Salesforce Platform Primary Use Case

SS
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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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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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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Buyer's Guide
Salesforce Platform
February 2024
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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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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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MuriloCosta - PeerSpot reviewer
Sales Director at Bornlogic

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

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Buyer's Guide
Salesforce Platform
February 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: February 2024.
763,955 professionals have used our research since 2012.