Item: Salesforce CMS
Rating: 10
Author: Micah Platt

Use Cases and Deployment Scope

We use [Salesfroce CMS] for everything. Tracking customers, marketing efforts, goals, opportunities and communication. It is our source of truth for the entire sales process. The mobile app is great for quick check in and give ability to make real time updates.

We moved everyone to Lightening and it was a shift but a good one. Really enjoy it!

Pros and Cons

Keeps all the information at your fingertips
Quickly find other contacts
Track all marketing efforts at the contact and account level.

No system is perfect. Some permissions or getting through required screens takes practice
Nesting of tabs can be clunky.
Like the SSO, but sometimes with multiple tabs open I'm logged out.

Return on Investment

Speed to close
Quickly update on accounts
Amount of info available

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

Gong.io, Demandbase, Outreach

Likelihood to Recommend

Don't use a knock off version. SalesForce [CMS] is where it's at. They continue to add functionality and I really like having all our other tools that can integrate. Other tools such as Outreach, Sales Nav, Zoom Info, and Demandbase.

Gives visibility to all leadership from a quick click.

It's the best I've used.

Salesforce Learn It Love it Use It!

Overall Satisfaction with Salesforce CMS