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
"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 an...y number of different future scenarios." - DR. ELI CAPILUOTO
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
How efficiently Does Salesforce CRM manage your Engagement Management?
How does Salesforce CRM address your Sales Document Management Challenges?
How efficiently Does Salesforce CRM manage your Contact List Management?
What Are the key features of Salesforce CRM for Communication Management?
What Are the key features of Salesforce CRM for Lead Tracking?
112+ more Business Use Cases
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 |
|---|---|
|
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 |
|
I have a new career and a new way of supporting my family that I probably would not have without Trailhead. Testimonial By Mark Tossell |
|
Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Mark Tossell Practice Lead Visioneer360 |
I have a new career and a new way of supporting my family that I probably would not have without Trailhead. Testimonial By Mark Tossell |
|
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
CASE STUDY Pidilite
CASE STUDY REVA University
CASE STUDY VFS Global
CASE STUDY Godrej & Boyce
CASE STUDY Jaipur Rugs
CASE STUDY Kotak Mahindra Bank
Video
What is Salesforce? | Salesforce Explained
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
ShareVault Helps Power the Sale of Informatica to Salesforce - Yahoo Finance
Salesforce has acquired Informatica in an $8 billion deal, one of the largest in the enterprise software and AI sector this year. ShareVault's virtual data room platform facilitated secure document management and due diligence throughout the transaction, supporting cross-functional teams and complex workflows.
Sennu AI automates salesforce testing in minutes - The American Bazaar
Sennu AI, a Y Combinator-backed startup, has launched an AI-powered QA automation platform designed for Salesforce environments. The tool enables Salesforce teams to automate end-to-end testing, write tests in plain English, and integrate with platforms like Jira. Sennu AI claims setup takes less than five minutes and supports running hundreds of tests simultaneously, streamlining quality assurance for Salesforce implementations.
Zs Expands Partnership with Salesforce to Help Companies Scale Ai Agents with Agentforce - MarketScreener
ZS has expanded its partnership with Salesforce to help enterprises deploy and scale AI agents using Salesforce's Agentforce platform. This collaboration combines ZS's AI and industry expertise with Salesforce's Agentforce, enabling organizations to automate complex workflows and enhance customer engagement through advanced generative AI solutions. The partnership targets industries such as life sciences, healthcare, and financial services, accelerating AI adoption and operational efficiency.[^1]
Salesforce Launches Agentforce 3 with MCP to Tackle AI Agent Scalability in Enterprises
Salesforce launched Agentforce 3, an advanced AI agent platform designed for enterprise scalability. The release introduces the Agentforce Command Centre, providing real-time observability and control over AI agent workflows. Early adopters like Grupo Globo and Engine report significant business gains, including a 22% boost in subscriber retention and a 15% reduction in case handling time. Over 8,000 organizations have adopted Agentforce since October 2024.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
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