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.
We use Salesforce CMS primarily for the sales team. As part of the prospecting flow, sales reps will add opportunity info into Salesforce CMS once an initial conversation has been had (not before). From there, we use Salesforce CMS to track prospect data, opportunity value, etc, and eventually will mark these as closed won or closed lost with notes.
Pros
Multi-contact account tracking
Sales pipeline tracking
reporting
Cons
In my opinion, too complex
I think it is difficult to find tools and settings
Likelihood to Recommend
In my opinion, Salesforce CMS is best suited to teams with a Salesforce expert on staff. In my experience, Salesforce CMS is too complex for the average person to just hop in and be able to manage right away - there's definitely a big time commitment to becoming proficient and to setting things up to fix your use case.
They offer a lot of good solutions for our business uses. It is really handy in keeping all of our content organized and in one place. A lot of departments across the organization use this system. It is very handy to have everything that is very easy to use. It makes it easy for each department to plan campaigns and see what else they could plan out and collaborate on. I think it helps quite a lot.
Pros
Organization of files, materials, etc.
Collaboration with viewing what other departments have planned.
Marketing
Cons
Marketing
Collaboration
Organization
Likelihood to Recommend
It has really helped us maintain our marketing materials in one safe and organized place. It is pretty intuitive, so that helps an awful lot. We really like how it works. It is really appropriate for most use cases. There is not a lot that it wouldn't be good for. If you're looking for something to optimize your marketing materials, plans, and executions of campaigns, this is a great tool.
VU
Verified User
Manager in Information Technology (1001-5000 employees)
Salesforce CMS is utilized by Phi Delta Theta as our member portal for all employees, members, volunteers, and prospective members. Salesforce provides our organization real time data on all our member organizations, volunteers, and donors. The main business problem it solves is that all access points to information and engagement happen through our salesforce backed MyPhiDelt portal.
Pros
Extensive Report Queries that are intuitive to run
User friendly member portal interface
Utilization of Dashboards to help track membership and volunteer engagement metrics
Cons
Platform is so robust it can be overwhelming when starting a report from scratch
Key words in the Search column have to be fairly specific
Lot's of training is Salesforce Trailhead that it can be a bit daunting to decide what to learn about that is applicable to our organization
Likelihood to Recommend
Salesforce [CMS] is well suited for non-profit 501C 3 organizations that have a small staff, but large membership and volunteers. Specifically for Phi Delta Theta, we are an organization of 37 employees that serve over 14,000 current members and 185,000 living members. Less appropriate for individual member organizations with less than 100 members.
Salesforce CMS is mostly used by our Sales departments. Other departments in our organization use Salesforce CMS for reporting purposes. The business problems that it addresses lead organization and allows for transparency between departments on lead information.
Pros
Lead organization
Reporting
Customizable dashboards
Cons
Speed
More transparency between other CRMs (Hubspot) and Salesforce.
Real time refreshes on dashboard.
Likelihood to Recommend
In marketing, we use a lot of customizable dashboards to see lead reports in real-time throughout the day/month. It simplifies things and makes it easy to focus on what areas and leads need improvements. Our marketing team uses Hubspot for a lot of things and usually, the integration between Hubspot and Salesforce is pretty seamless.
The entire organization uses Salesforce; however, this specific content editor is used in our IT department. It is being used to create in-training videos and media that we can then share with the organization. It solves a business problems by creating visual content that improves training and development.
Pros
Video Content Logic
Inter-capability with SalesForce CRM
One Account Login for the staff.
Cons
More marketing to companies
Training for using the CMS
Cost compared to competitors
Likelihood to Recommend
Providing training content to the staff with video presentation is what CMS does the best. It is least appropriate for payroll and other software platforms that are already providing training to the staff.
VU
Verified User
Advisor in Professional Services (5001-10,000 employees)
