SaaS RFP
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Salesforce

CRM & Sales
https://www.salesforce.com

A configurable CRM platform for sales, service, and custom business applications.

Open RFPs1
Spend under review$95,000
Average spend$95,000
Bids received0
Median discount0%

Most requested features

What buyers replacing Salesforce actually ask for, ranked by how often each feature appears across 1 RFP.

Must-haves

  1. 1. Custom objects1 RFP
  2. 2. Custom report builder1 RFP
  3. 3. Dashboards1 RFP
  4. 4. Email integration1 RFP
  5. 5. Flow automation1 RFP
  6. 6. Lead assignment rules1 RFP
  7. 7. Opportunity management1 RFP
  8. 8. REST and SOAP API access1 RFP
  9. 9. Role-based permissions1 RFP

Nice-to-haves

None requested yet.

Feature taxonomy

Integration

  • REST and SOAP API accessExposes CRM objects for external read and write operations.
    Required by 1 RFP
  • Webhooks via outbound messagesSends record change notifications to external endpoints.
    Required by 0 RFPs
  • Data exportExports full org data on a scheduled or on-demand basis.
    Required by 0 RFPs
  • Mobile appProvides native iOS and Android access to records and dashboards.
    Required by 0 RFPs

Platform

  • Custom objectsDefines new data models with fields, relationships, and page layouts.
    Required by 1 RFP
  • Flow automationBuilds declarative automations that update records and send notifications.
    Required by 1 RFP
  • Apex custom codeRuns custom server-side logic on the platform in a proprietary language.
    Required by 0 RFPs
  • AppExchange integrationsInstalls third-party packages from a marketplace into the org.
    Required by 0 RFPs

Reporting & Analytics

  • Custom report builderBuilds tabular, summary, and matrix reports across objects.
    Required by 1 RFP
  • DashboardsDisplays report data as configurable charts on a shared dashboard.
    Required by 1 RFP
  • Einstein forecastingApplies predictive scoring to opportunities and leads.
    Required by 0 RFPs

Sales Cloud

  • Opportunity managementTracks deals through configurable sales stages and forecasting categories.
    Required by 1 RFP
  • Lead assignment rulesRoutes incoming leads to reps based on criteria such as territory.
    Required by 1 RFP
  • Sales forecastingRolls up rep and team pipeline into a forecast by period.
    Required by 0 RFPs
  • Quote and CPQGenerates multi-line quotes with approval rules and pricing logic.
    Required by 0 RFPs
  • Territory managementAssigns accounts to sales territories by rule-based criteria.
    Required by 0 RFPs
  • Email integrationLogs Outlook and Gmail messages against CRM records.
    Required by 1 RFP

Security & Identity

  • SSO with SAMLAuthenticates org users through an external identity provider.
    Required by 0 RFPs
  • Role-based permissionsControls object and field access through profiles and permission sets.
    Required by 1 RFP
  • Field-level encryptionEncrypts selected fields at rest using a platform key.
    Required by 0 RFPs
  • Audit trailRecords setup and configuration changes made by admin users.
    Required by 0 RFPs
  • Sandbox environmentsProvisions full and partial copy environments for testing.
    Required by 0 RFPs

Service Cloud

  • Case managementTracks support cases through queues and assignment rules to resolution.
    Required by 0 RFPs
  • Omni-channel routingRoutes cases and chats to available agents based on skill and capacity.
    Required by 0 RFPs
  • Knowledge articlesPublishes internal and customer-facing help articles linked to cases.
    Required by 0 RFPs
  • Service consolePresents a unified agent workspace with case, account, and history panels.
    Required by 0 RFPs

Every RFP replacing Salesforce

Every RFP replacing Salesforce, with status, spend, feature counts, bids, best match, and buyer.
RFPStatusSpendMust / niceBidsBest matchBuyer
Replace Salesforce Sales Cloud for a B2B SaaS sales teamopen$95,0009 must / 0 nice0No bidsAnonymous buyer