Salesforce Lightning - A shockingly good CRM
Overall Satisfaction with Salesforce Lightning Platform (formerly Salesforce App Cloud)
Salesforce Lightning is used across the entire sales department, and in marketing a little also.
We used to use the classic version of the platform but after a few kinks with lightning were ironed out we have grown to love it. The improved user interface, greater functionality, and more accessible information have greatly helped our sales.
It is, of course, a CRM that we used to track and manage accounts, contacts, and opportunities, among others.
We used to use the classic version of the platform but after a few kinks with lightning were ironed out we have grown to love it. The improved user interface, greater functionality, and more accessible information have greatly helped our sales.
It is, of course, a CRM that we used to track and manage accounts, contacts, and opportunities, among others.
Pros
- A huge amount of data in one place that is easy to access and track.
- Integrates with many other applications to enhance user experience and life. For example Gmail - all emails are tracked and stored within the appropriate contact.
- Flexible reporting makes spotting trends, in our markets/segments, etc., a breeze.
Cons
- It can be a little slow, but given a large amount of data this can be expected.
- Some of the integrations that update themselves life can cause salesforce pages to crash. For example, if you send an email and then want to edit the same account, you will be asked to refresh the page as "changes were made".
- Searching can be tricky as it doesn't allow for spelling mistakes. You have to know exactly what you are looking for which can make searching for tricky names difficult.
- SDRs are much more efficient in their outreach than they would otherwise be. No need to write anything down (and potentially lose it) it is all stored in Salesforce with the appropriate account.
- By utilizing the reporting functionality we are able to spot patterns and trends in our work which has led to an approximately 15% increase in prospects to demo.
- As accounts can easily be transferred, in the unfortunate case that a rep leaves the accounts can be easily moved over and worked smoothly, avoiding any potential losses.
We currently use the two together, along with HubSpot sales. Salesforce is our primary CRM and where we track and manage account and contact information.
Salesforce is much more flexible and intuitive - everything is where you would expect it to be.
HubSpot reporting is difficult to use effectively, and not intuitive.
Much easier to go through tasks and contact views with salesforce also, the UI is not so user-friendly with HubSpot.
Salesforce is much more flexible and intuitive - everything is where you would expect it to be.
HubSpot reporting is difficult to use effectively, and not intuitive.
Much easier to go through tasks and contact views with salesforce also, the UI is not so user-friendly with HubSpot.
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?
I wasn't involved with the implementation phase
Would you buy Salesforce Lightning Platform again?
Yes
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