September 21, 2018
A broad range of CRM services under a flexible, market-leading platform.
Salesforce is a name you’ll come across time and again in the world of CRM. The company was founded in 1999, and has made a series of acquisitions over the years to make it a truly competitive software powerhouse. As a result, the functions of its many offerings can sound as though they overlap a little. But, what they have in common is a focus on how powerful customer data can drive business success.
Salesforce has invested in a strong support team and documentation, and provides a truly high-quality CRM platform. Here’s our explanation of what Salesforce can do for your business and how its main tools function.
Serves any size company
Wide range of prices
Free trials available
What Is Salesforce?
The Salesforce CRM platform lets businesses monitor and improve their customer relationships. Salesforce offers a suite of different services, called “clouds”.
These each cover a wide variety of business needs: Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Commerce Cloud and Analytics Cloud are included, among others. They all can be accessed through a centralized CRM platform, which is available on Android and iOS mobile devices as well as on desktop.
There are two different styles of user interface, too – these are Salesforce Classic, and the newer (more recommended) Salesforce Lightning. For more on how these change the look-and-feel, plus the apps you’ll be able to run, see our guide to Salesforce Lightning vs Classic.
Additional services can be integrated with these clouds: Einstein analytics, an artificial intelligence-powered analytics service, can be layered over any cloud on the platform, and offers additional data-driven insights to the workflow. Chatter, an internal social network, can also be layered across all clouds, better connecting employees. And, with the Salesforce AppExchange store, independent software vendors can build additional apps to integrate Salesforce with additional third-party services.
Though it’s the biggest name in CRM software, Salesforce isn’t the only game in town. We recommend checking our guide to the Best Salesforce Alternatives for other high quality CRM solutions – Hubspot’s relatively stripped-down freemium model provides a sharp contrast to Salesforce, for instance.
This review will discuss the features found in the two most common clouds, Sales and Service, which the company sells together in a package it bills as a “complete CRM for any size team.” We’ll also discuss the available support and pricing options.
In This Review:
Compare Salesforce Prices to Other CRM Software Providers
Video: More About Sales Cloud
This video dives into the main functions of Salesforce’s commonly used service, Sales Cloud, which helps a business’ sales team manage their clients. All leads can be grouped by source, company, and contact information in a report with an easily customizable format.
Support & Training
See how Salesforce CRM compares
to other leading CRM software providers.
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