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Business Team Communication Improves Account Management
May 03, 2019

Business Team Communication Improves Account Management

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

Overall Satisfaction with Salesforce Lightning Platform

Salesforce Lightning is used by our whole organization to connect field and office employees and communicate more effectively on account management. The software automates tasks in order to flow our business cycle for onsite training visits and account oversight by success management in between visits. Our teams are able to share documents and communication with accounts between visits and support phone calls.
  • Account management communication.
  • Triggering automated tasks.
  • Ease of locating account details and information.
  • Push more relevant details when following an account.
  • Some notifications are not timed properly. This probably has more to do with internal programming.
  • User permissions by our organization are too locked down which makes updating contact and customer information less accurate.
  • Ease of account management.
  • Clear communication for the level of service.
  • Customization.
Salesforce Lightning is well suited for identifying the next best steps to take with an account when managing follow up and onsite visits. It allows follow up on account management to flow efficiently and makes it easy to plan travel balances and travel calendar boards. Some information is not accurate and this is probably internal training and updating.