Salesforce Anywhere Overview

Salesforce-anywhere integrates Quip for real-time account planning in the #1 CRM. Quip standardizes and automates sales processes with documents, spreadsheets, and templates.

Use Cases

Customers recommend Collaboration, Sales Document Management, Content Management, as the business use cases that they have been most satisfied with while using Salesforce Anywhere.

Other use cases:

  • Communication Management
  • Engagement Management
  • Workflow Management
  • Training & Onboarding
  • Coaching
  • Knowledge Management
  • Campaign Management
See all use cases See less use cases

Business Priorities

Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Salesforce Anywhere.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve ROI
  • Improve Brand Engagement
  • Build Brand Awareness
  • Improve Visibility
  • Increase Average Basket Value
  • Improve Digital And Social Presence
See all business priorities See less business priorities

Salesforce Anywhere Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Anywhere works with different mediums / channels such as E-Mail. and Chat.

Salesforce Anywhere's features include Personalization, Alerts: Popups & Notifications, Templates, etc. and Salesforce Anywhere support capabilities include Chat Support, Email Support, Phone Support, etc. also Salesforce Anywhere analytics capabilities include Analytics, and Custom Reports.

Reviews

"Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions?" - Arvind Krishna

Salesforce Anywhere, Intelligencebank DAM, TaxDome, Claromentis, Enboarder, etc., all belong to a category of solutions that help Team Collaboration. 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 Anywhere

Top Industries

  • Information Technology and Services
  • Manufacturing
  • Consumer Electronics

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Salesforce Anywhere is popular in Information Technology And Services, Manufacturing, and Consumer Electronics and is widely used by Small Business, Enterprise, and Mid Market.

Comprehensive Insights on Salesforce Anywhere Use Cases

How can Salesforce Anywhere optimize your Collaboration Workflow?

How does Salesforce Anywhere facilitate Sales Document Management?

What benefits does Salesforce Anywhere offer for Content Management?

How can Salesforce Anywhere optimize your Communication Management Workflow?

What Are the key features of Salesforce Anywhere for Engagement Management?

44+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Salesforce Anywhere solved their Team Collaboration needs. Cuspera uses 4247 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 Team Collaboration needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Arvind Krishna

Chairman & CEO

IBM
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna
Salesforce Anywhere testimonial

Patrick Spence

CEO

Sonos
There's a time in a customer's journey where they might run into an issue or a problem, and that is a defining moment where you can either rise to the occasion and help them or not. If you can address it, you raise the value in the mind of the customer. Testimonial By Patrick Spence
Salesforce Anywhere testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg
Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Arvind Krishna

Chairman & CEO

IBM
Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? Testimonial By Arvind Krishna
Salesforce Anywhere testimonial

Patrick Spence

CEO

Sonos
There's a time in a customer's journey where they might run into an issue or a problem, and that is a defining moment where you can either rise to the occasion and help them or not. If you can address it, you raise the value in the mind of the customer. Testimonial By Patrick Spence
Salesforce Anywhere testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg
Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse

Case Studies

COMPANY INDUSTRY CASE STUDIES
Salesforce Anywhere case study

Kellogg
Manufacturing
Manufacturing
Case Study Kellogg

Learn how Kellogg suggests products that maximize shelf revenue for its retail customers.

Read More
Salesforce Anywhere case study

AGI
Marketing and Advertising
Marketing and Advertising
CASE STUDY AGI

AGI Helps Bridge the Gap From Farm To Table With Salesforce

Read More
Salesforce Anywhere case study

BetterUp
Professional Training & Coaching
Professional Training & Coaching
Case Study BetterUp

How BetterUp leverages the scalability and flexibility of the Salesforce platform to foster growth.

Read More

Frequently Asked Questions(FAQ)

for Salesforce Anywhere

What is Salesforce Anywhere?

Salesforce Anywhere is a Collaboration software and the easiest way to accelerate sales processes inside Salesforce, helping teams close deals faster.

It reimagines sales and service with real-time CRM data, built-in collaboration, and timely alerts that empower sales and service teams to sell and solve customer problems from anywhere. It supports capture of all of the data, processes, and conversations inside the Sales Cloud so that it’s not scattered across email, chat apps, and files. It has a built-in office suite functionality, including word processing, spreadsheet and presentation software. It enables teams to collaborate around a rich set of documents.

It also helps the team to work together on plans, discuss records, and analyze reports, keeps sales and service on the same page with smarter decisions and take the right steps to drive the business forward with suggested actions powered by AI.

What is Salesforce Anywhere used for?

Salesforce Anywhere is a Team Collaboration Software mainly used by its customers to Improve Internal Communications and Enhance Customer Relationships by Collaboration, Sales Document Management and Content Management .

What are the top features of Salesforce Anywhere?

Personalization, Alerts: popups & Notifications and Templates are some of the top features of Salesforce Anywhere.

Who uses Salesforce Anywhere?

Salesforce Anywhere is used by Information Technology And Services, Manufacturing and Consumer Electronics among other industries.

What are Salesforce Anywhere alternatives?

Intelligencebank DAM, TaxDome, Claromentis and Enboarder are popular alternatives for Salesforce Anywhere.

Where is Salesforce Anywhere located?

Salesforce Anywhere is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Anywhere for collaboration and sales document management

Salesforce Anywhere Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.30/5 ★

Read Reviews (11)
Analytics

3.91/5 ★

Read Reviews (46)
Custom Reports

3.71/5 ★

Read Reviews (367)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.30/5 ★

Read Reviews (11)
Analytics

3.91/5 ★

Read Reviews (46)
Custom Reports

3.71/5 ★

Read Reviews (367)

Salesforce Anywhere Integrations

Salesforce Anywhere integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.48/5 ★

Read Reviews (477)
Data Export

2.90/5 ★

Read Reviews (339)

Few API Integrations for Salesforce Anywhere

Poplar

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Notion

4.58 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tremendous

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Lucidchart

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Viber

4.33 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce Anywhere

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Anywhere

Salesforce, Inc. News

Salesforce Brings Agentic AI To The Field Service Sector To Tackle Scheduling, Reporting ...

Salesforce introduces Agentic AI to improve scheduling, reporting, and troubleshooting in the field service sector.

09/04/2025 - source

CaixaBank S A : and Salesforce collaborate to personalise customer experience in banking ...

CaixaBank and Salesforce are collaborating to enhance personalized customer experiences in banking.

06/04/2025 - source

Salesforce Agentforce 2dx: Redefining AI Agent Development for the Enterprise - IDC

Salesforce introduces Agentforce 2dx, a new AI agent development platform aimed at enhancing enterprise capabilities.

31/03/2025 - source

Salesforce, Inc. Feeds

Accordion Announces Strategic Acquisition of Salesforce Division of Kavaliro - PRWeb

Accordion has announced the strategic acquisition of the Salesforce division of Kavaliro.

09/03/2025 - source

Nvidia, Home Depot, Lowe's, TJX and Salesforce are part of Zacks Earnings Preview

Salesforce is included in Zacks Earnings Preview alongside companies like Nvidia, Home Depot, Lowe's, and TJX.

24/02/2025 - source

Salesforce (CRM) Expected to Announce Earnings on Wednesday - MarketBeat

Salesforce is expected to announce its quarterly earnings on Wednesday.

19/02/2025 - source

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