Salesforce CMS

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.

• Clear tracking of next steps.
• Poor communication when using the workflows.

Microsoft Excel

Salesloft, ZoomInfo Sales, Seismic

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.

• 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.

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.

• Huge improvement in task efficiency on a hectic sales schedule
• Big improvement in collaboration cross departments (Marketing, SDR, Sales and CS)
• Quotation is super easy to structure, edit and send to customers (usually takes significant amount of time)

HubSpot CRM and Lime CRM

Slack, Planhat, Notion

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.

• 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

Atlassian Jira, Python IDLE, JMP

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.

• Helps keep track of accounts
• Helps keep track of communications
• Helps keep track of paperwork

ChurnZero, Domo, Intercom