Overall Satisfaction with Salesforce Lightning
We continue to try and implement SFDC lightning but many users continue to go back to Classic. It's an updated look but that's about it. Overall it feels like SFDC rolled it out too early and immature without matching feature/functionality with classic - only to try and force adoption later on.
- It's a nicer UI. They started doing some good Js stuff
- The mobile implementation isn't bad
- I like how, by using it, you have to click less than with classic. They implemented enough pop-up boxes where you can get some quick things done without the page refreshing each time you click like on classic.
- Reporting - lots of stuff wrong here.
- Overall I think SFDC sacrificed some functionality for ease of use. They hid some things whereas before they just splayed all info out on the page, and now there are more tabs etc
- Wish they wouldn't force everyone to use it so much. Just make your product something people want to use instead of something they have to use.
- not much. I think it's trying to make SFDC less annoying but ultimately we use SFDC bc it's the system of record for us so it's the same value-add as classic.
- HubSpot CRM and SugarCRM
TBH if you're just starting out and are a smaller shop I'd just use HubSpot CRM since it's free. You can get away with lots of its functionality right out of the gate, but the one thing you'll miss is integrations. If you're going to integrate lots of things into your CRM then you better go with the king and use SFDC.