Item: Salesforce CMS
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

Salesforce CMS is used by our whole company to manage and track institutional prospective entities throughout our whole sales and selling process, starting with pre-sales. The tool gives us data on usage and adoption, helps us track sales numbers and conversion, is used to track engagements for both sales and marketing departments, and a number of other great features.

Pros and Cons

Visually appealing dashboards
Organizational Tools
Easy to read metrics

Mobile App is lacking functionality
certain export features could be improved
Updating fields can take longer than needed

Return on Investment

Clearer prospect management
increased communication across internal teams
Great reporting

Key Insights

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?

Yes

Would you buy Salesforce CMS again?

Yes

Other Software Used

SalesLoft

Likelihood to Recommend

The tool is greatly suited for reviewing and managing our sales pipeline. We are able to create customized reports that are easy to share and review across all teammembers. This ability has enabled better communication between sales, client service, operations and marketing teams.

The tool has not been as beneficial with outbound marketing campaigns and customized drip campaigns. This may be a limited function with enterprise software license but not having this ability has created a big gap.

Salesforce CMS Review

Overall Satisfaction with Salesforce CMS