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

"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 custo...mer." - Patrick Spence

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.

Salesforce Anywhere Customer wins, Customer success stories, Case studies

What solutions does Salesforce Anywhere provide for Collaboration?

How does Salesforce Anywhere facilitate Sales Document Management?

What benefits does Salesforce Anywhere offer for Content Management?

What makes Salesforce Anywhere ideal for Communication Management?

What makes Salesforce Anywhere ideal for Engagement Management?

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.

CUSTOMERS TESTIMONIALS
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

Samuel Dall’Agnol

IT Director

Globoplay

The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol
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

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

Samuel Dall’Agnol

IT Director

Globoplay

The biggest benefit for us has been having access to someone very, very skilled in Salesforce products. I can trust Salesforce Professional Services’ team to answer absolutely any questions we have about our Salesforce Platform. We consult them to make sure we are making a good decision. Testimonial By Samuel Dall’Agnol
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
 

Metrotel implements Salesforce and accelerates its digital transformation - BNamericas

Metrotel has implemented Salesforce to enhance its digital transformation efforts, leveraging Salesforce's CRM capabilities to improve customer engagement and operational efficiency.

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GJ Properties Teams Up With Salesforce And 20Three To Digitally Transform Ajman's Real ...

GJ Properties has partnered with Salesforce and 20Three to digitally transform Ajman's real estate sector. This collaboration aims to enhance customer engagement and operational efficiency through Sa...lesforce's cloud-based solutions. 20Three will implement Salesforce technologies and provide strategic advice to ensure successful digital transformation, aligning with UAE's vision for smart cities.

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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.

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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.

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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.

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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.

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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

Software Failure Risk Guidance

?

for Salesforce Anywhere

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Anywhere

Salesforce, Inc. News

Partnership

DataGroomr Announces Updates to its AI-Powered Data Quality App on Salesforce AppExchange

DataGroomr has updated its AI-powered data quality app on Salesforce AppExchange, introducing AI Recommendations and Live Dedupe features. These enhancements provide real-time deduplication and AI-driven insights, enabling Salesforce users to automate and improve data quality management. The app's no-code interface and adaptive AI simplify data management, enhancing data accuracy and supporting downstream analytics and AI initiatives.

Product

Salesforces Slack to stop direct service in China, The Information reports - TipRanks

Salesforce is restricting third-party companies from long-term indexing and storing Slack messages, impacting rival enterprise AI firms like Glean. This move tightens Salesforce's control over Slack data, potentially limiting AI competitors' access.

M&A

Salesforce (CRM) Completes Informatica Acquisition - GuruFocus

Salesforce has completed its acquisition of Informatica, enhancing its AI-driven data management capabilities. The $25 per share acquisition is expected to positively impact Salesforce's financial metrics, including earnings per share and free cash flow, by the second year post-closure. This strategic move aims to bolster Salesforce's data capabilities, supporting AI operations across enterprises.

M&A

Salesforce (CRM) Signs Definitive Agreement for Acquisition of Spindle AI - Yahoo Finance

Salesforce has signed a definitive agreement to acquire Spindle AI, a platform specializing in agentic analytics. This acquisition aims to enhance Salesforce's capabilities in agent observability and self-improvement, focusing on custom analytics and ROI forecasting. The deal is expected to close in Q4 2026, pending customary conditions.

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