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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce CRM.
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
"Trailhead has made learning Salesforce so much more accessible for me and my colleagues." - Tami Lau
Salesforce CRM, Less Annoying CRM, Teamgate CRM, ClickUp, RepairShopr, 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.
Comprehensive Insights on Salesforce CRM Use Cases
How can Salesforce CRM enhance your Engagement Management process?
How can Salesforce CRM enhance your Sales Document Management process?
Why is Salesforce CRM the best choice for Contact List Management?
What Are the key features of Salesforce CRM for Communication Management?
What Are the key features of Salesforce CRM for Lead Tracking?
112+ more Business Use Cases
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.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
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 |
|
Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Tami Lau Senior Salesforce Engineer Presence |
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
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 |
|
Rick Smith CEO and Co-founder Axon |
Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith |
Case Studies
CASE STUDY RBC Wealth Management
CASE STUDY Prudential
CASE STUDY Zota
CASE STUDY Uber Eats
CASE STUDY Panasonic
CASE STUDY Nexo
Video
What is Salesforce? | Salesforce Explained
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?
What are the top features of Salesforce CRM?
Who uses Salesforce CRM?
What are Salesforce CRM alternatives?
Where is Salesforce CRM located?
Peers used Salesforce CRM for engagement management and sales document management
Salesforce CRM Competitors
Salesforce CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1340) |
| Analytics | Read Reviews (4206) |
| Custom Reports | Read Reviews (14787) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1340) |
| Analytics | Read Reviews (4206) |
| Custom Reports | Read Reviews (14787) |
Salesforce CRM Integrations
Salesforce CRM integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Salesforce CRM
Software Failure Risk Guidance
?for Salesforce CRM
Overall Risk Meter
Top Failure Risks for Salesforce CRM
Salesforce, Inc. News
Salesforce Announces Agentforce for Manufacturing - Salesforce
Salesforce has launched Agentforce for Manufacturing, offering AI agents with prebuilt templates to optimize operations, enhance sales, and improve service in the manufacturing sector. This solution leverages industry-specific data to automate tasks, reduce administrative burdens, and improve efficiency. Companies like JPW Industries have already seen significant improvements in processing and case resolution times.
Salesforce Introduces New Agentforce Payment Options - Salesforce
Salesforce has introduced new payment options for its Agentforce platform, offering three distinct billing models: pay-as-you-go, pre-commit, and pre-purchase. These options provide flexibility for businesses to choose a payment method that aligns with their needs, enhancing the adoption of agentic AI. The pay-as-you-go model is available immediately, while the pre-commit option is in limited release.
Salesforce Announces Agentforce for Public Sector
Salesforce has launched Agentforce for Public Sector, an AI-driven solution enabling government agencies to deploy intelligent agents for tasks like benefits applications and code compliance. This tool aims to enhance efficiency and citizen engagement, as demonstrated by early adopters like the City of Kyle, Texas. Agentforce is available now, with additional features rolling out in October 2025.
Salesforce has signed an agreement to acquire Waii, an enterprise-grade natural language ...
Salesforce has signed an agreement to acquire Waii, a natural language-to-SQL platform, expected to close in Q3 FY26. Waii will be integrated into Salesforce's Data Cloud, enhancing Tableau's capabilities for AI-powered data exploration. This acquisition aligns with Salesforce's strategy to deliver advanced analytics and agentic workflows across its products.
Salesforce, Inc. Profile
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