Powerful and Easy to use CRM
March 05, 2025

Powerful and Easy to use CRM

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CMS

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
  • I was spending 50% of my time tracking leads and researching sales deals. Now that we have Salesforce CMS, all that information is easily accessible and I estimate I have saved 25% of my time so I can focus on other things.
For the most part, Salesforce CMS is very intuitive and easily useable. I have created many reports on my own with no training. The help section is truly a resource for me. When I can't figure something out, I go there and find the information I am looking for. Once in a while I need to reach out for help on customization items, but as for a regular general user, I find Salesforce CMS very easy to use.
I have not researched other products. The last two companies I have worked for both used Salesforce CMS and had no intention of changing providers. I cannot think of a time where someone told me they did not like Salesforce CMS. When you have a solid solution like Salesforce CMS, you don't go shopping around for another solution.

Do you think Salesforce CMS delivers good value for the price?

Yes

Are you happy with Salesforce CMS's feature set?

Yes

Did Salesforce CMS live up to sales and marketing promises?

Yes

Did implementation of Salesforce CMS go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce CMS again?

Yes

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.

Salesforce CMS Feature Ratings

Web Content Creation ()
Not Rated
Web Content Management ()
Not Rated
10.0
API
10
Internationalization / multi-language
10
10.0
Role-based user permissions
10
CMS programming language or framework ()
Not Rated

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