Salesforce CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Salesforce CRM
Brand: Salesforce CRM
Rating: 4.39 (102111 reviews)

4.39 5

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(102111)

Salesforce CRM | Customer Relationship Management solution that brings companies and customers together

AI Powered

App Partner

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

"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

What Are the key features of Salesforce CRM for Engagement Management?

Salesforce helps businesses manage customer interactions and track customer journeys. It enables collaboration among sales teams and provides powerful analytics to gain insights. Despite its benefits, Salesforce requires significant investment and may need additional products for comprehensive functionality.

"...Journey Builder has been particularly huge for us, said Derek Throneburg, VP of Customer Insight and Engagement...." Case Study PACERS SPORTS & ENTERTAINMENT

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What makes Salesforce CRM ideal for Sales Document Management?

Salesforce CRM allows businesses to manage documents related to sales activities, such as proposals and contracts. It can track customer interactions and manage lead information, which helps businesses to generate reports and make informed decisions. Salesforce CRM has limitations, as it does not include email and proposal templates.

"...We also use it to push customer/account information to our quoting tool Quosal...." Peer review by Mike Markham, Director of Business Technology Solutions, Commenco, Inc.

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What Are the key features of Salesforce CRM for Contact List Management?

Salesforce CRM is a powerful tool for managing contacts, organizing customer information, and tracking interactions. It allows users to create new contacts, merge accounts, and generate custom reports. Some users may find limitations in the system's ability to transfer contact information from external sources.

"...It gives a complete picture of the clients like activity history, important contacts, the communications with the clients...." Peer review by Jose V., Support, Financial Services

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What makes Salesforce CRM ideal for Communication Management?

Salesforce CRM provides tools to manage customer interactions, including sending emails, logging calls, and scheduling meetings. It also offers features to track communication, store information, and analyze data. Salesforce CRM’s communication management capabilities are limited by its inability to track delivered messages consistently.

"...I enjoy being able to send out mass emails to specific campaigns, and being able to run the necessary reports...." Peer review by User in Non-Profit Organization Management, Non-Profit Organization Management

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How does Salesforce CRM address your Lead Tracking Challenges?

Salesforce CRM helps businesses track leads, opportunities, and sales progress. It allows users to create reports and dashboards to monitor key metrics, and integrates with other systems to manage customer interactions and track revenue. However, its complexity can make it difficult to use and requires extensive training.

"...It's a good CRM to keep track of pipeline opportunities and store all customer data...." Peer review by Verified Reviewer

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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
Tami Lau Senior Salesforce Engineer Presence	Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
DAN HELFRICH CHAIRMAN & CEO DELOITTE CONSULTING LLP	One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
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

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
DAN HELFRICH CHAIRMAN & CEO DELOITTE CONSULTING LLP	One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
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

Case Studies

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 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 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 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.

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?

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, Teamgate CRM, ClickUp and RepairShopr 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.

Peers used Salesforce CRM for engagement management and sales document management

Salesforce CRM Competitors

More Salesforce CRM Alternatives...

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

Product 23/06/2025

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 22/06/2025

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 22/06/2025

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 22/06/2025

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.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO

Salesforce CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Salesforce CRM | Customer Relationship Management solution that brings companies and customers together

Failure Risk for Salesforce CRM ?

Salesforce CRM Overview

Use Cases

Business Priorities

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

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Salesforce CRM Use Cases

What Are the key features of Salesforce CRM for Engagement Management?

What makes Salesforce CRM ideal for Sales Document Management?

What Are the key features of Salesforce CRM for Contact List Management?

What makes Salesforce CRM ideal for Communication Management?

How does Salesforce CRM address your Lead Tracking Challenges?

112+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY BARC India

CASE STUDY JSW Steel

CASE STUDY EXL

CASE STUDY Godrej & Boyce

CASE STUDY Tata Consumer Products

CASE STUDY Bike Bazaar

Video

What is Salesforce? | Salesforce Explained

Frequently Asked Questions(FAQ)

What is Salesforce CRM?

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

Salesforce CRM Integrations

Lessonly

Notion

Uploadcare

Calendly

MuleSoft Anypoint Platform

Software Failure Risk Guidance

Salesforce, Inc. News

Salesforce Launches Agentforce 3 with MCP to Tackle AI Agent Scalability in Enterprises

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

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

PayPal expands Salesforce partnership over Agentforce - TipRanks.com

Salesforce, Inc. Profile