SALESFORCE | 7 MIN READ

What Is Salesforce?

The Complete Salesforce Software Guide!

Salesforce Logo

TABLE OF CONTENTS

Salesforce is customer relationship management (CRM) software designed for sales, marketing, and service teams to manage increasing workloads with less stress. Salesforce comes equipped with all the modules and features you need to attract customers, lead them through the buyer’s journey, and maintain ongoing positive relationships. Read on to discover whether Salesforce—the world’s #1 CRM—is a good fit for your business. 

Benefits of Salesforce

Salesforce is designed to be a powerhouse for sales enablement, marketing automation, and customer satisfaction. Despite the variety of organizations that use Salesforce—including companies that differ in size and industryall Salesforce customers have access to universal benefits:

  • Scalability and Flexibility. Salesforce is built to grow alongside businesses, with integration-friendly modules and hundreds of third-party partners for finance, human resources, and more. 

  • Developer Community. Salesforce’s APIs are open and accessible, making it easy to bridge Salesforce software with third-party and custom-built applications. 

  • Cloud Architecture. Salesforce is built for the cloud, so it can be deployed off-premises and used anywhere on any device with an internet connection. 

  • User Community. While many other software providers host web forums for their users, Salesforce’s Trailblazer Community allows Salesforce users to network, learn, and collaborate. 

  • Automation. The Salesforce platform prioritizes automation and ease of use with hands-off workflow features and drag-and-drop functionality. 

Why Businesses Trust Salesforce

With more than 150,000 companies on the Salesforce platform, it’s clear Salesforce is a popular software developer. This popularity stems, in part, from the software’s accessibility—it accommodates businesses of all sizes and from all industries with a variety of integrative solutions for sales, marketing, customer service, and more.  

Given its popularity, it’s no surprise that Salesforce boasts thousands of four- and five-star reviews on sites like G2. Salesforce Sales Cloud is the most-reviewed module, but Salesforce’s other Clouds maintain high ratings within their niche user bases.  

Salesforce’s ROI Dashboard shares some of the top feedback from real Salesforce CRM users, including key stats about the platform’s influence on company performance: 

0%
Improved Sales and Strategy.
0%
Improvement in Productivity & Efficiency
0%
Improvement in Collaboration & Teamwork

Salesforce Clouds

Salesforce’s modules, which are designed to be deployed on the cloud, are aptly called “Clouds.” Most small and mid-sized businesses may only purchase one Cloud, such as Salesforce Sales Cloud, while large enterprises would benefit from two or more. 

Below are four core modules from the Salesforce CRM platform. Keep in mind that each Cloud can be customized with powerful add-ons from Salesforce.  To view the entire list of features available through the platform, refer to Salesforce’s complete list of products.

Sales Cloud

Salesforce Sales Cloud is a sales enablement-focused module that includes features for pipeline management, forecasting, and guided selling. With AI capabilities that automate the most redundant sales processes, Sales Cloud makes it easier than ever for your team to turn leads into customers.  

Popular Salesforce Sales Cloud Features:
(availability depends on your subscription level)

  • Contact Management

  • Opportunity Management

  • Lead Management

  • Reports and Dashboards  

  • Salesforce Mobile  

  • Email Integration  

  • Sales Forecasting  

  • Workflow and Approvals  

  • Data Management 

Service Cloud

Salesforce Service Cloud merges artificial intelligence with human connections to help service teams resolve cases more quickly while maintaining strong relationships with customers. Service Cloud empowers teams to respond to cases in real-time and ensure that resolutions are quick and accurate. 

Popular Salesforce Service Cloud Features:
(availability depends on your subscription level)

  • Case Management 

  • Automatic Case Creation 

  • Omni-Channel Case Routing 

  • Knowledge Management 

  • Service Contracts 

  • Entitlements 

  • AI Agents 

Marketing Cloud

Salesforce’s various marketing modules can be separated into two distinct types: a multi-channel tool for transactional B2C marketing (Marketing Cloud) and a robust lead management tool for long B2B buying cycles (Account Engagement). 

Popular Salesforce Marketing Cloud Features:
(availability depends on your subscription level)

  • Forms & Landing Pages

  • Email Marketing

  • A/B Testing

  • Marketing Calendar

  • Social Post Tracking

  • Lead Nurture

  • ROI Reporting

  • Competitor & SEO Keyword Monitoring

  • Custom Fields

Commerce Cloud

Salesforce Commerce Cloud manages every aspect of ecommerce, including order management, point of sale, and storefront creation. Commerce Cloud’s AI capabilities make B2B and B2C commerce easier than ever with guided shopping features that target the right customers with the right products and services. 

Popular Salesforce Commerce Cloud Features:
(availability depends on your subscription level)

  • Digital Storefronts 

  • Order Management 

  • Segmentation and Dashboards 

  • Order Visibility and Support 

  • Point of Sales 

  • Omnichannel Operations 

  • Digital Wallets 

  • Fraud Protection 

How Much Is Salesforce?

Salesforce CRM is a subscription-based platform, so you’ll pay a monthly fee for the software. Pricing varies based on the modules you choose, the subscription level you select for each module, and how many users you require. Salesforce offers discounts on select product bundles that can reduce initial and ongoing investment costs. 

The cost of implementing and configuring Salesforce CRM will similarly depend on your selected modules, how much customization you require, and the complexity of integrating Salesforce with your other software systems. 

How Does Salesforce Compare?

As you research Salesforce, you may come across comparable CRMs from HubSpot, Microsoft, Oracle, and SAP. While each solution has its strengths and weaknesses, Salesforce stands out among the pack for its customizability and flexibility for multiple industries and business types. 

Think of Salesforce like a chameleon, able to integrate seamlessly with third-party solutions of all kinds. Salesforce’s open API makes it easy to customize using existing software integrations and custom-developed modules. Salesforce is a great choice for growing mid-market organizations, but you should answer the following questions to decide whether it will align with your needs: 

  • What aspects of your sales, marketing, and customer service are you struggling with?

  • What features are must-haves?

  • What’s your budget?

  • How many team members will use the solution?

  • What other software solutions do you wish to connect to your CRM?

These and other questions will help you zero in on the right software to help you accomplish your objectives.

Is Salesforce Right for Your Business?

There’s a lot to consider when selecting a new CRM solution for your business. The best way to begin is by exploring your current needs and future goals. 

If you answer “yes” to one or more of these questions, Salesforce might be a smart choice for your company:

  • Are you a growing mid-sized company? 

  • Do you struggle to align sales, marketing, and service teams? 

  • Do your sales, marketing, and service strategies occur across multiple channels? 

  • Is your customer data in silos and difficult to access and analyze? 

  • Do manual efforts to nurture leads and resolve tickets eat up valuable time for your team? 

  • Do you want to scale your customer-focused efforts so you can reach more prospects and generate qualified leads? 

  • Do you lack a central repository where your sales, marketing, and customer service teams can readily access assets? 

  • Does valuable information fall through the cracks because your teams aren’t collaborating effectively? 

How to Get Started

If you’re interested in learning more about Salesforce, a dedicated Salesforce partner can answer your questions and guide you through your next steps. Your Salesforce partner will identify your needs, goals, and challenges in detail, so you can feel confident you’re making the best possible business software decision. 

As a Salesforce partner, our expert team at Cargas has helped hundreds of businesses just like yours get started with new CRM software. We’ll help you set it up, train your team to use it, offer ongoing support, and customize the platform as your needs evolve. If you’re ready to partner with us, visit our Contact Us page and let us know how we can assist you!

Cargas & Salesforce Partnership

To learn more about Cargas’s expertise in implementing Salesforce and integrating it with other software systems, check out these helpful resources from our blog: 

Wes Kintner - CRM Salesperson

Let’s Chat

Still have questions? Get in touch with our expert team of software professionals.

Related Articles

2025-10-20T13:52:16-04:00
Go to Top