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.

Salesforce CRM Customer wins, Customer success stories, Case studies

What makes Salesforce CRM ideal for Engagement Management?

What makes Salesforce CRM ideal for Sales Document Management?

How can Salesforce CRM optimize your Contact List Management Workflow?

How efficiently Does Salesforce CRM manage your Communication Management?

How can Salesforce CRM optimize your Lead Tracking Workflow?

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

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
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

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
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
 

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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

Notion

4.58 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Poplar

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Telegram

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

RingCentral Contact Center

4.24 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM

Salesforce, Inc. News

Partnership

Galgotias University collaborates with Salesforce to establish centre of excellence in ...

Galgotias University and Salesforce have partnered to establish a center of excellence, focusing on enhancing skills in Salesforce technologies and fostering innovation in CRM solutions.

Read more →
Partnership

Galgotias University & Salesforce Partner For Tableau AI Centre Of ...

Salesforce and Galgotias University have partnered to establish the Salesforce Centre of Excellence Tableau AI Data Lab. This initiative aims to integrate AI-driven data analytics into academic learning, providing students with hands-on experience in advanced analytics and business intelligence using Salesforce and Tableau technologies. The lab will offer industry-aligned curriculum and practical learning modules to prepare students for the data-driven economy.

Read more →
Product

Salesforce adds Slackbot features to boost CRM work

Salesforce has introduced over 30 new features to Slackbot, enhancing its integration with Salesforce and third-party applications. The update includes AI-driven capabilities like meeting transcription, note-taking, and CRM record updates. Slackbot's adoption is rapidly increasing, with significant productivity gains reported. It serves as a conversational interface for Salesforce's Customer 360, enabling seamless CRM management within Slack. The features are available on Business+ and Enterprise+ plans, with plans to expand access.

Read more →
Company

Salesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud

Salesforce has established a subsidiary in Taiwan and opened a Taipei office, aiming to enhance its presence in the local cloud services market in collaboration with AWS and Google Cloud. This move highlights Taiwan's strategic importance in the global semiconductor and AI supply chain.

Read more →

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

Facebook Linkedin Twitter

Financials

IPO