What is Salesforce and how does it work? [review & free trial]

June 2023 · 3 minute read

Our Review

Pros Generous 90-day trial Cloud-based means high accessibility Extensive help documentation Easy to use Cons No more desktop apps

Salesforce free trial

Although the desktop clients for Salesforce aren’t a reality anymore, that doesn’t mean you can’t still reap some benefits. For instance, you can use the 90-day trial to experience a huge slice of this service.

Some of the features are not available in the trial, but that shouldn’t put you off. If you’ll give it a try, you’ll discover that it’s more than enough to paint a clear picture of what Salesforce can help you achieve.

What does Salesforce do?

If you’re not up-to-speed, Salesforce might feel a bit alien-like to you. But that’s why we’re here, to help you understand even just a smidge better what this service is and how it can simplify your business by a great deal. To put it shortly, it enhances the communication factor in your company and grants you real-time access to your business from wherever you may be.

Using Salesforce, you can focus on important things such as app development, thanks to the numerous integrated tools it comes with. Additionally, you can keep track of tasks, events, records, and news, but also track persons, prospects, or companies, create reports, transfer records, set up tasks, and initiate inquiries, all without significant efforts.

Salesforce is a cloud-based service

Perhaps the greatest perk of them all is the cloud-based access. Not only you can access your workspace from virtually anywhere (as long as you have an Internet connection, that is), but your collaborators can also do that if you want them to.

Your customers can benefit from their own dedicated portal where they can perform various operations such as case tracking, socializing, perform an in-depth analysis of their companies, and even access contracts and entitlements.

Download Salesforce Data Loader

Unfortunately, previously supported desktop apps such as Data Loader, Connect Offline, and Chatter, are no longer supported. The only desktop tool you can currently download is Salesforce for Outlook.

Despite the lack of any supported desktop app, Salesforce’s accessibility didn’t take a huge blow. Quite the contrary, in fact, as it enables you to access your whole operation through an application on your smartphone.

What is Salesforce?

To wrap it up, if your business could use the help of a competent CRM solution, Salesforce is really something to consider. The fact alone that it’s cloud-based should be enough to pique your interest, but there’s more: a 90-day free trial and mobile apps for enhanced accessibility.

On the plus side, you won’t need a supercomputer to use Salesforce. A PC that can run the latest versions of Chrome, Firefox, or Internet Explorer and a stable Internet connection should suffice.

FAQ: Learn more about Salesforce

Since Salesforce is a CRM platform, you can use it if you own a customer-dependent business and you need an efficient way to manage the company-customer relationship. And since it’s cloud-based, you can take it anywhere with you, as long as you have a web browser and an Internet connection, or the mobile apps.

Unfortunately, no. A few years back, Salesforce had a bunch of desktop applications (Chatter, Data Loader, and Connect Offline) that would let you access Salesforce without needing a web browser. However, those apps are no longer supported. You can still download Salesforce for Outlook.

No, Salesforce never was and still isn’t free. You will need to purchase a subscription plan if you want to use this service unrestricted. However, there’s a free 90-day trial if you need something to help you decide whether you need a subscription or not.

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