Salesforce CMS Review
Updated January 06, 2021

Salesforce CMS Review

Tim Eddington | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

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

  • Detailed, customizable dashboards.
  • Customizable to fit any org's needs.
  • Great reporting tools.

Cons

  • 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.
  • 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.
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.
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.

Do you think Salesforce Agentforce Sales delivers good value for the price?

Yes

Are you happy with Salesforce Agentforce Sales's feature set?

Yes

Did Salesforce Agentforce Sales live up to sales and marketing promises?

Yes

Did implementation of Salesforce Agentforce Sales go as expected?

No

Would you buy Salesforce Agentforce Sales again?

Yes

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.

Agentforce Sales Feature Ratings

Salesforce CMS Support

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

Comments

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