Salesforce CMS: an Energized CRM Platform
May 10, 2022

Salesforce CMS: an Energized CRM Platform

Luis Amelinckx | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

Salesforce CMS has given us: - visibility of leads, prospects, and customers - a good understanding of pipeline and forecast management - the ability to track customers' interactions and bring fluent communication - the ability to create customized reports and friendly dashboards - an amazing insight into the metrics or KPIs more important for the organization - the versatility and scalability needed for company growth - a capability on integration with other platforms (MapAnything, Groove, Five9, etc.)
  • Ability to track customer interactions and communications
  • Optimal customer relationship management
  • Better integration and reporting platform
  • Customizable to fit any organization CRM needs
  • Single trustable source for any customer-centric organization
  • Search function sometimes gets stuck
  • Self-training videos are needed for exploiting Salesforce CMS fullest
  • Duplication of information is not halted
  • Set up process is lengthy and time consuming
  • SFDC platform helps to have a better understanding customer experience
  • SFDC platform brings handful customer retention features
  • SFDC platform, by tracking customers' habits, helps to up-sell or cross-sell faster
  • SFDC platform implementation/onboarding could be expensive, but worthy
Insightly is mostly a CRM platform for medium-small businesses, with fewer capabilities, and constrain on scalability.
SFDC is much an energized CRM platform much better than Insightly.
SFDC is indeed a powerful tool to strengthen the company-customer bond as well as to build a deeper trust relationship with customers and prospects.

Do you think Salesforce CMS delivers good value for the price?


Are you happy with Salesforce CMS's feature set?


Did Salesforce CMS live up to sales and marketing promises?


Did implementation of Salesforce CMS go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce CMS again?


More appropriate in:
- maintaining a central location to store all customer data - the sales team will make more informed sales decisions
- improving communication throughout all organizations - avoid the silo mentality
- improving sales & marketing synergies
- automating the business process - touchpoints integration
Less appropriate in:
- customer interactions do not need to be logged automatically

Salesforce CMS Feature Ratings

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