Item: Salesforce CMS
Rating: 10
Author: Verified User

Overall Satisfaction with Salesforce CMS

Use Cases and Deployment Scope

We use Salesforce CMS as our main CRM tool wherein we have all the business needs in one place, it also help me in terms of the reports that I am using every business reviews that I have with the clients. It is very easy to use and very secured.

Pros and Cons

Pros

Data organization
Data privacy
Ease of use

Cons

Bugs
Integration with Intercom
Display

Return on Investment

Easy to see the trends
Forecasting
Action planning

Usability

I really love using Salesforce as it is very user friendly and easy to understand once you get a hold of it. I used to use this tool as well from my previous account that I am handling and comparing to the other CRM tool, this is the most straightforward one.

Alternatives Considered

Zendesk Chat

With Salesforce you can easily create your own dashboard with just a click of a button compared to Zendesk there are a lot of things you need to do first to create your first dashboard most of the time it will not show all of the data that you need. But with Salesforce it is very easy to create reports.

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

Slack, Intercom, Dialpad Connect

Likelihood to Recommend

For me it suits me well in terms of my report creation, you can create custom reports based on the data that you need to present with just one click. Data exported are also real time so there is no need to wait for a long time to generate the reports needed.

Salesforce CMS Feature Ratings

Comments

Please log in to join the conversation

Salesforce ease of use