What is Salesforce?
Salesforce is the world's most widely used CRM (customer relationship management) platform, used by businesses of all sizes to manage sales pipelines, customer data, marketing automation and customer service. Its Einstein AI layer adds predictive scoring, automated data entry, forecasting and natural language search across the CRM data.
For sales teams, Salesforce provides a unified view of every customer interaction, opportunity and activity, with AI that highlights which deals are most likely to close, suggests next best actions and automates routine data entry. The platform's vast ecosystem of integrations and AppExchange apps makes it highly customisable for different industries and processes.
Key Features
Einstein AI
AI-powered lead scoring, opportunity forecasting and next best action recommendations.
Sales Pipeline Management
Full CRM pipeline management from lead capture to deal close and customer retention.
Vast Integration Ecosystem
Thousands of integrations and apps via the Salesforce AppExchange marketplace.
Revenue Forecasting
AI-driven revenue forecasting and pipeline analytics for sales leadership.
Pros & Cons
What we like
Industry-leading CRM with the broadest ecosystem of integrations
Einstein AI adds genuine predictive value for larger sales teams
Highly customisable for different industries and complex sales processes
Strong reporting and analytics for sales leadership
Watch out for
Significant cost, particularly for full platform access
Complexity requires dedicated Salesforce admin resources in most organisations
Implementation projects can be lengthy and expensive
Small businesses often better served by HubSpot or simpler alternatives
Frequently Asked Questions
Salesforce is a CRM platform used by sales, marketing and customer service teams to manage customer relationships, track opportunities, automate outreach and forecast revenue — with Einstein AI adding predictive scoring and automation.
Salesforce can be used by smaller businesses but its cost and complexity are generally better suited to mid-market and enterprise organisations. HubSpot CRM's free plan or simpler CRM tools are often more appropriate starting points for smaller teams.
Einstein is Salesforce's AI layer that adds capabilities like lead and opportunity scoring, automated data capture, next best action recommendations and natural language querying across Salesforce data.