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)
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)
