Skip to content
Software Details
Salesforce
Categories

Business Operations

Centralize and optimize core business functions. From project management and financial planning to HR and supply chain, this category covers the software that keeps your business running smoothly.

Product Types

Enterprise Resource Planning (ERP)

Integrate and manage core business processes across your organization. Streamline operations, gain visibility into data, and make better decisions with enterprise resource planning software.

Human Resources Management (HRM)

Streamline HR processes and empower your workforce. Manage employee data, payroll, benefits, and performance with tools that improve efficiency and engagement.

Integrations

AmplifAI

AmplifAI empowers contact centers with AI-driven performance enablement, delivering actionable insights and personalized coaching to enhance team productivity and operational efficiency.

Apollo

Apollo provides a data-driven sales intelligence platform, enabling businesses to identify, connect with, and close deals with their ideal prospects using advanced search and engagement tools.

AptEdge

AptEdge provides AI-powered knowledge management and support solutions, streamlining customer service workflows and improving agent efficiency through contextual insights.

Assured Data

Assured Data Protection provides managed data security, backup, and disaster recovery services, leveraging Rubrik’s Zero Trust architecture to ensure business continuity.

Cato Networks

Cato Networks delivers a fully integrated SASE platform that combines SD-WAN and cloud-native security, enabling enterprises to optimize and secure application access for all users and locations.

Coefficient

Coefficient is a spreadsheet automation tool that empowers teams to connect data, automate workflows, and gain insights, all within their preferred spreadsheet environment.

Convoso

Convoso is the leading AI-powered contact center platform for outbound campaigns, offering a multimode dialer and workflow automation to drive productivity and maximize ROI.

Cresta

Cresta’s AI-powered platform combines real-time insights with human intelligence to optimize contact center operations, improve customer experiences, and enhance agent performance.

Dialpad

Dialpad provides a mobile-first, AI-powered cloud communications platform for businesses, offering phone, conferencing, and contact center solutions to enable seamless work-from-anywhere environments.

DRIPS

Drips is a conversational AI platform that leverages SMS messaging to engage consumers in a way that is real, easy, and safe.

Five9

Five9 delivers intelligent cloud contact center solutions with AI-powered automation and omnichannel support, empowering businesses to improve customer engagement and efficiency.

Genesys

Genesys offers AI-powered contact center solutions that deliver personalized customer experiences at scale, with integrated CCaaS, UCaaS, and workforce management tools.

Glia

Glia provides an AI-powered digital customer service platform that integrates voice, video, chat, and CoBrowsing to deliver seamless customer experiences across digital channels.

GoTo

GoTo provides all-in-one cloud communications and IT support tools designed to simplify business operations, enhance collaboration, and support remote workforces.

Humantic

Humantic AI is a buyer intelligence platform that empowers sales teams with personality insights to improve prospect engagement and boost conversion rates.

Intercom

Intercom offers a customer communication platform that unifies messaging, email, and chat into one inbox, enhancing customer support and engagement.

Invoca

Invoca provides AI-powered call tracking and conversational analytics to help businesses understand and optimize phone call interactions with customers.

Ivinex

Ivinex provides a highly customizable CRM platform that allows businesses to design and manage custom workflows without the need for coding.

Neostella

Neostella provides scalable Robotic Process Automation (RPA) solutions that streamline workflows and improve efficiency across industries, delivering rapid ROI.

Nextiva

Nextiva provides an AI-powered unified communication and customer experience platform, helping businesses streamline customer interactions across voice, SMS, video, and more.

Focus Industries
Interested in Salesforce
Talk to a technology advisor for no cost/obligation to better understand how Salesforce can be a fit for your business.
Back To Marketplace
Salesforce-logo-detail

Salesforce

More Details
Salesforce provides a comprehensive CRM platform, enabling businesses to manage sales, service, marketing, and commerce at scale, with AI-powered insights.
Salesforce provides a comprehensive CRM platform, enabling businesses to manage sales, service, marketing, and commerce at scale, with AI-powered insights.
Overview Buying Guide

Overview

Executive Overview

Salesforce is a leading CRM and customer engagement platform offering AI, automation, and data integration across sales, service, marketing, commerce, and analytics. Its Customer 360 ecosystem helps unify customer interactions across every touchpoint.

Company Differentiation

  • Global leader in CRM with AI, app ecosystem, and cross-cloud platform

Company Demographics

Revenue
Employees
Founded
Type

Product Offerings

  • Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud
  • Einstein AI, Data Cloud, Flow Automation, Slack Integration
  • Analytics, Personalization, CRM + CPQ + Integrations
  • Industry Clouds: Healthcare, Financial Services, Manufacturing, Retail

Product Differentiation

  • Customer 360 and Data Cloud unify identity, data, and engagement at scale

Buying Guide

Product Type Matrix
unlock
Sign in or create an account to see how Salesforce compares to other vendors in our marketplace by the product types that you care about. Select up to 10 product types that you would like to see compared.

Legend

Market Leader
Differentiator
At Market
Behind Market
Unavailable

Best Fit

For businesses looking to optimize operations with cloud-based CRM, sales, marketing, and customer service solutions, Salesforce offers a comprehensive platform that enhances customer relationships and drives business growth. CXponent can help you assess your needs and implement Salesforce’s solutions to streamline your operations and improve customer engagement.

Key Features and Benefits

  • Customer Relationship Management (CRM): Salesforce provides a comprehensive CRM platform that helps businesses manage customer data, track interactions, and automate sales, marketing, and support workflows.
  • Sales Cloud: Salesforce’s Sales Cloud enables sales teams to manage leads, track opportunities, automate tasks, and close deals faster, improving sales performance and productivity.
  • Service Cloud: Service Cloud offers tools for customer service management, including case management, live chat, knowledge base, and automation, helping businesses improve customer support and satisfaction.
  • Marketing Cloud: Salesforce’s Marketing Cloud allows businesses to create personalized marketing campaigns, automate marketing processes, and analyze customer journeys across email, social media, and more.
  • Analytics and Reporting: Salesforce provides advanced analytics and reporting tools, allowing businesses to generate insights from customer data, sales performance, and marketing campaigns for informed decision-making.

Technical Requirements

  • Cloud-Based Platform: Salesforce is fully cloud-hosted, requiring stable internet connectivity and compatible devices to access its CRM, sales, marketing, and customer support features.
  • Integration Capabilities: Salesforce integrates with a wide range of third-party business applications, including ERP systems, marketing automation tools, and contact center platforms, ensuring seamless workflows.
  • Security & Compliance: Salesforce adheres to industry-standard security and compliance protocols, such as SOC 2, HIPAA, and GDPR, ensuring the protection of customer data and communications.
  • Customization and App Integration: Businesses need to configure Salesforce’s customization options and integrations with existing systems to optimize workflows and data management.

Business Requirements

  • CRM for Customer Data Management: Businesses looking to centralize customer data, track interactions, and automate sales and marketing processes will benefit from Salesforce’s CRM platform.
  • Sales Process Automation: Companies seeking to streamline sales processes, manage leads and opportunities, and improve sales productivity should consider Salesforce’s Sales Cloud.
  • Customer Service Optimization: Organizations focused on improving customer service and support operations will find value in Salesforce’s Service Cloud, which provides tools for case management and customer interaction tracking.
  • Marketing Automation Needs: Businesses looking to automate and personalize marketing campaigns across multiple channels should explore Salesforce’s Marketing Cloud.

Use Cases

  • Sales Automation and CRM: Salesforce helps businesses automate sales tasks, manage customer interactions, and track opportunities, improving sales team efficiency and conversion rates.
  • Customer Service and Support Management: With Service Cloud, businesses can manage customer inquiries, track cases, and provide real-time support through multiple channels, enhancing customer satisfaction.
  • Marketing Campaign Management: Salesforce’s Marketing Cloud enables businesses to design personalized campaigns, automate marketing workflows, and analyze performance across email, social, and more.
  • Data-Driven Decision Making: Salesforce’s analytics tools provide insights into customer behavior, sales performance, and marketing effectiveness, helping businesses make data-driven decisions.

Qualifying Questions

  • Does your business need a CRM solution to centralize customer data, track interactions, and automate sales and marketing processes?
  • Are you looking to streamline sales workflows and improve team productivity with lead and opportunity management tools?
  • Do you need to optimize customer service operations with tools for case management, real-time support, and automation?
  • Is your marketing strategy focused on personalizing campaigns and automating multi-channel marketing efforts?

Implementation Timeline & Considerations

  • Deployment Time: Salesforce’s platform can typically be implemented within 8-12 weeks, depending on the size of the business and the level of customization and integration with existing systems.
  • Considerations: Ensure that your sales, marketing, and IT teams are involved in the deployment process to configure workflows, customize CRM tools, and integrate Salesforce with other business applications.
  • Security & Compliance: Verify that Salesforce’s security protocols and compliance certifications align with your organization’s regulatory requirements for data protection and privacy.

ROI and Business Impact

  • Improved Sales Productivity: Salesforce’s Sales Cloud helps businesses streamline sales workflows, manage opportunities more effectively, and close deals faster, improving overall sales performance.
  • Enhanced Customer Service: Service Cloud enables businesses to manage customer inquiries more efficiently, leading to faster resolutions and improved customer satisfaction.
  • Data-Driven Marketing Campaigns: Salesforce’s Marketing Cloud allows businesses to create personalized campaigns and analyze customer journeys, driving higher engagement and conversion rates.
  • Scalable CRM Solutions: Salesforce’s platform scales with your business, allowing for the easy addition of users, data, and workflows as your business grows.

Cost Model

Salesforce offers flexible subscription-based pricing based on the number of users and the level of features required. Pricing scales with the size of the business and the scope of CRM, sales, marketing, and customer service needs. Custom pricing is available for larger enterprises with complex integration and customization requirements.

Roles of Decision Makers

  • Sales Leaders: Oversee the deployment of Salesforce’s Sales Cloud to ensure alignment with sales goals and improved sales productivity.
  • Customer Service Leaders: Use Salesforce’s Service Cloud to enhance customer support operations and improve case resolution times.
  • Marketing Leaders: Leverage Salesforce’s Marketing Cloud to create personalized campaigns and optimize marketing performance across multiple channels.
  • IT Leaders: Manage the integration of Salesforce’s platform with existing business applications, ensuring seamless data flow and system performance.

Additional Considerations & Helpful Tips

  • CRM Optimization Strategy: Develop a strategy for optimizing Salesforce’s CRM tools to improve data management, automate workflows, and enhance customer interactions across teams.
  • Sales Process Automation: Use Salesforce’s automation tools to streamline sales tasks, manage leads, and track opportunities for improved sales performance.
  • Customer Service Efficiency: Plan for improved customer service efficiency by implementing Service Cloud’s case management and real-time support tools.
  • Marketing Automation Planning: Use Marketing Cloud to automate multi-channel campaigns, analyze performance, and personalize customer journeys for better engagement and conversions.

Next Steps

Looking to optimize your sales, marketing, and customer service operations with Salesforce’s cloud-based platform? CXponent can help you assess your needs and implement Salesforce’s solutions. Contact us today to get started.

Qualifying and Technical Questions

Media

Salesforce Software Details
CRM & CX Platform with AI, Automation, and Customer 360
Categories

Business Operations

Centralize and optimize core business functions. From project management and financial planning to HR and supply chain, this category covers the software that keeps your business running smoothly.

Enterprise Resource Planning (ERP)

Integrate and manage core business processes across your organization. Streamline operations, gain visibility into data, and make better decisions with enterprise resource planning software.

Human Resources Management (HRM)

Streamline HR processes and empower your workforce. Manage employee data, payroll, benefits, and performance with tools that improve efficiency and engagement.

Integrations

AmplifAI

AmplifAI empowers contact centers with AI-driven performance enablement, delivering actionable insights and personalized coaching to enhance team productivity and operational efficiency.

Apollo

Apollo provides a data-driven sales intelligence platform, enabling businesses to identify, connect with, and close deals with their ideal prospects using advanced search and engagement tools.

AptEdge

AptEdge provides AI-powered knowledge management and support solutions, streamlining customer service workflows and improving agent efficiency through contextual insights.

Assured Data

Assured Data Protection provides managed data security, backup, and disaster recovery services, leveraging Rubrik’s Zero Trust architecture to ensure business continuity.

Cato Networks

Cato Networks delivers a fully integrated SASE platform that combines SD-WAN and cloud-native security, enabling enterprises to optimize and secure application access for all users and locations.

Coefficient

Coefficient is a spreadsheet automation tool that empowers teams to connect data, automate workflows, and gain insights, all within their preferred spreadsheet environment.

Convoso

Convoso is the leading AI-powered contact center platform for outbound campaigns, offering a multimode dialer and workflow automation to drive productivity and maximize ROI.

Cresta

Cresta’s AI-powered platform combines real-time insights with human intelligence to optimize contact center operations, improve customer experiences, and enhance agent performance.

Dialpad

Dialpad provides a mobile-first, AI-powered cloud communications platform for businesses, offering phone, conferencing, and contact center solutions to enable seamless work-from-anywhere environments.

DRIPS

Drips is a conversational AI platform that leverages SMS messaging to engage consumers in a way that is real, easy, and safe.

Five9

Five9 delivers intelligent cloud contact center solutions with AI-powered automation and omnichannel support, empowering businesses to improve customer engagement and efficiency.

Genesys

Genesys offers AI-powered contact center solutions that deliver personalized customer experiences at scale, with integrated CCaaS, UCaaS, and workforce management tools.

Glia

Glia provides an AI-powered digital customer service platform that integrates voice, video, chat, and CoBrowsing to deliver seamless customer experiences across digital channels.

GoTo

GoTo provides all-in-one cloud communications and IT support tools designed to simplify business operations, enhance collaboration, and support remote workforces.

Humantic

Humantic AI is a buyer intelligence platform that empowers sales teams with personality insights to improve prospect engagement and boost conversion rates.

Intercom

Intercom offers a customer communication platform that unifies messaging, email, and chat into one inbox, enhancing customer support and engagement.

Invoca

Invoca provides AI-powered call tracking and conversational analytics to help businesses understand and optimize phone call interactions with customers.

Ivinex

Ivinex provides a highly customizable CRM platform that allows businesses to design and manage custom workflows without the need for coding.

Neostella

Neostella provides scalable Robotic Process Automation (RPA) solutions that streamline workflows and improve efficiency across industries, delivering rapid ROI.

Nextiva

Nextiva provides an AI-powered unified communication and customer experience platform, helping businesses streamline customer interactions across voice, SMS, video, and more.

Focus Industries
Interested in Salesforce?
Talk to a technology advisor for no cost/obligation to better understand how Salesforce can be a fit for your business.