Item: Salesforce CMS
Rating: 8
Author: Verified User

Overall Satisfaction with Salesforce CMS

Use Cases and Deployment Scope

Use it to manager client, project, and contact relationships. Allows us to link contacts to companies and company to projects and projects to accounts. Full circle coverage. Easy to update existing and new entries, and easy to affix to a potential sale or project. Tracking communication, touch points and keeping notes is very easy to integrate at all levels. We use this program as the starting point for everyone from a potential lead up to a final sale. It is possible to integrate other data based programs into it such as our VOIP provider, docuSign and Scoop. The ability to integrate allows for all departments to use SF.

Pros and Cons

Pros

Ability to Clone: Contacts, Companies, Opportunities
Assess to call or communication logging while on the phone
Integration of our call recording service
capture alot of info in the contacts and company fields.

Cons

Multiple email addresses for a single contact
auto populate company information from the web
Chrome extension was hit and miss for me. Seemed to push my emails over but wasn't able to see the SF info from within chrome.

Return on Investment

Record time between touch points so you can see how attentive you are to clients
Record days a potential opportunity is in each stage to see where sales are at
more drop down menus for quick answers would be great.

Usability

I think it is extremely good, but not sure if it is perfect. For me converting all the info need to move an opportunity into Closed Won stage was not fluid. sometimes lots of additional information was required but it took multiple attempts to get it right. Wish it would just highlight the areas that needed imputs instead of listing as a red notice, but then disapearing when you went back to edit.

Key Insights

Do you think Salesforce CMS delivers good value for the price?

Not sure

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

Other Software Used

Gong, Aircall, Scoop Solar

Likelihood to Recommend

well suited for long term recording of client information.

Salesforce CMS Feature Ratings

Comments

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Salesforce CMS: The tool you didn't know you needed until you used it.