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

"Quip really fits the way we share and get alignment around ideas." - Rick Smith

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 Are the key features of Salesforce CRM for Engagement Management?

What benefits does Salesforce CRM offer for Sales Document Management?

What Are the key features of Salesforce CRM for Contact List Management?

What solutions does Salesforce CRM provide for Communication Management?

How does Salesforce CRM facilitate 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

Rick Smith

CEO and Co-founder

Axon

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

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
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

Rick Smith

CEO and Co-founder

Axon

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

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
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
 

Vonage Taps Salesforce Agentforce and Data Cloud for Sales and Service - Salesforce

Vonage deepens its partnership with Salesforce by deploying Salesforce's Data Cloud and Agentforce to enhance customer experiences and drive innovation. This collaboration aims to unify Vonage's ente...rprise data, automate tasks with AI agents, and provide personalized customer interactions. The partnership highlights Vonage's commitment to becoming an Agentic Enterprise and leveraging Salesforce's AI and CRM capabilities for digital transformation.

Read more →
 

Globe Business, Salesforce redefine enterprise customer engagement through AI

Globe Business has adopted Salesforce's AI-driven platform, including Service Cloud, Sales Cloud, and Einstein for Service, to enhance customer engagement. This collaboration has reduced Globe Busine...ss's customer service workload by 34% and improved ticket classification accuracy to 80%. The integration of AI tools has streamlined operations, allowing employees to focus on complex customer interactions.

Read more →
 

Ocado Retail enlists Salesforce, Devoteam and Multiverse for its first ever AI Day event

Ocado Retail held its first AI Day, enlisting Salesforce, Devoteam, and Multiverse to participate. The event aimed to educate attendees on integrating AI into daily tasks and exploring generative AI ...opportunities. CEO Hannah Gibson emphasized the importance of active engagement and continuous learning in AI adoption. Salesforce's involvement highlights its role in supporting AI initiatives in the retail sector.

Read more →

Balaji Wafers - Consumer Goods

Balaji Wafers uses Salesforce to improve distributor experiences. They have a 20% year-over-year growth. Distributor onboarding time reduced by 50%. Sales visits per rep increased by 30% per week. Ma...pping accuracy improved by 80% using Salesforce Maps.

Read more →

Genpact - Professional Services

Genpact uses Salesforce to transform its sales and marketing. 100% of sales opportunities are captured on Salesforce. Customer conversations increased by 50% in a year. Genpact has over 100,000 emplo...yees in 30 countries. Salesforce helps Genpact scale and improve customer service.

Read more →

Razorpay - Financial Services

Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.

Read more →

What is Salesforce? | Salesforce Explained

Video Thumbnail

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)

Software Failure Risk Guidance

?

for Salesforce CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM

Salesforce, Inc. News

Product

Salesforce Story: Vibe Coding Demo - Salesforce

Salesforce has launched Agentforce Vibes, a low-code development tool that uses natural language prompts to build AI applications. This tool allows users to create apps from descriptions without coding, leveraging company data for context. It aims to simplify app development by treating AI as a collaborative partner, enabling developers to focus on shaping solutions rather than writing code.

Partnership

Slack and Salesforce Unveil Tailored Industry Solutions for Digital HQs

Salesforce and Slack have launched tailored industry solutions for digital HQs, focusing on sectors like financial services, manufacturing, and retail. These solutions, developed with Salesforce consulting partners, aim to enhance productivity and streamline operations by integrating tools and workflows. The initiative leverages Salesforce's Customer 360 and Slack's platform to offer industry-specific features, available through Salesforce's AppExchange.

Product

Slack and Salesforce unveil custom industry solutions for digital HQs - Cita Directa

Slack and Salesforce have launched custom industry solutions aimed at creating digital headquarters for businesses. These solutions, developed with Salesforce consulting partners, target sectors like financial services, manufacturing, and retail. They offer industry-specific features to streamline operations and improve customer interactions, available through Salesforce's AppExchange platform.

Partnership

Salesforce announces expanded partnerships with OpenAI - TNGlobal - TechNode Global

Salesforce and OpenAI have expanded their strategic partnership to enhance employee and consumer experiences using Salesforces Agentforce 360 and OpenAI's frontier models, including GPT-5. This collaboration allows integration of Salesforce's platform with ChatGPT, enabling users to query sales records and build visualizations. The partnership aims to transform enterprise workflows by embedding AI capabilities into platforms like Slack and ChatGPT, enhancing data-driven operations and customer interactions.

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