The most Capable Scheduling Software to Date
March 18, 2025

The most Capable Scheduling Software to Date

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

We use this as our primary CRM and scheduling software for 40-60 technicians. We are able to maintain up to date billing invoices and records as well as record any inbound or outbound communication with each customer. For every maintenance or install need we can also create the neccessary cases to dispatch a technician quickly and accurately. The field service functionality is top notch and the drive time saved is huge thanks to the optimization tools. There are several quirks with the system but with a few capable Salesforce CMS developers any needs can be addressed.

Pros

  • Field Service Gantt
  • Service Resource Management
  • Drive Time Optimization
  • Customizable
  • Great Reporting

Cons

  • Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
  • Reporting off of Service Appointment history is challenging
  • Without having a developer adjust your views the amount of available fields can be overwhelming.
  • The reporting alone allowed us to provide accurate data to our board and investors to then secure further funding
  • We were able to drive down creation costs by reducing drive time and improve overall tech utilization
  • Improve customer satisfaction by having better tracking/notes of previous conversations
Within a week a scheduler can confidently navigate the program and from there they learn more niche tools but from the beginning they can hit the ground running. With different user views available the developers can narrow down what is needed based on your job role which has been invaluable.
Salesforce CMS is way better with both optimization and reporting both of which Sonar Scheduling lacked. Our ability to skill technician or prioritize was lacking with Sonar. The API was very delayed with Sonar so changes on the Gantt had a delay that would throw off other team members. Sonar was cheaper but Salesforce CMS is way more capable.

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?

Yes

Did implementation of Salesforce CMS go as expected?

Yes

Would you buy Salesforce CMS again?

Yes

When managing a team of 30 or more technician the tools available for a scheduler are incredible. The system sync's quickly so all schedulers can be looking at the same Gantt and see what changes have been made or need to be made. If you have too small of a team this service would be overkill especially given the cost.

Salesforce CMS Feature Ratings

7.8
WYSIWYG editor
8
Code quality / cleanliness
8
Admin section
10
Page templates
7
Library of website themes
6
Mobile optimization / responsive design
10
Publishing workflow
8
Form generator
5
8.0
Content taxonomy
8
9.5
API
10
Internationalization / multi-language
9
10.0
Role-based user permissions
10
CMS programming language or framework ()
Not Rated

Comments

More Reviews of Salesforce CMS

  1. Home
  2. Content Management Systems (CMS)
  3. Salesforce CMS Reviews
  4. User Review of Salesforce CMS