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An updated UX from Salesforce classic
January 18, 2019

An updated UX from Salesforce classic

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce.com

Salesforce Lightning is being used as my company's CRM platform. We utilize it to track the buyer's journey, understand target accounts and prospects, and then understand where clients are in the use of our products. Salesforce is mostly used by our sales team, as well as the account team. We have other systems integrated into Salesforce, such as Pardot, service cloud, and financial force, which means that almost the entire company touches the system in one capacity or another.
  • The Salesforce Lightning user experience is definitely an upgrade from classic. It makes it much easier to see multiple accounts, leads, etc.
  • When implemented properly, Salesforce has some great reporting capabilities to better understand and improve upon the sales cycle and process
  • With many different integration capabilities, Salesforce has a lot of potential to be a single platform for an entire organization.
  • The migration between classic and Lightning is not the simplest, and has a lot of possibilities to cause confusion for those who are used to the classic version.
  • Salesforce provides a lot of customization options, which in theory is great, but can also lead to a messy organization that can quickly become very expensive to try to maintain.
  • The support available for Salesforce leaves much to be desired. Although they have many educational resources, because every instance of SalesForce is different, it would be better to have someone who you can speak with and can actually help troubleshoot.
  • With Salesforce Lightning, the idea is that if the interface is better, your team can be more efficient.
  • Similar to Salesforce classic, Lightning can provide data that can shorten the sales cycle and bring in larger deal sizes
I have not used or evaluated other CRM platforms.
Salesforce Lightning, similar to SalesForce classic, is well suited for companies selling a product and looking to manage their customers. It can be a scalable system for managing the sales cycle. It's probably less appropriate if you are looking for something just for a specific team outside of sales, there are likely better tools out there. That said, one value of Salesforce is how many integration partners they have and additional services they offer to meet the needs of different team functions.