Quicker and intuitive product to organize your records
February 02, 2019
Quicker and intuitive product to organize your records
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce.com
We use Salesforce Lightning to keep all of our accounts accurately represented across the full spectrum of sales, account maintenance, collections, and everything in between. It allows us to quickly access the records we need in a way that cuts through all the extraneous information which isn't needed. We are able to communicate across departments and to attach the documents needed for legal purposes. It seamlessly works with other programs such as Outlook and DocuSign. The number of details and the speed with which one can get to is impressive on both fronts.
Pros
- The organized views quickly break down the records, no matter how large, into easily digestible pieces.
- The links to other pages inside Salesforce Lightning are easy and quick to use.
- The details available are precise.
Cons
- The link to Sales Dialer could be more seamless.
- New users seem to be overwhelmed learning the system's details.
- It allows us to keep records of what works and what doesn't allowing us to adapt to circumstances and improve constantly.
- It loads quickly whenever a customer calls in, allowing a quick response and quick verifications.
Salesforce Lightning is quicker and more intuitive.
Comments
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