Salesforce Connect Overview

Salesforce Connect enables integration and access to data from other Salesforce orgs and external sources with ease. Point-and-click simplicity is provided for seamless data management.

Use Cases

Customers recommend Contact List Management, Lead Management, Engagement Management, as the business use cases that they have been most satisfied with while using Salesforce Connect.

Other use cases:

  • Collaboration
  • Forecasting
  • Workflow Management
  • Communication Management
  • Lead Tracking
  • Advertisement
  • Opportunity Management
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Connect.

Other priorities:

  • Improve Internal Communications
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve ROI
  • Improve Digital And Social Presence
See all business priorities See less business priorities

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

Salesforce Connect works with different mediums / channels such as Mobile. and Phone Calls.

Salesforce Connect's features include Recording, Dashboard, Personalization, etc. and Salesforce Connect support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Salesforce Connect analytics capabilities include Analytics, and Custom Reports.

Reviews

"...The platform allowed us to manage sales, customer relations and customer history, billing, and marketing all in one place...." Peer review by Courtney P, Food & Lifestyle Blogger

Salesforce Connect, Hyland Governance, Openprise RevOps Performance Platform, mParticle, Tealium, etc., all belong to a category of solutions that help Customer Data Platform. 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 Connect

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

Salesforce Connect is popular in Information Technology And Services, Computer Software, and Education and is widely used by Mid Market, Small Business, and Large Enterprise.

Comprehensive Insights on Salesforce Connect Use Cases

What benefits does Salesforce Connect offer for Contact List Management?

How does Salesforce Connect address your Lead Management Challenges?

How does Salesforce Connect address your Engagement Management Challenges?

How efficiently Does Salesforce Connect manage your Collaboration?

How can Salesforce Connect enhance your Forecasting process?

30+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Salesforce Connect solved their Customer Data Platform needs. Cuspera uses 747 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 Customer Data Platform needs.

Case Studies

Information Technology and Services

CASE STUDY EXL

EXL used Salesforce to improve sales efficiency and customer focus. They implemented Sales Cloud and Revenue Cloud to optimize their sales processes. Automation and real-time insights helped sales te...ams engage customers better. EXL's sales team now predicts deal success and improves conversion rates. The company plans to integrate Salesforce further for a robust customer experience.

Manufacturing

CASE STUDY JSW Steel

JSW Steel used MuleSoft to transform its value chain. They integrated 32 systems with 120+ APIs. This improved order management and customer experience. They achieved a 99.7% integration success rate.... API calls increased by 52%, reaching 7.2 million per year.

Information Services

CASE STUDY BARC India

BARC India improved field service productivity by 25% using Salesforce automation. They unified panel and inventory management on a single platform. This helped them service more households and ensur...e high-quality data. The same team of 650 field executives can now conduct 15% more panel visits per day. They can also visit 20% more households. BARC uses Salesforce to manage 55,000+ metering devices and plans to expand to 300,000 households.

Manufacturing

CASE STUDY Godrej & Boyce

Godrej & Boyce used Salesforce to unify their CRM across business units. This helped them offer a connected customer experience. They moved sales processes to Salesforce Sales Cloud. This unified cus...tomer data and sales workflows. Sales teams now engage customers consistently. They reduced the time to connect with customers from a day to two hours. Predictive analytics increased lead conversion probability to 80% in one business unit.

Consumer Goods

CASE STUDY Tata Consumer Products

Tata Consumer Products transformed its sales and distribution with Salesforce. They built a platform called MAVIC, automating distributor management. Onboarding time reduced from a week to 45 minutes.... The MAVIC app enables 6 million transactions monthly. Over 3,000 distributors were onboarded in four months. The platform is used by 8,000 sales employees to serve 12,000 distributors and 1.6 million retail outlets.

Financial Services

CASE STUDY Bike Bazaar

Bike Bazaar uses Salesforce to improve loan processes. They cut loan approval time from 20 to 5 minutes. They manage twice as many cases as before. Product launches are now 6 times faster. Data insig...hts help them target promotions and manage risks.

Frequently Asked Questions(FAQ)

for Salesforce Connect

What is Salesforce Connect used for?

Salesforce Connect is a Customer Data Platform Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Lead Management and Engagement Management .

What are the top features of Salesforce Connect?

Recording, Dashboard and Personalization are some of the top features of Salesforce Connect.

Who uses Salesforce Connect?

Salesforce Connect is used by Information Technology And Services, Computer Software and Education among other industries.

What are Salesforce Connect alternatives?

Hyland Governance, Openprise RevOps Performance Platform, MParticle and Tealium are popular alternatives for Salesforce Connect.

Where is Salesforce Connect located?

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

Peers used Salesforce Connect for contact list management and lead management

Salesforce Connect Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (32)
Custom Reports

4.22/5 ★

Read Reviews (107)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (32)
Custom Reports

4.22/5 ★

Read Reviews (107)

Salesforce Connect Integrations

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

Data Export

4.44/5 ★

Read Reviews (51)
Data Import

4.06/5 ★

Read Reviews (109)

Few API Integrations for Salesforce Connect

Software Failure Risk Guidance

?

for Salesforce Connect

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Connect

Salesforce, Inc. News

Product

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.

Product

Salesforce's (CRM) AI Push Gains Momentum With New Pricing Strategy - Insider Monkey

Salesforce has introduced a new pricing strategy for its AI-powered CRM suite, including Agentforce, aiming to accelerate adoption of its artificial intelligence capabilities across enterprise customers. This move is designed to drive broader usage of AI-driven automation and analytics within Salesforces platform, positioning the company for increased market share in the competitive CRM and enterprise software sector. The updated pricing reflects Salesforces commitment to making advanced AI features more accessible and cost-effective for businesses seeking digital transformation.[1](https://www.ainvest.com/news/salesforce-strategic-momentum-agentforce-role-driving-future-growth-2505/?utm_source=openai) [2](https://www.ainvest.com/news/salesforce-agentforce-pricing-revolution-strategic-masterstroke-dominance-ai-driven-crm-era-2505/?utm_source=openai) [3](https://www.reuters.com/technology/salesforce-jumps-latest-ai-tools-set-accelerate-demand-2024-12-04/?utm_source=openai)

Product

As AI Agent Usage Surges, Companies Need a Complete Observability Solution

Salesforce has launched Agentforce Command Center, an observability platform for monitoring and managing AI agent activity. The solution offers tools such as Plan Tracer for troubleshooting and Testing Center for large-scale evaluation of agent responses. This addresses the need for robust governance and optimization as enterprises scale AI agent deployments.

Partnership

PayPal expands Salesforce partnership over Agentforce - TipRanks.com

PayPal is expanding its partnership with Salesforce by integrating Agentforce, aiming to enhance customer service operations and streamline agent workflows. This collaboration leverages Salesforces CRM capabilities to improve PayPals support efficiency and deliver a more unified customer experience.

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