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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce CRM.
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, ClickUp, RepairShopr, Freshsales, 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 makes Salesforce CRM ideal for Engagement Management?
How can Salesforce CRM optimize your Sales Document Management Workflow?
What benefits does Salesforce CRM offer for Contact List Management?
How can Salesforce CRM optimize your Communication Management Workflow?
What solutions does Salesforce CRM provide 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 |
|---|---|
|
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 |
|
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
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 |
| 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 |
|
Tami Lau Senior Salesforce Engineer Presence |
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
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 |
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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?
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
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1340) |
| Analytics | Read Reviews (4206) |
| Custom Reports | Read Reviews (14787) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1340) |
| Analytics | Read Reviews (4206) |
| Custom Reports | Read Reviews (14787) |
Salesforce CRM Integrations
Salesforce CRM integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Salesforce CRM
Software Failure Risk Guidance
?for Salesforce CRM
Overall Risk Meter
Top Failure Risks for Salesforce CRM
Salesforce, Inc. News
AutoRABIT Announces FedRAMP Milestones for Salesforce Security Solutions
AutoRABIT has achieved FedRAMP Moderate Authorization to Operate (ATO) for its CodeScan and Guard solutions, enhancing security for Salesforce environments in government agencies. These solutions address Salesforce's unique security challenges by automating code analysis and monitoring configurations, aligning with federal compliance standards to protect sensitive data and streamline compliance processes.
Salesforce Enhances AI Reliability with New Observability Tools for Agents
Salesforce has introduced new observability tools to enhance AI agent reliability, focusing on analytics, optimization, and health monitoring. These tools provide small businesses with insights into AI performance, enabling better decision-making and operational efficiency. Early adopters like 1-800Accountant and Engine report improved service quality and scalability. The tools aim to address challenges in managing AI agents, offering a pathway for businesses to optimize AI deployment.
Cyntexa Announces Updates to ChargeOn on Salesforce AppExchange - Markets Financial Content
Cyntexa has updated its ChargeOn application on Salesforce AppExchange, enhancing payment processing and orchestration capabilities. ChargeOn integrates with over 14 global payment gateways, offering streamlined revenue automation and eliminating vendor lock-in. The update includes advanced features for secure, efficient payment management within Salesforce, including PCI and DSS compliance.
Adecco says joint venture with Salesforce can help reduce AI bubble risks - Reuters
Adecco and Salesforce have formed a joint venture aimed at mitigating risks associated with the AI bubble. This collaboration leverages Salesforce's AI CRM capabilities to enhance Adecco's offerings and ensure sustainable AI integration.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
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