Salesforce CRM

Key Benefits

  • Account, Contact, Lead, and Opportunity Management
  • Sell from anywhere on any device
  • Create and track quotes and orders
  • Get real-time sales insights
  • Customize and automate processes
  • Connect sales info to any app

Overview, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.


Sales Essentials Edition
  • Out-of-the-box CRM for up to 5 users
  • Automatic data capture
  • Lead Management
  • Opportunity Management
  • Customizable Sales Process
  • Salesforce Mobile App
  • Configurable Reports and Dashboards
  • Seamless collaboration
  • Smart mobile apps
  • Case Management
  • Account and Contact Management
  • Task Management, Activity Feed
  • Chatter
  • Lightning App Builder
  • AppExchange
  • Unlimited Custom Applications
Professional Edition
  • Complete CRM for any size team
  • Account and contact management
  • Opportunity tracking
  • Lead management
  • Task and event tracking
  • Customizable reports and dashboards
  • Mobile access and administration
  • Chatter — company social network
  • Outlook Side Panel and sync
  • Role permissions
  • Case management
  • Campaigns
  • Quotes and orders
  • Collaborative forecasts
  • Mass email
  • Sales Data
  • Sales Cloud Engage
Enterprise Edition

Deeply customizable CRM for your business Get all Professional features PLUS:


  • Workflow automation
  • Enterprise territory management
  • Profiles and page layouts
  • Custom app development
  • Integration via web service API
  • Salesforce Identity
  • Salesforce Private AppExchange
  • Report history tracking
  • Approval automation
  • Sales data
  • Sales Cloud Engage
Unlimited Edition

Unlimited CRM power and support Get all Enterprise features PLUS :


  • Unlimited cutomizations
  • Unlimited custom apps
  • Multiple sandboxes
  • Additional data storage
  • 24/7 toll-free support
  • Access to 100+ admin services
  • Sales data
  • Sales Cloud Engage


  • Analytics and Reporting
  • Contact & Lead Management
  • Email, Marketing & Campaigns
  • Integrations Available
  • Sales Automation
  • Sales Pipeline or Goal Management
  • Social Media Integration
  • Task Allocation & Tracking
  • Team Collaboration
  • Account, Contact, Lead, and Opportunity Management
  • Manage customer and sales details
  • Sell from anywhere on any device
  • Forecast sales more accurately
  • Create and track quotes and orders
  • Get real-time sales insights
  • Collaborate across your company
  • Cross-sell and upsell more easily
  • Customize and automate processes
  • Connect sales info to any app


1.5 / 5 (of 268 reviews)
Thomas Sloan

We signed up with Salesforce under the premise they would help us tighten up our process and organization. The price point was high but the benefit seemed well worth it. After pulling the trigger and paying for the full year upfront, the communication dropped off. We received access to a complicated system and after 2+ weeks of trying to get in contact with someone who could guide us, we had an appointment with develops and our rep. The meeting was one where almost no value was provided and it was clear the developers were not interested in helping develop something to help grow our business. We pushed through it and another 2 weeks later, had a follow up meeting. They presented a plan that was "tailored" to our business but it was a cookie cutter template that didn't even hit the hot buttons we had discussed during our initial call. The price for them to implement this template was over $10,000 and we had already invested $2,000. I decided this wasn't a good fit for our business and asked them to cancel our subscription. I never received confirmation of the cancellation and just expected them to turn it off so it wouldn't renew after a year.

Over the last few weeks, I have been receiving emails from their system telling me we were up for automatic renewal in March. I have reached out to our rep multiple times. The second time, she CC'd the renewals manager on the email asking for assistance. After two more follow up messages, I received this response: "I already contacted Lisa about this and we are working internally on it! I will keep you posted but we have everything that we need from you at this point." but I am still receiving renewal emails.

In my experience, our rep was inexperienced, unhelpful, unable to hear what the client is asking for and checked out the moment we decided to move in another direction. Perhaps a much larger client would have a better experience, but we will not be sharing any positive feedback within the communities we are involved in about Salesforce.


Great experience with Salesforce Help team! We opened a case (there was a problem with Opportunity Type values) and throughout the process our problem was handled with attention and clear communication. Today our case got solved successfully and we are very happy with the solution! Big thanks to all the specialists who helped us with the case!

Daniel Frees

Can't even use basic IFs and WHEREs in a normal manner in their Report generator. Theyre "looking into" offering support for multiple row-level filters at once. Laughably bad.


OMG. What a hot mess served up with a side of red tape policy. I tried to understand if Salesforce would solve my new website need. Their b2b video was cute, but worthless. Digging around their website lead to 404 pages. Yikes! The call center sales woman, kept going on and on about Salesforce policy to collect information on my business before handing off what I supplied. Sure, I repeated my business name, and affirmed i am the decision rain maker. Still not enough. Why would I want to devulge my business operation particulars any deeper without even knowing if Salesforce could combine a solution that closely solves what I am trying to solve? No other e-commerce firm thus far has been as. Do people still give out particulars without knowing if someone can solve? Then when trying to end the conversation by stating I understand her role, but at this point Salesforce is causing me more headaches than solutions, please have a nice day. She kept going on about Salesforce policies. At this point my headache went full migraine. I don't like to end calls harsh, but that's how I ended it. Think twice before jumping in because Salesforce should have eagerly passed the information I supplied into the hands of the party who can dive into solving needs, and not cause headaches due to policy red tape. Don't say you were not warned.


My company bought Salesforce to help with data management from our Electronic Medical Record (EMR). Except that it isn't able to actually pull from the EMR, so now all the employees have to enter all the trackable information in twice, so that we can generate a salesforce report showing productivity. Laughable. Since productivity has tanked since Salesforce... because of Salesforce. Morale isn't doing too hot either.

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