How does Salesforce CRM & Customer Interaction score on different criteria?
In our independent study we also investigated all relevant products of Salesforce software. More than 160 criteria were used in the process. The bar chart below illustrates the strengths and weaknesses of Salesforce CRM, in general terms. Please note that Passionned Group is 100% independent of the software vendors in our research. We do not sell licenses, we do not make deals or have any ties to the vendor. Among other things, we help and advise companies in the proper selection of BI tooling.
Figure 1: Strength-weakness analysis of the supplier Salesforce CRM & Customer Interaction. You can get a maximum score of 100 percent. Source: the CRM & Customer Interaction Guide 2023. Do you want additional information about our CRM & Customer Interaction guide? Click here to download this guide.
The Salesforce analysis has been established by tapping into a lot of public big data and from there it was exhaustively analyzed. More than 215 documents further we know that Salesforce excels in infrastructure. In this analysis process both algorithms as the subject matter expertise of a BI consultant played a key role in validating the results.Salesforce CRM & Customer Interaction in our CRM & Customer Interaction Guide 2023. In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of Salesforce CRM & Customer Interaction for you.
Salesforce and their complete CRM & Customer Interaction product portfolio
Salesforce carries (a minimum of) 5 products in the realm of CRM & Customer Interaction. Based on relevance we list the products below:
What is Salesforce CRM?
In this paragraph, we provide a description of Salesforce CRM, including some of its features and any related products. This product group consists of Salesforce Scheduler, Einstein, Salesforce AI and Salesforce Service Cloud. Salesforce CRM can be best characterized by the following features:
- CRM
- customer relationship management
- customer service management > customer service
- reporting > crm analytics
- automation platform > marketing automation
- customer data > company relationships
- customer data > business relationships
- customer data
- customer relationship management > customer interactions
- sales management > customer journey
Do you want to know the intricacies of all elements (100+) of Salesforce CRM? Download directly our CRM & Customer Interaction Guide™ 2023 here.
Are you considering hiring an expert in Salesforce CRM?
Do you want to hire a freelance Salesforce CRM developer who can help you get started and implement an Salesforce CRM application? You can do so using our interim services. Indeed, hiring Salesforce CRM developers is not always expedient. Leave a message here and we will explore the business opportunities for you.
What is Salesforce Scheduler?
In this paragraph, we portrait Salesforce Scheduler, including some of its features and any related products. Salesforce Scheduler can be best defined by the following functionalities:
- customer data > appointments
- customer data > appointment
- customer data > accounts
- sales management > opportunity management > opportunities
- customer data > manage contacts > contact
- customer data > account
Are you curious about all the functionalities (100+) of Salesforce Scheduler? Download the CRM & Customer Interaction Guide™ 2023 here.
What is Einstein?
Under this heading, we provide a description of Einstein, including some of its features and any related products. This product can be defined by the following properties:
- CRM
- automation platform > generative ai
- customer data > manage contacts > contact
- sales management > sales activities
- customer data > account
Are you curious about all characteristics (100+) of Einstein? Download the CRM & Customer Interaction Guide™ 2023 here.
What is Salesforce AI?
In this paragraph, we portrait Salesforce AI, including some of its features and any related products. This product / group of products can be best characterized by the following properties:
- automation platform > generative ai
- CRM
- customer data > manage contacts > contact
- customer data
- customer service management > customer service
Are you now curious about all the functions (100+) of Salesforce AI? Then download our CRM & Customer Interaction Guide™ 2023 here.
What is Salesforce Service Cloud?
Under this heading, we give you insight in the key behaviors of Salesforce Service Cloud, including some of its features and any related products. This product can be best defined by the following features:
- customer service management > customer service
- customer service management > case management
- CRM
- customer data > customer information
- customer relationship management > customer interactions
- customer relationship management > small business
- customer relationship management
- customer data > manage contacts > contact
- customer data > 360-degree view
Do you want to know everything about all the functions (100+) of Salesforce Service Cloud? In that case open the CRM & Customer Interaction Guide™ 2023 here.
Salesforce CRM-tools and the version history
Over time, Salesforce has seen a stable development in relation to CRM & Customer Interaction functionality and support for various platforms and data sources.
We reviewed Salesforce’s most recent releases of its complete CRM & Customer Interaction proposition. As far as we can tell, Salesforce does not use an identifiable version numbering system.
What are the licensing costs of Salesforce Scheduler, Einstein and Salesforce AI?
In many cases, it can be difficult to determine the licensing costs of Salesforce CRM & Customer Interaction because it depends on the country, the number of users (or the number of CPUs in the case of server software), the connectors to data sources, and at what point in the year you request a quote. If you request a quote just before the end of the fiscal period of Salesforce, you can probably get a decent reduction in the license cost. In addition, we recommend running the software in the cloud. You then only pay for what you use. The purchase cost of Salesforce Scheduler, Einstein and Salesforce AI may not be the single largest expense, but maintenance and support can certainly put quite a strain on your annual budget.
What makes Salesforce CRM & Customer Interaction distinctive
In our study, we see that Salesforce in the field of CRM & Customer Interaction software has a number of specific features which are characteristic. This makes Salesforce CRM more or less unique: manage key accounts, merge duplicate leads, interactive reporting, cloud applications and manage leads.
The advantages and disadvantages of Salesforce CRM
Figure 14: Tag cloud of the pros and cons of Salesforce CRM & Customer Interaction
Get to know the key features of Salesforce CRM & Customer Interaction in the following topic paragraphs. There we describe all the advantages and disadvantages of Salesforce CRM & Customer Interaction, Salesforce Scheduler, Einstein and Salesforce AI, et cetera. This overview and scores are not rigid: Salesforce can currently work to improving existing and developing features that meet specific customer needs at this time (such as support for goal management). In addition, documentation may lag behind current events.
Share your experience with Salesforce CRM & Customer Interaction
Leave a review about Salesforce CRM & Customer Interaction here. Your opinion may then be brought along in an even more informed review of the results of Salesforce CRM.
1. Salesforce Infrastructure
The company has an excellent score in our 100% vendor-independent CRM & Customer Interaction survey on the section ‘Infrastructure’. The score amounts to 99%, compared to other vendors. The following criteria were used: authentication, on-premises, email integration, rest api and document management. In total, we examined 54 aspects in this category. Are you excited about the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Guide.
2. Salesforce Data Quality
Salesforce has an excellent rating in our current CRM & Customer Interaction survey on the subject ‘Data Quality’. The score amounts to 94%, compared to other vendors. We considered the following factors: merge duplicate and data cleansing. In total, we examined 11 criteria within this section. Are you excited about the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:
3. Salesforce Customer Relationship Management
Salesforce has an excellent rating in our study on the subject ‘Customer Relationship Management’, given that they score 93% on this, compared to other vendors. We used the following selection criteria: customer interactions, small businesses, self-service portal, custom activities, social media integration and larger businesses. In doing so, we investigated the following products: Salesforce CRM. In total, we examined 21 criteria within this section. Are you planning to specialize further in the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Guide 2023.
4. Salesforce Customer Data
Salesforce has an excellent score in our 100% vendor-independent CRM & Customer Interaction survey on the subject ‘Customer Data’. The company scores 87% on this topic, relative to other vendors. We considered the following factors: account, custom fields and data protection. In total, we examined 45 aspects in this category. Would you like to learn more about the topic ‘Customer Data’? Then download here our CRM & Customer Interaction Study 2023. Or take a deep dive in the following content:
5. Salesforce Customer Service Management
Salesforce has an excellent rating in our study on the subject ‘Customer Service Management’, given that they score 86% on this, relative to other vendors. We considered the following factors: customer service and case management. In total, we examined 9 criteria in this category. Would you like to go into more depth with the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Study 2023.
6. Salesforce Sales Management
The company has an excellent rating in our 100% vendor-independent CRM & Customer Interaction survey on the subject ‘Sales Management’, given that they score 83% on this, relative to other vendors. We used the following selection criteria: ecommerce, customer journeys and customer lifetime value. In total, we examined 50 features within this discipline. Would you like to go into more depth with the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Guide.
7. Salesforce Automation Platform
The company has an excellent rating in our study on the section ‘Automation Platform’. The company scores 80% on this topic, relative to other vendors. We looked at the following criteria, among others: low-code and no-code. In total, we examined 20 features within this discipline. Are you planning to specialize further in the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Study 2023.
8. Salesforce Lead Management
Salesforce has a good score in our current CRM & Customer Interaction survey on the section ‘Lead Management’ with a score of 76%, relative to other vendors. We considered the following factors: lead generation, lead conversion, lead qualification and lead scoring. In total, we examined 12 criteria within this section. Would you like to go into more depth with the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Study 2023.
9. Salesforce Reporting
The company has a good performance in our current CRM & Customer Interaction survey on the subject ‘Reporting’, given that they score 75% on this, compared to other vendors. We looked at the following criteria, among others: advanced reporting, sales dashboards, pipeline reporting, interactive reporting and pipeline chart. In total, we examined 10 features within this discipline. Would you like to go into more depth with the topic ‘Reporting’? Then download here our CRM & Customer Interaction Study 2023.
10. Salesforce Campaign Management
The company has a good score in our study on the section ‘Campaign Management’ with a score of 66%, relative to other vendors. We used the following selection criteria: email campaigns and drip campaigns. In total, we examined 25 features within this discipline. Would you like to learn more about the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Guide.
Want to know more? Then order the CRM & Customer Interaction Guide™ 2023 here
In which sectors is Salesforce CRM & Customer Interaction most active?
In our current CRM & Customer Interaction survey about, we also looked at which industries a software vendor moves to. These are the industries where Salesforce is on the road: banking, education, real estate, retail and telecom.
Salesforce software is most used by…
The CRM & Customer Interaction software from Salesforce is most often mentioned in combination with the following function: service agents.
Hire a seasoned Salesforce specialist
Education and training course Salesforce CRM & Customer Interaction
The specialists of Passionned Group organize various training courses in the field of CRM & Customer Interaction but can also provide specific Salesforce training, for example as incompany. For example, you can think about the following software: Salesforce Scheduler, Einstein and Salesforce AI. We make you totally comfortable with the ideas of the intelligent, data-driven organization.
In conclusion: Salesforce CRM scores eminent
Salesforce has a extensive product portfolio with which it scores eminent in our CRM & Customer Interaction survey. Salesforce CRM & Customer Interaction innovates (approximately) at an average rate of less than 5 features per year, is active (for now) in many different sectors, and specializing in infrastructure.
About Passionned Group
Passionned Group specializes in 100% independent CRM & Customer Interaction consulting and the implementation of CRM & Customer Interaction solutions. Our driven and passionate consultants help large & small organizations to advance as intelligent, data-driven organizations.
