Could it fit your work?
An organisation with several sales teams that wants to establish a shared CRM process and can define its reporting and data-flow requirements in advance.
What can you do with it?
- Manage customer and sales data
- Pipeline management
- Sales analytics and forecasting
- Sales Engagement as an extension
- Connections to Salesforce Platform and Data 360
Check this before you choose
- Make a clearly scoped list of the modules you need and ask which licences and implementation work they require; the product family contains several solutions.
- Decide who will administer the CRM, which systems supply data and how employees will gain access before evaluating a demonstration.
Try this practical task
Develop an example with two sales teams, one shared customer and three opportunities. Examine how a manager views the pipeline, how responsibilities are assigned and how a customer update reaches connected records.
A suggested task for you to try; not a Perkufo hands-on test report.
Sources for this profile
- Salesforce — Sales Software and Solutions ↗Reviewed on 20 October 2026The official product-family page was opened; extensions were distinguished from the core product. Pricing and free-plan conditions were not independently established.
Features and terms vary by plan and country. Exact current plan prices have not been established. Check your chosen plan with the provider.