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.
Read full review For growing technology-based companies, Zendesk Sunshine is the best ally to provide email and chat support. It supports various integrations and can provide exceptional service that is fully customizable for both the customer and the agents using Zendesk. It is not appropriate for small companies, and for companies with a very small customer base, it is a considerable expense after a customer base of at least 10,000 customers.
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 Customization and ability to create customer profiles Easy integration with other tools and rich history of customer actions. Provides a fully intuitive interface Very good ways to analyze 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 There are some glitches when doing upgrades on information or data, sometimes It is difficult to find tickets once they are solved, we could have a tracking of the most recent or solved tickets during the day. The integration or merge with other tickets from the same client is not intuitive at all, there should be an alert that throws a match. 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.
Read full review Because it is a tool that we use on a daily basis and has provided confidence for the massive use that is given to it, it has also been the expected product, allowing customization and optimizing processes, saving us a lot of money and time. Definitely, the ability to track customers and the way to automate all customer support processes becomes totally easy and intuitive.
Read full review Support Rating 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.
Read full review Due to the implementation and the few issues that ha In summary, there are few times that we have had to use this functionality, but the help that Zendesk has provided has been of another level, complying with our standards and SLAs so as not to interfere in the operation or processes.ve arisen, it is a platform that provides a fast, intuitive and tailor-made service for each user.
Read full review Alternatives Considered 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.
Simon Vargas Director Of Business Development - Operating Room, Vein Therapy, Personal Protective Equipment (PPE)
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 Agility and improved response times Improved customer relationship/engagement Integration and tracking capabilities for customer growth phases. Read full review ScreenShots