Item: Salesforce Sales Cloud
Rating: 8
Author: Doug Duff

Overall Satisfaction with Salesforce Lightning

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Clean UI
Easy to navigate around accounts
Customizable report

Cons

Ease of use when customizing specific workflows

Return on Investment

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

Alternatives Considered

HubSpot Sales and HubSpot CRM

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.

Other Software Used

Nudge.ai, HubSpot Sales, HubSpot

Likelihood to Recommend

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.

Comments

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

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