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

"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

Peer review evidence (same sources as the product rating summary)

"...It can record all aspects of our customers interactions from phone calls, emails, meetings and social media...." Peer review by Denise D. BA Website Developer, Mobile Website Developer | WordPress, Denise D. BA
"...They suddenly found their customer service call volume skyrocketing, and Service Level Agreements weren t being met. ..." Case Study CHOWNOW
"...Salesforce is a tool for the management, monitoring and organization of contacts and potential clients...." Peer review by Greysi N. M., Profesional de Proyectos de Investigación, Internet

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 benefits does Salesforce CRM offer for Engagement Management?

How does Salesforce CRM address your Sales Document Management Challenges?

How can Salesforce CRM enhance your Contact List Management process?

What makes Salesforce CRM ideal 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.

CUSTOMERS TESTIMONIALS
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

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

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
CUSTOMERS TESTIMONIALS
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

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

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
 

INSPIRE Entertainment Resort - Hospitality And MICE - Medium

Salesforce, INSPIRE Partner on AI Transformation of MICE Business - The Elec Inc.

Incheon, South Korea

Salesforce is partnering with INSPIRE Entertainment Resort to transform its MICE business using AI. INSPIRE will adopt Salesforce's Sales Cloud to integrate sales data and build an AI-based decision-...making system, enhancing sales management and revenue forecasting. This collaboration aims to create a new B2B sales model for the hospitality and MICE industries.

Read on →
 

VALiNTRY360 - Consulting - Medium

Salesforce Managed Services: VALiNTRY360 Introduces Seven-Pillar Performance Framework

Winter Park, USA

VALiNTRY360 has introduced a Seven-Pillar Salesforce Managed Services Framework to enhance CRM support efficiency and AI operational readiness. This framework helps organizations measure Salesforce e...nvironment performance across areas like data quality, automation reliability, and user adoption. VALiNTRY360 aims to improve business processes and prepare companies for AI capabilities through structured assessments and ongoing support.

Read on →
 

Asian Footwears - Retail - Medium

Asian Footwear in pact with Salesforce - The Hans India

India

Asian Footwears partners with Salesforce to unify customer data across channels, enhancing AI-driven engagement and agentic workflows. This collaboration aims to support Asian Footwear's transition t...o an agentic enterprise, leveraging AI for personalized customer interactions and operational efficiency.

Read on →
 

Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large

UK

Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check case status and message officers directly. The portal le...d to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.

 

MIMIT Health - Hospital & Health Care - Small

Chicago, USA

MIMIT Health used Salesforce’s Agentic Enterprise Architecture to unify patient data and automate workflows. They replaced fragmented EHR systems with Agentforce Health, giving care teams a real-time..., complete view of each patient. This led to $1.5 million in annual operational savings, a 15% reduction in inventory costs, and $500,000 less in system maintenance. Providers now spend less time on paperwork and see 40% more patients. Physician burnout dropped to low single digits, and employees save three hours daily.

 

Rare - Non Profit Organization Management - Medium

Arlington, USA

Rare used Salesforce’s unified platform to connect farmer data, fundraising, and grant workflows. The nonprofit replaced manual, disconnected tools with a single CRM, improving data access and automa...ting routine tasks. Teams now anticipate 40% more time for high-impact field work. Centralized data helps Rare expand regenerative farming from 17,500 to 300,000 hectares. Salesforce’s automation and AI features support Rare’s global mission and growth.

What is Salesforce? | Salesforce Explained

Video Thumbnail

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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, ClickUp, RepairShopr and Freshsales 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 Loops Acquisition Boosts Tableau Offering - Daily Research News Online

Salesforce's acquisition of Loops enhances its Tableau offering, strengthening its capabilities in data visualization and analytics.

M&A

Salesforce Buys Loops — but Tableau Has No Product Roadmap Yet - Quasa.io

Salesforce announced its acquisition of Loops, an Israeli startup specializing in automated performance diagnostics and root-cause analysis, to integrate its technology into Tableau. The acquisition aims to enhance Tableau's analytics capabilities, although specific product release details remain undisclosed. The transaction is expected to close in early November, subject to customary conditions.

M&A

Salesforce expands Tableau agentic analytics push with Loops buy - TechTarget

Salesforce is acquiring AI-powered analytics startup Loops to enhance its Tableau software. Loops' technology, including the Scout analytics agent, will be integrated into Tableau, offering features like root cause analysis and performance improvement recommendations. The acquisition aims to advance Tableau's agentic analytics strategy, with the deal expected to close in early November.

Product

Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce - Daily Journal

Klient has launched Klient Insights, a live dashboard workspace integrated into Klient PSA within Salesforce. This tool provides professional services firms with real-time insights on margin, capacity, unbilled time, and client health, eliminating the need for exports or spreadsheets.

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