Salesforce CMS Reviews & Insights

Score8.4 out of 10

1,789 Reviews and Ratings

Get a Demo

#1 most frequent

Information

15.3%

58 installations of 379

“Various parts of the organization use Salesforce, whether commercial or technical, which includes: New business tracking upsell/cross sell tracking feature request tracking integration with Dealhub allows us to create sales orders reports, dashboards and forecasts used to understand business outlook, improve deal tracking and be organized for targeting a group of accounts for whatever purpose is necessary that day.”

#2 most frequent

Professional, Scientific, and Technical Services

14.0%

53 installations of 379

“We use Salesforce to keep track of our sales process, renewal process, and client interactions.”

#3 most frequent

Manufacturing

11.9%

45 installations of 379

Overview

Synthesised from 39 reviews

This product overview is based on an analysis of 39 recent reviews covering multiple dimensions of Salesforce CMS. Salesforce CMS is leveraged by organizations primarily for customer relationship management (CRM), as noted by 46% of reviewers, and content management, cited by 33%. It addresses business problems related to sales process management, content consistency, and personalized customer experiences. A significant portion of users, 31%, value its data tracking and reporting capabilities. However, some users have experienced integration challenges (15%), particularly with tools like CPQ and Intercom. Customization limitations and UX/UI issues were noted by 13% of reviewers. While Salesforce CMS excels in Salesforce integration (26%) and offers strong reporting/analytics (18%), potential buyers should be aware of the reported limitations in customization and integration with non-Salesforce products.

Pros

Seamless integration with existing Salesforce tools
Robust reporting and analytics features with custom dashboards
Intuitive user interface and easy-to-use building configurator
Effective content creation and delivery capabilities
Strong data management capabilities

Cons

Integration issues with non-Salesforce tools like CPQ and Intercom
Limited customization options
Complex user interface and user experience issues
Performance and speed issues, especially with complex content
General user experience issues, platform not intuitive

What other products like Salesforce CMS have you used or evaluated?

From 39 reviews

Summary

This analysis of 39 recent reviews explores alternative products that users have considered alongside Salesforce CMS. Reviewers mentioned a few other platforms, with Salesforce Marketing Cloud appearing in 8% (3 of 39) of reviews and HubSpot CRM in 5% (2 of 39) of reviews. These mentions often occur within a list of several alternatives, suggesting users commonly evaluate multiple options before settling on a solution.

Related topics

HubSpot CRM Salesforce Marketing Cloud

Top Quotes

HubSpot CRM

“Gorgias, CRM and Deals for Zendesk and HubSpot CMS Hub”

Salesforce Marketing Cloud

“Salesforce Marketing Cloud”

What are the 3-5 most important use cases for this product in your organization?

From 39 reviews

Summary

This analysis synthesizes 39 recent product reviews to identify key use cases. Reviewers most frequently mention sales and marketing (8%, 3 of 39 reviews), and customer support (5%, 2 of 39 reviews). These use cases highlight the product's application in managing customer interactions and streamlining workflows.

Related topics

Sales and marketing Customer support

Top Quotes

Sales and marketing

“Sales.”

Customer support

“Customer service.”

What are some unexpected or innovative ways that your organization has been able to use Salesforce CMS?

From 39 reviews

Summary

This analysis of 39 recent reviews examines how organizations have been using Salesforce CMS in unexpected or innovative ways. A small portion of reviewers highlighted the platform's content management capabilities (8%, 3 of 39), specifically mentioning features like content localization, content versioning, and content personalization. Additionally, a few reviewers (5%, 2 of 39) noted the platform's ability to support internal collaboration through document workflows and facilitate internal vertical collaboration. These uses, while not frequently mentioned, suggest areas where Salesforce CMS is providing value beyond its core content delivery functions.

Top Quotes

Internal Collaboration

“Workflows for documents.”

Content Management

“Content Localization”

Besides Salesforce CMS, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

From 39 reviews

Summary

This analysis examines 39 recent reviews to identify software commonly used alongside Salesforce CMS and the likelihood of users recommending these tools. Besides Salesforce CMS, reviewers mentioned a variety of other software they regularly use. Slack appears most frequently, with 15% (6 of 39) of reviewers mentioning it. Intercom, HubSpot CMS Hub, and Gong were each mentioned by approximately 8% (3 of 39) of reviewers. Intuit Mailchimp, Calendly, Planhat, and a suite of Pipedrive, aACE, and Microsoft Dynamics 365 were each cited by around 5% (2 of 39) of reviewers. The sentiment towards these supplementary tools appears mixed, with Intuit Mailchimp and Pipedrive/aACE/Microsoft Dynamics 365 receiving positive feedback, while others such as Slack, Intercom, HubSpot CMS Hub, Gong, Calendly and Planhat, receiving mixed feedback.

Top Quotes

HubSpot CMS Hub

“HubSpot CMS Hub, CRM and Deals for Zendesk, Gorgias, Shopify”

Gong

“Gong, LinkedIn Sales Navigator”

Intuit Mailchimp

“Intuit Mailchimp”

Describe how you use Salesforce CMS in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 39 reviews

Summary

This report synthesizes 39 recent reviews to understand how organizations use Salesforce CMS and the business problems it addresses. A significant portion of reviewers (46%, 18 of 39) use Salesforce CMS for customer relationship management (CRM), indicating its importance in managing sales processes, client interactions, and overall customer data. Content management is also a key application, with 33% (13 of 39) of reviewers leveraging the platform to streamline content creation, ensure consistency across channels, and deliver personalized experiences. The ability to track and report data is another valuable aspect, cited by 31% (12 of 39) of reviewers, highlighting its role in monitoring customer interactions and providing insights for decision-making. Furthermore, 26% (10 of 39) of reviewers utilize Salesforce CMS to manage sales and customer data, centralizing critical information and improving sales team efficiency. Integration and collaboration capabilities are also noted by 18% (7 of 39) of reviewers, emphasizing the platform's ability to connect with other tools and facilitate teamwork.

Top Quotes

Content Management

“The platform allows us to centralize content, making it easily accessible across multiple channels, including our internal HR portal and external career pages.”

Tracking and Reporting

“Salesforce CMS allows us to "track and trace" customer/prospect interactions easier, with a wider net of "catch".”

Sales and customer data

“Use Salesforce CMS to primarily manage sales deal cycles from lead to renewal., it enables us to manage and track progress and also for analytical purposes and reporting to senior management team.”

Please provide some detailed examples of areas where Salesforce CMS has room for improvement.

From 39 reviews

Summary

This report analyzes 39 recent reviews to identify areas where Salesforce CMS users see room for improvement. A significant portion of users expressed concerns regarding integration issues, with 15% (6 of 39) of reviewers mentioning difficulties integrating Salesforce CMS with other tools like CPQ and Intercom. Customization limitations and UX/UI issues were each noted by 13% (5 of 39) of reviewers. These users found the customization options limited and the user interface complex. Additionally, 10% (4 of 39) of reviewers cited general user experience issues, describing the platform as not intuitive and requiring too many clicks. Performance and speed were also mentioned as areas for improvement by 8% (3 of 39) of reviewers, who noted slow loading times, particularly with complex content. Addressing these key areas could enhance user satisfaction and the overall effectiveness of Salesforce CMS.

Top Quotes

Integration issues

“Sometimes the integrations have a bit lag”

Reporting limitations

“Include more report options.”

Performance/Speed

“Could be faster in loading times”

Please provide some detailed examples of things that Salesforce CMS does particularly well.

From 39 reviews

Summary

This analysis synthesizes 39 recent product reviews to identify areas where Salesforce CMS performs well. Reviewers highlight the platform's integration capabilities, reporting/analytics features, and ease of use. Salesforce integration is a strong positive signal, mentioned by 26% (10 of 39) of reviewers. Many appreciate the seamless integration with existing Salesforce tools and other third-party applications. Reporting and analytics are also frequently praised, with 18% (7 of 39) of reviewers citing the availability of custom reporting and dashboarding features. Ease of use is another key strength, noted by 15% (6 of 39) of reviewers, who find the platform intuitive and the building configurator easy to use. Content creation and delivery, along with data management capabilities, are also appreciated by a smaller segment of users.

Top Quotes

Customer support

“Customer support and success ticket management”

Data management

“Manages data”

Content creation/delivery

“Content creation”

Reviews

63 Reviews

Critical CRM tool for fast-growing scale up

Rating: 9 out of 10

Incentivized

April 29, 2025

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

Likelihood to Recommend

In the best of ways I strongly recommend Salesforce CMS due to the tailoring of the system it self. Its awesome in that way and truly are critical for enterprise companies thanks to its amazing capabilities for collaboration and giving easy access to the information you need. Its no necessary for small orgs due to the complexity or the system and cost of setting it up.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

6 years of experience

Salesforce is a great tool.

Rating: 8 out of 10

Incentivized

April 5, 2025

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.

Likelihood to Recommend

Salesforce is well suited for medium—to enterprise-sized organizations that are growing and need access to a tool that can facilitate the management of sales cycles, contacts, current customers, and reporting. When an organization is smaller, it may have too much information or be overly complex, and a smaller solution would suffice.

Jameson Jones

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

Vetted Review

4 years of experience

Salesforce CMS is the top notch CRM system to give you overview

Rating: 8 out of 10

Incentivized

March 25, 2025

Use Cases and Deployment Scope

We use Salesforce CMS for our customer and sales data base. We can see contact persons per Client. Potential possibilities. Already sent out pitches. Project that we already had or have with the respective client. Contact details, company details. A sales pipeline. A pitch pipeline. How much volume in sales we already have with the client.

Pros

Client data
Pitch pipelines
Sales numbers

Cons

User experience
Intuitive go around
Personalisation

Likelihood to Recommend

Salesforce CMS is really well suited when you are looking to find out information on a project or client or proposal or sale or pitch. It offers you a pipeline and overview to any client related topic. It also gives you reports. You can find client data or contact details of the person on your company side responsible for the client or project. You can also see the sales volume and the possibilities for more

Verified User

Project Manager (51-200 employees)

Vetted Review

4 years of experience

The most Capable Scheduling Software to Date

Rating: 10 out of 10

Incentivized

March 18, 2025

Use Cases and Deployment Scope

We use this as our primary CRM and scheduling software for 40-60 technicians. We are able to maintain up to date billing invoices and records as well as record any inbound or outbound communication with each customer. For every maintenance or install need we can also create the neccessary cases to dispatch a technician quickly and accurately. The field service functionality is top notch and the drive time saved is huge thanks to the optimization tools. There are several quirks with the system but with a few capable Salesforce CMS developers any needs can be addressed.

Pros

Field Service Gantt
Service Resource Management
Drive Time Optimization
Customizable
Great Reporting

Cons

Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
Reporting off of Service Appointment history is challenging
Without having a developer adjust your views the amount of available fields can be overwhelming.

Likelihood to Recommend

When managing a team of 30 or more technician the tools available for a scheduler are incredible. The system sync's quickly so all schedulers can be looking at the same Gantt and see what changes have been made or need to be made. If you have too small of a team this service would be overkill especially given the cost.

Verified User

Program Manager in Customer Service (201-500 employees)

Vetted Review

3 years of experience

Best Tool for all your CRM needs!

Rating: 9 out of 10

Incentivized

March 18, 2025

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

Likelihood to Recommend

Salesforce is great for large-scale enterprises due to it's cost and implementation. So, depending on the company size and the type of work, it may or may not be good for you.

Carlos Delgado Barcia

Technical Support Specialist in Professional Services at Geo Strategy Partners (11-50 employees)

Vetted Review

2 years of experience

Verified on LinkedIn

Critical business tool for optimised efficiency and digital tools communication

Rating: 8 out of 10

Incentivized

March 15, 2025

Use Cases and Deployment Scope

We use Salesforce CMS throughout our whole sales-organisation. The ability to tailor Salesforce CMS to our need, saves a lot of time and makes our whole sales wheel work. We can easily integrate and sync with critical tools like Planhat, slack, Salesloft and MS Outlook which is critical. Its also easy to see potential leads coming in, communicate with colleagues and maximise the day2day routine with lists, emails and meetings.

Pros

Easy accessible and structured information so its easy to find
Handle the whole salescyckle from marketing to sales to Customer Success efficiently together with critical insights easy visible
Sync important data from Salesloft into other tools as Planhat, Salesloft and Microsoft Outlook to work more efficiently and not having to search for critical information

Cons

Easier to edit and tailor temporarily filters
Guidelines inside of Salesforce CMS where to find stuff, like small "guides" popping up showing where to find stuff.

Likelihood to Recommend

For fast-growing scale-ups and Enterprise companies with a lot of information needed to be presented clearly and efficient for various user groups like Marketing, sales and Customer success. Salesforce CMS is great in terms of having the whole sales journey from marketing, sales and customer success, in other words when many different teams needs to co-operate and are linked to make the customer journey the best it can both for the using company, and the customer.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

4 years of experience

Powerful, Scalable and user friendly!

Rating: 9 out of 10

Incentivized

March 14, 2025

Use Cases and Deployment Scope

We have used the Salesforce Suite to enhance our digital presence and customer experience. We currently have this to manage our orders and integrate Cloudinary's digital asset management solution with Salesforce Commerce Cloud.

Pros

Provides 360 view of customers.
Helps CE team see order history and customer data.

Cons

Not found any negatives from how it has been used for my dept.

Likelihood to Recommend

It is a very user-friendly tool that requires minimal training. I was able to understand the steps within a few hours, and now we are able to use Salesforce to help us manage customer contacts with a single view of their order history.

Verified User

General Manager in Customer Service (1001-5000 employees)

Vetted Review

3 years of experience

Great product if you are already in the Salesforce Suite, Makes connecting assets easy.

Rating: 9 out of 10

Incentivized

March 14, 2025

Use Cases and Deployment Scope

We use it to generate smaller pieces of content personalized to the customer and their business, as well as small landing style pages or emails personalized by the data they have filled in on forms that we have stored in the customer relationship manager system. This adds that little extra touch to the overall experience for the customer journey.

Pros

The workflow system connection from the CRM.
Building configurator is easy to use.
It only takes a small amount of time to train someone to use it.

Cons

I find that the more complex you make things it starts to hit load times quite hard.
Additional tracking and analytics for the pages/emails would be nice.
Version control with autosaves and regular saves so you can tell the difference with 15-minute intervals.

Likelihood to Recommend

If you have a large customer base and a large amount of data on each of your customers, it is really strong in creating personalized content that your salespeople can use in their pitch meetings—and then setting up workflows for automated for lifecycle journey creations to automatically go out to customers.

Verified User

Employee in Marketing (1001-5000 employees)

Vetted Review

2 years of experience

Thumbs up Salesforce CMS

Rating: 9 out of 10

Incentivized

March 12, 2025

Use Cases and Deployment Scope

We are a non profit and use Salesforce CMS to hold information about the companies that we interact with. Touch points, contacts, notes from meetings, reminders, etc. This is a central space that all users can go to, to find the information they need about said company so duplicate efforts are not made.

Pros

This CRM provides the opportunity to make positive customer relationships.
It is intuitive and easy to use. Navigation is a breeze, historical content is stored and able to be pulled up when called upon.
Multiple departments can get something out of the software from sales to finance.

Cons

Reporting is not as robust as I would like, but I heard that updates are coming.
There is not a detail audit trail of what changes were made to a record. Notifications are made that a change was made and by who, but details to what the change was is not available to my knowledge.

Likelihood to Recommend

We have tested out several software systems and continue to come back to Salesforce CMS. It is dependable and offers a reliable system for the value. It can be tailored to fit the needs of your company - from the corporate world to not for profit. Highly recommend!

Verified User

Manager in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

Salesforce CMS - Content Management Tool for Salesforce Users

Rating: 9 out of 10

Incentivized

March 12, 2025

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

Likelihood to Recommend

Salesforce CMS is well suited for those companies which are already using Salesforce. If you want to provide personalized content according to individual customer. If you want to share the content across multiple channels. Salesforce CMS is not typically suited for companies not using salesforce. Simple blogging does not require a Salesforce CMS.

Abheer Uppal

Senior Operations Analyst at Simplilearn (1001-5000 employees)

Vetted Review

2 years of experience

Verified on LinkedIn