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