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
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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

"Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package." - Husayn Kassai

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

How does Salesforce CRM address your Engagement Management Challenges?

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

What solutions does Salesforce CRM provide for Contact List Management?

How does Salesforce CRM address your Communication Management Challenges?

What benefits does Salesforce CRM offer for Lead Tracking?

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

Husayn Kassai

CEO & Co-Founder

Onfido

Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package. Testimonial By Husayn Kassai
Salesforce CRM testimonial

Rick Smith

CEO and Co-founder

Axon

Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith
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

Husayn Kassai

CEO & Co-Founder

Onfido

Partnering with Salesforce Ventures puts access to a world of business expertise and acumen at your fingertips. Salesforce Ventures doesn t just bring the investment but offers the complete package. Testimonial By Husayn Kassai
Salesforce CRM testimonial

Rick Smith

CEO and Co-founder

Axon

Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith
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

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.

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.

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.

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.

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.

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.

Video

What is Salesforce? | Salesforce Explained

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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.
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)

Software Failure Risk Guidance

?

for Salesforce CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM

Salesforce, Inc. News

Partnership

VitalPBX Unveils Seamless CRM Integration with Salesforce to Transform Contact Centers in 2025

VitalPBX has launched a new integration with Salesforce, enabling seamless connectivity between its unified communications platform and Salesforce CRM. This integration streamlines contact center workflows, allowing businesses to synchronize customer data, automate call logging, and enhance agent productivity within the Salesforce environment.

Product

Salesforce Announces New Software Bundles for Retailers, Providing Complete, All-In-One Solutions for Retail Success

Salesforce launched two new software bundles for retailers: the Unified Digital Bundle and the Unified Retail Bundle. Both packages integrate digital commerce, order management, and point-of-sale with Salesforces Marketing Cloud, Data Cloud, and other tools. These all-in-one solutions aim to streamline retail operations, unify customer data, and improve shopping experiences by reducing system fragmentation.

M&A

Devsinc acquires Cloud-1 to bolster salesforce capabilities - The News International

Devsinc, an enterprise IT firm, has acquired Cloud-1, a specialized Salesforce partner and development company. This acquisition strengthens Devsincs Salesforce services and expands its reach in APAC and MENA regions. The deal reflects growing demand in the global Salesforce ecosystem, projected to reach $32.7 billion by 2032.

M&A

Salesforce acquires AI recruiting startup Moonhub weeks after Informatica deal

Salesforce has acquired Moonhub, an AI-driven recruiting startup founded by former Meta engineer Nancy Xu. Moonhubs team will join Salesforce to advance its AI initiatives, including Agentforce. This move follows Salesforces recent acquisitions of Informatica and Convergence.ai, signaling a continued focus on expanding AI capabilities in cloud-based enterprise solutions.

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