Salesforce CRM Review


Salesforce is a leading customer relationship management (CRM) solution that aggregates customer, lead, and service management capabilities into a single application. It is considered as the market leader in CRM and is designed for service, marketing, and sales. Salesforce is featured with all the elements that are required to run your business on an automation platform with embedded intelligence. It is a cloud-based CRM solution, which means it utilizes cloud technology to deliver its features and functionality.

The Salesforce CRM does not require any technical knowledge to set up as well as manage the same. It redefines the way businesses connect with the customers by creating a more meaningful relationship. By giving a single view of each client interaction, Salesforce CRM APP can give you a unique experience. The Salesforce CRM features and benefits are discussed below:

  1. Contact Management: Salesforce CRM assures a hassle-free contact management by giving an access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. You can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.
  2. Opportunity Management: The opportunity management is one of the top Salesforce CRM features and benefits to look for. It offers a chance to view the activity timeline of your customers. Also, it depicts the various stages of a particular deal which helps you to decide your next move.
  3. Quote Management: Salesforce CRM simplifies your sales and business processes with forecasting and productivity tracking. Quote management of the products becomes easy with this CRM application. You can simply track the products, which are part of your deal, and it includes the standard price, quantity, product code, and quoted price.
  4. Quote to Cash: Salesforce CRM automates three important elements, namely, configure, price, and quote (CPQ) to simplify the quote management. With this, the sales representatives can select the right quotes for the customers with the latest discounts.
  5. Einstein Analytics: The Einstein analytics offers you high business intelligence that helps to unlock complicated sales as well as service insights. With Einstein Actions, you can go to the next step faster.
  6. Salesforce for Small Business: Salesforce offers Trailhead to guide and grow the small businesses and startups.
  7. Sales Cloud: Salesforce’s Sales Cloud is designed to help you grow your accounts faster, find new customers faster, and close deals faster. It offers features such as contact management, collaboration, marketing tools, and more. With Sales Cloud, you can have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. It also allows you to gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn.
  8. Lead Management: Salesforce’s Lead Management feature helps you make smarter decisions about where to invest your marketing dollars. It tracks your leads from click to close, while continually optimizing your campaigns across every channel.
  9. Sales Data: Salesforce’s Sales Data feature, powered by, helps you get the right sales data at the right time. It allows you to connect with key decision makers faster and easily plan territories. It also increases sales and marketing productivity with the latest, most accurate data.
  10. Mobile: Salesforce’s Mobile feature allows you to turn your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards, no matter where you are. With mySalesforce, the experience can be customized to match your brand.
  11. Workflow and Approvals: Salesforce’s Workflow and Approvals feature allows you to use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. It also allows you to drive success with flexible approvals processes for deal discounts, expenses, and more.
  12. Files Sync and Share: Salesforce’s Files Sync and Share feature allows you to easily share files, discuss them, publish the best, and track your content in real time. You can quickly find what you’re looking for, share it securely, and even subscribe to receive alerts when something changes.
  13. Reports and Dashboards: Salesforce’s Reports and Dashboards feature allows you to access real-time picture of your business at a glance. You can dig deeper with detailed reports that anyone can create and access your reports and dashboards from anywhere.
  14. Sales Forecasting: Salesforce’s Sales Forecasting feature allows you to get a real-time view into your team’s forecasts. It uses in-line editing, override visibility, multi-currency support, and more to stay on top of your business.
  15. Salesforce offers a free trial for users to test out the features and functionality before making a purchase decision. The Salesforce Learning Center also offers answers to many basic questions about CRM, Sales, Customer Service, Marketing and more. With its extensive feature list, customizable options, and support for businesses of all sizes, Salesforce is a great choice for a CRM solution.

What we like about salesforce:

  • User-friendly interface
  • Customizable to fit the specific needs of a business
  • Comprehensive set of features, including CRM, sales, marketing, and customer service tools
  • Strong integration capabilities with other software and systems
  • Robust mobile app for access on-the-go
  • Strong security and compliance features
  • Large and active community of users, developers, and partners for support and resources
  • Scalable to accommodate businesses of all sizes
  • Regular updates and new features to enhance functionality

What we don’t like about salesforce:

  • High cost of ownership and subscription fees
  • Complex user interface that can be overwhelming for some users
  • Limited customization options compared to other CRM platforms
  • Limited third-party integration options
  • Limited reporting and analytics capabilities compared to other CRM platforms
  • Limited mobile app functionality compared to the desktop version
  • Limited storage capacity, additional storage can be expensive
  • Some features are only available with certain subscriptions, which can limit the functionality for small businesses or organizations with limited budgets.
Gerald Omondi
Gerald Omondi
As a writer, I have a passion for exploring a variety of topics. When I'm not putting pen to paper, I enjoy traveling and spending time with my family. As a husband and father, I understand the importance of balance and finding time for the things I love. Whether I'm delving into new subjects or spending quality time with my loved ones.


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