Salesforce Lightning Review
March 13, 2019

Salesforce Lightning Review

Gary Kawamura | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Lightning

Overall Satisfaction with Salesforce Lightning

Salesforce Lightning is the updated version of Salesforce. It is a great CRM that is used by sales and marketing to manage accounts, leads, and outbound prospecting activity. All of our activity is logged through Salesforce. I find the UI of Lightning both sometimes a little easier and sometimes a little more difficult to use than the previous version.
  • Great way to manage accounts
  • Great way to see previous account activity on accounts
  • Great way to track opportunities and deals in an account
  • UI can be a little confusing as opposed to old version
  • Overall, Salesforce can be challenging to navigate if you're a new user
  • Increased Efficiency.
  • Reduces redundant workflow.
  • Couldn't imagine what life was like before a CRM!
I haven't honestly used other CRMs. I have worked at a company that didn't have a CRM and needed something. That was a nightmare! I was not involved in the decision to purchase SFDC.
I would say a business would have to have enough revenue to make SFDC make sense. There are free options like Hubspot who offer a free CRM. Some CRMs are more focused on specific types of businesses. One of the biggest strengths of Salesforce is its ability to scale from SMB to enterprise. For a very small business or mom and pop store, I don't think SFDC would be necessary.