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You may have seen the familiar cloud logo or heard about Codleo Consulting in the Salesforce space. But what does Salesforce really do? Simply put, Salesforce offers technology and services designed to help businesses build stronger, lasting relationships with their customers. It’s about more than just software—it’s about creating meaningful connections that drive growth and success.
What does Salesforce do?
Salesforce offers customer relationship management (CRM) software, providing teams with a centralized platform to store, track, and manage customer information. It helps break down barriers between departments and fosters stronger, lasting customer relationships. The software works across all industries and supports businesses of any size, no matter their growth stage. Since Salesforce CRM is cloud-based, teams can collaborate easily from anywhere.
A CRM is important because it enables companies to use customer data effectively. Often, customer information is scattered across multiple systems, resulting in communication issues. For example, sales teams might not share leads with marketing, marketing may be unaware of service issues, and commerce teams might miss marketing campaigns. This lack of alignment is a common challenge for many businesses. Salesforce solves this by providing a complete, unified view of customers in one place.
Salesforce’s range of products and services connects sales, service, marketing, commerce, and IT teams around a shared understanding of customers—powered by AI and real-time data to help businesses work smarter and grow faster.
How does Salesforce work?
Salesforce combines CRM, AI, data, and trust to help our customers succeed.
Salesforce CRM operates in the cloud, allowing your teams to connect online from any location. This cloud-based system reduces maintenance costs, makes remote work easier, and creates new pay-as-you-go business options. Salesforce Einstein 1 Platform lets you grow quickly and use Salesforce apps from anywhere in the world on one easy-to-use platform.
Data is crucial for modern business, but managing it can be tough. Most companies store customer data in about 900 different applications and try to connect them with makeshift solutions that lower productivity. With Data Cloud, you can access and combine any data — including historical, web, mobile, API, and CRM data, plus real-time updates. It provides all your teams with a clear view of customers and their histories on a single, secure platform.
When you connect and automate millions of data points in real time, you provide a smooth experience for customers. This personalized experience helps customers trust your company more. Additionally, your organized data sets the stage for effective AI use.
Einstein Copilot is the first conversational AI assistant for CRM. It helps you create sales tasks, make personalized customer content, and even write code. With built-in automation, predictive, and generative AI, it boosts productivity and helps your team exceed customer expectations. Every piece of content generated—like emails or product descriptions—is optimized for performance. Einstein learns what works best for your business, so the results keep getting better.
With Slack, Salesforce makes it easier for customers, teams, and partners to communicate and share information. It helps improve digital workflows and boosts productivity.
What is the ROI of Salesforce?
Salesforce focuses on our customers and wants to help you succeed with their technology. That’s why Salesforce offers a complete support system to help you reach your goals quickly. In fact, 92% of Salesforce customers see a positive return on investment (ROI) within nine months. The Salesforce Success Ecosystem gives you access to resources, best practices, and experts. You can work with industry experts, get help from the Salesforce professional services team, explore thousands of apps in the AppExchange, or empower your team to learn valuable skills for free with Trailhead. The Salesforce Success Ecosystem helps you maximize your Salesforce investment.
With Salesforce, you can reduce costs and improve productivity across your organization using one reliable platform: Einstein 1. It helps you work more efficiently with built-in automation and advanced AI features. Helping your employees meet and exceed customer expectations drives business growth and success.
Salesforce for sales
Salesforce was created to help sales teams work better. It aims to help sellers save money, increase productivity, and win more deals. Sales Cloud provides real-time insights and suggestions, assisting sellers to spend less time on unproductive tasks and more time closing deals. By connecting sales with marketing, service, and other areas, you can create more opportunities and improve customer experiences. On average, Salesforce customers save up to 32%, see a 30% increase in sales productivity, and experience a 30% rise in win rates after using Sales Cloud.
How does this work? Salesforce built one platform to make it easier to manage the entire sales process — from finding potential customers to closing deals and offering additional products. With Sales Cloud, you have all the sales tools you need to automate your tasks, analyze your sales pipelines and forecasts accurately, and connect with customers to improve their buying experience. Now, Einstein for Sales adds AI to your workflows by automatically generating tasks like writing emails, scheduling meetings, and preparing for your next conversation.
Salesforce for customer service
With Service Cloud, Salesforce customers typically reduce their support costs by 20%. Salesforce's top customer service tools help you provide excellent service while maximizing your return on investment and improving efficiency, whether in the contact center or in the field — all on one platform. With Einstein AI, you can make service interactions quicker and more personal by sharing knowledge articles from past cases and generating chat replies.
Today, customers want to connect with your business through their favorite channels. Salesforce can help you manage these critical interactions to provide smooth customer experiences. It encompasses customer service, self-service options, field service, and digital channels, including chat, SMS, and social messaging apps. With automation and innovative technology, your agents can solve issues faster, offer quick support, and have a full view of each customer during every interaction. When your teams collaborate, you can find many ways to save time and money.
Salesforce for marketing
Marketing Cloud helps you save time and work more efficiently. You can connect with customers through their preferred channels, such as email, web, social media, mobile, ads, or a mix of these. With unified analytics and AI insights, you can ensure you're maximizing your budget and improving campaign performance. Marketing teams using Salesforce see an average increase of 33% in customer engagement and a 22% decrease in costs to acquire new customers.*
Send the right message at the right time and through the proper channels. With Marketing Cloud Customer Data Platform, you can understand your customers better using real-time data. It helps you engage them with relevant messages for personalized interactions across all channels. With Einstein AI for Marketing, you can create dynamic content that is tailored to engage customers and prospects on their preferred channels.
Salesforce for B2C and B2B shopping and commerce
If you want to create easy and compelling shopping experiences for both customers and businesses that boost sales, engage clients, and link commerce to other parts of your business, Salesforce has the right tools for you.
Commerce Cloud is easy to implement and adjust. It helps you increase revenue by creating personalized shopping experiences across different channels. It means customers can start their shopping on one platform and finish it on another without any hassle.
Commerce Cloud customers often see a 27% drop in order placement costs and a 28% boost in online revenue.* That's why many leading brands trust our commerce tools.
Salesforce for IT
No matter how tech-savvy your team is, Salesforce IT tools can help your organization automate processes, create more innovative apps, and protect data in Salesforce. Salesforce will help you boost productivity by automating tasks that improve scale, transparency, and security as needed. With Salesforce, organizations typically see a 19% reduction in IT costs.
Why Salesforce Is a Leader in CRM
Salesforce is known for being the first company to offer business software in the cloud. It means companies no longer need to set up expensive, custom-built computer systems. We have built on this idea to become the world's #1 AI CRM.
Today, Salesforce uses generative AI and real-time data to enhance what a CRM can do. Their top-quality CRM enables companies to connect with customers in new and more effective ways.
Salesforce does more than create great products. Our most important resource is our values. Businesses, both big and small, can use our platforms to make a positive change and help build a better future.
Salesforce is working hard to address the climate crisis, the trust crisis, and inequality. Since its founding in 1999, Salesforce has focused on environmental sustainability. Salesforce launched Net Zero Cloud as a support for the effort to plant 1 trillion trees to promote reforestation around the world.
Companies can foster a friendly workplace for all employees by valuing diversity and promoting inclusivity. Salesforce offers an equality at work module on their Trailhead online learning platform for more details. Additionally, the force provides training that enables anyone to learn how to develop ethical and inclusive products. It is part of a movement to design technology with purpose.
Why Salesforce Puts Customers First Above All Else
Salesforce focuses on our customers, which is why customer success is one of our central values. Today, customers have higher expectations than ever. For businesses to succeed, they need to place their customers at the center of everything they do. Every company must be a customer company.
Eighty percent of customers say that the experience a company provides is just as necessary as its products and services, according to Salesforce’s State of the Connected Customer report. It shows that it matters not only what you offer customers but also when, where, why, and how you reach them.
Today’s customers want to trust that they are getting what they need from you, when and where they need it. They want experiences to be easy, and they stay loyal to brands they can rely on. Salesforce’s connected customer experiences help you build that trust and loyalty.
Exploring the Strength of CRM, AI, Data, and Trust
Salesforce creates tools to help companies manage customer relationships. As the top AI CRM, Salesforce offers a central place for your teams to store, track, and handle customer information. We prioritize your success so you can build strong, lasting relationships with your customers. Salesforce's core values are trust, customer success, innovation, equality, and sustainability. We combine CRM, AI, and data on one reliable platform.
Discover how your company can use CRM, AI, data, and trust to achieve success and grow. Check which Salesforce solutions suit your business with our Solution Finder. Continue your learning journey with these resources:
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Data, AI, and CRM: A Quick Overview — Learn how Data, AI, CRM, and Trust work together to enhance your business.
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Improve Your Data Skills: Discover how to understand and communicate with data effectively.
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Increase Efficiency with Salesforce: Gain the skills you need to boost productivity and achieve success at your company now.
Looking to improve your business with Salesforce? Work with Codleo, a reliable Salesforce partner in the USA. We can help you fully use your CRM. Whether you need Salesforce support or want to hire skilled Salesforce developers, Codleo has the expertise you need. Our team offers personalized consulting, seamless setup, and ongoing support tailored to your business needs. Contact Codleo today to enhance your customer relationships and grow your business with confidence.
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