Item: Salesforce CMS
Rating: 9
Author: Tim Eddington

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Return on Investment

More clear reporting has helped us find gaps in our processes, helping us to save money.
Has made it much easier to track KPI's.
Much easier to track leads through the whole sales process.

Alternatives Considered

Streak and SalesLoft

Salesforce is by far the most complete tool of its type I've seen or used. We haven't even scratched the surface of all the things we can do in Salesforce, and with other products we couldn't get our most basic needs fulfilled.

Key Insights

Do you think Salesforce CMS delivers good value for the price?

Yes

Are you happy with Salesforce CMS's feature set?

Yes

Did Salesforce CMS live up to sales and marketing promises?

Yes

Did implementation of Salesforce CMS go as expected?

Would you buy Salesforce CMS again?

Yes

Other Software Used

SalesLoft, RingDNA, Zoom

Usability

Once set up, it is decently easy for users to navigate. It can be difficult at times to build reports and dashboards if you aren't well versed in Salesforce. It seems like you have to read a manual to do a lot of stuff within Salesforce - this is largely due to how complex the tool is.

Support Rating

we've always been able to get our questions answered and help with whatever we need.

Likelihood to Recommend

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.

Salesforce CMS Review

Overall Satisfaction with Salesforce CMS