Salesforce CRM and Customer Platform for Modern Businesses

Salesforce is a customer relationship management platform that helps businesses connect sales, service, marketing, commerce, data, and AI-powered workflows. By bringing customer information and business processes together, Salesforce gives teams a shared environment for managing relationships, opportunities, customer interactions, and growth activities.

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CRM
Connected customer operations for managing relationships, teams, data, and business workflows
CRM
Customer & Relationship Management
Sales
Leads, Opportunities & Forecasting
Service
Customer Support & Case Management
Marketing
Campaigns & Customer Journeys
Data
Connected Customer Information
AI
Agentforce & Intelligent Workflows
How Salesforce Works

Connect Customer Information Across Your Business

Salesforce provides a connected environment for managing customer relationships, sales activity, service interactions, marketing engagement, commerce, data, and AI-supported workflows. Instead of keeping important customer information in separate systems, teams can use Salesforce to create a more unified view of accounts, contacts, opportunities, and customer activity.

01

Bring Customer Information Together

Salesforce CRM helps teams maintain structured records for customers, prospects, accounts, contacts, opportunities, and related activities. A centralized customer record can make it easier for teams to understand relationships and continue conversations with relevant context.

02

Manage Leads and Opportunities

Sales teams can capture leads, qualify prospects, organize opportunities, manage account information, and monitor sales activity. Salesforce supports structured sales processes so teams can follow opportunities from early engagement through later stages of the sales cycle.

03

Support Customers Across Service Channels

Service teams can use Salesforce to manage customer cases, service requests, knowledge resources, and support processes. Connecting service activity with customer information can help representatives work with greater context when responding to customer needs.

04

Automate Business Workflows

Salesforce includes automation capabilities that can help organizations streamline selected processes. Depending on the products and configuration, teams can automate tasks, approvals, notifications, routing, data processes, and other repetitive activities.

05

Use Data and AI to Make Better Decisions

Salesforce connects business data with reporting, analytics, and AI capabilities. Teams can use dashboards, reports, connected data, and available Agentforce capabilities to gain insights, improve productivity, and support customer and employee workflows.

Salesforce CRM Dashboard
CRM Overview
Customer 360 View
▶
Sales Pipeline
Monitor opportunities, activities, and progress across the sales process
Deals
accounts customer records
leads prospect management
opportunities sales pipeline
reports business insights
AI
Connected Customer Intelligence
Bring customer data, workflows, and business activity into a connected CRM environment
CUSTOMER WORKFLOW
360°
Salesforce Products

Explore Salesforce Solutions for Different Business Functions

Explore Salesforce Plans →
Core CRM CRM
Salesforce CRM
Connect customer and business data
Customer Relationships
SLS
Sales Cloud
Manage sales activities and opportunities
Sales & Revenue
SRV
Service Cloud
Deliver connected customer service
Support & Cases
MKT
Marketing Cloud
Create personalized customer journeys
Marketing & Engagement
COM
Commerce Cloud
Support digital commerce experiences
Commerce & Revenue
DATA
Data 360
Connect and activate customer data
Data & Intelligence
AI
Agentforce
Build AI-powered business agents
AI & Automation
ANA
Tableau
Explore data and business analytics
Analytics & Insights
CRM Customer Management
API Business Integrations
DATA Data Connectivity
AI Agentic AI
+ Additional Salesforce Solutions
Why Businesses Use Salesforce

Customer-Focused Technology Built for Connected Operations

Salesforce combines CRM capabilities with sales, service, marketing, commerce, data, analytics, automation, and AI technologies. Organizations can use different Salesforce products and configurations according to their teams, industry requirements, customer journeys, and operational goals.

Salesforce CRM customer and account management interface
CRM
Customer 360
Customer Relationship Management

Create a More Complete View of Customer Relationships

Salesforce CRM helps organizations manage customer and prospect information across accounts, contacts, opportunities, activities, and other business records. Connected information can give teams useful context when they interact with customers and manage ongoing relationships.

  • Account and contact management
  • Lead and opportunity tracking
  • Customer activity and relationship records
  • Customizable CRM processes and data fields
Salesforce marketing automation and customer journey tools
Journey
Customer Engagement
Marketing & Engagement

Build Relevant Customer Journeys Across Channels

Salesforce marketing capabilities help organizations plan and manage customer engagement across campaigns, journeys, content, and other marketing activities. Connected customer data can help marketing teams create more informed experiences and coordinate engagement with broader business processes.

  • Customer journey and campaign management
  • Personalized marketing experiences
  • Audience and customer data activation
  • Marketing analytics and performance measurement
Salesforce sales pipeline and opportunity management tools
Sales
Opportunity Management
Sales Cloud

Turn Sales Activity Into a Structured Revenue Process

Salesforce Sales Cloud provides tools for managing leads, accounts, opportunities, activities, forecasting, and sales processes. Sales organizations can use CRM data and pipeline visibility to coordinate prospecting, follow-ups, deal management, and revenue planning.

  • Lead and opportunity management
  • Sales pipeline visibility
  • Forecasting and sales activity tracking
  • Reports and dashboards for sales performance
360
Connected Customer Data

Bring customer information, interactions, and business activity together to support a broader view of customer relationships.

AI
Agentforce & AI

Salesforce provides AI capabilities and Agentforce tools designed to support employees, customers, and selected business workflows.

AUTO
Business Automation

Automate selected processes, routing, notifications, approvals, and repetitive work according to business requirements.

DATA
Analytics & Insights

Use Salesforce reporting, dashboards, connected data, and analytics technologies to understand business performance.

Salesforce Business Use Cases

Designed for teams across the customer lifecycle

Salesforce can support different business functions, including sales, customer service, marketing, commerce, data management, analytics, and AI-powered workflows. The appropriate products and capabilities depend on an organization's goals and configuration.

SLS

"Sales teams can use connected CRM records to manage prospects, accounts, opportunities, activities, and pipeline information throughout the sales process."

SLS
Sales Cloud
Leads • Opportunities • Forecasting
SRV

"Service teams can connect customer information with cases, support processes, knowledge, and service operations to manage customer requests more effectively."

SRV
Service Cloud
Cases • Support • Knowledge
MKT

"Marketing teams can use customer data and marketing technologies to coordinate campaigns, journeys, engagement, and personalized experiences."

MKT
Marketing Cloud
Journeys • Campaigns • Engagement
COM

"Commerce capabilities can help businesses create digital storefronts and manage customer-facing commerce experiences across relevant touchpoints."

COM
Commerce Cloud
Stores • Commerce • Customer Experience
DATA

"Connected data can provide teams with more useful context for customer interactions, reporting, analytics, personalization, and business processes."

DATA
Data 360
Data • Context • Customer Intelligence
AI

"Agentforce and other Salesforce AI capabilities can support selected employee and customer workflows while working with business data and CRM context."

AI
Agentforce
AI Agents • Automation • Productivity
CRM

"A connected CRM environment can help teams maintain customer records, track interactions, and coordinate activities across the customer lifecycle."

CRM
Salesforce CRM
Accounts • Contacts • Activities
AUTO

"Automation can help organizations standardize selected business processes, reduce repetitive work, and route information or tasks according to defined rules."

AUTO
Salesforce Automation
Workflows • Routing • Processes
ANA

"Reporting and analytics tools can help organizations examine customer, sales, service, and operational information to support more informed decisions."

ANA
Analytics
Reports • Dashboards • Insights
CRM Comparison

How Salesforce Compares With Other CRM Platforms

CRM platforms vary in their approach to customization, sales management, service, marketing, integrations, automation, analytics, and AI. The comparison below is a general feature-level overview and should not be treated as a substitute for reviewing each vendor's current product documentation and plan details.

Feature Salesforce HubSpot Zoho CRM Pipedrive
Contact & Account Management ✓ Available ✓ Available ✓ Available ✓ Available
Lead & Opportunity Management ✓ Available ✓ Available ✓ Available ✓ Available
Sales Pipeline ✓ Available ✓ Available ✓ Available ✓ Core Feature
Marketing Capabilities ✓ Available ✓ Available Available Limited
Customer Service ✓ Available ✓ Available ✓ Available Limited
Automation ✓ Available ✓ Available ✓ Available Available
Reporting & Analytics ✓ Available ✓ Available ✓ Available ✓ Available
AI Capabilities ✓ Available ✓ Available ✓ Available Available
Salesforce Plans

Find the Salesforce edition that matches your requirements

Salesforce offers different editions and product subscriptions for businesses with different requirements. Pricing, included capabilities, user requirements, contracts, usage limits, and optional products can vary by solution and edition.

Check the latest Salesforce pricing and included features before selecting a product or subscription.
Product
Core CRM
Salesforce CRM
Customer Relationship Management
Connect customer records, sales activity, service interactions, and business information.
Plans Vary
Explore CRM
Sales Cloud
Sales & Revenue Management
Manage leads, accounts, opportunities, pipeline activity, forecasting, and sales processes.
Plans Vary
Explore Sales
Service Cloud
Customer Service
Support customer service teams with case management, knowledge, automation, and service workflows.
Plans Vary
Explore Service
Account & Contact Management ✓ ✓ ✓
Lead Management ✓ ✓ Available
Opportunity Management ✓ ✓ Available
Sales Forecasting Available ✓ Varies
Customer Service Tools Available Available ✓
Automation ✓ ✓ ✓
Reporting & Dashboards ✓ ✓ ✓
AI Capabilities ✓ ✓ ✓
Integrations & Extensibility ✓ ✓ ✓
Plan Availability Varies Varies Varies

Salesforce pricing, editions, features, limits, packaging, and subscription requirements may change. Review the current Salesforce product and pricing information before purchasing, subscribing, or comparing plans.

Frequently Asked Questions

Common Questions About Salesforce

Learn more about Salesforce CRM, Sales Cloud, Service Cloud, Marketing Cloud, Agentforce, customer data, automation, pricing, and business applications.

Learn More →
Salesforce is a customer relationship management and business technology platform that helps organizations manage customer relationships, sales, service, marketing, commerce, data, analytics, and AI-supported workflows.
Yes. Salesforce is widely used as a CRM platform. It provides tools for managing accounts, contacts, leads, opportunities, customer activity, service interactions, and other business information. Salesforce also extends beyond core CRM into areas such as marketing, commerce, data, analytics, and AI.
Salesforce offers CRM options for businesses with different sizes and requirements, including solutions aimed at small businesses. The best option depends on the team's size, required features, budget, workflows, customization needs, and growth plans.
Sales Cloud is Salesforce's sales-focused CRM solution. It provides capabilities for managing leads, accounts, opportunities, sales activities, pipelines, forecasting, and other parts of the sales process. Exact functionality depends on the selected edition and configuration.
Service Cloud provides customer service capabilities within Salesforce. Depending on the edition, organizations can use features such as case management, knowledge, service workflows, automation, and customer support tools.
Yes. Salesforce provides automation capabilities that can support selected business processes. Organizations can configure automation for areas such as routing, notifications, approvals, tasks, data processes, and customer or employee workflows depending on the products and configuration used.
Yes. Salesforce provides AI capabilities through its platform, including Agentforce. Depending on the product and configuration, AI can support areas such as customer service, sales, productivity, data, content, and business workflows.
Salesforce pricing depends on the product, edition, number of users, features, contract terms, usage, and optional capabilities. Because Salesforce offers multiple products and pricing can change, users should review the latest official pricing information before making a purchasing decision.
Salesforce is designed to connect with other applications and business systems through integrations, APIs, AppExchange solutions, and other technologies. Available integration methods and capabilities depend on the external application, Salesforce product, edition, and implementation.

Explore a Connected Approach to Customer Management with Salesforce

Salesforce is a customer relationship management platform that helps organizations manage relationships, sales processes, customer service, marketing activities, commerce experiences, data, and business workflows. CRM information provides a foundation for teams that need access to relevant customer and business context.

Organizations can use Salesforce to manage accounts and contacts, qualify leads, track opportunities, support customers, coordinate marketing activity, analyze business data, automate selected processes, and explore AI-powered capabilities such as Agentforce.

Salesforce provides different products, editions, and solutions for different business requirements. Features, limits, integrations, pricing, and availability can vary according to the selected product, edition, configuration, and region.

Why Businesses Use Salesforce CRM and Customer Technologies

CRM
Connected CRM Records

Organize accounts, contacts, leads, opportunities, activities, and customer information through a centralized CRM environment.

SLS
Sales & Revenue Management

Manage sales opportunities, pipelines, activities, forecasting, and customer relationships through sales-focused CRM tools.

AI
AI and Automation

Use available Salesforce automation and AI capabilities to support selected customer, employee, data, and business workflows.

Explore Salesforce Solutions for Different Business Requirements

CRM

Salesforce CRM

Manage accounts, contacts, leads, opportunities, customer interactions, and relationship information through a connected CRM platform.

SLS

Salesforce Sales Cloud

Support sales teams with lead management, opportunity tracking, pipeline visibility, forecasting, sales activities, and revenue processes.

SRV

Salesforce Service Cloud

Help service teams manage customer cases, support interactions, knowledge resources, automation, and service operations.

MKT

Salesforce Marketing Cloud

Support marketing campaigns, customer journeys, personalization, engagement, and data-driven marketing activities across relevant customer touchpoints.

DATA

Salesforce Data 360

Connect and activate customer data to help organizations create more useful context for analytics, personalization, and customer experiences.

AI

Salesforce Agentforce

Explore AI agent capabilities designed to support selected employee and customer workflows using Salesforce data, business processes, and configured actions.

Build a More Connected Customer Experience

Bring customer data, teams, and business processes together with Salesforce.

Salesforce provides connected technologies for CRM, sales, service, marketing, commerce, data, analytics, automation, and AI. Explore the available solutions and evaluate the products that fit your business requirements, workflows, and growth objectives.

Explore Salesforce →

✓ CRM and customer data · ✓ Sales and service · ✓ AI and automation