Salesforce CRM: Use-Cases, Insights and Reviews | 2025 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

"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, 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

Why is Salesforce CRM the best choice for Engagement Management?

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.

"...That's where my biggest benefit has been - it automatically logs my emails and schedules follow-ups to clients...." Peer review by Erin J. D., Research

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What benefits does Salesforce CRM offer 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.

"...It's also easy to save contracts and other important documents as well as circulate them. ...." Peer review by Steve K., Revenue Accountant, Accounting

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How does Salesforce CRM facilitate 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.

"...Able to import large quanties of data, mainain contact with customers and link to mulitple sites...." Peer review by Dean V., Consumer Services

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What benefits does Salesforce CRM offer 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.

"...Everything from the tracking of emails, to mass emails, to training they were invited to and/or attended, etc...." Peer review by Josh Preece, Business Development Specialist, American Institute of Certified Tax Coaches

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How efficiently Does Salesforce CRM manage your 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.

"...Salesforce is currently being used across our sales organization and our company owned retailers to track leads and opportunities...." Peer review by Peter Stockemer, IT Project Manager/Systems Analyst, Champion Home Builders, Inc.

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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
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
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
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
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
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
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

COMPANY	INDUSTRY	CASE STUDIES
CRÈDIT ANDORRÀ Banking	Banking	Case Study CRÈDIT ANDORRÀ Crèdit Andorrà is a Trailblazer in personalized banking services. Read More
PUMA Consumer Goods	Consumer Goods	Case Study PUMA PUMA leverages the power of Salesforce to relaunch its mobile sites and speed past customer expectations. Read More
CARGILL Food & Beverages	Food & Beverages	Case Study CARGILL Cargill uses technology to grow produce, farms, and customer loyalty. 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

Bandhan Bank partners with Salesforce for AI-driven digital transformation - Techcircle

Bandhan Bank partners with Salesforce to enhance its loan origination systems using AI-driven platforms, improving digital banking and operational efficiency. Salesforce's Lightning Platform and Sales Cloud optimize the loan process, focusing on product innovation and risk management.

19/03/2025 - source

airSlate and Banjaxed Partner to Redefine the Salesforce Experience with Smarter ... - EIN Presswire

airSlate and Banjaxed have partnered to enhance the Salesforce experience through improved document workflow automation.

16/03/2025 - source

Ather Energy and Salesforce Join Hands to Revolutionize Customer and Dealer Experience

Ather Energy partners with Salesforce to enhance customer and dealer experiences in India, leveraging Salesforce's AI-powered CRM solutions.

16/03/2025 - source

Salesforce, Inc. Feeds

Accordion Announces Strategic Acquisition of Salesforce Division of Kavaliro - PRWeb

Accordion has announced the strategic acquisition of the Salesforce division of Kavaliro.

09/03/2025 - source

Nvidia, Home Depot, Lowe's, TJX and Salesforce are part of Zacks Earnings Preview

Salesforce is included in Zacks Earnings Preview alongside companies like Nvidia, Home Depot, Lowe's, and TJX.

24/02/2025 - source

Salesforce (CRM) Expected to Announce Earnings on Wednesday - MarketBeat

Salesforce is expected to announce its quarterly earnings on Wednesday.

19/02/2025 - 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 | 2025 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

Why is Salesforce CRM the best choice for Engagement Management?

What benefits does Salesforce CRM offer for Sales Document Management?

How does Salesforce CRM facilitate Contact List Management?

What benefits does Salesforce CRM offer for Communication Management?

How efficiently Does Salesforce CRM manage your Lead Tracking?

112+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study CRÈDIT ANDORRÀ

Case Study PUMA

Case Study CARGILL

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

TalentLMS

teamwork desk

Wordpress

Wild Apricot

ActiveCampaign

Software Failure Risk Guidance

Salesforce, Inc. News

Bandhan Bank partners with Salesforce for AI-driven digital transformation - Techcircle

airSlate and Banjaxed Partner to Redefine the Salesforce Experience with Smarter ... - EIN Presswire

Ather Energy and Salesforce Join Hands to Revolutionize Customer and Dealer Experience

Salesforce, Inc. Feeds

Accordion Announces Strategic Acquisition of Salesforce Division of Kavaliro - PRWeb

Nvidia, Home Depot, Lowe's, TJX and Salesforce are part of Zacks Earnings Preview

Salesforce (CRM) Expected to Announce Earnings on Wednesday - MarketBeat

Salesforce, Inc. Profile

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