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Salesforce CRM

Market-leading CRM system for organizations of any size.
our rating 4 out of 5 Stars

Salesforce CRMProduct Overview

  1. About Salesforce
  2. Pros of Salesforce
  3. Cons of Salesforce
  4. Breakdown of core features

Salesforce Sales Cloud CRM product overview

Salesforce is a San Francisco, California-based software company that makes one of the most popular customer relationship management (CRM) systems on the market. It offers a variety of different cloud-based programs that are designed to boost sales, productivity, social media influence, and more. Companies of all sizes use Salesforce, including Facebook, Coca-Cola, and GE.

Sales Cloud is the standard CRM offering from Salesforce. A cloud-based system, Sales Cloud offers a fast, scalable, and reliable way for sales teams to manage contacts, opportunities, and leads in addition to forecast sales and boost productivity. Sales Cloud also comes with marketing tools, a mobile app, and a data cleaning tool. Artificial intelligence (AI) comes as an add-on through a tool called Einstein.

Pros of Salesforce

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Salesforce users report user interface, availability of features, and a wide variety of integrations as the biggest pros of this system. The software remains easy to customize while also offering the range of functionality required by businesses of all different sizes. Navigating within the software is intuitive, and cloud computing keeps this CRM running smoothly.

Cons of Salesforce

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For businesses new to Salesforce, the system can seem overwhelming. While having a variety of features is good, this can also be a pain point during setup. Many people advise taking this into account so that new users aren’t caught off guard by how long it can take to learn the system.

Breakdown of core features

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Contact management

The contact management feature in Salesforce lets users store and organize contact information, manage tasks, and identify potential deals. Salesforce stores communication and activity history with contacts, and social listening lets users find contacts on social media.

Opportunity management

Opportunity management in Salesforce provides users with a space to stay organized during the sales process. Users can get quick updates about which stage different opportunities are in and loop in colleagues for support during key moments. Visualizing sales processes helps companies be more efficient and close deals faster.

Lead management

Salesforce’s lead management feature lets sales people find leads among contacts, score those leads, and assign them to the right team members. This feature also includes lead tracking to show users where the lead came from, allowing them to make the most informed nurture decisions.

(Last updated on 10/11/2019 by Forrest Brown)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Any Sized Businesses




Features and Integrations

  • Contact Management
  • Customer Management
  • Lead Management
  • Sales Forecasting
  • Task Management
  • Custom Fields / Forms
  • Email Marketing
  • eCommerce
  • Order Management

Platform Features

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  • Analytics
  • Dashboards
  • Mobility
  • Cloud Platform
  • Mobile Application
  • Collaboration Tools
  • Document Management / Sharing
  • Real-time Analysis
  • Time Tracking
  • Access Control
  • API
  • Automatic Notifications
  • Report Builder
  • Google Drive
  • Social Media Integration
  • eCommerce Integration
  • Microsoft Outlook
  • Zapier
  • Gmail
  • Google Calendar
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  • American and British English
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  • German (Deutsche)
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  • Japanese (日本語)
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  • Polish (Polskie)
  • Brazilian Portuguese (Português)
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