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, HubSpot CRM, Zoho CRM, Salesforce Sales Cloud, Pipedrive, 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 benefits does Salesforce CRM offer for Engagement Management?

How can Salesforce CRM optimize your Sales Document Management Workflow?

What makes Salesforce CRM ideal for Contact List Management?

How does Salesforce CRM address your Communication Management Challenges?

How can Salesforce CRM optimize your Lead Tracking Workflow?

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
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

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
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

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau

Case Studies

COMPANY INDUSTRY CASE STUDIES
Salesforce CRM case study
Publishing
Publishing
Case Study NCI

NCI is a Trailblazer, helping government navigate new and advanced technologies.

Read More
Salesforce CRM case study
Manufacturing
Manufacturing
Case Study ALUTIIQ

Alutiiq is a trailblazer, transforming the way teams deliver customer success

Read More
Salesforce CRM case study
Restaurants
Restaurants
Case Study PAPA MURPHY'S

Community Cloud helps Papa Murphy’s franchises perfect their recipe for success

Read More

Video

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?

HubSpot CRM, Zoho CRM, Salesforce Sales Cloud and Pipedrive 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

Salesforce rolls out its latest 'digital labor' AI tools - Tech Brew

Salesforce introduces Agentforce 2.0, an AI platform with new skills for digital labor, enhancing marketing and sales tasks. It integrates with Slack and is adopted by companies like Accenture and IBM.

12/01/2025 - source

Agentforce Goes Industry-Specific as Salesforce Releases an Agent Skills Library for Retailers

Salesforce released Agentforce for Retail, an AI skills library to help retailers enhance customer service and automate processes like order management and appointment scheduling.

12/01/2025 - source

How Sentosa Development Corporation's transformed guest experiences with Salesforce CRM

Sentosa Development Corporation improved guest experiences using Salesforce CRM, enhancing customer interactions and service efficiency.

12/01/2025 - source

Salesforce, Inc. Feeds

Salesforce.com (CRM) Q3 Earnings Lag Estimates - MSN

Salesforce.com reported lower-than-expected earnings for the third quarter.

06/12/2024 - source

Salesforce (CRM) Q3 2025 Earnings Call Transcript - The Motley Fool

Salesforce's Q3 2025 earnings call transcript discusses financial results and performance.

02/12/2024 - source

Salesforce Reports Strong Q3 Fiscal 2025 Results - TipRanks

Salesforce reported strong financial results for the third quarter of fiscal year 2025.

02/12/2024 - source

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