Salesforce is also good for marketing
Updated November 25, 2021
Salesforce is also good for marketing

Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce CMS
SFDC is used across the organization, by sales, marketing, and support roles. We manage accounts, opportunities, news, and contacts in the product. We run weekly and monthly reports to show sales, opportunities, and how news and other analysis affect different KPIs. We use personal and departmental dashboards to track our performance against set KPIs.
Pros
- It's easy to see open opportunities for an account and its entire hierarchy.
- It's easy to see existing users for an account and its entire hierarchy.
- Dashboards make it easy to track KPIs.
- Tasks and posts make it easy to communicate with other users.
- I like the highlighting of duplicates and how relatively easy it is to merge accounts.
Cons
- You have to scroll down a long way to see important details in an account.
- It can be difficult to choose the correct report type when creating a new report.
- Account and opportunity fields are not set up for ease of use in my opinion.
- It helps us track our progress against KPIs on departmental and individual levels.
- It helps us keep track of the history of an account, including contacts, news, opportunities, etc.
- I regularly run reports to track my progress on my goals.
The other products we use mainly to gain data about customers and prospects. They do not allow users to keep detailed accounts, including attaching news stories, opportunities, and contacts, or to build hierarchies of companies and their subsidiaries. SFDC is good at that, as well as at running reports so you can pull that data into a useable, actionable format.
Do you think Salesforce CMS delivers good value for the price?
Not sure
Are you happy with Salesforce CMS's feature set?
Yes
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?
Yes
Comments
Please log in to join the conversation