Reviews (1-25 of 191)
- Tracks funnel progress with prospects
- Records all historical activity within accounts and for prospects
- Integrates really well with other platforms like LinkedIn Sales Navigator, Marketo, Zoom info, etc.
- Some features can be redundant if not tailored correctly by the salesforce admin
- Can sometimes be painful to close a deal quickly when too many fields are required to be filled out
- Many integration points can also cause an increase in bugs
Salesforce Lightning is less appropriate for B2Bs who do limited transactions and whose transactions are mostly custom in nature.
- User-friendly platform.
- Great search functionality, can easily search by email, name, phone number, etc.
- A great option to include comments and notify other users.
- While it is user-friendly for the basics, it is trickier to figure out how to build out new categories.
- It is tricky to configure pre-recorded voicemails.
- The call dashboard could be more user-friendly.
- MANY options - ability to customize it to our specific problems, and even create custom consoles and views that are most helpful for our team,
- VERY reliable. Have yet to have any crashes or losses of data,
- Customizable - so far most issues that we have had have been things that have options to improve and fix. Its a very moldable software.
- Number of clicking
- Too many windows opening - gets a bit jumbled
- Reports are far too difficult to customize. Not intuitive
- Great way to manage accounts
- Great way to see previous account activity on accounts
- Great way to track opportunities and deals in an account
- UI can be a little confusing as opposed to old version
- Overall, Salesforce can be challenging to navigate if you're a new user
- Track sales opportunities.
- Give complete information to Salesforce when they visit customers.
- Allows finance to see the forecast of the year.
- Still some problems in interface with SAP.
- Missing approval steps for sensitive information.
- Chatter is not as user friendly as other instant messengers.
- Customizing to suit your sales organizations needs
- Extreme detail in pulling reports that are pertinent to individual reps as well as the entire business
- It would be helpful to have better calendar integrations as well as 3rd party integrations.
- Upon selling the platform to a business, having some preset reports/dashboards built out for reps from the get go.
It is less appropriate for teams that are extremely small due to the price tag.
- Robustness and customization aspects
- Reporting with analytics
- Lots of out of box functionalities
- Expensive for smaller companies
- Not mobile friendly
- Some data models are designed properly compared to Oracle
- The organized views quickly break down the records, no matter how large, into easily digestible pieces.
- The links to other pages inside Salesforce Lightning are easy and quick to use.
- The details available are precise.
- The link to Sales Dialer could be more seamless.
- New users seem to be overwhelmed learning the system's details.
- Great system for reporting.
- The ability to track entries and audit information is great.
- The automated email of the daily company dashboard was very helpful.
- Salesforce has a lot of extras available, but I recommend having someone very familiar with Salesforce implement and audit that it's working properly
- Software updates can be a bit troublesome
- Keeps you up-to-date on your accounts. There's a great News feature that shows the latest PR or articles about companies in your database. There have been times where I was about to hop on a call only to see the company was recently acquired or recently implemented a company wide-marketing solution. Fantastic intel and save me searching for it.
- I love the Google address search feature. If I put in the street information, Google will populate the city, state, zip and country. A great time saver when I'm adding new prospects.
- The Gmail integration is fantastic. It lets me quickly add prospects who contact me via email. It's pretty good at reading signature lines to populate the basic name and contact info.
- I find the new report builder more powerful when trying to build cross-object reports. Plus I love that you can email the nice new dashboards.
- On occasion, Lightning will throw out random errors. The errors can usually be fixed by refreshing your browser but the problem is that when you refresh, you lose the work you just entered. It doesn't happen often, but when it does, it's a real pain.
- Not all of the Classic features are in Lightning. An example is the recycling bin - you need to switch to Classic to access it. Another example is Joined Reports.
- I wish there were more out of the box page layouts available. It would be nice to have a three-column page layout in some sections or have a drag and drop page builder. The page layout function needs to be revamped.
- It would be great if it were easier to add custom metrics in reports (for example formulas or baseline numbers) that could be reused without having to build fields.
If you want to limit the time spend administering the system or writing custom code (VF/Apex), Lightning does have many features and components that can be added and modified with clicks not code. Gone are the days when you need a whole team of people to maintain Salesforce. You can get by with 1 person if it's a small to mid-sized org, and 2-4 if it's a large enterprise.
Lightning works for small business (one user) and large business. It works great for for-profit and non-profit (there's actually a special non-profit version). It also works great across a variety of industries. I can't think of a situation where it wouldn't be a good fit.
It is used as our primary CRM and has integrations with a lot of our different systems (Marketo, Contivio phone system.)
- Mobile friendly - the app is pretty solid
- Visually pleasing compared to classic.
- A bit more intuitive as you can adjust or edit things much easier in Lightning vs Classic.
- Some of the flows are....weird. Example - if you are deleting a task or event, it takes you back to the previous page you are on and doesn't stay on the current page you are on. If I'm on an account and use the option to delete the tasks (without clicking into it) it will take me to the search screen.
- The Activities section doesn't show enough detail. it shows the date you called, but not the TIME that you called. In sales, knowing the time is huge.
- If you have integrations with other software and you go to edit a page, the selected edit box will jump around randomly and you will end up typing in the wrong area.
I would not recommend Salesforce Lightning to be the main automated email tool for a company.
- Consolidated legacy data from different CRM's
- Set tasks for outreach
- Track the sales process and contacts involved
- Make sure deliverables are held accountable to in a timely manner
- Auto logging calls
- The Salesforce Lightning inbox integration for Gmail is frustrating
- When using multiple tabs it really bogs down the speed of the application
- Tasks could have some auto features like date and contact, to minimize the amount of clicking for anticipated tasks
- It makes reports look a lot more appealing than Salesforce Classic
- It is easier to edit in-line items
- Lightning is more aesthetically pleasing than Classic
- It does not map to our version of Classic
- Multiple clicks to try and find information about a customer, opportunity, or other areas
- Some buttons on Classic have not ported into Lightning so my team has to switch between Classic and Lightning to accomplish daily tasks.
SFDC lightning vs classic - ehh if you can make it work you should switch, but don't stress about it.
- 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.
- Large possibilities for customization
- Lightning Experience is very user-friendly and pleasant to use
- Great functionality spectrum
- Integration with third-party products
- Great variety of additional applications
- Available for mobile for basic usage
- If there is a lot of data in your organization, it may take a bit to load the page
- Sometimes navigation can be confusing
- Some features are available only on Lighting or Classic Experience
- Boosts our productivity.
- WYSIWYG interface.
- Customizable snapshots, reports, and home screens.
- Linking multiple systems is great but inconsistent across platforms.
- Application building requires more work than we anticipated, not as simple a solution as we hoped.
- Miss some features of other earlier versions.
Who uses it and for what:
- Admissions: for tracking leads, recording all conversation information/notes, and ensuring their applications are complete.
- Student advisors: once students are enrolled, they use the Contact and Opportunities objects to track student success in their programs, also recording all conversation information/notes.
- Account management: our account managers track holistic student success data to track account health.
- Management/leadership: we use Salesforce Lightning to know how we're performing as a company. Our students' success is directly our success.
- Track customers/students via an individual object: via lead or contact, but not by tracking them via both.
- Compare the performance of your team members via reports and dashboards.
- Limit permissions of people or groups of people.
- It’s hard to run reports or create working “views” for customer-focused teams that include both Leads and Contacts in the same report.
- Some fields do not map from Lead to Contact object. When a customer/student transitions from application to acceptance, some dropdown and fill-in fields completely disappear from the student’s page in Salesforce. Every version of Salesforce I’ve used has this problem.
- Salesforce overall is clunky and confusing for the average user. We require thorough Salesforce training for new hires on all teams because it’s not user-friendly or obvious what to click on to achieve a specific task.
- Groups that need to integrate their CRM with other partners: many of our partners use Salesforce!
- Groups with huge customer populations now, or expected in the future.
- Groups that have resources for custom Salesforce development, like an in-house Salesforce Developer role.
- If you expect your company will have a limited number of customers.
- If you set up Salesforce to use ONLY Leads or only Contacts, not both. What happens if you have a customers upsell or re-purchase? How do you handle losing data when converting a Lead to a Contact? If you don't have good answers for these in advance, you'll want to use only Leads or only Contacts to track each customer/student.
- The Salesforce Lightning user experience is definitely an upgrade from classic. It makes it much easier to see multiple accounts, leads, etc.
- When implemented properly, Salesforce has some great reporting capabilities to better understand and improve upon the sales cycle and process
- With many different integration capabilities, Salesforce has a lot of potential to be a single platform for an entire organization.
- The migration between classic and Lightning is not the simplest, and has a lot of possibilities to cause confusion for those who are used to the classic version.
- Salesforce provides a lot of customization options, which in theory is great, but can also lead to a messy organization that can quickly become very expensive to try to maintain.
- The support available for Salesforce leaves much to be desired. Although they have many educational resources, because every instance of SalesForce is different, it would be better to have someone who you can speak with and can actually help troubleshoot.
- A simplified, clean user interface.
- For me, the setup is more organized than before.
- The assistance feature on the home page is a nice touch.
- Lightning doesn't seem a customizable as the classic version.
- Overall, the biggest change is simply the UI. Other than that, it doesn't motivate you to switch over if you prefer the classic version.
- Not all integrations with Salesforce are Lightning-ready.
- It helps large team manage long sales processes with a large amount of detail.
- It is very stable and is always available.
- It can be customized with a wide array of 3rd party applications, some of which we use.
- Currently they are trying to migrate customers from the classic edition to the new "lightning" edition. Each one has advantages. Lightning looks a lot better but not all workflows transfer seamlessly.
- It now forces you to log in to lightning, so if you want to use classic you always have to open it in lightning first and start over.
- It is challenging to cleanse and update the data used in Salesforce -- but this is not the fault of the program. It is inherent in the business model where data changes daily. But they can do a better job of assisting companies in doing that without overcharging.
- Allows for powerful business intelligence chart/graphs
- Great sales tools like Kanban views
- The User Interface is easy to use
- Missing some of the functionality in Salesforce Classic
- Takes some time to get used to if you have been using classic for a number of years
- Very helpful to have the lightning layout to create quick data intake while agents are on the phone.
- Nice drag and drop features.
- Mobile friendly.
- Lightning pop-up form's size is fixed and is not flexible enough.
- When you update the report that links to a chart, the chart doesn't automatically update accordingly.
- Not all apps work in Lightning - for example, Salesforce's own LiveMessage only works in classic.
Salesforce Scorecard Summary
Feature Scorecard Summary
Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com's Sales (CRM), Service, Platform and Marketing applications are designed to help companies connect with customers, partners, and employees in entirely new ways. According to the vendor, on average, reps using Salesforce see: a +29% increase in sales from greater visibility, +34% increase in sales productivity, and +42% increase in forecast accuracy.
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