Salesforce CRM: Use-Cases, Insights and Reviews | 2024 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, 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

How does Salesforce CRM address your Engagement Management Challenges?

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.

"...I also like that it keeps me on-track with followup calls, e-mails, etc...." Peer review by Douglas M., Marketing and Advertising

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Why is Salesforce CRM the best choice 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 use CPQ and that has been a game changer for our quotes and our turnaround time...." Peer review by Rachael D, Manager, Account Management

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What benefits does Salesforce CRM offer 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 has reporting capabilities and allows sales to keep track of each contact every step of the way...." Peer review by Dallin B., Email marketing specialist, Hospital & Health Care

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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.

"...We even use Salesforce to send out emails and love how easy it is to build templates for it. . ...." Peer review by Verified Reviewer

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What benefits does Salesforce CRM offer for Lead Tracking?

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.

"...I love the fact that you can customize different options for lead tracking as well as different plugins I can integrate...." Peer review by Haley S., Marketing Manager, Computer Software

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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
Alex Ehrenberg Member Innovative Genomics Institute Testing Lab	Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. Testimonial By Alex Ehrenberg

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
Alex Ehrenberg Member Innovative Genomics Institute Testing Lab	Salesforce Platform enabled us to build a low-code portal in one day and transform part of the institute. Testimonial By Alex Ehrenberg

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
ICS+ Telecommunications	Telecommunications	Case Study ICS+ This custom-solutions provider found its own solution in Salesforce. Read More
KLM ROYAL DUTCH AIRLINES Transportation/Trucking/Railroad	Transportation/Trucking/Railroad	Case Study KLM ROYAL DUTCH AIRLINES KLM soars with social media Read More
PACERS SPORTS & ENTERTAINMENT Sports	Sports	Case Study PACERS SPORTS & ENTERTAINMENT Pacers Sports & Entertainment scores big with its global fan base. Read More

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?

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.

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

Salesforce shares scale record high on promising AI tools - Yahoo Finance

Salesforce shares hit a record high due to promising AI tools.

03/12/2024 - source

Analysts Are Bullish on Salesforce After Early Agentforce Interest - Investopedia

Analysts are optimistic about Salesforce due to early interest in their new product, Agentforce.

03/12/2024 - source

Salesforce CEO Benioff Calls Microsoft Copilot Repackaged ChatGPT - CRN

Salesforce CEO Marc Benioff criticized Microsoft's Copilot, calling it a rebranded version of ChatGPT.

02/12/2024 - 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.

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 | 2024 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

How does Salesforce CRM address your Engagement Management Challenges?

Why is Salesforce CRM the best choice for Sales Document Management?

What benefits does Salesforce CRM offer for Contact List Management?

What makes Salesforce CRM ideal for Communication Management?

What benefits does Salesforce CRM offer for Lead Tracking?

112+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study ICS+

Case Study KLM ROYAL DUTCH AIRLINES

Case Study PACERS SPORTS & ENTERTAINMENT

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

OneDesk

Tubular

Poplar

KONNEKTIVE CRM

Lessonly

Software Failure Risk Guidance

Salesforce, Inc. News

Salesforce shares scale record high on promising AI tools - Yahoo Finance

Analysts Are Bullish on Salesforce After Early Agentforce Interest - Investopedia

Salesforce CEO Benioff Calls Microsoft Copilot Repackaged ChatGPT - CRN

Salesforce, Inc. Feeds

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

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

Salesforce Reports Strong Q3 Fiscal 2025 Results - TipRanks

Salesforce, Inc. Profile

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