Salesforce Anywhere Overview

Salesforce-anywhere integrates Quip for real-time account planning in the #1 CRM. Quip standardizes and automates sales processes with documents, spreadsheets, and templates.

Use Cases

Customers recommend Collaboration, Sales Document Management, Content Management, as the business use cases that they have been most satisfied with while using Salesforce Anywhere.

Other use cases:

  • Communication Management
  • Engagement Management
  • Workflow Management
  • Training & Onboarding
  • Coaching
  • Knowledge Management
  • Campaign Management
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Business Priorities

Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Salesforce Anywhere.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve ROI
  • Improve Brand Engagement
  • Build Brand Awareness
  • Improve Visibility
  • Increase Average Basket Value
  • Improve Digital And Social Presence
See all business priorities See less business priorities

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

Salesforce Anywhere works with different mediums / channels such as E-Mail. and Chat.

Salesforce Anywhere's features include Personalization, Alerts: Popups & Notifications, Templates, etc. and Salesforce Anywhere support capabilities include Chat Support, Email Support, Phone Support, etc. also Salesforce Anywhere analytics capabilities include Analytics, and Custom Reports.

Reviews

"Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision ...for the future." - Tuomas Pyyhtia

Salesforce Anywhere, Intelligencebank DAM, TaxDome, Claromentis, Enboarder, etc., all belong to a category of solutions that help Team Collaboration. 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 Anywhere

Top Industries

  • Information Technology and Services
  • Manufacturing
  • Consumer Electronics

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Salesforce Anywhere is popular in Information Technology And Services, Manufacturing, and Consumer Electronics and is widely used by Small Business, Enterprise, and Mid Market.

Salesforce Anywhere Customer wins, Customer success stories, Case studies

How can Salesforce Anywhere enhance your Collaboration process?

How does Salesforce Anywhere address your Sales Document Management Challenges?

What makes Salesforce Anywhere ideal for Content Management?

Why is Salesforce Anywhere the best choice for Communication Management?

How can Salesforce Anywhere optimize your Engagement Management Workflow?

11 buyers and buying teams have used Cuspera to assess how well Salesforce Anywhere solved their Team Collaboration needs. Cuspera uses 4247 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 Team Collaboration needs.

CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Tuomas Pyyhtia

Solution Owner, Field Service Operations

KONE

Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
Salesforce Anywhere testimonial

Jane Moran

CIO

Unilever

I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. Testimonial By Jane Moran
Salesforce Anywhere testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
CUSTOMERS TESTIMONIALS
Salesforce Anywhere testimonial

Tuomas Pyyhtia

Solution Owner, Field Service Operations

KONE

Salesforce as a technology platform has proven its adaptability. It’s been shown that we can build many services and solutions on it that offer extra value for our internal users, customers, and ultimate end users. It’s a central part of our vision for the future. Testimonial By Tuomas Pyyhtia
Salesforce Anywhere testimonial

Jane Moran

CIO

Unilever

I want to democratize the development of technology. With the Salesforce platform, we can give the power away to our business community. Testimonial By Jane Moran
Salesforce Anywhere testimonial

Rob Birse

Vice President, Global Advanced Analytics, AI, and B2B Ecommerce

Kellogg

Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. Testimonial By Rob Birse
 

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London enterprises are adopting Salesforce Agentforce to enhance AI-driven CRM capabilities, focusing on intelligent customer engagement and operational efficiency. Salesforce Agentforce integrates A...I into CRM workflows, offering intelligent automation, predictive insights, and conversational AI. This adoption aims to improve customer experience, increase sales effectiveness, and reduce operational friction, positioning businesses to better adapt to changing customer behaviors.

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Salesforce (CRM) Is Down 6.9% After Winning $5.6 Billion Army AI Deal Has The Bull Case Changed - simplywall.st

Salesforce's Computable Insights subsidiary secured a 10-year, $5.6 billion contract with the U.S. Army to modernize data, cloud, and AI systems. This contract, alongside the EMBERPOINT wildfire mana...gement venture, positions Salesforce's Agentforce and Missionforce platforms as critical infrastructure for military and public safety operations, extending beyond its CRM roots.

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Rathbones drops 45m tech project for Salesforce CRM - Citywire

Rathbones has replaced InvestCloud with Salesforce for a significant software contract, enhancing their client lifecycle and customer relationship management services. This expanded partnership marks... a strategic shift for the 115bn wealth manager, following a 45m investment in InvestCloud's solution less than two years ago.

Read on →

Panasonic - Consumer Electronics

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Read on →

DeVry University - Education

Agentforce helped DeVry University support students from enrollment to course completion. The platform improved student engagement and streamlined support processes. DeVry used Agentforce to connect ...students with the right resources quickly. This led to better student experiences and smoother operations. The solution focused on education technology and student success.

Read on →

BACA Systems - Manufacturing

Einstein 1 Sales helped BACA Systems double sales productivity. The company used Salesforce Data Cloud and AI to automate sales tasks and improve email engagement. AppExchange integrations cut delive...ry errors and saved 15 workdays per month. Flow Builder enabled fast, no-code automation for licensing and operations. BACA Systems now manages all sales and admin tasks in Salesforce, boosting efficiency and accuracy.

Read on →

Frequently Asked Questions(FAQ)

for Salesforce Anywhere

What is Salesforce Anywhere?

Salesforce Anywhere is a Collaboration software and the easiest way to accelerate sales processes inside Salesforce, helping teams close deals faster.

It reimagines sales and service with real-time CRM data, built-in collaboration, and timely alerts that empower sales and service teams to sell and solve customer problems from anywhere. It supports capture of all of the data, processes, and conversations inside the Sales Cloud so that it’s not scattered across email, chat apps, and files. It has a built-in office suite functionality, including word processing, spreadsheet and presentation software. It enables teams to collaborate around a rich set of documents.

It also helps the team to work together on plans, discuss records, and analyze reports, keeps sales and service on the same page with smarter decisions and take the right steps to drive the business forward with suggested actions powered by AI.

What is Salesforce Anywhere used for?

Salesforce Anywhere is a Team Collaboration Software mainly used by its customers to Improve Internal Communications and Enhance Customer Relationships by Collaboration, Sales Document Management and Content Management .

What are the top features of Salesforce Anywhere?

Personalization, Alerts: popups & Notifications and Templates are some of the top features of Salesforce Anywhere.

Who uses Salesforce Anywhere?

Salesforce Anywhere is used by Information Technology And Services, Manufacturing and Consumer Electronics among other industries.

What are Salesforce Anywhere alternatives?

Intelligencebank DAM, TaxDome, Claromentis and Enboarder are popular alternatives for Salesforce Anywhere.

Where is Salesforce Anywhere located?

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

Peers used Salesforce Anywhere for collaboration and sales document management

Salesforce Anywhere Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.30/5

Read Reviews (11)
Analytics

3.91/5

Read Reviews (46)
Custom Reports

3.71/5

Read Reviews (367)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.30/5

Read Reviews (11)
Analytics

3.91/5

Read Reviews (46)
Custom Reports

3.71/5

Read Reviews (367)

Salesforce Anywhere Integrations

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

Data Import
Data Export

Few API Integrations for Salesforce Anywhere

Software Failure Risk Guidance

?

for Salesforce Anywhere

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Anywhere

Salesforce, Inc. News

Partnership

Meralco, Salesforce Mark Decade-Long Partnership with Renewed Commitment to Enhance Customer Experience with Innovation - Daily Tribune

Salesforce and Meralco have renewed their decade-long partnership to enhance customer experience through innovation. The collaboration focuses on leveraging Salesforce's technology to support Meralco's digital transformation and grid modernization efforts, aiming to improve operational efficiency and customer satisfaction.

Financial

Salesforce Announces Timing of its Fourth Quarter and Full Year Fiscal 2026 Results Conference Call - marketscreener.com

Salesforce will release its fourth quarter and full year fiscal 2025 results on February 26, 2025, after market close, followed by a conference call to discuss the financial outcomes.

Partnership

KPIT Deploys Vehicle Relationship Management Solution on Salesforce Platform - Autocar Professional

KPIT Technologies has formed a strategic partnership with Salesforce to deploy its Vehicle Relationship Management solution on Salesforce's AI-powered CRM platform. This collaboration aims to enhance aftersales transformation for global automotive OEMs and mobility providers by integrating customer and vehicle data. The solution, running on Salesforce's Agentforce 360 for Automotive, will streamline processes like software updates and predictive maintenance, aiming to improve operational efficiency and customer satisfaction in the automotive industry.

Product

Salesforce Earns CMMC Level 2 Certification

Salesforce has achieved the Cybersecurity Maturity Model Certification (CMMC) Level 2 for its Public Sector Enclave, enhancing its credibility with national security and public sector clients. This certification, held by fewer than 400 organizations, underscores Salesforce's commitment to data security and compliance, aligning with federal standards like 48 CFR and NIST SP 800-171.

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