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

"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 an...y number of different future scenarios." - DR. ELI CAPILUOTO

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 efficiently Does Salesforce CRM manage your Engagement Management?

What Are the key features of Salesforce CRM for Sales Document Management?

Why is Salesforce CRM the best choice for Contact List Management?

What solutions does Salesforce CRM provide for Communication Management?

Why is Salesforce CRM the best choice 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
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
Salesforce CRM testimonial

Alex Ehrenberg

Member

Innovative Genomics Institute Testing Lab

Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. Testimonial By Alex Ehrenberg
Salesforce CRM testimonial

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
CUSTOMERS TESTIMONIALS
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
Salesforce CRM testimonial

Alex Ehrenberg

Member

Innovative Genomics Institute Testing Lab

Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. Testimonial By Alex Ehrenberg
Salesforce CRM testimonial

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
 

Salesforce Adapts as Customers Shift AI Expectations

Salesforce faces pricing pressure as enterprise customers, like Blavity, plan to replace its CRM with AI-enabled alternatives for cost savings. Customers demand AI features in base subscriptions, not... as add-ons. Salesforce's ecosystem remains valued for its integration capabilities, but AI-driven re-architecture challenges its pricing models.

 

Salesforce: The SaaS Apocalypse doesn't make sense

Salesforce is investing $500 million in Argentina to advance AI, digitalize the public sector, and support SMEs. The company, which has doubled its business in Argentina over two years, dismisses the... "SaaS Apocalypse" notion. Salesforce's initiatives include AI training and collaborations with the national and Buenos Aires governments to foster digital transformation.

 

Salesforce's Agentforce AI fuels 169% growth in recurring revenue

Salesforce's Agentforce AI products have driven a 169% increase in annual recurring revenue from 29,000 new customer deals. This growth highlights Salesforce's successful investment in AI, enhancing ...customer service and sales automation. The adoption of Agentforce across various industries strengthens Salesforce's position in the CRM market, competing with giants like Microsoft and Oracle.

Balaji Wafers - Consumer Goods - 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.

Pentagon Federal Credit Union (PenFed) - Banking - Banking

Agentforce helps Pentagon Federal Credit Union save 30,000 minutes a day with automated call summaries. This saves $3 million a year in labor costs. PenFed uses Agentforce to unify member data and sc...ale service for 2.8 million members. The platform supports branches, call centers, mobile, and web. PenFed aims to serve 6 million members with the same core team.

Tata Consumer Products - Consumer Goods - consumer goods

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.

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, ClickUp, RepairShopr and Freshsales 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)

Salesforce CRM Integrations

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

Data Export

3.60/5 ★

Read Reviews (6035)
Data Import

3.50/5 ★

Read Reviews (13943)

Few API Integrations for Salesforce CRM

Software Failure Risk Guidance

?

for Salesforce CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM

Salesforce, Inc. News

Partnership

Salesforce Launches the Forward Deployed Engineering Partner Network to Scale Agentforce Success

Salesforce has launched the Forward Deployed Engineering (FDE) Partner Network to enhance Agentforce implementations globally. This network includes partners like Accenture and Deloitte, providing specialized Salesforce training and engineering expertise. The initiative aims to scale Agentforce success by embedding Salesforce-trained engineers into partner delivery teams, ensuring robust, enterprise-grade digital workforce solutions.

Product

Introducing Salesforce Headless 360. No Browser Required.

Salesforce has launched Salesforce Headless 360, a platform enabling API-driven interactions without a browser. It offers new MCP tools, coding skills, and an experience layer for seamless integration across platforms like Slack and WhatsApp. This innovation supports both human and AI agents, enhancing workflows and business logic access. The platform aims to streamline operations and improve efficiency for developers and enterprises.

Product

Copado Introduces Agentia, Bringing Context-Aware AI Agents to Salesforce DevOps

Copado has launched Agentia, a context-aware AI solution for Salesforce DevOps, embedding AI agents into the software delivery lifecycle. This innovation enhances governance and testing, allowing teams to automate tasks while maintaining control. Agentia aims to transition from DevOps to AgentOps, offering specialized agents that integrate with Salesforce environments to improve productivity and deployment quality.

Product

Salesforce releases Agentforce dev tools, updates Agent Fabric

Salesforce has introduced new developer tools, including the updated Agentforce Vibes 2.0 and Agent Fabric, which enhance AI agent management and orchestration. The tools offer granular control over AI agents, integrating governance and authentication features. Salesforce also launched AgentExchange, a partner marketplace, and open-sourced Agent Script to improve agent development. These updates aim to streamline AI agent deployment and management.

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