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…
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Salesforce CMS
Considered Both Products
Salesforce CMS
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Chose Salesforce CMS
Salesforce CMS is by far more capable to be tailored towards the need and critical aspects based on how our org is structured and work.
Integrations are also great! Critical data is easily being synced with other tools in tech stack.
Salesforce is magnificently more robust and functions much better when managing complex sales cycles with multiple individuals and products. With simple sales cycles and few products, Excel is a strong contender.
Salesforce CMS stacks up as a Customer management system because it has a more user friendly snd intuitive interface. The UX is better and more modern. It can be customised and extended. There are always learning opportunities and updates for the system so it keeps on …
Salesforce CMS is way better with both optimization and reporting both of which Sonar Scheduling lacked. Our ability to skill technician or prioritize was lacking with Sonar. The API was very delayed with Sonar so changes on the Gantt had a delay that would throw off other team …
This fits into the mold with the other Salesforce services. Once you get used to the suite and the nuances of each platform, things become easy. Just read any documentation first, as jumping in will only get you so far, and the more connections with the other apps, the more …
Hubspot CSM is a bit easier to use, but not as strong for bigger markets like enterprise. Also, it's a bit annoying having to log into different platforms. Being able to do everything directly in Salesforce is pretty nice.
Salesforce more so compliments these products, rather than stacks against them. We don't have any products similar to Salesforce CMS, so in lieu of that, these are the products we were using that mesh the easiest with Salesforce CMS in terms of proceeding through the …
In my opinion, Salesforce CMS is the most complex of these offerings, and probably the most complex platform of its kind. It was selected by another stakeholder - I would likely have chosen something less expensive and more intuitive to use. The robust feature set is amazing, …
We used the Catalyst product of Totango. It was not great as it was hard to navigate, and it did not offer any reporting capabilities at all, nor did it speed up our day-to-day tasks.
As our business heavily relies on Sales Cloud, Service Cloud, and Marketing Cloud, we need a CMS that works natively with our existing Salesforce Data. Other platforms would require third-party connectors or custom API development, making integration more complex and expensive. …
I would say Zoho seemed very remedial when compares with the functionality of Salesforce CMS. Zoho might be better for those just starting out and don't need the full functionality of what Salesforce CMS is capable of. Used Zoho at a previous employment and I didn't think it …
I was uninvolved in my organization's CMS selection, but I used Freshdesk at another organization and generally prefer Salesforce CMS due to greater functionality and wider use cases. Unlike Freshdesk, Salesforce CMS is built for processes besides customer support ticketing, …
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 …
Pulls data from Sales Cloud, Service Cloud, and Marketing Cloud to dynamically update content, we didn't want to use too many 3rd party tools that would expose our busines to threats
I used to use WebWave at my previous firm and felt like it was more for website creation rather than content sharing internally. I was also in a different role so I meant my needs at my last firm. My focus has changed and now Salesforce CMS is the best product for my team to …
Integration with this tool are immensely incredible it make us efficient whenever we need to see the data of our client. It helps us to make our lives easier in terms of sending rates, follow-ups, Outbound call and more importantly constant assurance that we have our process on …
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.
It will be too difficult to change to a different software. We are fully integrated, and if things are not working well, it would be way worse to try to move to a different platform.
Strengths: - Intuitive for Salesforce Users – If you’re already working within the Salesforce ecosystem, the Salesforce CMS is easy to navigate, with a clean UI, drag-and-drop content management, and reusable assets for quick updates. - Seamless Integration – Since it connects natively with Experience Cloud, Marketing Cloud, and CRM, it allows for efficient multi-channel content distribution without needing extra third-party tools. - AI-Powered Personalization – The ability to deliver dynamic content based on user profiles and engagement data is a huge plus, making content delivery more relevant and impactful. Challenges: - Learning Curve for New Users – If you're not already familiar with Salesforce, the interface can feel overwhelming, requiring training to fully leverage all features. - Limited Customization & Workflow Automation – While it works well for structured content, advanced approval workflows and deep editorial customization are limited compared to enterprise CMS platforms like Adobe Experience Manager. - Media & Design Limitations – Salesforce CMS is not as robust for managing rich media-heavy content, which can be frustrating for teams needing more flexibility in multimedia presentation.
I've never really had to contact support. It's at the point where we have people in the organization that are our specific go-to inhouse support teams for Salesforce. Again, that goes back to what I said about there being a point where just too much is added to Salesforce that you have to hire someone to be the go-to person of Salesforce. There is only so much their support team can do for you. I wouldn't expect Salesforce Support to have any sort of understanding of the weird issues I deal with!
As our business heavily relies on Sales Cloud, Service Cloud, and Marketing Cloud, we need a CMS that works natively with our existing Salesforce Data. Other platforms would require third-party connectors or custom API development, making integration more complex and expensive. Salesforce allows us to manage content once and distribute it across multiple touchpoints. It also delivers personalized marketing content based on CRM data.
It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.