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

"Quip really fits the way we share and get alignment around ideas." - Rick Smith

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 facilitate Engagement Management?

How efficiently Does Salesforce CRM manage your Sales Document Management?

Why is Salesforce CRM the best choice for Contact List Management?

What solutions does Salesforce CRM provide for Communication Management?

How can Salesforce CRM enhance your Lead Tracking process?

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

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

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

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
CUSTOMERS TESTIMONIALS
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

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

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

Case Studies

COMPANY INDUSTRY CASE STUDIES
Salesforce CRM case study
Real Estate
Real Estate
Case Study COMMON

This pioneer in co-living keeps its operations running smoothly with Salesforce.

Read More
Salesforce CRM case study
Automotive
Automotive
Case Study MARKEM-IMAJE

Markem-Imaje streamlines B2B e-commerce to support essential production.

Read More
Salesforce CRM case study
Telecommunications
Telecommunications
Case Study ICS+

This custom-solutions provider found its own solution in Salesforce.

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

HCLTech joins Salesforce as an Agentforce Partner to drive agentic AI innovation - CRN

HCLTech partners with Salesforce to enhance AI innovation through the Agentforce program.

23/01/2025 - source

HCLTech gets added to Salesforce's AI agent initiative - Techcircle

HCLTech joins Salesforce's AI agent initiative to help financial services clients use AI agents and modernize SaaS applications. The partnership aims to enhance member engagement and efficiency at PenFed Credit Union.

23/01/2025 - source

Salesforce Bids Farewell to Einstein Copilot, Now It's Just Another Agent - CX Today

Salesforce has retired its Einstein Copilot, a conversational AI assistant, surprising many users. This change was highlighted by Ashish Agarwal, a Salesforce Architect, on LinkedIn.

15/01/2025 - source

Salesforce, Inc. Feeds

Salesforce director named chief of operations, finance | CFO Dive

Salesforce appointed Robin Washington as the new Chief Operating and Financial Officer, effective March 21, with Brian Millham retiring on May 1 after a 25-year career.

05/02/2025 - source

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

05/02/2025 - source

Salesforce Inc (CRM) Announces Leadership Transition with Robin - GuruFocus

Salesforce Inc (CRM) announces a leadership transition involving Robin.

05/02/2025 - 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