Salesforce Lightning Review
January 16, 2019

Salesforce Lightning Review

Tiffany Thielepape | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Lightning

Overall Satisfaction with Salesforce Lightning

I used to use Salesforce Lightning at my last job to track contract and project revenue for all clients. It was used by the entire company as a means to keep all SLAs and revenue projections in one place. We were able to more accurately track revenue this way, as well as manage one-offs and larger client projects.

Pros

  • Cloud-based.
  • Voice call capabilities.
  • Outlook compatibility.

Cons

  • Confusing Interface - Requires more training.
  • Some support issues.
  • Difficult to easily identify possible duplicate leads in the system.
  • Newer look & feel is easier to use.
  • It cut out spreadsheets, contacts lists, and the mystery behind existing client/business relationships.
  • Several manual reports have been eliminated.
Integration capabilities topped the competitors and were the driving force behind the decision to use.
It really depends on the size of your company since there are much simpler, yet powerful CRMs available on the market today. That said, Salesforce integrates with EVERYTHING...so in many cases, it's going to be the best system.

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