Salesforce Lightning Strikes Daily in Our Organization
June 24, 2019

Salesforce Lightning Strikes Daily in Our Organization

Josh Soucy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with

Salesforce Lightning is used as our CRM for our entire organization, gets daily use from everyone in sales, tracks revenue for our financial team and data for our operations and analytics teams. It allows all of our sales team to track progress on individual prospects and accounts. It's a record keeping machine that allows everyone to see what stage of the funnel each account is at while also tracking historical progress within accounts. It's good for identifying trends, both good and bad, and providing data that can alter the way we prospect in the future.
  • Tracks funnel progress with prospects
  • Records all historical activity within accounts and for prospects
  • Integrates really well with other platforms like LinkedIn Sales Navigator, Marketo, Zoom info, etc.
  • Some features can be redundant if not tailored correctly by the salesforce admin
  • Can sometimes be painful to close a deal quickly when too many fields are required to be filled out
  • Many integration points can also cause an increase in bugs
  • It has allowed to sales team to scale faster
  • It has provided us an opportunity to identify trends both positive and negative in our sales and processes
  • It has provided time savings by integrating with other platforms
Salesforce Lightning is very well suited for B2B companies who engage in complex sales processes, have many sales people and need to track activity, and for companies that do high volume sales.

Salesforce Lightning is less appropriate for B2Bs who do limited transactions and whose transactions are mostly custom in nature.