Item: Salesforce Lightning Platform
Rating: 8
Author: Verified User

Overall Satisfaction with Salesforce Lightning Platform

Use Cases and Deployment Scope

It is our CRM platform. Salesforce Lightning Platform acts as our contact list, our lead list, our donor list, etc. We can see a detailed history of a contact, and tag them in creative ways. We can also run reports that dictate our marketing efforts. We have recently integrated with Salesforce Lightning Platform for our donor platform as well.

Pros and Cons

Pros

Tagging
Reports
syncing with other platforms we use

Cons

The visual layout feels outdated
It is not an intuitive layout
More customization is always appreciated.

Return on Investment

It has drastically streamlined the way we process contacts!
We are more productive due to having one source of truth

Alternatives Considered

I have only used Salesforce Lightning Platform for crm purposes

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?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Lightning Platform go as expected?

Yes

Would you buy Salesforce Lightning Platform again?

Yes

Likelihood to Recommend

We are a non-profit and use Salesforce Lightning Platform as the main source of truth for our donors, as well as people who have attended our events, purchased our resources, etc. It works well for interdepartmental needs. Reports can be a little tricky to run and require a more intermediate user. Once you've figured out how to run reports, they are a very powerful tool.

Salesforce Lightning Platform Feature Ratings

Comments

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It's the Gold Standard for a reason