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Brand: Salesforce
Salesforce CRM is the leading cloud-based platform that helps U.S. businesses manage customer data, automate sales and service workflows, and drive revenue with powerful AI insights....Read more
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Features
Customer Information Management (CIM) Sales Enablement Marketing Automation Data Sourcing / Integrations Collaboration and Communication Tools See all 
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Customer Information Management (CIM)
Customer Profiles Create and manage detailed customer profiles to personalize engagement and improve customer experiences. Audience Segmentation Segment your audience based on behavior and demographics to boost targeted outreach. CRM Database Store and manage customer data in a centralized and secure CRM database. Interaction History Track every customer interaction across channels to provide consistent and informed service. Account Management Tools to oversee and maintain customer accounts and relationships. Sales Enablement
Territory Management Manage sales territories effectively and assign reps based on performance and potential. Quote Management Generate, track, and manage quotes to streamline the sales process. Sales Order Management Manage and track customer orders with full visibility into fulfillment and delivery. Business Process Automation (BPA) Automate manual tasks and streamline workflows to increase sales efficiency. Sales Funnel Management Visualize and manage your entire sales funnel with customizable pipeline stages. Sales Projections Generate accurate sales forecasts using real-time data and AI insights. Lead Lifecycle Management Track leads throughout their lifecycle and monitor sales rep performance. Automated Sales Workflow Create automated workflows to reduce repetitive tasks and boost team productivity. Contract Management Create, store, and track customer contracts systematically. Opportunity Management Identify and manage potential sales opportunities effectively. Marketing Automation
Drip Campaigns Set up and run drip marketing campaigns that nurture leads over time. Lead Nurturing Nurture leads with personalized content and timely communication. Email Campaigns Design and send impactful email campaigns to engage and convert leads. Customer Journey Mapping Map and visualize the entire customer journey across multiple touchpoints. Campaign Automation Automate campaign processes from setup to performance tracking. Customer Segmentation Divide customers into groups for personalized marketing. Trigger-Based Automation Initiate actions in response to specific customer behaviors. Data Sourcing / Integrations
Social Media Integration Integrate social channels to track engagement and manage brand presence. API Integration Connect APIs to automate processes and enhance CRM functionality. Data Import/Export Import or export CRM data easily for reporting, migration, or backups. Ecommerce Integration Connect your ecommerce systems to sync customer and order data. Calendar Integration Integrate your CRM with calendars to manage appointments and meetings. Third Party Integrations Connect third-party tools to expand CRM capabilities and workflow. Email Marketing Tools Integration Integrate with leading email tools to streamline marketing campaigns. Marketing Tools Integration Sync with marketing tools for better campaign execution and tracking. Interactive Voice Response (IVR) Integration Incorporate IVR systems for automated telephony interactions. Collaboration and Communication Tools
Omnichannel Support Support customers across all channels including chat, email, and phone. Template and Document Management Store templates and documents for quick access and sharing across teams. Sales Process Task Management Assign and monitor tasks related to the sales process. Internal Messaging System Facilitate real-time communication within the organization. Security & Compliance
Data Encryption Encrypt data to ensure customer information is protected and compliant. Role-Based Access Control (RBAC) Control user access levels with secure role-based permissions. Backup & Disaster Recovery Protect your data with built-in backup systems and disaster recovery tools. GDPR & Data Privacy Comply with global data privacy laws like GDPR to protect user data. Activity Logs Record user activities for monitoring and auditing purposes. AI & Machine Learning
Predictive Analytics Use AI to forecast trends and improve decision-making with smart insights. AI Assistants Deploy AI assistants to automate tasks and provide real-time suggestions. Lead Scoring Evaluate leads to prioritize based on conversion likelihood. Reporting & Analytics
Predictive Analytics Use AI to forecast trends and improve decision-making with smart insights. Campaign Performance Track campaign outcomes and optimize performance over time. Real-Time Analytics Access real-time data to make quicker and smarter decisions. Customer Insights Gain actionable insights into customer behavior and preferences. KPI Tracking Monitor key performance indicators (KPIs) to measure success. Personalized Dashboards Customize dashboards with relevant metrics for each team and goal. Market Trend Analysis Analyze market trends to inform business strategies and growth plans. Sales Reports Monitor sales performance with detailed reports on revenue, deals, and targets. Alerts & Notifications
Push Notifications Send push alerts for important updates and activity notifications. Error Logs Track and resolve system issues with real-time error logs. Event-Triggered Notifications Trigger automated notifications based on defined events and actions. SLA Violations Receive alerts for service level agreement (SLA) violations. Customer Activity Alerts Get alerted about unusual customer activity in your CRM. Real-Time alerts Instant notifications for critical business updates and customer interactions. Others
Data Storage Securely store all customer and business data in the cloud. Permission Management Manage user permissions and data access with complete control.
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Pros
“Salesforce CRM’s beat notification feature ensures timely updates, helping sales teams stay on top of their schedules and client visits efficiently.” NISHANT PATEL - May 15, 2025
“Brings teams together with fully integrated, customized tools. Provides a single, shared view of every customer.” Yashika - Feb 12, 2025
“Efficient Lead Capture, Automated Lead Nurturing, Detailed Lead Tracking, In-depth analytics to monitor lead performance and conversion rates.” Karan - May 27, 2024
Cons
“Salesforce CRM lacks calling and call recording features on iOS, which can limit communication capabilities for users on Apple devices.” NISHANT PATEL - May 15, 2025
“Not very beginner friendly, but apart from that, everything's good!” Yashika - Feb 12, 2025
“No technical visit since 4 to 6 months, very slow process on pick hours” Nitish - May 28, 2024
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4.3
Review by: derechapatriotaespanola
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4.5
Review by: elias
“Salesforce CRM Honest Review Watch Before Using”
4.3
Review by: Wise Explainer
Verified reviewer:
Reviewed on: May 10, 2024
Verified reviewer:
Associate, Real Estate
2-100 Employees
Reviewed on: May 27, 2024
Verified reviewer:
Founder, Arts and Crafts
101-500 Employees
Reviewed on: Feb 12, 2025
India
USA
