Salesforce CMS

Salesforce CMS Reviews

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Score 9 out of 10
Vetted Review
Verified User
Review Source
We are using Salesforce for all our CRM needs, and we have it linked to all of our systems, both in the cloud and local. We used to have a local CRM solution from Microsoft but we moved to SalesForce as a SaaS solution, and it solved our need to have constant communication and access to our sales information, our sales team, and all the details we require to do our sales-related jobs. We also use it to generate our sales funnel, our sales information that we use to generate all of our end-of-fiscal-year reports, and basically every sale and purchasing decision that we do as a business uses Salesforce. The only issue we have is that the Android app is not as good as it could be.
  • Always on access to all of our sales information.
  • Quick and easy generation of content filled reports.
  • Easy to modify and add or remove options and information as we require.
  • Cost effective and with great support.
  • Able to modify the core values and options (for a price).
  • 24x7 support that actually is 24x7.
  • The mobile app does not have the options and information we need.
  • The new redesign that happened during 2019 makes it harder and slower to use.
  • Due to the changes brought on by the new versions, we had to update most of our reports.
  • They changed their pricing during 2020, we did not get really affected by it, but it might hurt us later since we are adding new people.
If you have a company that is sales driven and that has plenty of requirements as far as sales information, quotations, and invoicing. Your company has to have a lot of sales movement and sales requirements for a CRM solution to work and to work well. The company has to have a certain size of sales and clients since Salesforce is a costly solution that has to make sense as far as purchasing and expenses go. Also, it works great for any company that has a traditional (funnel) sales process, since it makes it easier to use this model to drive the options down the funnel and generate real sales and real money.
Jonathan Thommarson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We are using Salesforce [CMS] to help with client lead management. We also use it for our referral partner management. Salesforce [CMS] is a fairly intuitive program to use and our company provides great raining for it along with training inside Salesforce. Allowing us to have "Nurturing" campaigns that are mostly hands off is a great asset to our business as it keeps the brand in the forefront of the customer or prospect's mind.
  • Automated
  • Intelligent
  • Feature rich
  • High road to entry
  • Very detailed and complex
  • Not easily navigable fro new users
I believe with the proper training and exposure to Salesforce [CMS], it can be a huge win for your company. It has a ton of detailed fields and analytics that can help your business grow it's customer base and drive your dashboards higher. Plan to have a lot of upfront training and ongoing training with the software. If you are not a large organization, you might be better off skipping Salesforce for the time being.
Clay Coleman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CMS is utilized by Phi Delta Theta as our member portal for all employees, members, volunteers, and prospective members. Salesforce provides our organization real time data on all our member organizations, volunteers, and donors. The main business problem it solves is that all access points to information and engagement happen through our salesforce backed MyPhiDelt portal.
  • Extensive Report Queries that are intuitive to run
  • User friendly member portal interface
  • Utilization of Dashboards to help track membership and volunteer engagement metrics
  • 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
Salesforce [CMS] is well suited for non-profit 501C 3 organizations that have a small staff, but large membership and volunteers. Specifically for Phi Delta Theta, we are an organization of 37 employees that serve over 14,000 current members and 185,000 living members. Less appropriate for individual member organizations with less than 100 members.
Score 9 out of 10
Vetted Review
Verified User
Review Source
SalesForce is being used across departments. It was initially used by Marketing and Administration teams. Marketing used it for leads and sales and it was already linked to the organization's online shop and Administration takes care of what happens after the lead is converted into a sale. I have been involved with the Learning Management System and all three departments have been interlinked so that there is a smooth transaction for our customers from the first interaction until they have finished a product with us - including reviews.
  • Lead Management
  • Customer Information Storage and Automation
  • Easy access when particular information is needed about the customer
  • Detection of multiple entries having the same information
  • Though detailed, it has a lot of cells to be filled
  • User interface and usability
Salesforce is a one-stop-shop platform that is easy to link with other tools in order to allow automation. It is very helpful in storing all of the customer information and it helps in the efficient use of information from one platform to another without hitches. It is very appropriate for organizations with so many leads, customers, and prospects.
I think it is less appropriate for start-ups though if the start-ups eventually boom, it is still one of the best CRM in the market.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce is being used by the entire organization between departments like the sales team and the product manager's to perform their day-to-day tasks.

It addresses the problems like understanding the customers, centralizing all customer information under one roof, expanding the funnel, and consolidating your pipeline.
  • External Data Integration
  • Collaborating effectively with your colleagues
  • Expanding the funnel
  • Centralizing customer information under one roof
  • Customization can easily get off track
  • Limited deployment options
  • Steep learning curve and user adoption issues
We have an organization spend time and resources attracting and generating new leads, but what after that? We are not sure whether it has been passed to the sales team or not. Here comes Salesforce super too for these needs. Whether to build more sustainable relationships or to reduce the cost of sales, it plays a very important role in the day-to-day sales process.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce is only being used in our sales department. There are eight people in the sales department. In our other departments, they use another CRM but they have been talking about moving over to Salesforce. The problem that it addresses is that it manages all our clients and prospect in the software. It keeps us organized.
  • Keeps clients and leads organized.
  • Easy to schedule appointments with Salesforce.
  • Integrates other software.
  • Can be a little smoother.
  • Lightning is not organized well.
  • Classic is slower than lighting but more user friendly.
Salesforce is the best CRM I have used. It is user-friendly and easy to manage clients and prospects in the CRM.
Score 8 out of 10
Vetted Review
Verified User
Review Source
The entire organization uses Salesforce as a task manager and order database, keeping track of everything with an automated dual identification system. We can track and manage multiple job request through multiple departments simultaneously while focusing on the task at hand. The messaging system within Salesforce is a great way to record and communicate.
  • Implementing rules that cannot be broken
  • Transparency in tasks and assignments
  • Ease of communication with your team through SF
  • Lack of spell check continues to be an issue
  • Implementation of a style guide would be helpful
  • Learning curve is steep with older demographics
For any business where tasks are initiated and completed through multiple departments, Salesforce is a great tool that boosts productivity and efficiency. In companies that have offices across the country that initiate tasks to a central office, Salesforce is ideal for workflow and communication because it's easy to use for seasoned computer users.
Andrew Dahlstrom | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
I utilized Salesforce CMS in my consulting position. Our entire organization depended on it to track and manage our sales leads to win or loss and then for after-market support.
  • It allows the user to query customer data
  • It allows the user to define metrics and track KPIs
  • It allows the user to set up dashboards with charts and graphs to monitor trends
  • The user interface could be more friendly/intuitive
  • More options for creating visuals such as graphs
Salesforce CMS is well suited for sales and consultant type data. It's not as well suited for security or private data. The security/privacy settings were somewhat complicated to set up.
Micah Platt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use [Salesfroce CMS] for everything. Tracking customers, marketing efforts, goals, opportunities and communication. It is our source of truth for the entire sales process. The mobile app is great for quick check in and give ability to make real time updates.

We moved everyone to Lightening and it was a shift but a good one. Really enjoy it!
  • Keeps all the information at your fingertips
  • Quickly find other contacts
  • Track all marketing efforts at the contact and account level.
  • No system is perfect. Some permissions or getting through required screens takes practice
  • Nesting of tabs can be clunky.
  • Like the SSO, but sometimes with multiple tabs open I'm logged out.
Don't use a knock off version. SalesForce [CMS] is where it's at. They continue to add functionality and I really like having all our other tools that can integrate. Other tools such as Outreach, Sales Nav, Zoom Info, and Demandbase.

Gives visibility to all leadership from a quick click.

It's the best I've used.
Ralph Flores | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use the software as a strategic tool for prospecting and maintaining customer accounts.
  • Keeps prospect and customer conversation history.
  • It provides virtual files for company and enterprise data.
  • It provides a road map for strategic follow up.
  • I would like to see Salesforce having a module that's similar to Salesloft cadence software.
  • I think it could better augment email templates.
Compared to other CRM's, I think Salesforce is the most popular due to its robust design. I would like to see them have a more flexible format for visual purposes.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce CMS is used across a few different departments at my organization. ExCo, Client Succes, Implementation, Sales, and a few others all have access to the database. It is exhaustive, deep, and has many features. Sales uses Salesforce for pretty much everything - all activities must be tracked and logged, tasks and opportunities are created and then followed up on, Won / Lost deals are in there too. It's very handy for managing all aspects of the sales cycle from cradle to grave. There are filters you can play with to sort by your owned accounts, you can see who is reaching out to them, and it syncs up with our activity from other tools like Outreach and ZoomInfo. It really is an entire database that works nicely across the board. Any communications with prospects or clients are synchronized and used for reference. Additionally, it forecasts projected revenue, and keeps track of what team member is doing what.
  • Organization
  • Tracking
  • Delegating
  • Forecasting / Projecting
  • Referencing
  • Learning
  • Clunky
  • Slow computer
  • Could use a modern UI refresh
  • Better IOS app
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce [CMS] integrates well with out proprietary program used by the business and is used to capture interactions, communications, emails, entries etc.. It is an all encompassing program that is user-friendly and has a diverse/myriad access and capability to store a lot of information about our clients and vendors. The all encompassing program provides our company with all the valuable data and tracking and information needed to run our business and needs.
  • Case notations/tracking and reporting.
  • Dashboard. Ability to create and manage reports.
  • Store countless documents like Knowledge Articles for the business.
  • Streamlined vendor and client data matrix
  • Secured and User-friendly with loads of capabilities that can be tailored for the business
  • All encompassing, It seems Salesforce is able to be tailored to specific needs.
  • Offline access.
Most definitely [recommend Salesforce CMS to a colleague].
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce [CMS] across our entire organization. Sales, marketing, accounting, claims management, client facing portal, etc. It helps us with organizing leads through the sales funnel, marketing to them, client communications, handling the entire claims management, billing, and recovery process, reporting, forecasting, budgeting, tracking payments, sales commissions, accounting, internal communications with staff.
  • Lead management
  • Account management
  • Reporting
  • Campaigns
  • Marketing
  • Reporting
  • Search and duplicates
I would say Salesforce [CMS] is well suited to any company with a sales team, account managers, client service, etc. Salesforce [CMS] could be more intuitive and user friendly, especially with functionality and changes. The fact that you have to purchase apps to do things the software should be able to provide can be disappointing.
Score 7 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CMS to create and update digital content for internal or external publication. It is a technology platform that allows us to create, edit, produce, and organize digital content our company uses it in the marketing department. It addresses the company's need to create fast content and a platform that is flexible.
  • Powerful CMS platform
  • It can add/remove features to suit your needs
  • It is accessible round-the-clock from anywhere worldwide
  • The lengthy learning curve of the platform
  • Configuration & setup is time-consuming and complex
  • Cluttered interface makes navigation and simple tasks unnecessarily complex
  • Pricing
Salesforce CMS is well suited for companies that have online remote teams that needs to effectively manage relationships with their customers. It is great for a company that wants to manage its sales. Salesforce CMS is less appropriate for individual or small businesses that have less than 100 staff.
May 24, 2021

Organize it all!

Score 8 out of 10
Vetted Review
Verified User
Review Source
They offer a lot of good solutions for our business uses. It is really handy in keeping all of our content organized and in one place. A lot of departments across the organization use this system. It is very handy to have everything that is very easy to use. It makes it easy for each department to plan campaigns and see what else they could plan out and collaborate on. I think it helps quite a lot.
  • Organization of files, materials, etc.
  • Collaboration with viewing what other departments have planned.
  • Marketing
  • Marketing
  • Collaboration
  • Organization
It has really helped us maintain our marketing materials in one safe and organized place. It is pretty intuitive, so that helps an awful lot. We really like how it works. It is really appropriate for most use cases. There is not a lot that it wouldn't be good for. If you're looking for something to optimize your marketing materials, plans, and executions of campaigns, this is a great tool.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CMS is used globally by Demand Generation, Sales and CS teams of the whole company to plan, manage and analyze activities related to prospects and customers. From lead generation to customer acquisition, the platform provides any relevant data related to churn/upsell/new business opportunities and activity history of every account.
  • Track Account Historical Data
  • Manage Customer Contacts
  • Monitor Business Opportunity at every stage
  • The interface of the tool could be more user friendly
  • Faster conversion process of leads into contacts
  • Add analytics (views and downloads) to file sharing via link
Salesforce is very useful to manage leads and opportunities globally. As Sales Account, I use the tool to organize the pipeline and analyze sales forecasting. Once the customer is acquired, the tool serves as main point of information for client related activities. Additionally, the tool is integrated with the Finance operations and it provides information related to invoicing status.

April 30, 2021

Salesforce CMS Review

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use it for Sales Department, Marketing Department, Billing Department, Finance & Accounting as well as Lab to track and manage our sales. It begins with potential sales, then orders. It offers us data on sales performance by Sales Rep, Territories, and other potential sales opportunities. We also forecast future revenue and cash collections based on historical trend.
  • It stores a lot of data.
  • It is easy to set up detailed dashboard.
  • It allows customized reports.
  • It takes time to download multiple years data.
  • Can't put quota in SFDC. Have to manage actual vs. quota offline via Excel.
  • The email subscribe function does not have raw data, only provides the end reports.
It allows each sales rep to track their sales in a timely fashion. But they only can see their actual sales, not the comparison to their quota since the quota are not uploaded to SFDC. Our current rankings and commissions are based on performance to their quota, not actual sales volumes.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CMS is used by our whole company to to manage and track leads/contacts through the whole sales process, starting with initial interest.
  • Simple
  • Easy to understand
  • Easy to learn
  • Too many features sometimes
  • Slow to load
It's very well suited for any sales organization. Keeping leads and contacts organized and following a deal throughout a sales cycle is required and Salesforce CMS helps you do that.
January 06, 2021

Salesforce CMS Review

Tim Eddington | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CMS is used by our whole company to to manage and track customer[s] through the whole process, starting with pre-sales. It gives us data on usage and adoption, helps us track sales numbers and churn, is used to track KPI's for both sales and CS departments, and a number of other things.
  • Detailed, customizable dashboards.
  • Customizable to fit any org's needs.
  • Great reporting tools.
  • Make it easier to build reports and dashboards.
  • Speed - seems like SFDC can run a bit slow at times.
  • The mobile app could use some work.
Salesforce is well suited for any company that wants to effectively manage relationships with their customers while getting useful data at the same time. We used other CMS's in the past, and they just couldn't give us what we needed. We are a relatively small company, but it seems to me that having these tools in place is even more vital for a growing company.
we've always been able to get our questions answered and help with whatever we need.
Melissa Kevra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
It's being used across the org from Development, to Program, to Talent Acquisition.
  • Can easily be customized to fit business need.
  • Advanced reporting and dashboard functionality.
  • User-friendly, easy to use.
  • You really need an experienced Salesforce Admin to help you utilize the system, especially at first.
  • It can be overwhelming for a first-time user, but that can be addressed with training.
  • Development, tracking donors and contact with donors.
  • Hiring, tracking applications and the make-up of the applicant pool.
  • Program, tracking our phone calls, meetings, emails and connections.
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.
March 11, 2021

Second to None

Thomas Collins, MSF | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
The Salesforce CMS is being used [to] store customer, prospect, and lead information. The software helps to address the problem that most companies begin with, which is a lack of organization.
  • Detailed, customizable dashboards.
  • Advanced reporting and dashboard functionality.
  • Easy workflow with specific fields easy for export.
  • Defining the rules of Salesforce CMS is difficult.
  • It can be difficult to choose the correct report type when creating a new report.
  • Real time refreshes on dashboard.
When you need to build a list it's easy to do. And the same goes for building reports. So if you need all of your information in one place Salesforce CMS does the trick.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We are using SF CMS as a whole organization. The only problem I am aware of is charging credit cards for customers' orders. We are currently having to use a different platform. That platform pushes orders to SF then SF pushes orders to our shipping database.
  • Organization.
  • Easy workflow with specific fields easy for export.
  • Only some fields can be exported.
  • Easier transition from customer files to same customer files.
SF CMS is well suited for inventory control with customers orders and data within their customer file. Unfortunately if something goes wrong it is impossible to troubleshoot yourself, you need to receive help from someone at SF.
Anytime we have needed help creating new pages or fields we have received help quickly.
Score 5 out of 10
Vetted Review
Verified User
Review Source
Using Salesforce as a CRM to manage leads and opportunities. For my team, we use it to manage our current pipeline, the leads coming through interested in our product and ensure we aren't letting leads fall through the cracks. Since there are several sales teams in our organization, we use Salesforce as a way to manage who's doing what across the organization.
  • Manages conflicts between sales teams.
  • Keeps track of call/contact history.
  • One place for all sorts of information.
  • Salesforce takes forever to load a page.
  • Lot of awkwardness when updating records. It won't let updates be made if something changed on the back-end while you were working on a record.
  • Easier way to review and develop reports.
Salesforce is the big dog in the CRM industry. It's used almost everywhere so it's easy to pick up and use wherever you might go. So training on the system is really easy. Oftentimes, it's just a matter of learning how an organization uses it to their means.

I think for a smaller company, there are probably more affordable, more maneuverable options. However, larger companies can benefit from the number of customizations and integrations Salesforce allows for.
I've never really had to contact support. It's at the point where we have people in the organization that are our specific go-to inhouse support teams for Salesforce. Again, that goes back to what I said about there being a point where just too much is added to Salesforce that you have to hire someone to be the go-to person of Salesforce. There is only so much their support team can do for you. I wouldn't expect Salesforce Support to have any sort of understanding of the weird issues I deal with!
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce CMS is used by Marketing and Branding teams extensively.
Global Marketing team uses this for content creation as our organization has presence in India, China, Japan, Indonesia, United Kingdom, Unites States of America and Canada.
Most of the marketing campaigns in Southeast Asian countries are done in their native language and this is where Salesforce CMS comes into the picture [as] it allows content creation in different languages.
  • One content database for a large team size.
  • Content creation can be done in several languages.
  • Content can be viewed and used in multiple countries at once.
  • Collections are allowed to make static lists which should be dynamic in nature.
  • Defining the rules of Salesforce CMS is difficult.
  • There should be an [easy] tick box option.
Salesforce is well suited in the below scenarios:
1. Salesforce CMS provides a common platform to manage content.
2. Assign roles to contributors and decide specific projects as per the upcoming marketing campaigns.
3. Distribute your content across different teams such as B2C, B2B.
4. Content creation is very easy with just a few clicks.
5. One of the best features is Language Translation which can meet global team demands.
Salesforce has a good Customer Support team.
Any solution needed is promptly provided.
TAT to solve queries is also great.
March 17, 2021

Salesforce CMS Review

Score 7 out of 10
Vetted Review
Verified User
Review Source
Salesforce CMS is used by our whole company to manage and track institutional prospective entities throughout our whole sales and selling process, starting with pre-sales. The tool gives us data on usage and adoption, helps us track sales numbers and conversion, is used to track engagements for both sales and marketing departments, and a number of other great features.
  • Visually appealing dashboards
  • Organizational Tools
  • Easy to read metrics
  • Mobile App is lacking functionality
  • certain export features could be improved
  • Updating fields can take longer than needed
The tool is greatly suited for reviewing and managing our sales pipeline. We are able to create customized reports that are easy to share and review across all teammembers. This ability has enabled better communication between sales, client service, operations and marketing teams.

The tool has not been as beneficial with outbound marketing campaigns and customized drip campaigns. This may be a limited function with enterprise software license but not having this ability has created a big gap.

Salesforce CMS Scorecard Summary

Feature Scorecard Summary

Security (1)
84%
8.4
Role-based user permissions (30)
84%
8.4
Platform & Infrastructure (2)
79%
7.9
API (29)
80%
8.0
Internationalization / multi-language (22)
79%
7.9
Web Content Creation (8)
76%
7.6
WYSIWYG editor (20)
76%
7.6
Code quality / cleanliness (25)
74%
7.4
Admin section (24)
80%
8.0
Page templates (22)
74%
7.4
Library of website themes (15)
74%
7.4
Mobile optimization / responsive design (23)
73%
7.3
Publishing workflow (21)
83%
8.3
Form generator (21)
76%
7.6
Web Content Management (5)
78%
7.8
Content taxonomy (21)
77%
7.7
SEO support (19)
76%
7.6
Bulk management (24)
77%
7.7
Availability / breadth of extensions (22)
82%
8.2
Community / comment management (25)
80%
8.0

What is Salesforce CMS?

Salesforce CMS is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. In CMS Workspaces, users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built with Salesforce, users can choose from two of the company's “what-you-see-is-what-you-get” (WYSIWYG) tools: Experience Builder and Commerce Page Designer. If the user wants to deliver content onto a third-party site, experience, or mobile app, the system's headless APIs can deliver the content. Salesforce' "unlimited" content management for experiences at scale is available at $10,000 per org / per month.

Salesforce CMS Video

Salesforce CMS Demo | Salesforce

Salesforce CMS Pricing

Salesforce CMS Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

What is Salesforce CMS?

Salesforce CMS is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. In CMS Workspaces, users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built with Salesforce, users can choose from two of the company's “what-you-see-is-what-you-get” (WYSIWYG) tools: Experience Builder and Commerce Page Designer. If the user wants to deliver content onto a third-party site, experience, or mobile app, the system's headless APIs can deliver the content. Salesforce' "unlimited" content management for experiences at scale is available at $10,000 per org / per month.

What is Salesforce CMS's best feature?

Reviewers rate Role-based user permissions highest, with a score of 8.4.

Who uses Salesforce CMS?

The most common users of Salesforce CMS are from Mid-size Companies and the Computer Software industry.