Salesforce - Improves Efficiencies and Transparency
March 06, 2025
Salesforce - Improves Efficiencies and Transparency

Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce CMS
Managing client and prospecting contact information
Reporting
Email Automation
Entering Adoptions (Sales)
Automation for requesting company review requests (requests for access to textbooks, etc.)
I used Salesforce every day to manage and record interactions with clients and prospects. I occasionally use the email automation, but prefer Gmelius as it gives me more options for customization. I also use a seperate Excel & NirvanaHQ for task and project management since I personally don't love the task features.
Reporting
Email Automation
Entering Adoptions (Sales)
Automation for requesting company review requests (requests for access to textbooks, etc.)
I used Salesforce every day to manage and record interactions with clients and prospects. I occasionally use the email automation, but prefer Gmelius as it gives me more options for customization. I also use a seperate Excel & NirvanaHQ for task and project management since I personally don't love the task features.
Pros
- Custom Reporting
- Automating review requests
- Dashboard Reporting
- Database for client and lead information
Cons
- Task Mgmt
- More robust email cadence options (more customization)
- Project Mgmt
- It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
- The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.
Works well with others and I like the newer deployments which continue to make it even more useful and promotes efficiency and transparency.
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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