Salesforce CMS Information Reviews & Insights

Score8.4 out of 10

1,789 Reviews and Ratings

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#1 most frequent

Manufacturing

16.4%

87 installations of 530

#2 most frequent

Information

13.0%

69 installations of 530

“Made support, success, and sales processes ore efficient”
— Data and Systems Analyst, Radformation (51-200 employees)

#3 most frequent

Professional, Scientific, and Technical Services

12.8%

68 installations of 530

“Before using Salesforce, different teams managed content separately, leading to duplication and inconsistencies.”
— Sr Technical Support, Chowly (51-200 employees)

#4 most frequent

Finance and Insurance

10.0%

53 installations of 530

#5 most frequent

Retail Trade

5.7%

30 installations of 530

#6 most frequent

Other Services (except Public Administration)

5.5%

29 installations of 530

#7 most frequent

Health Care and Social Assistance

4.9%

26 installations of 530

#8 most frequent

Educational Services

4.3%

23 installations of 530

#9 most frequent

Arts, Entertainment, and Recreation

3.2%

17 installations of 530

#10 most frequent

Wholesale Trade

2.6%

14 installations of 530

#11 most frequent

Accommodation and Food Services

2.3%

12 installations of 530

#12 most frequent

Transportation and Warehousing

2.1%

11 installations of 530

#13 most frequent

Public Administration

1.9%

10 installations of 530

#14 most frequent

Administrative and Support and Waste Management and Remediation Services

1.5%

8 installations of 530

#15 most frequent

Real Estate and Rental and Leasing

1.3%

7 installations of 530

#16 most frequent

Construction

0.8%

4 installations of 530

#17 most frequent

Utilities

0.6%

3 installations of 530

#18 most frequent

Mining, Quarrying, and Oil and Gas Extraction

0.2%

1 installation of 530

Overview

Synthesised from 10 reviews | Last Published April 23, 2026

This analysis reflects the experiences of 10 reviewers in the Information industry using Salesforce CMS. These users, likely managing content across various platforms and teams, value efficiency, data-driven decision-making, and seamless collaboration. The small sample size means that individual opinions should not be interpreted as widespread trends. A key theme emerging from these reviews is the positive impact on efficiency, with 5 of 10 reviewers highlighting time savings. Improved tracking and reporting also stand out, mentioned by 3 reviewers, enabling better performance monitoring and data accuracy. Customer satisfaction and improved collaboration are also mentioned as positive outcomes, each by 2 reviewers.

Pros

For Information companies, managing sales and customer data is crucial for targeted outreach and informed decision-making. Eight out of 10 reviewers highlight the importance of Salesforce CMS in tracking clients, prospects, and marketing leads, and managing contracts. This centralization of data allows Information organizations to maintain a single source of truth, ensuring accuracy and accessibility across different departments.
For Information companies, time is a critical resource, especially when managing and distributing content across multiple channels. Salesforce CMS appears to offer efficiency gains, freeing up time for revenue-generating activities. Five reviewers specifically mentioned improvements in efficiency, suggesting that the platform streamlines content management and distribution workflows, which is particularly important for organizations that rely on timely dissemination of information.
Information companies rely heavily on data to inform their strategies and demonstrate value. Three reviewers highlight that Salesforce CMS enhances their ability to track and report on key performance indicators. This is crucial for demonstrating ROI to stakeholders and securing funding, as accurate data is essential for making informed decisions and optimizing content strategies.
For Information professionals, robust reporting and analytics are crucial for tracking content performance and optimizing information dissemination strategies. The ability to quickly generate custom reports and dashboards within Salesforce CMS allows teams to monitor engagement and tailor content to specific audiences, which is essential for maximizing impact and reach. The Information industry relies on data-driven insights to refine its content strategies.
Integrations are critical for Information companies that rely on a diverse tech stack to manage content, sales, and customer data. Salesforce CMS's ability to integrate with tools like dealhub allows for streamlined sales order creation, which can significantly improve efficiency. Seamless data flow between systems helps Information teams maintain a single source of truth and avoid data silos.

Cons

For Information companies, a clear and efficient user interface is critical for content creators and managers who often work under tight deadlines. Two of 10 reviewers mentioned that the user experience could be improved, suggesting potential slowdowns or frustration in content creation workflows. This is especially relevant for organizations that have large content libraries or distributed teams, where ease of navigation and content discoverability are paramount.
Two of 10 Information industry reviewers expressed concerns about reporting limitations, especially regarding service appointment history. This is potentially crucial for organizations that track content performance and engagement metrics closely, as it may hinder their ability to optimize content strategy and measure ROI. The ability to generate comprehensive reports is vital for data-driven decision-making in the Information sector.

What positive or negative impact (i.e. Return on Investment or ROI) has Salesforce CMS had on your overall business objectives?

From 10 reviews | Last Published April 23, 2026

Summary

Top Quotes

Improved Collaboration

“Big improvement in collaboration cross departments (Marketing, SDR, Sales and CS)”

Customer Satisfaction

“Better customer satisfaction score from customers based on their customer journey experience”

Improved Tracking/Reporting

“The reporting alone allowed us to provide accurate data to our board and investors to then secure further funding”

Besides Salesforce CMS, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

From 8 reviews | Last Published April 23, 2026

Summary

This analysis reflects the experiences of a small sample of Information professionals (8 reviewers) who use Salesforce CMS alongside other tools. Given the small sample size, these findings should be considered preliminary. A notable trend is the co-usage of Salesforce CMS with collaboration and productivity tools. Specifically, tools like Slack, Planhat, ChatGPT, and Calendly were each mentioned by 2 of the 8 reviewers. This suggests that Information teams often integrate Salesforce CMS into their broader workflows that rely on real-time communication, automation, and scheduling.

Top Quotes

Calendly usage

“Gmelius, Trello, Calendly, ChatGPT”

Slack usage

“Salesloft, Planhat, Slack”

Gong usage

“Gong, LinkedIn Sales Navigator”

Describe how you use Salesforce CMS in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 10 reviews | Last Published April 23, 2026

Summary

This analysis synthesizes 10 recent reviews of Salesforce CMS from users in the Information industry. These reviewers, often working within sales, marketing, and customer success departments, emphasize the platform's role in centralizing customer data and streamlining sales processes. A key focus is on using Salesforce CMS as a single source of truth for customer information, which is particularly crucial in the information sector where accurate and accessible data drives decision-making and targeted outreach. While the sample size is small, the reviews highlight consistent use across various organizational functions.

Top Quotes

Sales and Customer Data

“We use Salesforce CMS to keep track of everything.”

Reporting and Analysis

“Reporting”

Please provide some detailed examples of areas where Salesforce CMS has room for improvement.

From 10 reviews | Last Published April 23, 2026

Summary

This analysis reflects feedback from a small sample of 10 Information industry users of Salesforce CMS. Given the scale, findings should be considered indicative rather than definitive. Two key areas for improvement emerged in their feedback. Specifically, some reviewers found the user interface to be cluttered and not always intuitive. Additionally, a couple of reviewers noted limitations in the reporting capabilities, particularly around service appointment history. These issues, while voiced by a minority, highlight potential friction points for Information teams that rely on streamlined workflows and robust analytics, both critical for content-driven organizations.

Top Quotes

User interface issues

“It's a bit cluttered at times”

Reporting limitations

“Include more report options.”

Please provide some detailed examples of things that Salesforce CMS does particularly well.

From 10 reviews | Last Published April 23, 2026

Summary

This analysis reflects the experiences of 10 reviewers in the Information industry using Salesforce CMS. Information professionals, who often deal with large volumes of data and need to disseminate information quickly and efficiently, value tools that streamline content management and integration with existing systems. The reviews suggest a positive sentiment towards Salesforce CMS, particularly in areas of reporting and analytics (3 of 10 reviewers), integrations (3 of 10 reviewers), and ease of use (2 of 10 reviewers). These aspects appear to align well with the industry's need for efficient data handling and streamlined workflows.

Top Quotes

Reporting and analytics

“Analytics reports”

Integrations

“Allows for integrations with tools like dealhub that create very quick sales orders.”

Easy to use

“Easy to use tool to design templates”

View All Reviews

Salesforce CMS Reviews

18 Reviews

InformationComputer Software13Internet3Publishing1Music1

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 (Computer Software company, 201-500 employees)

Vetted Review

6 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 (Internet company, 201-500 employees)

Vetted Review

3 years of experience

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 (Computer Software company, 201-500 employees)

Vetted Review

4 years of experience

Has lots of functionality, but it can feel a bit clunky / outdated sometimes

Rating: 7 out of 10

Incentivized

March 12, 2025

Use Cases and Deployment Scope

We use Salesforce CMS to to distribute email templates and track email activity across many of our different teams. It makes it easy to manage all within our CRM instead of needing to go to a different system. Our Support Team, Sales Team, Product Team, Implementation Team, Marketing Team can easily see what's going on and all of the email activity for each of our customers.

Pros

Integration with Salesforce Sales Cloud
Easy to use tool to design templates

Cons

It's a bit cluttered at times
Feels outdated compared to Hubspot

Likelihood to Recommend

If you want everything in one place (your Sales Cloud, CSM, Services Cloud, etc.) this is a smart choice for you. It's also great for big businesses. If you're wanting more simple, I'd recommend using Hubspot or another more modern tool.

Verified User

Team Lead in Sales (Computer Software company, 201-500 employees)

Vetted Review

5 years of experience

Salesforce can be tricky, but is absolutely a required tool.

Rating: 9 out of 10

Incentivized

March 6, 2025

Use Cases and Deployment Scope

The product is used widely across most of the organisation and the commercial part of the business. We use it to track clients, prospects, marketing leads, quote generation, and contract management. The customer service team also uses it to log and answer client support tickets.

Pros

Opportunity Management.
Ease of use for the basic functionality.
Different integrations possible.

Cons

CPQ integration has a lot of faults.
Proactive insights into what is not being used in the platform so we can remove fields.
Include more report options.

Likelihood to Recommend

Salesforce is a great CMS for a business with teams that can manage the system continuously. It does not work for businesses where this would not be possible - it requires regular maintenance such as updating fields; otherwise, it would get messy and, most of all, inaccurate.

Luize Lazdane

Senior Customer Success Manager in Sales at SignalAI (Computer Software, 201-500 employees)

Vetted Review

7 years of experience

View profile

Salesforce CMS, it does what is intended.

Rating: 8 out of 10

Incentivized

March 6, 2025

Use Cases and Deployment Scope

Various parts of the organization use Salesforce, whether commercial or technical, which includes:
New business tracking
upsell/cross sell tracking
feature request tracking
integration with Dealhub allows us to create sales orders
reports, dashboards and forecasts used to understand business outlook, improve deal tracking and be organized for targeting a group of accounts for whatever purpose is necessary that day.

Pros

Easy to visualize account details.
Allows for integrations with tools like dealhub that create very quick sales orders.
Great for deal tracking.

Cons

Easier automations.
Maybe a more modern way to view account/opportunity details.

Likelihood to Recommend

We don't use the CMS component as we have purpose-built solutions specializing in that space. Still, I imagine it would allow you to tailor your business case to the product all in 1 location so your messaging and product are always in alignment. You don't need to verify between multiple systems with updated information.

Verified User

Account Manager in Customer Service (Computer Software company, 51-200 employees)

Vetted Review

2 years of experience

Salesforce - Improves Efficiencies and Transparency

Rating: 7 out of 10

Incentivized

March 6, 2025

Use Cases and Deployment Scope

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

Likelihood to Recommend

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.

Verified User

Representative in Sales (Publishing company, 51-200 employees)

Vetted Review

10 years of experience

The software for Sales tracking, but not for efficient information tracking.

Rating: 6 out of 10

Incentivized

March 6, 2025

Use Cases and Deployment Scope

We purchased Salesforce CMS primarily for the sales team, but it is now used by the training department, finance department, customer success department and customer support department. We use it to track our customers' purchases, file emails sent and received in their accounts, keep important notes regarding any issues they may have pertaining to their software, and track all training sessions.

Pros

Salesforce CMS uses Opportunities to track all potential sales.
Salesforce CMS allows you to create macros to fill in fields that are used often.
Salesforce CMS allows you to create email templates to be quickly generated for certain events.
Salesforce CMS can create automations when certain fields are populated so emails can be sent to particular departments to begin work.
Salesforce CMS allows you to create your own specific reports to monitor your work or work within the company.

Cons

I do find that glitches occur quite often that can't be remedied easily.
It would be helpful if users could remove or hide fields not required for their department to clean up the window.
It would be helpful if users could rearrange fields that are used most frequently.
It would be helpful if users could easily default windows to open to the tab most used for that user. There are too many clicks to get where you need to be.
It would be helpful if users could create their own quick links window.

Likelihood to Recommend

Salesforce CMS gives you the ability to keep a lot of information regarding multiple avenues. But it does lack in that there isn't a specific note area to easily find information regarding a customer. There are too many other things mixed in you have to filter through. A screen of only notes (no emails, no phone calls, etc.) would be most helpful when someone is searching for information on an account. Creating reports to look up information is not an efficient use of time.

Verified User

Administrator in Finance and Accounting (Computer Software company, 51-200 employees)

Vetted Review

5 years of experience

Excellent All-in-One CRM Platform

Rating: 10 out of 10

Incentivized

March 6, 2025

Use Cases and Deployment Scope

We use Salesforce CMS to keep track of everything. We have all of our data in there and the internal sales team use Salesforce CMS to manage that data and move leads up the pipeline to opportunities and eventually sales. We also use it to create our email marketing lists, and customer success use it to manage our existing clients.

Pros

Manages data
Clear interface
Easy to create reports
Simple to navigate
Lots of ways to read the data
Integrations

Cons

Not a fan of lightning mode

Likelihood to Recommend

I genuinely cant think of a better way to manage all the data within the company. Its usable by all different departments. Its great for marketing and sales as I can send marketing campaigns via Dot-digital and this integrates with Salesforce CMS seamlessly, allowing our sales team complete visibility of who has received what campaign, and in turn, marketing can see which leads have been contacted etc.

Joe Tully

Marketing Manager in Marketing at Adventoris (Computer Software, 11-50 employees)

Vetted Review

7 years of experience

Versatile CMS for Support, Success, Sales, ...

Rating: 9 out of 10

Incentivized

March 5, 2025

Use Cases and Deployment Scope

My organization uses Salesforce CMS for all customer communications, including sales, support, and success. We also have some advanced workflows such as customer complaint handling.

Pros

Customer support and success ticket management
Analytics reports
Salesforce CMS ticket management

Cons

Breakdown by multi-select fields

Likelihood to Recommend

Salesforce CMS is great! It's intuitive and easy to use. My organization's dedicated Salesforce CMS admins and developers easily automate and streamline workflows for customer support, success, and sales.

As a data analyst, I love Salesforce CMS's reporting functionality.

Kaley White

Data and Systems Analyst at Radformation (Computer Software, 51-200 employees)

Vetted Review

1 year of experience

Verified on LinkedIn

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