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Salesforce CMS

Salesforce CMS

Overview

What is Salesforce CMS?

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content…

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Recent Reviews

Organize it all!

8 out of 10
May 24, 2021
Incentivized
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 …
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Streamline your data!

8 out of 10
May 12, 2021
Incentivized
Salesforce CMS is used across a few different departments at my organization. ExCo, Client Succes, Implementation, Sales, and a few others …
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Salesforce CMS Review

7 out of 10
March 17, 2021
Incentivized
Salesforce CMS is used by our whole company to manage and track institutional prospective entities throughout our whole sales and selling …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 16 features
  • Community / comment management (19)
    8.9
    89%
  • Code quality / cleanliness (18)
    8.5
    85%
  • API (22)
    8.5
    85%
  • Role-based user permissions (23)
    8.5
    85%
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Pricing

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N/A
Unavailable

What is Salesforce CMS?

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content and limit access to appropriate…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Square Online (formerly Weebly) is a basic content management system with blogging and eCommerce features. It can be utilized for building standard websites or specialized webpages for online stores.

What is Adobe Business Catalyst (Discontinued)?

Adobe Business Catalyst was a cloud-hosted system for building and managing web content and online stores with a built-in CRM framework in addition to sales, service, and marketing features including eCommerce and Email Marketing tools. It has been end of life (EOL) since 2020.

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Product Demos

Verbis Translation & Localization for Salesforce CMS DEMO

YouTube

Introduction to Salesforce CMS

YouTube

Introduction to Salesforce CMS

YouTube

Salesforce CMS Demo | Salesforce

YouTube
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Features

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.5
Avg 8.0

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

8.5
Avg 7.7

Web Content Creation

Features that support the creation of website content.

8.4
Avg 7.6

Web Content Management

Features for managing website content

8.5
Avg 7.3
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Product Details

What is Salesforce CMS?

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. 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 Competitors

Salesforce CMS Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. 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.

Adobe Experience Manager, WordPress, and Drupal are common alternatives for Salesforce CMS.

Reviewers rate Community / comment management highest, with a score of 8.9.

The most common users of Salesforce CMS are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(1572)

Attribute Ratings

Reviews

(1-9 of 9)
Companies can't remove reviews or game the system. Here's why
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
April 30, 2021

Salesforce CMS Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Clay Coleman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
March 11, 2021

Second to None

Thomas Collins, MSF | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 5 out of 10
Vetted Review
Verified User
Incentivized
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.
Melissa Kevra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
December 23, 2020

Marketing uses, reports

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce CMS is mostly used by our Sales departments. Other departments in our organization use Salesforce CMS for reporting purposes. The business problems that it addresses lead organization and allows for transparency between departments on lead information.
  • Lead organization
  • Reporting
  • Customizable dashboards
  • Speed
  • More transparency between other CRMs (Hubspot) and Salesforce.
  • Real time refreshes on dashboard.
In marketing, we use a lot of customizable dashboards to see lead reports in real-time throughout the day/month. It simplifies things and makes it easy to focus on what areas and leads need improvements. Our marketing team uses Hubspot for a lot of things and usually, the integration between Hubspot and Salesforce is pretty seamless.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce CMS across our whole organization, and it has been a lifesaver for managing our online content. Having one central place to store content that is fast, secure, and easy to use and can be managed from everywhere is what makes this solution a great success, especially this past year during the epidemic.
  • 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.
  • The interface for keeping things organized could use some improvement, with more options for tagging and sorting. It's not bad but there are better interfaces out there.
  • Reporting and dashboards on content would be a nice addition, and is something that will probably be coming.
  • It can be tough to get a public URL for image content - the kind you would embed into a page. The interface wants to drive you to the interactive page which is great in most cases but when you just want a direct URL it can be tough to find. The official documentation from Salesforce tells you to right click save as on the preview page, where instead they should have it built in to the interface and displayed somewhere.
If you already use Salesforce, then this is a no-brainer. There is no need to go to another platform for your CMS needs. If you don't have Salesforce at all, this is still a good choice but may not always make the most sense. There are cheaper options out there and also ones that might integrate with your platform better, but as always you will usually get what you pay for.
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