Overall Satisfaction with Salesforce Lightning Platform
Salesforce Lightning is a great CRM tool with a user-friendly interface. It's being used by sales, sales ops, and marketing. We use it across the company to have good visibility of each opportunity. This helps management get good forecasting and make educated decisions. Regarding business problems, I think Salesforce Lightning can be overwhelming since there are so many tabs and integrations. Most of the time, it is time consuming to find the information needed.
- Streamlining and visibility.
- Overwhelming at times.
- Hidden information.
- Hard to fine-tune.
- Fast and streamlined process.
- Need to involve several people to get some info.
- Easy to move the needle for opportunities.
Usage of the platform could be great because you have so much information at hand, but at the same time, it can be very overwhelming because of all the different tabs/categories. For the best usage, it took a lot of investment and time to get the hang of it. Integration through APIs to many other platforms is great.
I think that overall support is pretty good and very scalable. When I need someone to jump on a call, they are rather fast to get back to us. However, it requires someone dedicated internally to make sure the platform is working correctly. Indeed, sometimes, you don't have time to wait for support to have things working correctly so you need someone internally.
I thought it was less confusing and definitely easier to use and more straightforward. However, it has much less integration and the usage is limited to a simple customer relationship management tool. The design is less intuitive and less modern than Salesforce Lightning. I would still recommend Salesforce over Dynamics GP.
Salesforce Lightning is well suited for the typical sales process where you can track from scratch the first email/cold call to the very end of the process getting the PO. It is an easy way for management to see progress in each opportunity. Scenarios, where it's less suited, would be when relevant information is needed, as it is usually hard to find the right info and takes many different clicks to get to the info instead of having right from the main opportunity page.