Salesforce CMS Reviews and Ratings

Rating: 8.4 out of 10

Score

8.4 out of 10

Community insights

TrustRadius Insights for Salesforce CMS are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Multiple Integrations: The multiple integrations enhance the platform's overall functionality, allowing seamless connections with other tools and systems.

Ease of use: Users note the how Salesforce CMS simplifies tasks and boosts efficiency, making it accessible for users at all levels of expertise.

Content Delivery Capabilities: Salesforce CMS capabilities ensure effective and timely communication with target audiences, a critical feature for businesses.

User Management Features: Additionally, the platform excels in user management features, with intuitive navigation and straightforward operations.

Customization: Salesforce CRM customizability empowers users to create tailored reports and dashboards that suit their specific needs.

Visibility: The visibility of open opportunities is another highlight, providing a clear and user-friendly view for managing workflows.

Communication Tools: Convenient communication tools, such as tasks and posts, streamline collaboration and foster productive interactions among team members, further enhancing its value as a comprehensive CMS solution.

Reviews

63 Reviews

Critical CRM tool for fast-growing scale up

Rating: 9 out of 10

Incentivized

April 29, 2025

Use Cases and Deployment Scope

Salesforce CMS is the single source of truth at our company where the most important data in regards to our customers are stored.

We have a huge amount of users of our product, and to be able to gather, structure, clearly tailor the customer cards to how we want them are critical. This does Salesforce CMS very well. Easy shareable with everybody.

Pros

Tailored customer cards
Share information and work with colleagues
Integrations

Cons

The cost for support and setting up the system is very high
The UX is not sometimes the best
More use of AI in terms of manual work, filling out stuff

Likelihood to Recommend

In the best of ways I strongly recommend Salesforce CMS due to the tailoring of the system it self. Its awesome in that way and truly are critical for enterprise companies thanks to its amazing capabilities for collaboration and giving easy access to the information you need. Its no necessary for small orgs due to the complexity or the system and cost of setting it up.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

6 years of experience

Salesforce is a great tool.

Rating: 8 out of 10

Incentivized

April 5, 2025

Use Cases and Deployment Scope

SalesForce is used to manage our sales pipeline, focusing on deal velocity, channel partner relationships, and our MSP customers. We use this software for current customer relationships as well as potential customers. Salesforce simplifies and unifies all information related to customers, products, and sales cycles. It is used heavily each day.

Pros

Contacts
Sales cycle.
Customers

Cons

UX/UI.
Simplification of content.
Mobile access.

Likelihood to Recommend

Salesforce is well suited for medium—to enterprise-sized organizations that are growing and need access to a tool that can facilitate the management of sales cycles, contacts, current customers, and reporting. When an organization is smaller, it may have too much information or be overly complex, and a smaller solution would suffice.

Jameson Jones

AE in Information Technology at Vasion (501-1000 employees)

Vetted Review

4 years of experience

Salesforce CMS is the top notch CRM system to give you overview

Rating: 8 out of 10

Incentivized

March 25, 2025

Use Cases and Deployment Scope

We use Salesforce CMS for our customer and sales data base. We can see contact persons per Client. Potential possibilities. Already sent out pitches. Project that we already had or have with the respective client. Contact details, company details. A sales pipeline. A pitch pipeline. How much volume in sales we already have with the client.

Pros

Client data
Pitch pipelines
Sales numbers

Cons

User experience
Intuitive go around
Personalisation

Likelihood to Recommend

Salesforce CMS is really well suited when you are looking to find out information on a project or client or proposal or sale or pitch. It offers you a pipeline and overview to any client related topic. It also gives you reports. You can find client data or contact details of the person on your company side responsible for the client or project. You can also see the sales volume and the possibilities for more

Verified User

Project Manager (51-200 employees)

Vetted Review

4 years of experience

The most Capable Scheduling Software to Date

Rating: 10 out of 10

Incentivized

March 18, 2025

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Verified User

Program Manager in Customer Service (201-500 employees)

Vetted Review

3 years of experience

Best Tool for all your CRM needs!

Rating: 9 out of 10

Incentivized

March 18, 2025

Use Cases and Deployment Scope

We use Salesforce for employee management, payroll, attendance, documentation, scheduling and more. We use it on a daily basis, make outgoing calls, incoming calls, store and manage employee data and more. Without Salesforce and its robust design and support, we would not be able to operate efficiently.

Pros

User Management
Database
User-Friendly
Support

Cons

Better email integration
Could be faster in loading times
Could integrate an option for dark screen

Likelihood to Recommend

Salesforce is great for large-scale enterprises due to it's cost and implementation. So, depending on the company size and the type of work, it may or may not be good for you.

Carlos Delgado Barcia

Technical Support Specialist in Professional Services at Geo Strategy Partners (11-50 employees)

Vetted Review

2 years of experience

Verified on LinkedIn

Critical business tool for optimised efficiency and digital tools communication

Rating: 8 out of 10

Incentivized

March 15, 2025

Use Cases and Deployment Scope

We use Salesforce CMS throughout our whole sales-organisation. The ability to tailor Salesforce CMS to our need, saves a lot of time and makes our whole sales wheel work. We can easily integrate and sync with critical tools like Planhat, slack, Salesloft and MS Outlook which is critical. Its also easy to see potential leads coming in, communicate with colleagues and maximise the day2day routine with lists, emails and meetings.

Pros

Easy accessible and structured information so its easy to find
Handle the whole salescyckle from marketing to sales to Customer Success efficiently together with critical insights easy visible
Sync important data from Salesloft into other tools as Planhat, Salesloft and Microsoft Outlook to work more efficiently and not having to search for critical information

Cons

Easier to edit and tailor temporarily filters
Guidelines inside of Salesforce CMS where to find stuff, like small "guides" popping up showing where to find stuff.

Likelihood to Recommend

For fast-growing scale-ups and Enterprise companies with a lot of information needed to be presented clearly and efficient for various user groups like Marketing, sales and Customer success. Salesforce CMS is great in terms of having the whole sales journey from marketing, sales and customer success, in other words when many different teams needs to co-operate and are linked to make the customer journey the best it can both for the using company, and the customer.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

4 years of experience

Powerful, Scalable and user friendly!

Rating: 9 out of 10

Incentivized

March 14, 2025

Use Cases and Deployment Scope

We have used the Salesforce Suite to enhance our digital presence and customer experience. We currently have this to manage our orders and integrate Cloudinary's digital asset management solution with Salesforce Commerce Cloud.

Pros

Provides 360 view of customers.
Helps CE team see order history and customer data.

Cons

Not found any negatives from how it has been used for my dept.

Likelihood to Recommend

It is a very user-friendly tool that requires minimal training. I was able to understand the steps within a few hours, and now we are able to use Salesforce to help us manage customer contacts with a single view of their order history.

Verified User

General Manager in Customer Service (1001-5000 employees)

Vetted Review

3 years of experience

Great product if you are already in the Salesforce Suite, Makes connecting assets easy.

Rating: 9 out of 10

Incentivized

March 14, 2025

Use Cases and Deployment Scope

We use it to generate smaller pieces of content personalized to the customer and their business, as well as small landing style pages or emails personalized by the data they have filled in on forms that we have stored in the customer relationship manager system. This adds that little extra touch to the overall experience for the customer journey.

Pros

The workflow system connection from the CRM.
Building configurator is easy to use.
It only takes a small amount of time to train someone to use it.

Cons

I find that the more complex you make things it starts to hit load times quite hard.
Additional tracking and analytics for the pages/emails would be nice.
Version control with autosaves and regular saves so you can tell the difference with 15-minute intervals.

Likelihood to Recommend

If you have a large customer base and a large amount of data on each of your customers, it is really strong in creating personalized content that your salespeople can use in their pitch meetings—and then setting up workflows for automated for lifecycle journey creations to automatically go out to customers.

Verified User

Employee in Marketing (1001-5000 employees)

Vetted Review

2 years of experience

Thumbs up Salesforce CMS

Rating: 9 out of 10

Incentivized

March 12, 2025

Use Cases and Deployment Scope

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.

Likelihood to Recommend

We have tested out several software systems and continue to come back to Salesforce CMS. It is dependable and offers a reliable system for the value. It can be tailored to fit the needs of your company - from the corporate world to not for profit. Highly recommend!

Verified User

Manager in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

Salesforce CMS - Content Management Tool for Salesforce Users

Rating: 9 out of 10

Incentivized

March 12, 2025

Use Cases and Deployment Scope

Salesforce Content Management System (Salesforce CMS) has helped us to create manage and put content across channels with ease. It helps in tracking data, creating custom content type. It can be integrated with Salesforce Platform and all other Salesforce products. It provides unified view of customer's data The collaboration feature really helps to speed up the process of content creation as it provides real time collaboration among creators and editors.

Pros

Content delivery
Content creation
Content storage
Salesforce integration

Cons

Can be more collaborative
Sometimes the integrations have a bit lag
Cannot think of anything else

Likelihood to Recommend

Salesforce CMS is well suited for those companies which are already using Salesforce. If you want to provide personalized content according to individual customer. If you want to share the content across multiple channels. Salesforce CMS is not typically suited for companies not using salesforce. Simple blogging does not require a Salesforce CMS.

Abheer Uppal

Senior Operations Analyst at Simplilearn (1001-5000 employees)

Vetted Review

2 years of experience

Verified on LinkedIn

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