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
"Trailhead has made learning Salesforce so much more accessible for me and my colleagues." - Tami Lau
Peer review evidence (same sources as the product rating summary)
"...It makes tracking calls to donors easy for my non profit to track and follow up on!...." Peer review by Timothy D., Vice President, Accounting
"...Salesforce.com is our single system of record for all leads, opportunities, products, quotes, contacts and forecasting...." Peer review by Lee Cullom, President, Northcraft Analytics
"...The Salesforce CRM integrates with several other platforms and is a great way to manage our contacts...." Peer review by Daniel B, Marketing Automation Specialist, Content Writer, Marketing and Advertising
Salesforce CRM, Less Annoying CRM, ClickUp, RepairShopr, Freshsales, 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
What makes Salesforce CRM ideal for Engagement Management?
How efficiently Does Salesforce CRM manage your Sales Document Management?
What makes Salesforce CRM ideal for Contact List Management?
What benefits does Salesforce CRM offer for Communication Management?
How does Salesforce CRM address your Lead Tracking Challenges?
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 |
|---|---|
|
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 |
|
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 |
| 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 |
|
Rick Smith CEO and Co-founder Axon |
Quip really fits the way we share and get alignment around ideas. Testimonial By Rick Smith |
|
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 |
CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforces Agentforce Health
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?
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
Salesforce Beats Q1 but Soft Q2 Guide Spooks SaaS Bulls
Salesforce exceeded Q1 FY27 revenue and EPS expectations but issued a lower-than-expected Q2 revenue forecast, causing investor concern over AI's impact on traditional SaaS models. The company is focusing on its Agentforce platform to balance per-seat license sales with AI-driven solutions.
How We Use Data Detect to Secure the Heart of Salesforce
Salesforce uses its own product, Shield: Data Detect, to secure its internal systems by automating the discovery of sensitive data across billions of records. This internal testing, known as the "Customer Zero" approach, has led to improvements in product stability, user experience, and future roadmap features, enhancing the security and compliance of Salesforce's enterprise platform.
Salesforce revenue forecast disappoints amid AI disruption fears
Salesforce's revenue forecast for the second quarter falls below Wall Street estimates, raising concerns about AI-driven disruption to traditional software demand. Despite a strong first quarter with $11.13 billion in revenue and 98 new deals, the company faces investor apprehension over AI tools potentially impacting enterprise software demand.
Salesforce Delivers Record First Quarter Fiscal 2027 Results
Salesforce reported record first-quarter fiscal 2027 results, with revenue reaching $11.1 billion, a 13% year-over-year increase. The company highlighted significant growth in its Agentforce and Data 360 offerings, with annual recurring revenue hitting $3.4 billion. Salesforce also announced a $25 billion accelerated share repurchase program. The company remains optimistic about organic revenue growth in the second half of FY27.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
