Salesforce CMS Review
Updated April 30, 2021
Salesforce CMS Review
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce CMS
We use it for Sales Department, Marketing Department, Billing Department, Finance & Accounting as well as Lab to track and manage our sales. It begins with potential sales, then orders. It offers us data on sales performance by Sales Rep, Territories, and other potential sales opportunities. We also forecast future revenue and cash collections based on historical trend.
- It stores a lot of data.
- It is easy to set up detailed dashboard.
- It allows customized reports.
- It takes time to download multiple years data.
- Can't put quota in SFDC. Have to manage actual vs. quota offline via Excel.
- The email subscribe function does not have raw data, only provides the end reports.
- It is easy to track KPI's.
- It is easy to track leads.
- Customized reporting improves efficiency.
Salesforce is the most advanced and complete tool comparing to similar products. For instance, it holds many databases related to sales, like map information, which is very helpful to draw territories. Plus, we can see how many potential clients [are] in those territories, so we can better analyze and project future sales.
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