Streamline your data!
May 12, 2021

Streamline your data!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

Salesforce CMS is used across a few different departments at my organization. ExCo, Client Succes, Implementation, Sales, and a few others all have access to the database. It is exhaustive, deep, and has many features. Sales uses Salesforce for pretty much everything - all activities must be tracked and logged, tasks and opportunities are created and then followed up on, Won / Lost deals are in there too. It's very handy for managing all aspects of the sales cycle from cradle to grave. There are filters you can play with to sort by your owned accounts, you can see who is reaching out to them, and it syncs up with our activity from other tools like Outreach and ZoomInfo. It really is an entire database that works nicely across the board. Any communications with prospects or clients are synchronized and used for reference. Additionally, it forecasts projected revenue, and keeps track of what team member is doing what.
  • Organization
  • Tracking
  • Delegating
  • Forecasting / Projecting
  • Referencing
  • Learning
  • Clunky
  • Slow computer
  • Could use a modern UI refresh
  • Better IOS app
  • Central location for content
  • Deployment strategy
  • Increased success
  • Better time management
  • Unification
Salesforce CMS beats the competition due to UI, user friendliness, support, and ease of use as well as deployment. The entire system and process is simple to understand, has many different places for you to store key information, and is easily implemented at your company. You're getting a trusted brand with reliable customer service. I could not think of using any other program.

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

Salesforce CMS is well suited for anything sales. If you need information on an account, want to touch your old accounts, need to get a better idea of ownership by vertical, or want to estimate revenue from your pipeline, it is very A-OK. We use Salesforce to open, close, and study prospects to later convert them into closed deals. There is a section for notes to detail about each and every account. You can add contacts in, complete with their title, email, cell phones, and other additional info, and since our program is sync'ed up with Outreach.io you can make an immediate call from the Salesforce page. It's a must if you are growing your company and want to stay organized within multiple departments.

Salesforce CMS Feature Ratings

WYSIWYG editor
Not Rated
Code quality / cleanliness
9
Admin section
8
Page templates
Not Rated
Library of website themes
Not Rated
Mobile optimization / responsive design
5
Publishing workflow
Not Rated
Form generator
Not Rated
Content taxonomy
Not Rated
SEO support
Not Rated
Bulk management
7
Availability / breadth of extensions
Not Rated
Community / comment management
6
API
8
Internationalization / multi-language
7
Role-based user permissions
9