Detailed Full Review of SalesForce: All you need to know (2024)

Salesforce provides various software solutions and a platform around a powerful CRM for users and developers to develop and distribute custom software.



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What is Salesforce CRM?

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Salesforce is a CRM software popular that helps businesses track customer data and manage relationships.

It is used by many small businesses as well as Fortune 500 companies.

Salesforce, one of best sales management software, has a lot of features and can help sales teams keep track of their customer data and pipeline.

It also has strong automation features that help the right teams close deals more quickly and turn customers into long-term brand evangelists.

With a community of over 150,000 customers, Salesforce is a company B2B SaaS specialized in CRM (Customer Relationship Management) software.

To streamline and improve the sales process, Salesforce allows salespeople to track customer data, manage their pipeline, and automate repetitive tasks.

The software is also known for its scalability: it can be easily customized and adapted to the growth of a business.

Thanks to its various customization options, its wide range of integrations, and features like Einstein AI (now known as Tableau CRM - more on that), Salesforce has become one of the most popular CRM systems among small businesses and large corporations alike.

salesforce integration

In addition, minimal configuration is required at startup, which ensures that the software is up and running quickly.

Thanks to its automation features, customizable interface, and integrations with popular business software, Salesforce is one of the best CRM software that can be adapted to the needs of your business.


Now let's take a look at the various features that Salesforce offers.

1. Salesforce Customer 360

customer 360

One of the main features of Salesforce is Customer 360, which gives businesses a comprehensive view of their customers.

With Customer 360 and its more than 8,700 essential partner applications and services, businesses can effectively execute appropriate contact management processes by connecting all of their customer data in one place.

This gives them a 360-degree view of each customer, which helps sales teams better understand their needs and provide more personalized service.

Whether you want to store data locally or in the cloud, Customer 360 has you covered.

Thanks to the hyper-secure storage of customer data, businesses can also be confident in the security of their data.

There is also an emphasis on hyperscalability and hypercompatibility, so businesses can easily connect their data no matter what, and gain confidence in their daily operations.

Here are the different products found in Customer 360.

2. Marketing Cloud

marketing cloud

From the ability to unlock customer value through real-time data to personalizing the customer journey, Marketing Cloud gives businesses the power to transform one-on-one interactions into lasting relationships.

With powerful engagement features and automation capabilities, businesses can easily create and manage personalized marketing campaigns that deliver results.

Marketing Cloud also has a wide range of integrations, allowing businesses to connect their data and workflows more effectively.

Businesses can also automate engagement across channels, making it easier to communicate with customers on the media they prefer.

3. Sales Cloud

sales cloud

To ensure that your representatives are working to the best of their abilities, any business can benefit from Sales Cloud.

Salesforce Sales Cloud gives salespeople the tools they need to stay organized and focused on their tasks in order to sell more effectively.

With features like opportunity management, sales and marketing automation, sales and marketing automation, forecast management, territory planning, and more, representatives can manage their entire sales pipeline from one place.

They can also access real-time data and create reports and analyses to help them make the best decisions possible.

Sales Cloud is also mobile-friendly, so representatives can access their data and workflows outside of the office.

4. Commerce Cloud

commerce cloud

Do you want to reduce costs and increase conversion rates in your e-commerce?

Commerce Cloud is here to help.

With tools that can help you launch and grow your e-commerce business, Commerce Cloud gives businesses the power to sell more effectively online.

You can also retain your customers over the long term thanks to a customer experience adapted to everyone's needs.

Commerce Cloud uses artificial intelligence to build relationships with customers and recommend products that may be of interest to them.

5. Service Cloud

service cloud

Finally, you can connect all the dots for your customers with Service Cloud.

With this module, businesses can quickly provide world-class customer service and support.

As a business owner, you can also resolve customer issues more quickly with customer management features including case management, chat with a live agent, knowledge management, etc.

With connected channels that personalize and deliver seamless customer service experiences, businesses can easily create lasting relationships with their customers.

Scaling is also facilitated by Service Cloud, allowing businesses to quickly expand their customer service businesses without a headache.

From case management to digital engagement, field service and analytics, Service Cloud has everything businesses need to provide world-class customer service.

6. Integrations

Salesforce offers a variety of integrations and add-ons that can help businesses get the most out of their CRM software.

For example, there are integrations for popular productivity tools like G Suite, Slack, Mailchimp, Quickbooks, etc.

There are also a variety of add-ons that can help businesses automate sales and marketing processes.

These integrations are useful for businesses of all sizes, but they are accommodating for small businesses that may not have the resources to create their own integrations.


La Salesforce AppExchange store is a great place to find integrations and add-ons for your business.

With categories categorized based on finance, human resources, sales, customer service, and more, it's easy to find the right integration or add-on for your business.

7. Workflow automation

The ability to create workflows and automate processes is one of Salesforce's most powerful features.

The automation of workflows can save businesses a lot of time and money and help improve the effectiveness of their sales and marketing departments.

Depending on the needs of the business, you can automate a single task or even several tasks.

Salesforce offers a variety of workflow automation options, including pre-built workflow templates, so you can get started quickly.

Whether it's customer service team members who want to automate their support processes or a sales team that wants to automate lead management, workflow automation can help businesses of all sizes improve their efficiency.

Additionally, lead scoring allows you to categorize subscribers to your email marketing list or social media followers into groups based on their behavior or interactions.

You can use lead assessment rules to trigger automated workflows that nurture your prospects and help you close more deals.

8. Productivity tools

With the Salesforce AppExchange and application integrations, tools, and add-ons, businesses can extend the functionality of their CRM.

The list of productivity tools could go on for a very long time, but there are two main tools that seem to be very popular with many Salesforce customers.


Salesforce Chatter is a tool that allows businesses to improve communication and collaboration within their organization.

Then, thanks to theExperience Cloud, you can transform your business communication.

Whether it's using the Salesforce dashboard to facilitate the onboarding process for new customers or getting verified leads in real time, the Experience Cloud can help businesses improve communication and overall productivity.

Customer Support

As one of the best providers of customer relationship management software, this sales CRM has an excellent customer support team to provide its users with the right help.

There are three main ways to contact the support team if you need help managing your account:

  • Open an online support ticket
  • Get phone support
  • Use online chat features

Depending on your pricing plan, you can access various support services.


salesforce pricing main

The price you pay for Salesforce depends on the edition you choose and the features and add-ons you need.

Whether it's a small business that just wants to use essential CRM tools or sales and service centers that want more, Salesforce offers an edition and price that's right for any business.

For small businesses, here are the pricing plans offered:

  • Essentials: $25 per month
  • Sales professional: $75 per month
  • Service professional: $75 per month
  • Marketing Cloud Account Commitment: $1250 per month


What businesses are considered to be Salesforce's biggest competitors?

Salesforce's competitors are Hubspot, Zendesk, and Zoho CRM.

Is Salesforce a platform or a CRM?

Salesforce is CRM software.

It is also considered a platform because it has an application store called AppExchange, with numerous applications that extend the functionality of Salesforce.

While free CRM software doesn't exist, you can try any of the first three plans for 14 days.

Final Verdict is a comprehensive CRM solution that offers a broad range of features and tools to help businesses manage customer relationships.

For businesses of all sizes, Salesforce offers a user-friendly interface, advanced workflow automation, and useful productivity tools.

Salesforce also offers a variety of integration options and additional modules to extend the functionalities of its CRM.

In summary, if you're looking for one of the best CRM solutions to help you manage customer relationships more effectively, Salesforce is worth considering.

More reading: Want to see how Salesforce compares to other competitors?

Consult the study HubSpot vs Salesforce for an in-depth look at two of the most popular CRMs on the market.

In addition, if you are new to this sector, here are the main distance selling jobs who offer a salary of more than six figures in the current market.

  • Cloud-based technology
  • Configurable dashboards
  • Support all major browsers
  • Businesses can start up very quickly
  • Very complete CRM package
  • Too expensive for small businesses.
  • Unlimited offer really isn't
  • Complex to set up
  • Too centralized system

Founded in 1996

Headquarter in San Francisco (United States)

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