Salesforce CMS

Salesforce CMS is well suited for anything sales. If you need information on an account, want to touch your old accounts, need to get a better idea of ownership by vertical, or want to estimate revenue from your pipeline, it is very A-OK. We use Salesforce to open, close, and study prospects to later convert them into closed deals. There is a section for notes to detail about each and every account. You can add contacts in, complete with their title, email, cell phones, and other additional info, and since our program is sync'ed up with Outreach.io you can make an immediate call from the Salesforce page. It's a must if you are growing your company and want to stay organized within multiple departments.

Incentivized

• Easy to use, just like Salesforce's other products. Many users can sit down and figure it out in no time, and with a little training become power users.
• Fast and secure - Salesforce is a leader in the cloud world so you get consistently fast results and security that is top notch in the industry.
• Accessible from anywhere - if you use cloud CMS already this is a no-brainer, but for those that do in-house CMS still, this is a major difference. Mobile access from anywhere on the planet without a VPN is something you just can't do without the cloud.

Incentivized

• Platform is so robust it can be overwhelming when starting a report from scratch
• Key words in the Search column have to be fairly specific
• Lot's of training is Salesforce Trailhead that it can be a bit daunting to decide what to learn about that is applicable to our organization

Incentivized

It's super awkward if you aren't familiar with it. I have several years' experience in both my organization's salesforce as well as others and there are still things that trip me up. I think Salesforce can get to a point where it's TOO bloated with all this information, all these integrations, what-have-you, that it can be difficult to find what you need in a timely manner or it creates a hiccup in workflows that you then have to work around. On the other hand, once these issues are identified, there is the possibility to manipulate Salesforce into creating automated workarounds. So, at least it allows for that. I think it's an issue of having so many options for bolt-ons that you start to lose perspective and functionality. You tend to lose focus on usability for users.

Incentivized

I'm not sure - we have hired a person/team that are Salesforce Admin so when I have a question or need support I go in-house. But, I know Salesforce has incredible L+D and trainings available for free to help users develop in their skillsets.

Incentivized

Salesforce has a wide variety of services and its user interface was easy to understand and use. Our teams [thought] Salesforce to be better. When we were comparing the features as per our Marketing and Branding teams needs and uses, Salesforce came out on the top.

Incentivized

• It helps us to keep track of any potential conflicts between sales organizations.
• It allows us to have robust reporting for every sales team and the overall organization.
• It gives us a solid platform for our day-to-day work rather than using multiple software.

Incentivized