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

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

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?

How can Salesforce CRM enhance your Sales Document Management process?

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?

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
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
Salesforce CRM testimonial

Rick Smith

CEO and Co-founder

Axon

Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith
CUSTOMERS TESTIMONIALS
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
Salesforce CRM testimonial

Rick Smith

CEO and Co-founder

Axon

Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith

Case Studies

Automotive

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.

Financial Services

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.

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.

Pharmaceuticals

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.

Consumer Electronics

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.

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.

Video

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 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

Partnership

Singlife partners Salesforce to launch AI agent for service staff - Insurance Asia

Singlife has partnered with Salesforce to launch an AI agent for its customer service staff. This tool, utilizing Salesforces Data Cloud, enables instant access to Singlifes internal resources, enhancing service efficiency. Singlife is the first in Singapore to adopt Salesforces Agentforce, aiming to extend its use to financial advisers for improved client interactions.

Partnership

Salesforce partners with Google Android and Zebra Technologies for POS deployment

Salesforce, Google Android, and Zebra Technologies have partnered to launch Retail Cloud POS, available on Android in December 2025. This joint solution aims to enhance retail operations by providing hardware flexibility and improving store associate productivity. The collaboration integrates Zebra's Android-based solutions with Salesforce's platform, enabling seamless inventory management and customer engagement.

Partnership

PwC & Salesforce Launch AI-Powered Contact Center Solution

Perficient and Salesforce have formed a strategic partnership to drive AI-powered business transformation. This alliance focuses on creating "agentic enterprises" by leveraging AI and data to enhance decision-making and customer experiences. The collaboration includes deploying Salesforce's Agentforce and other AI-first technologies to unify data and accelerate business outcomes.

Product

Agentic AI-Powered Contact Center Built on Salesforce - PwC

PwC has launched the Agentic AI-Powered Contact Center, built on Salesforce technologies, to enhance customer engagement. This AI-first model integrates Salesforce's Agentforce Service, providing conversational AI and unified customer data for improved efficiency and customer satisfaction. The collaboration aims to transform customer service into a growth engine, offering significant cost reductions and CSAT enhancements across industries.

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