CRM & sales · Overview

Salesforce: what American businesses should know

Salesforce is the best-known cloud CRM, used to manage leads, opportunities, customer service and marketing, with a very large ecosystem of add-ons.

  • Full review in progress. This page is an overview to help you decide whether Salesforce belongs on your shortlist. It has no rating yet. Our in-depth review, with setup, daily use, support and real costs, will replace it.

What Salesforce is

Salesforce is made by Salesforce, Inc.. It sits in our CRM & sales category, alongside the other options listed at the end of this page.

Best suited to: Companies with dedicated sales teams that need deep customization and expect to scale, from small business editions up to large enterprises.

What it does

  • Lead, contact and opportunity management
  • Sales forecasting and reporting dashboards
  • Service, marketing and commerce clouds
  • AppExchange marketplace and extensive customization

Which business sizes it fits

How Salesforce lines up with the four business sizes we use across USA24.

Solo

Less typical

Freelancers and one-person businesses

Main Street

Good fit

2–20 employees

Growth

Good fit

20–200 employees

Global

Good fit

Teams across borders

What to check before you buy

Questions to answer, ideally during a free trial or a demo, before you commit:

  • Total cost once add-ons and users are included.
  • Whether you need an admin or partner to set it up.
  • Training time for your sales team.
  • Which edition fits a business your size.
  • US tax and compliance. Software doesn't replace professional advice on payroll, sales tax or industry rules.
  • Getting your data out. Ask how you would export your data if you ever switch.

Pricing

Salesforce pricing depends on the plan, number of users and add-ons, and vendors change it often. We don't list prices on overview pages; check the current plans on the official Salesforce website. Our full review will break down the real cost.

Other options in CRM & sales

Next step

Shortlist it, then test it on real work.

Read our five-step guide to choosing business software, then run Salesforce through one real week of your work before you decide.