Likelihood to Recommend
We use Salesforce Lightning Platform in everyday business as sales coordinators. By using this tool, we are able to send new requests to clients and communicate regarding pending proposals in real-time. This also tool holds many of our client accounts where we are able to monitor their sales and revenue.
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For anyone looking to build customized user experiences quickly on Salesforce.com and who don't have access or budget for developers then Skuid is an excellent option. Although some investment in license costs and learning is required the pay off comes with the sheer speed and volume of applications that can be built and delivered to the business in short time frames.
Read full review Pros Reporting and Dashboards are thorough and can show a wealth of important data to inform and scale processes. It's helpful in a high volume sales cycle to be able to quickly identify weak points in performance and productivity so that adjustments can be made. Highly customizable. We are able to customize just about everything which allows us to track very specific things and in theory create better efficiency. Parent/Child account hierarchy exists which is helpful. Contact records can be associated with multiple accounts and opportunities. This, in theory, should minimize duplicates and mismanagement of contacts. Console helps a lot with data nesting. Having a fairly comprehensive look at an account without searching through various tabs and sections speeds up an otherwise cumbersome platform. Read full review Pulling data from external sources. Providing visualizations that tell a story & summarize. Integrations with other applications, i.e. Sharepoint for document library storage. Amazing support! Very quick to respond and also wonderful to work with when scoping out your needs. Read full review Cons Can be cumbersome: takes multiple clicks to get where you need to go Lightning is slower than original Salesforce, and it is very noticeable The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it Read full review Release management. Whenever a new version of Skuid is released, upgrading can be a dubious task. Support. Skuid does not offer standard support. Instead, you will be required to use the Skuid community or purchase engineering hours. Read full review Usability
This builds off a number of things I have already mentioned. This question completely depends on the competence of the developer. This makes the user friendliness of the UI 50/50. However if you have the ability I would say it is quite UI friendly.
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Salesforce's support is top-notch. They have subject-matter experts that are accessible at all times to address needs as they come up. They let you know in advance when there are system updates and enhancements so that you are prepared for upcoming changes. I've never had an issue that wasn't addressed immediately when reaching out for support.
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We were previously using an older version prior to it becoming Salesforce Lightning Platform so we were well adverse on the advantages of using a CRM, to begin with. It made sense to convert to Salesforce Lightning Platform after we were given a free trial of the platform. Certain reps were chosen to experiment with it and from there a decision was made to move forward. We've been customers ever since.
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Flows was another way of accomplishing some goals we had but Skuid was much simpler to set up, more intuitive for users, and faster to run. We didn't experience any Apex exceptions or query limits. The only downside to using Skuid vs. Flows was that Skuid required developers whereas Flows can be done by an administrator.
Read full review Return on Investment Better visibility of Accounts and Contacts interactions makes it easier to maintain during employee transitions. Tracking of current jobs and relating them to past jobs is very useful. More efficient use of Sales Reps time. Sales Managers have good visibility into how their people are working. Read full review Our customers have been very happy with Skuid and it has allowed them to do things that otherwise would have been impossible. Read full review ScreenShots