Item: Salesforce Lightning Platform
Rating: 8
Author: Alexa Terry

Use Cases and Deployment Scope

Salesforce Lightning Platform is being used by the entire organization. The sales team, customer success, CEO, and marketing all use SFLP. We keep track of potential clients coming through the pipeline, current clients, as well as accounts we're going after and prospecting. It's where we track revenue, deals we've won, and categorize clients by vertical information.

Pros and Cons

It keeps track of all open opportunities.
It keeps track of all closed won opportunities.
We can track reasons why opportunities were lost.
Keeps track of who owns different accounts within Salesforce Lightning.

It can be a bit buggy at times, like randomly not letting you save or making you refresh the page or do the same action, and then it will save.
Bugs really are the main issue here. Otherwise it's great with reporting!

Return on Investment

I have no idea what we pay for Salesforce Lightning, but I can imagine the ROI is undeniable. It's a great organization tool for our company

Alternatives Considered

monday.com

I believe the only reason we didn't choose monday.com is because we're just a bit bigger (company size- 75 people) than what monday.com handles. We also are in San Francisco, and Salesforce pretty much owns this entire city. I was also not part of the selection process of the CRM!

Support Rating

I've never used their support to this point. We, even at my former company, had internal Salesforce (sales enablement) representatives that we would submit tickets to for any sort of issue with the Customer Relationship Management. I would assume the support is fantastic!

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?

I wasn't involved with the implementation phase

Would you buy Salesforce Lightning Platform again?

Yes

Other Software Used

Zoom, Highfive, Expensify, Chorus.ai, TINYpulse, Zenefits

Likelihood to Recommend

It's great for keeping track of leads your pursuing, accounts you own and want to go after, and opportunities in the pipeline to close. It lets you track how much they'll pay, upload contracts for the entire organization to see, suspected close date as well as where they are in the pipeline (these stages can be set by your organization for whatever makes sense, and how many steps to close you'll need). That's on the sales side. The marketing team uses it for data collection and what type of clients we're working with, why people have churned or closed lost (never won opportunities) as well as the Client success team for similar reasons (churn).

Best CRM for your buck

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