#1 most frequent
United States of America
67.6%326 installations of 482
What is Salesforce CMS?
Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built with Salesforce, users can choose from two of the company's “what-you-see-is-what-you-get” (WYSIWYG) tools: Experience Builder and Commerce Page Designer. If the user wants to deliver content onto a third-party site, experience, or mobile app, the system's headless APIs can deliver the content. Salesforce' "unlimited" content management for experiences at scale is available at $10,000 per org / per month.
Categories & Use Cases
Videos
Top Performing Features
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
API
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 8
WYSIWYG editor
What-You-See-Is-What-You-Get editing tool allows users to build pages without writing code.
Category average: 7.9
Areas for Improvement
Availability / breadth of extensions
There is a broad library of extensions, plug-ins, modules or add-ons that allow users to easily customize their websites without building custom code.
Category average: 6.9
Community / comment management
Users can put post/page comments through an approval process, auto-approve commenters based on their email addresses, block commenters by IP address, delete comments, etc.
Category average: 7.4
Internationalization / multi-language
The software supports multiple languages, countries, currencies, etc.
Category average: 7.7
Who Buys & Uses Salesforce CMS
#2 most frequent
France
5.8%28 installations of 482
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
4.6%22 installations of 482
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%).
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%).
Salesforce CMS
Use Cases and Deployment Scope
I use Salesforce to track leads and referral accounts throughout the sales process. I can connect accounts, tasks, and various other features through the Salesforce CRM.
Pros
- Provides lots of options.
- Allows for the use of templates.
Cons
- Formatting on reports, easily being able to pull up a report, let's say of tasks, and being able to print a usable report to work from. The report's formatting does not provide an easily readable or workable printed option. Perhaps I am not sufficiently versed in preparing a report for printing, but this is one of the functions that, when working from sales, requires a small formatting change that would be helpful.
Return on Investment
- I am not sure what investment has been made in this Salesforce CMS, but as far as the investment of time, I think one of the things that could be improved would be the intuitiveness of the program. If I can place items in a paragraph format about the call we had, the program could extract data such as name, phone number, and sales selection option (notes) that could be populated into those fields, making setting up a customer file much quicker and with fewer keystrokes. Also triggers a reminder pop-up that allows the user to automatically set up the next task without requiring an additional keystroke/form selection. Utilizing AI to extract information would be useful. Also, implementing a Dragonfly or similar type of talk-to-text option, as many counselors are more quickly able to speak into their notes than to type them out.
Usability
Salesforce CMS - Content Management Tool for Salesforce Users
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
Return on Investment
- If you don't have Salesforce, Salesforce CMS is something you should not go for
- It is well integrated with Salesforce and hence companies using Salesforce must go for CMS for content publishing and sharing
- Caters to individual customer specifications
Usability
Other Software Used
Atlassian Jira, Python IDLE, JMP
Salesforce - How about that?
Use Cases and Deployment Scope
We use Salesforce to keep track of our sales process, renewal process, and client interactions. Every time we send or receive an email, have a phone call, or any other interaction with a client we 'log' it in Salesforce so there is a record of that interaction and anyone who wants to know how the interaction went and/or what was addressed can quickly and easily find such information.
Pros
- Allows record keeping of communications
- Allows for monitoring of paperwork throughout the Sales & Renewal Process
- Integration with DocuSign for simply/easy paperwork processing
Cons
- Some intergrations seem to be 'halfway' there (ie ChurnZero)
- It would be great if it was easier to adjust Email Templates and the messaging within those templates
- Creating a simplified view of all the information within, at times it may feel daunting
Return on Investment
- Helps keep track of accounts
- Helps keep track of communications
- Helps keep track of paperwork
Usability
Other Software Used
ChurnZero, Domo, Intercom
Salesforce is a great tool.
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.
Return on Investment
- Clear tracking of next steps.
- Poor communication when using the workflows.
Usability
Alternatives Considered
Microsoft Excel
Other Software Used
Salesloft, ZoomInfo Sales, Seismic
Best Tool for all your CRM needs!
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
Return on Investment
- Work more efficiently without too much downtime
- User support, knowledge base and community is great
- On the expensive side
Usability
Alternatives Considered
Gorgias, CRM and Deals for Zendesk and HubSpot CMS Hub
Other Software Used
HubSpot CMS Hub, CRM and Deals for Zendesk, Gorgias, Shopify
