Salesforce has everything we need to manage our clients
November 26, 2019

Salesforce has everything we need to manage our clients

Kristin Sours | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Lightning Platform (formerly Salesforce App Cloud)

Currently, we use Salesforce across our entire organization but it's most heavily used in Client Support and Sales. For our client support team, Salesforce is crucial for keeping track of our client base, we store all their info, activities, emails, webinar attendance, etc. We also use cases to monitor our clients batch screenings/production and opportunities for renewals. Sales uses all of these components too but they heavily use leads to track all prospective clients that come in through webinars, flash classes, conferences and so on. My favorite thing that Salesforce does is allows us to easily report and track our quarterly and yearly progress to see if we are meeting our goals or not.
  • Reports and dashboards - I can build my own reports very easily to see upcoming renewals, first-year clients and so on. Then, I can create my own custom dashboard to track my favorite reports.
  • Opportunities and quotes - when I first started here we didn't use Opportunities for tracking renewals and upgrades. Now, it's easy to see what I'm working on and when ready I just add the products to a quote and it sends it to our billing for really fast invoice creation. It used to take me hours to do this and now it's seconds.
  • I love using activities - it keeps me organized and up to date on all my accounts that I manage. Plus, I can create future tasks so I don't forget to reach out.
  • I can send mass emails to any group of clients and I can create nice email templates with "placeholders" which allow me to use the first name of the main point of contact across hundreds of organizations. Again, this saves me lots of time.
  • With Lightning, the calendar is seriously lacking functionality. With Classic, I could schedule events across multiple people in my organization (something I have to do quite often). We cannot do this with Lightning and it's a big shortcoming. It caused such an issue for us that we stopped using events in SF and moved completely to Google Calendar for all work events.
  • Calendar and email sync with Google - again, this worked fine with Classic and then when we switched to Lightning it didn't.
  • Technical and client support - it's been frustrating dealing with support here. I've either had things messed up or just not resolved and a lot of times it takes a very long time to look into a small issue. It has made me reluctant to reach out again.
  • Since using opportunities, we've managed to track our retention rate and increase it.
  • Tracking leads has had a big impact on ROI - we can learn where our clients come from, what avenues are working (i.e. are conferences worth all the money spent, etc.).
  • Our production team manages their entire pipeline through Salesforce. They couldn't do their job with SF.
I explained this already as a con of Salesforce. Unfortunately, I haven't had the best response from support and tickets are drawn out for weeks with many instances that there were no solution. I've heard the same negative feedback from our tech team.

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


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


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?


I think any large organization that has a sales and/or client support department would be well suited for using Salesforce. In terms of CRMs, it's user-friendly, customizable and ready to use "out of the box." I would recommend anyone using Salesforce for the first time to do plenty of training and/or do trail heads (SF's online training) because there are a lot of features that you might not use but it will make your life easier. Plus, it's better to use it right the first time, as opposed to having to clean up stuff down the road. I've found that non-profits aren't as well suited with SF but this isn't from personal experience.

Salesforce Lightning Platform Feature Ratings

Ease of building user interfaces
Platform management overhead
Workflow engine capability
Platform access control
Services-enabled integration
Development environment creation
Development environment replication
Issue monitoring and notification
Issue recovery
Upgrades and platform fixes