Critical sales enablement tool
August 03, 2018
Critical sales enablement tool
Score 9 out of 10
Vetted Review
Verified User
Software Version
Lightning
Overall Satisfaction with Salesforce Lightning
Salesforce Lightning is critical to our organization and is used by our entire sales team as well as our VP of Sales and consulting services team to manage our end-to-end sales process. Our sales team uses it to manage leads, opportunities, and clients. It allows us to log notes and communications, schedule tasks (i.e. follow up calls), events (i.e. product demos, proposal review calls), and reminders. We also use it to forecast our quarterly sales revenue, which is critical to the business. And it gives us all visibility into which companies are already in conversations with other sales reps in our organization, and which companies might be appropriate to reengage.
- The platform makes it easy to tracks communications, saving our reps a ton of time with it's Outlook integration for automatic email logging.
- It's also easy to build custom reports to keep track of individual performance benchmarks for planning.
- I do miss some of the functionality from Salesforce Classic, like the ability to build a custom home page by user, which is not supported in Lightning.
- I also have not been able to figure out how to view my "recently viewed" items without seeing what's been recently viewed by all users, although there may be a way I'm not aware of.
- Overall, Salesforce Lightning vs. Classic hasn't made much of a difference in our overall performance.
- That being said, I would highly recommend Salesforce in general, whether you use Lightning or another version, as it is critical to our team's productivity.
We tried Nutshell CRM for a few months when we first ramped up our new sales team but it just didn't compare to the functionality of Salesforce so it was a no brainer to make the switch. There were too many glitches in Nutshell unfortunately, although it was less expensive.