Marketing uses, reports
December 23, 2020
Marketing uses, reports
Employee in MarketingE-Learning Company, 51-200 employees
Score 7 out of 10
Overall Satisfaction with Salesforce CMS
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
- Customizable dashboards
- More transparency between other CRMs (Hubspot) and Salesforce.
- Real time refreshes on dashboard.
- We are able to pull custom reports quickly to look up conversion rates and times to better our advertising.
- Seamless student/lead transitions between teams.
- Easily look up lead history.
Salesforce has much better reporting than Hubspot so we use Salesforce for most reports that we use. We manage our landing pages, forms, workflows, and emails out of Hubspot. In my experience, Hubspot has better capabilities and easier to manage when it comes to workflows. Hubspot also has the ability to manage things like Google ads and Facebook ads straight from their platform.
Do you think Salesforce CMS delivers good value for the price?
Are you happy with Salesforce CMS's feature set?
Did Salesforce CMS live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Salesforce CMS go as expected?
I wasn't involved with the implementation phase
Would you buy Salesforce CMS again?
Salesforce is pretty easy to use once you learn the basics and navigation of the platform. You can create custom views to make it easier to manage your day, month, and leads. It is transparent and allows multiple users to gain access to the same information.
I have not personally used the support enough but I have heard that it is helpful.
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.
Salesforce CMS Feature Ratings
Code quality / cleanliness
Library of website themes
Mobile optimization / responsive design
Availability / breadth of extensions
Community / comment management
Internationalization / multi-language
Role-based user permissions