Thumbs up Salesforce CMS
March 12, 2025
Thumbs up Salesforce CMS
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce CMS
We are a non profit and use Salesforce CMS to hold information about the companies that we interact with. Touch points, contacts, notes from meetings, reminders, etc. This is a central space that all users can go to, to find the information they need about said company so duplicate efforts are not made.
Pros
- This CRM provides the opportunity to make positive customer relationships.
- It is intuitive and easy to use. Navigation is a breeze, historical content is stored and able to be pulled up when called upon.
- Multiple departments can get something out of the software from sales to finance.
Cons
- Reporting is not as robust as I would like, but I heard that updates are coming.
- There is not a detail audit trail of what changes were made to a record. Notifications are made that a change was made and by who, but details to what the change was is not available to my knowledge.
- We are able to provide a segment of business to our customers using Salesforce CMS that we weren't able to provide using our previous CRM. This has increased our workflow considerably.
- We use two forms of CRM at the moment and are looking to the possibility of moving over solely to Salesforce CMS in the next 1-2 years.
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?
I wasn't involved with the selection/purchase process
Did implementation of Salesforce CMS go as expected?
I wasn't involved with the implementation phase
Would you buy Salesforce CMS again?
Yes
Comments
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