Great product for sales & marketing
March 03, 2021
Great product for sales & marketing
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce CMS
We currently use Salesforce for our Sales/Marketing and Customer Success departments. We use it for tracking prospect & opportunity movement, activity tracking, and case management.
- Customizability - even out of the box, I am able to accomplish that majority of the workflows needed by the organization.
- Reporting - dashboards are easy to put together, display data in a digestible and cohesive way, and there are few limits on ways that we can capture and report on specific data points.
- Trailhead - I have run into several issues with Trailhead articles directing me to an Error 404 page, and with inconsistent product naming conventions (Community Cloud vs Experience Cloud etc) which make for a confusing journey when implementing.
- Salesforce Inbox - the integration for Gmail/Salesforce for logging emails is rather archaic and step-heavy. It would be ideal to implement some AI that can detect the account & opportunity outright, as well as fast-track the ability to create new contacts.
- Allowed us clean visibility into our pipeline, which allowed for more accurate forecasting for our board.
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?
I wasn't involved with the implementation phase
Would you buy Salesforce CMS again?
Yes