Item: Salesforce Lightning Platform
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use Salesforce to keep track of our day-to-day customer engagements. Right from actioning leads that land on the SFDC platform to managing opportunities, Salesforce is crucial to our sales operation. I love the level of customization I can put into my lead/contact/opportunity views and my sales reports too. My manager knows what I'm working on based solely on the updates I make on our CRM Salesforce. I've used it before in an organisation too, along with other leading CRMs in the industry. However, after trying everything else, I can safely say that Salesforce CRM is the best that is out there. Highly recommended.

Pros and Cons

Managing lead lifecycle
Managing opportunity lifecycle
Sales Reports and the level of customizations available
Social features and dashboard

The interface - While it's very practical, I'd like a better UI, something on the lines of what Zoho does maybe
the color scheme
Loading of views can be laggy
processing speed

Return on Investment

ease of tracking makes forecasting easier
opportunity views make it easier to plan ahead
dashboard and notification system helps you stay on top of our running engagements

Alternatives Considered

Zoho CRM, HubSpot CRM, Salesloft, Freshsales, Zendesk Sell and LeadSquared

Salesforce stands out purely for its enterprise pedigree. No other competitor out there knows Enterprise business as well as Salesforce does. It is levels about the rest of the competition in terms of managing heavy processing requirements of a large enterprise. I did not have a say in the buying decision in my current organisation but I am glad that we had Salesforce. It is easy to use and comes with a lot of options in terms of personalization and customization.

Key Insights

Do you think Salesforce Lightning Platform delivers good value for the price?

Yes

Are you happy with Salesforce Lightning Platform's feature set?

Yes

Did Salesforce Lightning Platform live up to sales and marketing promises?

Yes

Did implementation of Salesforce Lightning Platform go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Lightning Platform again?

Yes

Other Software Used

Outreach, Microsoft Teams, Slack, ZoomInfo SalesOS, Microsoft 365, Zoho CRM, Zycus Procure to Pay Suite

Likelihood to Recommend

I have used Salesforce in an ed tech company and am now using it in an IT (Software as a Service) firm. I found Salesforce to be the right fit in both my roles - business development and sales. I believe Salesforce is ideal for enterprises with 1000+ employees and has a wide feature set that can cater to enterprise sales needs in almost any industry.

I would not however recommend Salesforce to a smaller organization as something low-cost, yet practical could be a fine fit. One can get better UI, better processing speed and an overall better experience with another CRM. The bandwidth however remains in question when it's anything else than Salesforce.

Salesforce does it for your enterprise! Highly recommend.

Overall Satisfaction with Salesforce Lightning Platform