Salesforce

noun · CRM platform · element 91 of 117

The largest CRM platform: customer records, sales pipelines, service cases and the reports built on them.

My levelProficientComfortable in production. I ship with it without supervision.

In my work since: 2022
Family: Workplace and CRM

What is Salesforce?

Salesforce keeps an organisation's customer data in one place: accounts, contacts, opportunities, cases and activity, with reports and automation on top. It was founded in 1999 and owns Slack and Tableau.

How I use Salesforce

At Jonas I used Salesforce for project tracking.

Where I have used itSalesforce by company and year, from the projects on this site and the rest of my career.

Jonas Club SoftwareProject tracking · 2022 to 2024

What Salesforce connects to

MarketoAdobe's marketing automation platform for B2B: forms, lead scoring, nurture programmes and the hand-off to sales.
HubSpotA CRM with marketing, sales, service and content tools on top, popular with growing businesses.
SlackTeam messaging in channels instead of email threads, with integrations that bring alerts and tools into the conversation.

Type	CRM platform
Founded	1999
Owns	Slack, Tableau