Salesforce Lightning is great for small & large businesses alike!
May 31, 2019
Salesforce Lightning is great for small & large businesses alike!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce Lightning Platform
We use Salesforce Lightning across the company, however, the Sales team uses it the most. I use it to communicate customer leads to our Sales team, and include the customer's note. This allows our Sales team to contact the potential lead with details like where they are hoping to build a house or perform a fix/flip project. Additionally, the Sales team can then provide information about how hot the lead is, or if the borrower is even qualified in the first place. It saves a lot of time having the information available to everyone.
- User-friendly platform.
- Great search functionality, can easily search by email, name, phone number, etc.
- A great option to include comments and notify other users.
- While it is user-friendly for the basics, it is trickier to figure out how to build out new categories.
- It is tricky to configure pre-recorded voicemails.
- The call dashboard could be more user-friendly.
- It has helped us increase sales leads.
- It has helped us close more loans.
- It has helped us build relationships with our borrowers to do another loan with us.
We have considered other CRM systems but those decisions were made before I entered the company.