Salesforce - is it for your business?
February 22, 2019

Salesforce - is it for your business?

Andrew McClean | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Lightning

We use Salesforce Lightning within my company predominantly for pipeline management, campaign, and marketing management, calendar keeping, and task recording for efficiency. Our outreach workers each work a specific pipeline of individuals in order to connect with them and have them come into initial appointments. It is being used by two apartments - Outreach and Service team. The main problem is tracking prospect progress, and being a database for our outreach teams.
  • MANY options - ability to customize it to our specific problems, and even create custom consoles and views that are most helpful for our team,
  • VERY reliable. Have yet to have any crashes or losses of data,
  • Customizable - so far most issues that we have had have been things that have options to improve and fix. Its a very moldable software.
  • Number of clicking
  • Too many windows opening - gets a bit jumbled
  • Reports are far too difficult to customize. Not intuitive
  • Has made it easier to collaborate on campaigns and plan them - which has been helpful in making more useful marketing campaigns - directly impacting sales numbers
  • Has made it more difficult for sales people to filter and quickly run reports, negatively impacting sales numbers
  • It has had a positive impact on processes once our software team was able to customize the software to specifically help the sales specialists.
Salesforce has some pros and some cons compared to Zoho. Zoho is much easier to apply filters, reports and is all around a bit more user friendly and intuitive. Salesforce is much more technical. It is capable of doing much more, however, and is really good for getting very technical about specific needs.
I would recommend it to a person wanting to get really technical about their pipeline management. If you are interested in specializing all types of different consoles and spending a lot of time and energy to customize the software - this is for you. If you do not want to do that, and you would like a software that is pretty easy to work with right out the gate - I would suggest that you use a different product.