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
"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." - DAN HELFRICH
Peer review evidence (same sources as the product rating summary)
"...You can send out emails, schedule follow-ups, and get detailed report of the software as well..." Peer review by Passorn J., Computer Software
"...Its accounting integration is very easy to customize, as well as its management of budgets and sales contracts...." Peer review by Jose L, Marketing Specialist
"...It helps me manage a huge database of records, with detailed info about past interactions...." Peer review by Octavian B., Computer Software
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.
Salesforce CRM Customer wins, Customer success stories, Case studies
How does Salesforce CRM facilitate Engagement Management?
How efficiently Does Salesforce CRM manage your Sales Document Management?
What Are the key features of Salesforce CRM for Contact List Management?
How can Salesforce CRM optimize your Communication Management Workflow?
Why is Salesforce CRM the best choice for Lead Tracking?
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 |
|---|---|
|
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 |
|
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Tami Lau Senior Salesforce Engineer Presence |
Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau |
|
Rick Smith CEO and Co-founder Axon |
Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith |
Curative - Healthcare - Medium
Curative Ditches $600, 000 Salesforce Contract Says 'AI Changes the Economics of Building ...
Siemens - Manufacturing - Very Large
Businesses nearly triple AI agent deployments — Salesforce
Department of Defense - Defense - Very Large
DoD Authorizes Salesforce Agentforce 360 at Impact Level 5
What is Salesforce? | Salesforce Explained
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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
Sweep Launches Multi-Org Agent to Bring Cross-System Intelligence to Salesforce
Sweep has launched the Multi-Org Agent for Salesforce, enabling enterprises to manage multiple Salesforce environments efficiently. This new agent maps dependencies and automations across fragmented Salesforce systems, reducing risks like outages and compliance gaps. It supports strategic consolidation, M&A integration, and AI readiness. Sweep plans to extend this capability to Snowflake and ServiceNow soon.
Salesforce's AI Ambitions Gain Momentum with Evercore Backing
Salesforce is advancing its AI initiatives, particularly with its Agentforce product, as noted by Evercore ISI. The company is expanding its Agentic Enterprise Pro offerings to enhance AI agent deployment and broaden use cases for customers, signaling positive momentum in AI adoption.
Agentic AI Deployment Surges at Salesforce
Salesforce's 2026 Agentic Enterprise Index reveals a tripling in AI agent deployments, significantly enhancing customer engagement and operational efficiency. The index highlights a bifurcation in AI deployment strategies across industries, with consumer sectors focusing on task-specific agents and complex sectors on versatile agents. This shift underscores AI's growing role in driving business outcomes and competitive dynamics in enterprise technology.
Salesforce Announces Date of Second Quarter Fiscal 2027 Earnings Release and Webcast
Salesforce announced it will release its second quarter fiscal 2027 financial results on August 26, 2026, followed by a live webcast to discuss the results.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
