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

Why is Salesforce CRM the best choice for Engagement Management?

How does Salesforce CRM address your Sales Document Management Challenges?

How efficiently Does Salesforce CRM manage your Contact List Management?

What makes Salesforce CRM ideal for Communication Management?

How can Salesforce CRM enhance your Lead Tracking process?

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

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 CRM testimonial

Husayn Kassai

CEO & Co-Founder

Onfido

Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package. Testimonial By Husayn Kassai
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

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 CRM testimonial

Husayn Kassai

CEO & Co-Founder

Onfido

Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package. Testimonial By Husayn Kassai
 

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.

Read more →
 

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.

Read more →
 

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.

Read more →

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.

Read more →

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.

Read more →

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.

Read more →

What is Salesforce? | Salesforce Explained

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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?

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

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