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Salesforce CMS Utilities Reviews & Insights

Score8.4 out of 10

1,789 Reviews and Ratings

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Who Buys & Uses Salesforce CMS

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Insights from Salesforce CMS Reviewers

Based on 39 verified reviews published in the last 18 months

Overview

Synthesised from 39 reviews | Last Published April 23, 2026

This product assessment synthesizes 39 recent reviews of Salesforce CMS across 8 dimensions. Salesforce CMS is primarily used as a central CRM tool, particularly for managing sales and customer data (69% of reviewers). Many users also leverage it for content management and sharing (41%) and to facilitate internal and external collaboration (28%). The platform's integration capabilities, especially with existing Salesforce tools, are a significant strength (26%). Reviewers also appreciate the reporting and analytics tools (15%) that facilitate custom reports and dashboards, as well as ease of use (13%). However, a notable portion of users (18%) report issues with the user interface and customization limitations. Some find the interface complex and cluttered, leading to a steep learning curve (10%). While Salesforce CMS offers improved efficiency and time savings (36%), improved tracking and reporting (28%), and Salesforce integration benefits (18%), potential users should consider cost, training requirements (5%), and integration limitations (10%) to ensure a positive ROI.

Pros

  • Seamless integration with existing Salesforce tools, streamlining workflows and data management (26%).
  • Effective content creation and management features, enabling personalized and dynamic content delivery (18%).
  • Reporting and analytics tools facilitate custom reports and dashboards, providing valuable business insights (15%).
  • User-friendly interface allows for quick and efficient task completion (13%).
  • Strong data management capabilities, allowing for effective organization of customer and sales data (10%).

Cons

  • Complex and cluttered user interface leading to a steep learning curve for new users (18%).
  • Customization limitations restrict the ability to tailor the platform to specific business needs (18%).
  • Integration issues and limitations hinder seamless connectivity with certain third-party tools (10%).
  • Reporting capabilities are not as robust as desired, limiting in-depth analysis (8%).
  • Occasional performance and speed issues can impact user experience and productivity (8%).
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Salesforce CMS Reviews

2 Reviews
UtilitiesUtilities1Renewables & Environment1

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

Rating: 8 out of 10
Incentivized

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

  • 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.

Likelihood to Recommend

well suited for long term recording of client information.
VU
Verified User
Employee in Sales (Renewables & Environment company, 51-200 employees)
Vetted Review
Salesforce CMS
2 years of experience

Powerful and Easy to use CRM

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

My organization uses Salesforce CMS strictly for sales activity. Our challenge was that prospect and customer information was in various tools and a very manual process. Information was in emails, personal drive folders, notebooks, etc. After implementing Salesforce CMS, we finally had all customer information in one place. We could track leads and follow the sales process to see where we were at during a sales process. Having all of this information in one place where everyone can access it has been a lifesaver. Plus, when an employee leaves the company, we have all their sales activity and can pick right up where they left off.

Pros

  • Tracks Leads
  • Customer information
  • Email and task reminders
  • Sales process

Cons

  • Email customization

Likelihood to Recommend

Salesforce CMS saves a lot of time. Task reminders are a huge help. It keeps all of our customer data organized and easy to find. Our sales process was very long and difficult to understand the status of a sale but with Salesforce CMS, we have streamlined our process and made this so much easier to follow plus the reporting abilities are amazing for creating board slides.
VU
Verified User
Director in Sales (Utilities company, 51-200 employees)
Vetted Review
Salesforce CMS
3 years of experience