▲ 2 r/CRM
Salesforce Customers/Clients
I am an intern researching Salesforce for a wealth management firm looking to invest. If you work at a company that currently uses or is looking to use Salesforce, please let me know any information you may have. For example, what are the different packages they offer, and how do they differ for you as a worker using them at a company? What does the agentic AI portion/package look like? Does your company reevaluate your package often? How does pricing affect your company's package choice? How long have you been using Salesforce? Any information is helpful.
u/East_Perception_1709 — 4 days ago