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
"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, 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
How can Salesforce CRM enhance your Engagement Management process?
How does Salesforce CRM address your Sales Document Management Challenges?
How can Salesforce CRM optimize your Contact List Management Workflow?
How does Salesforce CRM address your Communication Management Challenges?
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 |
|---|---|
|
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 |
|
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Tami Lau Senior Salesforce Engineer Presence |
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
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 |
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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?
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
Salesforce Agentic AI Reshapes Enterprise Operations - StartupHub.ai
Salesforce is advancing its Agentic AI, embedding intelligent agents across enterprise operations through its Partnerblazer ecosystem. This initiative aims to transform business processes from reactive to proactive, with applications in sectors like healthcare and compliance. Agentforce and AgentExchange platforms enable partners to integrate solutions, enhancing automation and decision-making. Salesforce's strategy highlights a shift towards AI-driven enterprise transformation.
Salesforce Agentic AI Redefines Service Automation
Salesforce has announced a milestone for its Agentforce platform, an advanced AI system that has managed over two million customer interactions. Agentforce leverages Salesforce's unified platform, integrating structured and unstructured data to deliver personalized, context-aware responses. This innovation enhances customer service by automating routine inquiries, allowing human agents to focus on complex problem-solving and strategic engagement. Future enhancements include natural voice capabilities and deeper personalization.
Katzion Wins Salesforce Award for Audi Singapore Innovation - EV Mechanica
Katzion, a GlobalLogic company, received the Salesforce 2025 Partner Innovation Award in the Automotive category for its work with Audi Singapore. The award recognizes Katzion's development of the Online Direct Sale platform, powered by Salesforce technologies, which enhances automotive retail through seamless online-to-offline experiences. This platform integrates Agentforce Marketing, MuleSoft, and data-driven intelligence to offer personalized and immersive customer journeys.
Merkle Partners with Airship to Create Mobile Loyalty Accelerator Solution for Salesforce ...
Merkle, Airship, and Salesforce have partnered to create a mobile loyalty accelerator solution for Salesforce Marketing Cloud. This collaboration leverages Salesforce's Loyalty Management for scalable loyalty programs, Airship's mobile-first customer experience capabilities, and Merkle's strategy and data expertise to deliver personalized, real-time loyalty experiences. The partnership aims to enhance customer engagement and drive growth through integrated mobile experiences.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
