Salesforce - Improves Efficiencies and Transparency
March 06, 2025

Salesforce - Improves Efficiencies and Transparency

Anonymous | TrustRadius Reviewer
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.

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.
All in all, it's a great product that use all day, every day. It's aesthetically pleasing overall and specifically provides information in a clean, concise way. It's easy to manipulate and seems to play well with the other products I use such as Pardot, Gmelius, and our company's proprietary data system. It increases my efficieny in my admin tasks so I have more time to focus on revenue-generation and account management. It's also easy to use from everywhere where it be on a university campus, in a hotel room, one of a million Starbucks, or at home.
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

As a repository, Salesforce is great. I can access it from anywhere which is helpful as I travel about 70% of the year for work. It also works well in tracking sales and additional criteria my Mgmt Team uses as metrics for performance. I love the Dashboard reporting and it's to-the-minute results.

I don't love their Task & Project Mgmt or automated emails/cadences. I use other products to fill in the gaps, but as you can imagine, it creates extra work.

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
6
Mobile optimization / responsive design
8
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
API
Not Rated
Internationalization / multi-language
Not Rated
Role-based user permissions
10

Comments

More Reviews of Salesforce CMS