Salesforce
CRM and Business Platform
Salesforce is a cloud-based CRM and business platform used by companies of all sizes to manage sales, customer service, marketing, and more. It is the world’s leading CRM solution, offering a highly customizable and scalable platform that adapts to complex enterprise needs as well as smaller teams.
Beyond CRM, Salesforce has grown into a broad ecosystem covering automation, analytics, AI, and industry-specific solutions, all connected through a single platform.
Key features:
- Sales pipeline and opportunity management
- Contact and account management
- Marketing automation (Marketing Cloud)
- Customer service and support (Service Cloud)
- Analytics and reporting (Tableau)
- Workflow and process automation (Flow)
- AI-powered insights (Einstein AI)
- AppExchange with 7,000+ integrations
- Mobile app
- Custom app development (Salesforce Platform)
Case studies using Salesforce
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Stromeus
Stromeus helps customers compare electricity and gas plans. Sales staff needed to move enquiries, call results and commission details between tools. Enquiries and call outcomes now…
- Energy comparison
- Sales enquiries
- Calls
- Commission accounting
- Sales support
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Centric Software
Centric Software makes software for product and retail teams. After two acquisitions, staff combined sales reports by hand. HubSpot and Salesforce now keep customer details updated…
- Customer details
- Sales enquiries
- Sales ownership
- Notes and campaigns
- Earlier records
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Unitedleads
Unitedleads manages financial brokerage contracts and partner referrals. Orders, commissions and invoices needed repeated handling across separate tools. Salesforce and Pipedrive n…
- Contracts and orders
- Commissions
- Invoices
- Partner referrals
- Reversed orders