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Salesforce CMS

Score8.4 out of 10

1,789 Reviews and Ratings

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.

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Categories & Use Cases

Videos

Salesforce CMS Key Features

Learn about the best (and worst!) features Salesforce CMS has to offer, as determined by TrustRadius' reviewers.
Based on 1,789 ratings of Salesforce CMS's features
View all Salesforce CMS features

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

Salesforce CMS Reviews

What users are saying about Salesforce CMS.
View all Salesforce CMS reviews

Pros

  • Seamless integration with existing Salesforce tools
  • Robust reporting and analytics features with custom dashboards
  • Intuitive user interface and easy-to-use building configurator

Cons

  • Integration issues with non-Salesforce tools like CPQ and Intercom
  • Limited customization options
  • Complex user interface and user experience issues

Salesforce is a great tool.

Incentivized
Jameson Jones
AE in Information Technology at Vasion (501-1000 employees)

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

Salesforce CMS

Incentivized
Verified User
Administrative Assistant in Customer Service (1001-5000 employees)

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

Critical CRM tool for fast-growing scale up

Incentivized
Verified User
Employee in Sales (201-500 employees)

Use Cases and Deployment Scope

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.

Pros

  • Tailored customer cards
  • Share information and work with colleagues
  • Integrations

Cons

  • The cost for support and setting up the system is very high
  • The UX is not sometimes the best
  • More use of AI in terms of manual work, filling out stuff

Return on Investment

  • 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)

Usability

Alternatives Considered

HubSpot CRM and Lime CRM

Other Software Used

Slack, Planhat, Notion

Salesforce CMS - Content Management Tool for Salesforce Users

Incentivized
Abheer UppalView profile
Senior Operations Analyst at Simplilearn (1001-5000 employees)

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?

Incentivized
Ryan McGreevy
Senior Account Manager in Professional Services at Onclusive Inc. (201-500 employees)

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 CMS Alternatives

Products similar to Salesforce CMS that may also meet your needs.
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