Salesforce Lightning is the update Salesforce Legacy needed!
June 20, 2019

Salesforce Lightning is the update Salesforce Legacy needed!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Lightning Platform

Salesforce Lightning Platform is being used across sales and marketing currently. We use it as our single source of truth for all prospect/account engagements. Any interactions had with clients or prospective clients will be logged in Salesforce Lightning Platform. The main business problem it addresses is allowing our sales force to stay aligned and organized as we scale.
  • Much more modern feel than it's predecessor.
  • Allows you to quickly update many contacts at a time.
  • Very robust reporting functionality.
  • It could be more clear in how to customize specific pieces of reports & dashboards.
  • So much functionality that goes unused due to not knowing it exists.
  • With so many options to customize, sometimes it just gets too "busy".
  • Closed bigger deals.
  • Reduced churn by documenting all interactions with clients.
  • Found patterns of success to replicate with new deals.
  • Outreach
Salesforce is a better source of truth for all client information as it's very customizable and integrates with nearly anything you would need it to. Outreach is better at being able to manage workflows for high volume sales reps, we actually use both here. But Outreach could never replace Salesforce altogether.
If you are scaling a sales organization quickly, Salesforce Lightning Platform is a must have. It's intuitive for the basics, it allows an org to stay on the same page, and provides the data needed to make decisions and close deals. Unless you're running a brick & mortar retail store, Salesforce is a good choice.