What is your primary use case for Salesforce?

I use Salesforce daily, which keeps a log of all my opportunities, helps me manage my accounts, lets me see my team's status, shows where I'm at in the team, how much pipeline I have, and what my current closed one is, really just facilitating the day-to-day functions I handle as an account executive. Daily, I look at all my opportunities I have in Salesforce, and it really helps me because sometimes it flags an account or opportunity that hasn't had much activity for some while, prompting me to re-engage with the contact or the lead tied to the accounts, helping to move things on and hopefully get a close one. It's literally my Bible; I use Salesforce all the time, every day, whether it's for internal referencing or the accounts that I manage.

In my role, I primarily use Salesforce to stay on top of my opportunities, to log calls, and to keep all the information I have on the accounts and make sure that everything's visible and trackable so that not only I can work on it, but also senior leadership has visibility into what I'm doing. A specific example of how I use Salesforce in my day-to-day work is to update my opportunities and to log calls. I manage everything through Salesforce in my daily workflow.

My main use case for Salesforce is to organize cases that I'm working on in order to see program statuses, to link, integrate sources, and to pair it with our internal delivery campaigns so that we can keep track of how delivery is going for each of our leads programs. A quick, specific example of how I use Salesforce in my daily work is when our sales team closes a new deal, the products that need to be delivered appear within an opportunity, and we create cases within those products to break down which programs need to be set up and started. Our team uses cases to link with internal campaigns on our website, as well as with integrate sources for delivering the leads directly to our customers.

I'm using Salesforce for CRM. It handles customer management and opportunity management. I have been an end-user for more than five to six years. This is primarily for opportunity management. As I mentioned, I am doing sales jobs for Vertica software and software licensing. We use Salesforce as our CRM, the customer relationship management solution, to manage our opportunities.

I personally work with Celonis. I work with Celonis on Azure. Within our team, we use many tools integrated with Celonis, such as Snowflake, SAP, Salesforce, etc. For SAP specific, we are only using SAP ECC, but we are in the process of migrating to S/4. I have hands-on experience with Salesforce. For Salesforce, we are using it for work orders and some service appointments. I have been working with Salesforce for more than five years. The way I use Salesforce mainly focuses on data analysis. I don't interact with customers or the team handling work orders; I am solely responsible for data analysis and specific data science tasks.

In my previous company, I used Salesforce to track the progress of presales leads. In my current company, I am using Salesforce to track review records, objects, and connections.

Currently, what we are doing is trying to understand the behavior of the customers who are using CRM as well as the processing which is happening related to any kind of transactions. Mainly, I am recording that information and then creating a behavior pattern for Salesforce software.

We only use Salesforce for making offers for our customers. It is a tool to create some prices and generate offers.

We use Salesforce primarily for order registration, order booking, and dealer support via a dealer portal.

It's typically used for self-hosted implementations. If you have a massive Salesforce implementation and are struggling with or don't have test automation, that's when they reach out to us. You can even use it to automate entire flows within Salesforce, like creating an opportunity page.

We are using Salesforce to keep track of our opportunities.

We use the solution as a CRM. We manage opportunities, leads, and partners. We run the whole sales cycle through Salesforce.

The product's usage varies significantly depending on the project. In some cases, we've utilized it to map out the entire process within the system. Other times, it's been more personalized, particularly for the last campaign I worked on. We've used it for simple opportunity management as well. We use Salesforce for various purposes, from managing company contacts to associating stakeholders with opportunities. While it's not the best tool for external messaging, we've integrated it with platforms like Slack and emails to share notes and track communication.

Salesforce is just for customer experience management. It's helpful for internal IT activities but a bit costly, so sometimes management considers other CRMs. I used it to gather client documents, sales history, and trends. It gave a clear picture of client relationships and helped adjust strategies. I can collect all the information I need and have a clear picture of the business trajectory. It's one of the best on the market.

I use the solution for sales and opportunity management. It helps with my business functionalities.

We use Salesforce in CRM, email campaigns, and marketing.

It's for my client to internally track the sales process. But then, after I dealt with the consulting service, I helped a customer check data about sales or customer relationship information and provided them with a data warehouse and BI solution integration. Like, creating visualizations and reports for them.

I use Salesforce in my company to manage everything from lead to cash flow or the whole cycle.

I provide the solution for customers, and we work with Salesforce APIs to get and update data. We get data from instances of Salesforce for masked data. Then we reupload the data in GDPR. Our process runs on Talend, and we use Salesforce with that and use APIs.

I use Salesforce to track my project tasks.

Salesforce is used for CRM marketing and customer support. If any customer approaches us, browses the company website, or participates in any of the sales events, we add the potential customer details, and then we follow up with them. If the customer shows interest and purchases anything, they become an actual customer. Customer billing is also done in Salesforce. We primarily manage all the customer-related information, like what products were bought by the customers and what products they are currently keeping. We also use Salesforce for support, marketing, and product recalls.

My use cases include business development courses and reporting.

We use the solution for CRM purposes.

In my company, I use Salesforce for marketing activities. Salesforce helps me see how my company's campaigns have performed and the quality of data I received from my work concerning promoting my company's products.