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What is Salesforce?

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Pricing

Price Starts At:
$25.00/month/user
Price Overview:
Essentials - $25 per user per month
Sales Professional - $75 per user per month
Service Professional - $75 per user per month
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Salesforce provides an API

Screenshots and Video

Company Facts

Company Name:
Salesforce
Date Founded:
1999
Company Location:
United States
Company Website:
www.salesforce.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
Chinese (Mandarin)
Chinese (Simplified)
Danish
Dutch
English
Finnish
French
German
Italian
Japanese
Korean
Norwegian
Portuguese
Russian
Spanish
Swedish
Thai

Salesforce Categories and Features

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Manufacturing Software

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Inside Sales Software

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Customer Reference Management Software

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Construction CRM Software

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Automotive CRM Software

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

More Salesforce Categories

  • Reviewer Name: A Verified Reviewer
    Position: Consultant
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Very suitable with improving sales

    Date: Jul 08 2020
    Summary

    Overall with responsive customer support.
    Helps to turn all our leads into customers.
    Improve sales and the best CRM to use.

    Positive

    Great with improving sales.
    Helps with turning the leads into opportunities.
    Great customer support and easy to integrate with other software

    Negative

    User friendly and reliable with improving customer relations

    Read More...
  • Reviewer Name: Claire K.
    Position: Community and Culture Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce: Most advanced CRM solution

    Date: Nov 11 2020
    Summary

    Overall, everything has worked perfectly well on my end from sales and marketing automation to contact management.

    Positive

    I like how it is easy to manage customer support across all channels through the service platform.
    Sales and marketing is at breeze since we personalize through AI integration.

    Negative

    It is extremely overwhelming to integrate Salesforce with external applications without seeking help.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: CFO
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Robust But Expensive

    Date: Oct 22 2020
    Summary

    Looking back on implementation, we spent more than double the budget we initially budgeted. It was painful to implement and our team spent 3 years customizing, planning & preparing for implementation.

    Positive

    The ability to customize this software is extremely robust and useful. This is the gold standard of CRM's in the industry.

    Negative

    The price and time to implement was extremely long and was much more than we anticipated.

    Read More...
  • Reviewer Name: Michael S.
    Position: Digital Marketer
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Incredibly Powerful, a Beast to Setup

    Date: Nov 11 2020
    Summary

    Salesforce is an excellent product for large corporations that are trying to streamline marketing and sales activities and get their data in one place. It is not for small businesses who are trying to break into the AI or automation space.

    Positive

    Salesforce is an incredibly powerful tool that can be customized for a variety of businesses. It truly gives the business the capability to have an all-in-one business hub where you can perform all your marketing and sales tasks in a very dynamic environment.

    Negative

    Salesforce is not for small businesses. It's expensive and hard to setup. The learning curve of Salesforce is steep, and it's not always the most intuitive system.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Very powerful

    Date: May 09 2020
    Summary

    Overall it's one of our go to programs for our sales team. We use it on a daily basis to close our sales.

    Positive

    Very powerful tool that can do just about anything you need. It's very versatile to what we need for our sales team.

    Negative

    None that I can think of. It does all we need it to.

    Read More...
  • Reviewer Name: Kaganjo R.
    Position: Credit Management Senior Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce at Alliance Data Card Services

    Date: Nov 10 2020
    Summary

    It has been effective to configure, quote and price products with this great tool. Additionally, Salesforce has improved productivity as we spend less time in the market.

    Positive

    Salesforce is a reliable agency that offers multiple services such as Salesforce CRM, CPQ and Sales Cloud.
    I like that it is easy to implement and setup.

    Negative

    Ever since I incorporated Salesforce in our system, i have never experienced issues at all.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Manager of Organizational Development
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Amazing CRM tool

    Date: Oct 14 2020
    Summary

    Amazing tool! It effectively converts the growth of a business from a negative to a positive direction. It offers a deep collection of data to boost relation structure using its robust CRM. The user report is detailed and the best I ever used in a CRM tool.

    Positive

    We are just very happy with this solution. Its robust CRM functionality helps you improve relations, capture leads and boost your business growth simply and smartly. It offers deep user data to study and improve. Using this tool you can track every user's activity on your platform.

    Negative

    Not a single negative about Salesforce to share.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Technical Program Manager
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Most effective CRM

    Updated: Nov 03 2020
    Summary

    Overall, Salesforce is an impressive CRM tool for small and medium businesses. The functionality it provides is unmatchable. Highly recommend to everyone.

    Positive

    Salesforce made the management of our sales and marketing a breeze. It cuts down the untraceable leads and makes a powerful lead manager and sales pipeline to view every action from the top of it. It's by far the most powerful and effective CRM.

    Negative

    Nothing so far. Will highly recommend everyone.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Technical Support
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Customer Relationship Management platform

    Date: Aug 29 2020
    Summary

    Salesforce is an absolutely incredible customer relationship management platform. It allows to effectively track user profile and activities. It makes marketing and customer interaction analysis easy.

    Positive

    (+) Easy to maintain and manage customer activity and interaction.
    (+) Optimizes marketing campaigns.
    (+) large numbers of integrations support.
    (+) Builds great customer relations.

    Negative

    (-) We had an overall positive experience with it.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Operations and Marketing Analyst
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Interconnect sales and marketing

    Date: Oct 29 2020
    Summary

    Salesforce is a power-packed client relationships manager. I'm using Salesforce to interconnect my sales and marketing. It helped to increase sales.

    Positive

    Salesforce turns to be a game-changer for our client relationship management.
    - Helps to build brand trust give a personalised experience to clients.
    - Helps to manage business marketing and sales.
    - Brings every sales opportunity into the sales funnel.

    Negative

    Salesforce fulfills all my client management needs.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Marketer
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    A complete platform for sales, marketing and service at one place.

    Date: Jun 13 2020
    Summary

    There are tons of CRM solutions out there but Salesforce seems to have created a centralized solution that allows all other tools in your company to plug into it and single handedly handle the entire flow.

    Positive

    - Salesforce has a very robust cloud based platform for everything from CRM to marketing analytics. It also easily integrates with other software in the process chain starting from lead to delivery.
    - The entire flow is highly customizable for each separate client.

    Negative

    - Given the size of the feature set salesforce provides, it can take a while for large teams to learn and efficiently use the tool.

    Read More...
  • Reviewer Name: Kimberley B.
    Position: Business Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce

    Date: Nov 11 2020
    Summary

    Overall, it is straightforward to automate almost all sales and marketing aspects on a daily basis with Salesforce in our organization.

    Positive

    Salesforce has enhanced great shopping experience across our enterprise.
    I like that it is easy to develop omnichannel marketing processes in real-time.

    Negative

    At the moment, I have nothing but to continue thanking the vendor for allocating this sales and marketing time saving tool.

    Read More...
  • Reviewer Name: Omer M.
    Position: Sales Support Specialist
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Reviewing after using SFDC for 3 years

    Date: Oct 25 2020
    Summary

    One of the thousands of Salesforce users who call themselves the 'accidental admin'. Love the platform so much, decided to stay the course and started with the first certification - Admin.

    Have been very busy with the flood of requests coming in, but the joy I get from learning in the job is something I wouldn't get elsewhere (trailheads).

    Looking at the certifications available to advance my career in this platform is like a child in a confectionery shop, or a foodie at a large buffet spread. Don't know what to have and what to leave...

    Positive

    Every business metric you think needs to be tracked can be recorded and reported on in Salesforce.

    No steep learning curve - once you start using it, you will have questions, but thanks to the lively Success forums and other channels, you will get the answers, in fact even if you don't get an answer from the others, playing around for a couple of minutes in the platform itself gives you much more insight. I tend to love the fact that the tool is intuitive, when it doesn't appear so, learning about some features is an enjoyable journey, you won't feel any stress.

    The UI is loveable, Lightning has some resistance, but history is proof that many advancements in technology had naysayers until the masses finally got used to it. I found the transition from Classic to Lightning smooth because I was open to the change. It's the approach that needs to change, Lightning is here to stay (at least until a much better UI is rolled out a few years later)

    Dashboards - Newbies will love the swiftness with which they can create their own reports and dashboards.

    Duplicate management - This feature is single-handedly the most liked feature for users who have seem many CRM systems and the ways in which duplicates are managed in those.

    Negative

    Limits - 20 components per dashboard. Users would love to have more components added to their dashboards, especially when a dashboard is good the whole company than for different departments therein.

    Inability to track lifetime engagement of a lead: Salesforce should look at bringing in this feature that helps users track a lead's engagement throughout her career spanning many job titles and employers in the same industry. Please allow for multiple email addresses to be added on a single lead record.

    GDPR compliance - Should get default dashboards to suggest records that could be cleaned up to comply with GDPR.

    Product object: Not everyone can afford CPQ, hence Salesforce should make the selection of Products on an opportunity much intuitive, like the dependent picklist feature

    Read More...
  • Reviewer Name: Naga Durgarao B.
    Position: Sales Manager & Administrator
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Useful Products

    Date: Apr 06 2020
    Summary

    You can use eCommerce theme from them and you can also use Salesforce Sales Cloud from them and then you'll get leads to your good website.

    Positive

    They provide so many products, I'm mostly using eCommerce theme from them. And they provide Salesforce Sales Cloud that means you'll get real leads to your website, So why I'm using their products, Thank you for your support on my business.

    Negative

    High Speed Performance. Clean and fresh, simple and fast.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: IT Manager
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Offers tons to management

    Date: Oct 24 2020
    Summary

    It is the most popular and our favorite CRM platform that simplified our marketing, sales and CS. I will recommend Salesforce to everyone even your company size is big or a small business, it does every service extremely well.

    Positive

    Salesforce has tons of capabilities that ensure easy interaction and lead capture when it comes to CRM. Salesforce easily deals with any marketing and sales challenge. Its Al-based marketing brings leads in less effort.

    Negative

    No, major downside I experienced with Salesforce.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Business Development & Marketing Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    EXTREMELY EFFECTIVE CRM

    Updated: Oct 26 2020
    Summary

    Overall, Salesforce offers the best class CRM to effectively increase our sales and close deals faster. By far we are very happy with Salesforce, we got a great experience.

    Positive

    Salesforce is an extremely effective CRM tool. It helped us to manage all our user information and leads in one place.
    Salesforce is a highly scalable CRM.
    I love that it made automation in our workflow and gives the power to never miss any lead opportunity.

    Negative

    For New users, it takes a little time to learn its complex UI.

    Read More...
  • Reviewer Name: Alexander W.
    Position: Data Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce review

    Date: Nov 08 2020
    Summary

    I like how it is great when it comes to tracking and reporting which has really helped me while working with Salesforce.

    Positive

    I like how it normally updated me by keeping track to those I have not contacted and through that i am able to organize my contacts.

    Negative

    It is a great platform I have no complain towards it.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Project Manager
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Feature-rich CRM

    Date: Nov 05 2020
    Summary

    Salesforce has a wide ability to manage sales, lead, marketing, and customer relations from a versatile and flexible dashboard. Overall it's our favorite CRM tool.

    Positive

    We have tried lots of CRM tools in our organization but none came to the level of our requirement except Salesforce. It brings everything on top of the table to manage sales and customer relationships. It gives the best visuals on leads from our campaigns and ads marketing. Also, it offers rich insights.

    Negative

    We didn't face any terrible experience on this platform.

    Read More...
  • Reviewer Name: Shane M.
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best CRM Software

    Date: Oct 15 2020
    Summary

    It's the best overall CRM and though expensive at the beginning equals what others pricing gets to as time goes on and it's less painful to start with Salesforce than to have to switch later.

    Positive

    The reporting in Salesforce is beyond any other CRM's capabilities. It has the most integrations and is the world standard.

    Negative

    The UI is old and it doesn't have built in dialing technology

    Read More...
  • Reviewer Name: Logan A.
    Position: President
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Cornerstone of our sales process

    Date: Nov 13 2019
    Summary

    Salesforce is used daily by every member of our sales team. It works extremely well for us and our sales organization relies on it heavily.

    Positive

    Easy to use, easy to scale, works on all devices, great visibility into the entire sales process and infrastructure, very customizable

    Negative

    None so far. It does everything we need it to do and more.

    Read More...