Salesforce Lightning from the POV of an enterprise software sales org.
Doug Duff | TrustRadius Reviewer
November 08, 2018

Salesforce Lightning from the POV of an enterprise software sales org.

Score 8 out of 10
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Overall Satisfaction with Salesforce Lightning

We use Salesforce Lightning as our main CRM. It stores all lead/prospect and accounts and current customer information. We use it to track the progression of an individual from an inbound lead to an opportunity to a customer. It is our main depository for sales and marketing related documentation. we also use Salesforce Lightning to generate automated email campaigns.
  • Clean UI
  • Easy to navigate around accounts
  • Customizable report
  • Ease of use when customizing specific workflows
  • Salesforce has allowed us to have a clear view of our pipeline and where we sit as an organization vs. targets.
  • It enables us to keep current opportunities with potential customers in the forefront of our mind and using tasks as reminders to follow up
Salesforce stands out as a depository for information and creating reports and dashboard to share specific information, however, comes off a little weaker when generating automated email marketing. I find that HubSpot Sales Sequences allow for more personalization in the individual workflow steps of an email sequence.
Salesforce Lightning is well suited for either a start-up or a mature company to store and track information on leads and customers. As well as tracking sales progress.

I would not recommend Salesforce Lightning to be the main automated email tool for a company.