What is your primary use case for Salesforce Platform?

I used Salesforce Platform to create leads and manage accounts from a sales perspective, generate reports, and conduct business analysis within the company. I used Salesforce frequently from 2014 until December 2023.

I primarily use Salesforce for tracking opportunities, sales activities, and providing high-level dashboards on each opportunity stage.

We are using Salesforce Platform to store our data and for communication with our international partners. At the moment, we just have a data warehouse, which is Salesforce. So everything we have at the moment is stored within Salesforce. We are trying to create a data warehouse.

We build many client applications on top of the CRM and the client portals and community experiences. Generally, we create custom solutions on Salesforce Platform.

My role is account director and client partner. I use Salesforce more for opportunity management, and I have been using it for the last eight to ten years.

My primary use case for Salesforce is managing and analyzing data related to sales opportunities and leads. It includes extracting data to analyze service performance.

We use the solution for deal tracking, lead generation, committing deals, and connecting on LinkedIn.

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.

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.

The primary use case of the solution is that it supports liaison tickets, creating cases, and resolving them.

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.

We primarily use the solution for our sales processes, services, and customer communities. We also use it to complete other processes.

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.

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.

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.

I use the Salesforce Platform for customer relationship management. I use the solution for tracking and managing the customer lifecycle and the sales cycle.

Our primary use case is as an end user.

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

We are using the Salesforce Platform mainly for forecasting and budgeting. We use it for everything related to the customer's data.

We use Salesforce to keep track of our customers' activity.

We use this solution to track customer activities, opportunities and contact information.

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.

Salesforce Platform is our CRM used to manage the business and the sales opportunities.

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.

CRM tool

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.

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.

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.

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.

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.

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.

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.

Salesforce Platform can be used with Amazon.

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

We are using this solution for follow-up of sales opportunities. We are using Enterprise Salesforce.

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.

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.

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.

We are using it as a standard CRM solution for sales and marketing. We are using the lightning version.

Our company's main solutions that we provide are SAP centric. Currently, we are checking and testing this solution.

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.

As a project manager, I deal with many use cases, however, for privacy reasons, I can't really discuss them in detail.

We primarily use the solution as a support console.

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.

The primary use case of this solution is for sales.

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.

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.

Our primary use case for Salesforce App Cloud is to make assertions that I personalize, based on the information that the companies have in their systems.

We use this solution for the support of business sales and service processes.