create leads...." Peer review |
| enriching contact list |
4.03/5 ★ |
"...Enrichment of contacts and leads...." Peer review by Robert E, Account Executive, Computer Software |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.76/5 ★ |
"...You can set follow-ups, assign tasks, and even see if the mail recipient read your email...." Peer review by Brett H., Client Success Manager, Computer Software |
|
| engaging and following up |
4.76/5 ★ |
| engaging with scheduling & cadence |
4.76/5 ★ |
| Sales Document Management |
4.16/5 ★ |
"...We use it to manage our clients and automate internal processes, such as sending invoices, email notifications, letting customers to sign up..." Peer review from Internet |
|
| contract management |
4.16/5 ★ |
| proposal & quote management |
4.16/5 ★ |
| digital signature |
4.16/5 ★ |
| document sharing |
4.16/5 ★ |
| Contact List Management |
4.74/5 ★ |
"...The benefits of this are better sales calls where you know all of the history of the contact or account...." Peer review by User in Computer Software, Computer Software |
|
| contacts history |
4.74/5 ★ |
| tracking contacts |
4.74/5 ★ |
| creating contact list |
4.74/5 ★ |
| enriching contact list |
4.74/5 ★ |
112+ more Business Use Cases
Our AI advisor, Wyz, harnessed 102111 insights from peers and experts to help you assess how these Salesforce CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
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 |
| 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 |
|
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 |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study KONERead More |
|
Case Study UnitedHealthcareRead More |
|
Case Study DESIGN WITHIN REACHRead More |
Frequently Asked Questions(FAQ)
for Salesforce CRM
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?
Popular Business Setting
for Salesforce CRM
Top Industries
- Computer Software
- Financial Services
- Information Technology and Services
Popular in
- Mid Market
- Small Business
- Enterprise
Peers used Salesforce CRM to Enhance customer relationships and Acquire customers
Salesforce CRM Alternatives
Peer and Expert Opinion on Features
for Salesforce CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (2597) |
| Dashboard | Read Reviews (2540) |
| Recording | Read Reviews (2255) |
| Alerts: popups & Notifications | Read Reviews (516) |
| Ticketing | Read Reviews (505) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (2597) |
| Dashboard | Read Reviews (2540) |
| Recording | Read Reviews (2255) |
| Alerts: popups & Notifications | Read Reviews (516) |
| Ticketing | Read Reviews (505) |
IT and Other Capabilities
for Salesforce CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (6035) |
| Data Import | Read Reviews (13943) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (6035) |
| Data Import | Read Reviews (13943) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (1057) |
| Chat Support | Read Reviews (1095) |
| Phone Support | Read Reviews (1260) |
| 24/7 Support | Read Reviews (10570) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (1057) |
| Chat Support | Read Reviews (1095) |
| Phone Support | Read Reviews (1260) |
| 24/7 Support | Read Reviews (10570) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1340) |
| Analytics | Read Reviews (4206) |
| Custom Reports | Read Reviews (14787) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1340) |
| Analytics | Read Reviews (4206) |
| Custom Reports | Read Reviews (14787) |
Software Failure Risk Guidance
?for Salesforce CRM
Overall Risk Meter
Top Failure Risks for Salesforce CRM
Vendor Profile Details
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
Get a personalised risk report for Salesforce CRM
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Salesforce CRM may get in touch with you regarding your request.
Request Custom Quote
Salesforce will get in touch with you regarding your request.