Salesforce Lightning Strikes a Great Balance
September 27, 2018

Salesforce Lightning Strikes a Great Balance

Sarah Van Sciver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Lightning

Overall Satisfaction with Salesforce Lightning

We use Salesforce in the Office of Advancement (broadly), and I specifically use it with the Office of Alumni and Family Engagement at CalArts in order to better relate to, serve, fundraise, and friendraise among the greater California Institute of the Arts community. We also enjoy its functionality to pair with and sync with other platforms we use for phonathon, communication, and marketing.
  • 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.
  • Faster CRM work for colleagues.
  • Stronger teamwork via shared templating.
  • Better integration with more platforms.
Salesforce Lightning is a far superior product because it integrates (to at least some degree) with every other platform we have encountered and use or consider using in the future. It is the most elegant solution to our needs we have demoed thus far throughout our search to balance big needs with a small company.
Salesforce Lightning is well suited in scenarios in which we are concerned with task management, optimizing workflows, and bulk actions. Pipelining and storage of information are excellent, and dashboard customization is really wonderful compared to earlier iterations of Salesforce. Automation of e-mails and reports is great as well, as it enables us to better share and template strategies throughout our department.