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 Navigation is a breeze, historical content is stored and able to be pulled up when called upon.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 Agentforce 360 for Nonprofits delivers good value for the price?
Yes
Are you happy with Salesforce Agentforce 360 for Nonprofits's feature set?
Yes
Did Salesforce Agentforce 360 for Nonprofits live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Salesforce Agentforce 360 for Nonprofits go as expected?
I wasn't involved with the implementation phase
Would you buy Salesforce Agentforce 360 for Nonprofits again?
Yes
Comments
Please log in to join the conversation