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Salesforce Platform Primary Use Case

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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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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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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Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
563,148 professionals have used our research since 2012.
PG
Senior Technical Consultant at a tech services company with 201-500 employees
AP
Senior Manager, Product Strategy at a consultancy with 501-1,000 employees

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

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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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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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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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MO
Call Center Coordinator at IT Central Station (soon to be PeerSpot)

Salesforce ultimately permitted me access and management of the team and the sales in my company.

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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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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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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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EE
Unemployed

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

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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ST
Customer Service Representative at Global Services

We primarily use the solution for the CRM.

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

This solution can be used for managing customer relations.

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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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DevOps Engineer at Apptegy

Salesforce Platform can be used with Amazon. 

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Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
563,148 professionals have used our research since 2012.