Salesforce Platform Primary Use Case

ChrisTook - PeerSpot reviewer
NA Inside Sales Hub Manager at AMCS Group

We use the solution for our outbound and marketing activities.

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KrishnaKumar10 - PeerSpot reviewer
Director at Cyient Limited

Use cases include sales interactions, sales management, and marketing. This is for the internal customer or internal user. For external offerings, we have field service management and CPQ, along with most of the other models of Salesforce.

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Claudio Chalom - PeerSpot reviewer
Marketing Director at Berlitz Canada Inc.

Our primary use case for this solution is lead management, mainly B2B as I don't think it's that good for the B2C model.

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Buyer's Guide
Salesforce Platform
March 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,386 professionals have used our research since 2012.
ST
Vice President at a healthcare company with 10,001+ employees

We deployed Salesforce for global shared services, for global business services, where we consolidated and standardized on case management software. It's a marketing cloud. We used Einstein as well. We had a pretty large Salesforce deployment. If it was for all internal customers around our global shared services and business services, which was connected with the contact centers. We built contact centers in Manila, Prague, Bogota, and Tampa, among others. Salesforce was the platform that we consolidated all our processes on. We brought it together with Genesis and Interactive Intelligence around the call centers so that we brought everything together.

When we first did the assessment, it was global and it was for putting in a standardized software platform for all the corporate functions of HR, finance, procurement, payroll, and compliance. We standardized all their processes on Salesforce, and then we did that around case management and knowledge management as well. We did that across all those call centers, and that was our Salesforce deployment. We had to EBOM that with ServiceNow and Workday and all the financial systems, SAP, et cetera. We use Salesforce as one of our enterprise platforms.

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Ismail Shaik - PeerSpot reviewer
Technical Manager at Infinite Computer Solutions

The primary use case of the solution is that it supports liaison tickets, creating cases, and resolving them.

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Emrah Uluisik - PeerSpot reviewer
Sales Manager at Destel Bilişim Çözümleri A.Ş.

We primarily use the product for many things related to customer tracking. 

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Devaiss Mohanty - PeerSpot reviewer
Premium Services Sales- CX Professional Services at Cisco

From lead management to reporting, everything happens in Salesforce.

It's used for lead management. We work on various accounts. Each of these accounts has various deals. Typically we concentrate on the upside deals. Converting these is a big task for us. That's where we leverage all these cloud platforms. Typically, it's for keeping track of the customer contacts, making an email campaign, or converting these leads.

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Karan-Singh - PeerSpot reviewer
Account Executive at Speak Ai

I use Salesforce Platform in my company for sales-related activities. I use Salesforce Platform to keep the details of all of my prospects and manage data to create a pipeline, manage that pipeline to get a high-level and a very low-level view of what my sales activities look like.

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Rahul Rupela - PeerSpot reviewer
Manager Strategy and Consulting at a computer software company with 201-500 employees

We use Salesforce to interact with our customers and resolve their queries. It helps you connect employees, engage customers, integrate, and connect everything and everyone.

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GD
Senior Manager Software Development at a comms service provider with 5,001-10,000 employees

We primarily use the solution for our sales processes, services, and customer communities. We also use it to complete other processes. 

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LB
Sales Development Representative at a university with 5,001-10,000 employees

We primarily use the solution as a classic contact database like report building and things of that nature.

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Surcel Stefan - PeerSpot reviewer
Industrial & Land Consultant at Cushman Wakefield

It allows us to track the records of our transaction pipeline. It also helps us with the budgeting, giving us an insight into potential ROI.

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AS
Senior Project Manager at freelancer

The use cases are highly dependent on client engagement, so we're practically implementing solutions on various clouds, primarily Salesforce Service Cloud, but also on Salesforce Marketing Cloud and Salesforce Sales Cloud. Our implementations are generally OOTB solutions for clients. Sometimes, we also customize it.

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MuriloCosta - PeerSpot reviewer
Sales Director at Bornlogic

I used the Salesforce Platform as a CRM, or for customer relationship management.

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Mohamed Abd Kader - PeerSpot reviewer
Head of Enterprise Architecture at Mantrac Group

We primarily use the solution for the CRM, the customer relationship management, but now we are expanding its usage to allow our customers use access an online customer portal based on salesforce community and using B2B commerce  

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NA
Marketing Communications Manager at a financial services firm with 1,001-5,000 employees

We mainly use the solution for Salesforce and for the sales team. They would use it to advise their clients as to other portfolio balances. Also, at any given point in time, we would also use it for referencing any outstanding documents that would ensure that we are KYC compliant.

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PeterQuigley - PeerSpot reviewer
Director of Sales at a tech vendor with 11-50 employees

We primarily use the solution as a CRM for client tracking, renewals, and opportunities and as a database for prospects and other CRM tasks. 

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PG
Senior Technical Consultant at a tech services company with 201-500 employees
SZ
Senior Consultant and Analyst - Product Engineering Services at a computer software company with 201-500 employees

There are various modules available, and not all of them are fully utilized or engaged extensively. Some modules serve internal purposes, such as tracking employee efforts and utilization. This relates to our customer support services. When you input something, you need to adhere to your specified timelines.

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SJ
Head of IT at a non-profit with 201-500 employees

We use it as a CRM for our client management. We use it as a rostering and scheduling tool for our main business, which is supporting people with disabilities. We also use it for our payroll system.

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AK
Digital transformation director at Medmark

The Salesforce Platform is a massive-sized solution. It's a vast digital platform that you can place all your business processes on and you can make the best use of your data and your customer data all in one place. The large data that you can take out of it to base your decisions on, to know your customers better, to be more efficient, and grab all opportunities that are in place and have clear visibility. 

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MZ
Sales Director at a comms service provider with 10,001+ employees

Salesforce Platform is our CRM used to manage the business and the sales opportunities.

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MK
Manager - Key Accounts at a computer software company with 10,001+ employees

We use it to manage the customer base, sales funnel, and sales team. We also intend to use it for CRM.

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KW
Director Multi-Disciplinary Oncology Enterprise Solutions at a healthcare company with 5,001-10,000 employees

I use the Salesforce Platform for quoting, tracking, and updating customer information. We've also had a solution that we've created or built on top of Salesforce. We've recently deployed some native solutions, which I haven't used yet. Our entire project management team has been a recent adoption. There's is another third-party solution called Hot Docs, for reports.  I think you're going to be moving to another application that's even more functional.

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Kamal Deep - PeerSpot reviewer
Founder and Salesforce Consultant at SaaSnic

There are many use cases as we have done more than 300 projects globally. One of the projects was where we implemented a customer care solution for dealers, sub-dealers, contractors, et cetera. We have worked in aviation, where we designed solutions there as well. One client was a manufacturer of parts for the aircraft. The quality check of each product, each spray part, what they were manufacturing, was pretty hard. It's supposed to go through ten different testing checkpoints. We designed a solution for them on Salesforce, to follow the protocol and the process.

Apart from that, I've worked on many real estate projects where a company used it for managing properties, including rental properties and construction. We have worked with integrating Salesforce with a government website where they used to update the new buyers of the property across Philadelphia. We pushed data from that government website into a client's Salesforce. That way, they were always aware of sold properties, when, and by whom. They used the information to make a pitch for renovation assistance services. 

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DB
Sr. Enterprise Multi-Cloud Strategist at a computer software company with 201-500 employees

We primarily use Salesforce to manage pipeline opportunities. We are customers of Salesforce and I'm a senior enterprise multicloud strategist.

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TM
Account Manager at a tech services company with 51-200 employees

It is our customer base, and we use it for just about everything.

I am using the unlimited latest version. It is on the Salesforce cloud.

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AbhisekPattojoshi - PeerSpot reviewer
Senior Manager Product Strategy at a security firm with 501-1,000 employees

We primarily use the solution for Account Management and Lead Management.

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SaurabhSingh4 - PeerSpot reviewer
Data Analyst at Wespath Benefits and Investments

We were trying to use Salesforce for an ecosystem to create a loan origination system. So, we are developing a product on the Salesforce platform.

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AB
Associate Vice President at a consumer goods company with 201-500 employees

We originally started using Salesforce Platform for our sales guys who go into the market every day. They wanted a common platform that is scalable and easy to work with, especially for the clients. We took to Salesforce because it filled this need, and because it came with multiple apps from different vendors and partners that could be integrated with it.

The sales team do route planning, meeting planning, and then they take a particular vehicle to particular retailers. Then they talk to them and find out their reason for taking or not taking a particular order, so that my marketing team and other teams can take action.

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MH
Account Executive at a tech vendor with 51-200 employees

I am an end-user, I was never a power user or an architect, and I never developed any reports.

I use Salesforce for logging meetings, sales information, and metrics. I also use it for updating opportunities and looking at my own sales performance reports.

The company's sales team was at least 5,000 people.

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MK
Vice President - Customer Success at a tech consulting company with 5,001-10,000 employees

Our primary use case is as an end user.

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Vishal Karanjkar - PeerSpot reviewer
Site Head - IOT NW Products & Solutions at Itron, Inc.

We use the Salesforce Platform for all the CRM activities in the organization.

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ST
Customer Service Representative at GLOBAL SERVICES

We primarily use the solution for the CRM.

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JA
Head Of IT and Corporate Processes at a pharma/biotech company with 51-200 employees

We use the product for management processes such as grading sales orders, including all the KPI for the sales team to close negotiations. I'm head of IT and corporate process and we are customers of Salesforce.

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AL
Associate at Workvisory Services LLP

I use the Salesforce Platform for customer relationship management. I use the solution for tracking and managing the customer lifecycle and the sales cycle.

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RN
Managing Partner at a consultancy with 51-200 employees

We use Salesforce Platform for marketing, opportunity tracking, and account management within the sales element.

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GG
SVP, Senior Director, Platforms and Delivery at a financial services firm with 10,001+ employees

We used it for sales and mobile access. We had to create mobile access for sales agents. We also used it for customer service and for onboarding in the treasury space with the nCino product. 

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KV
Practice Director at a computer software company with 201-500 employees

I primarily just log into the platform and approve some of the entries which are there. I know there is a marketing aspect as well, however, I don't use it that much.

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PC
Vice President of Sales at Pepperdata

In my role at the company, I use Salesforce Platform for many purposes, such as opportunity tracking, lead management, lead tracking contacts, and forecast productivity measurement.

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SP
Solutions Architect at a tech vendor with 501-1,000 employees

Our team is using it for tracking sales and following sales conversations.

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AS
Business Line Manager at Thomson Reuters

We primarily use the solution for customer invoicing. We also use it for telling the customers about the regional upgrades and patches that we're rolling out.

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RV
Quality Assurance Lead at a computer software company with 501-1,000 employees

We are predominantly a Salesforce consulting company and we do Salesforce implementation for various types of clients.

We are in the implementation business and we help our clients. Most of our services are in the nonprofit public sector and CPQ.

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NW
Customer Success Director at CloudChomp

Our primary use case is as a CRM. The goal is to create an easy and organized way of collecting and reporting on data. There are many pros and cons but overall, this is the best CRM that I have used.

I have utilized at least five different CRMs over the last five years and although HubSpot was the easiest to use, it was not as robust as Salesforce. Salesforce inches above the rest as my favorite. I feel like some things are complicated just to be complicated and that takes away from the overall productivity it is creating for my team.      

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Pablo Lage - PeerSpot reviewer
Channel Sales Director at Quest Software

We use this solution to track customer activities, opportunities and contact information.

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Luís Silva - PeerSpot reviewer
Chief Technical Lead at Human Code

I custom develop this solution for different clients. It is a platform that allows you to get applications quickly to the end user in a secure way. It is a fast and easy solution but it is not cheap. 

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AG
CEO Unicloud - OKTA Israel at Unicloud

We are using it as a standard CRM solution for sales and marketing. We are using the lightning version.

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HM
Associate Lead Account Manager Full-time at a tech vendor with 501-1,000 employees

We use this solution to maintain the information of our existing customers. We generate reports and analyze how customers have been interacting with the company. We also use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns. 

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DL
Territory Account Manager at a tech vendor with 51-200 employees

We use Salesforce to keep track of our customers' activity.

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Abhishek Gautam - PeerSpot reviewer
Principle Product Manager at a tech vendor with 5,001-10,000 employees

We are using the Salesforce Platform mainly for forecasting and budgeting. We use it for everything related to the customer's data.

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DB
Senior System Engineer at a tech services company with 51-200 employees

I use it for keeping track of my appointments in their calendar, and I use it to view opportunities for sales that my sales force puts in there for us. I am using its latest version.

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LF
Commercial Manager at a computer software company with 1,001-5,000 employees

We're using Salesforce to manage sales opportunities and relationships with our final customers. Salesforce can also be used to create a plan of activities for each deal. Salesforce can conduct some sales, budget, and revenue forecasts, and we use that information to predict our budget for the next periods.

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TA
Solution Consultant at a tech services company with 1,001-5,000 employees

I sell competitive solutions, and I am an end-user of the Salesforce Platform, which is our CRM. We use this solution to keep track of customers, prospects, and associated contacts.

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LE
BG lead at a computer software company with 10,001+ employees

We are using this solution for follow-up of sales opportunities. We are using Enterprise Salesforce.

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LV
Client Manager at a tech services company with 1-10 employees

We have five sales people, we are primarily using Salesforce to manage opportunities.

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JV
Coordinator of Billing Process at a insurance company with 201-500 employees

As a project manager, I deal with many use cases, however, for privacy reasons, I can't really discuss them in detail.

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EE
Unemployed

I was using the Salesforce Platform for forecasting, client opportunity creation, tracking, and client input and tracking.

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DD
WWT at a tech services company with 5,001-10,000 employees

We use Salesforce for all of our customer resource management, forecasting and tracking our contacts and opportunities. We also use it to make internal requests.

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GS
DevOps Engineer at Apptegy

Salesforce Platform can be used with Amazon. 

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AK
Senior Developer at jarvis

We use the mobile application, the Lightning application. We use it with consulting and integrating the different products like vCloud or integration with Google. There are some that we do production also. Everything is on mobile now. So we use mobile apps and then we develop those applications. It's a Cloud browser and device support that we are doing the programming. So basically now we are developing that in the Lightning Application, where we can. That is based on the event architecture and by the company's controller, we write those according to that. We develop the programming that will go to the software, we need to have the APEX programming materials for the IBM system, or with Lightning RAWC, who with integration we need to go with other configuration tools. So there are a lot of things that need to be captured in developing the project.

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Luís Silva - PeerSpot reviewer
Chief Technical Lead at Human Code

We use this solution for the support of business sales and service processes.

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HK
Process Specialist - Operational Excellence at a government with 51-200 employees

This solution can be used for managing customer relations.

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FM
Consultant at a tech services company with 1-10 employees

Our primary use case for Salesforce App Cloud is to make assertions that I personalize, based on the information that the companies have in their systems. 

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DD
AWS North America Alliance Lead at a computer software company with 501-1,000 employees

We are using it for forecasting, customer contacts, and that kind of sales stuff.

I assume it is in the cloud because that's Salesforce's model. They have their own private cloud.

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JL
Enterprise Solutions Architect at a tech vendor with 501-1,000 employees

We primarily use the solution as a support console. 

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SG
Lead at Aligned Automation

We're using Salesforce to get some data for one of our clients - Excel filters. I'm a solution lead and we are customers of Salesforce.

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SM
Chief Commercial Officer at a non-profit with 51-200 employees

The primary use case of this solution is for sales.

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AS
Gerente at 1-800SAP

Our company's main solutions that we provide are SAP centric. Currently, we are checking and testing this solution.

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Buyer's Guide
Salesforce Platform
March 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,386 professionals have used our research since 2012.