Salesforce - It's what Everyone Uses
December 09, 2019

Salesforce - It's what Everyone Uses

Sarah Meerschaert | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

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

We're using Salesforce as a CRM. Our customer success teams have ticketing systems and integration with other tools like JIRA. We keep track of projects there, contact persons, and industry details. It works well as a snapshot of information for employees who may not know a customer well. We also track customer specific development in cases here. And we take full advantage of the dashboard functionality and reports. We have several reports that are used on a daily basis by upper management to track sales progress, customer support efforts, and overall success of business lines. It's a good tool for pulling together complex information across the divisions of our company. We've had success building out functionality in the platform over time.
  • Customer Profiles
  • Linking to other applications
  • Reports
  • Saving your session
  • Easy to share pages
  • Intuitive design
  • Easy to store and share information
  • Collecting metrics and monitoring initiatives
  • Connecting data from different sources
Microsoft is pretty limited in functionality compared to Salesforce. Most folks coming into your organization are going to have some level of Salesforce experience but will most likely not have experience with Dynamics. Dynamics doesn't connect as well to other platforms.
I don't directly interact with our Salesforce support team. We direct all questions to an internal CRM expert who then would escalate. It's a system that works mostly because there are many functionalities which are not bugs but confusing features. Instead of passing those questions up to Salesforce we train for them.

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

Not sure

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?


Salesforce is a great tool for companies looking to collect data about their relationships with customers. It also scales well as your company grows. But it's not always easy to set up or use. You're going to need to keep your asks simple and you may want to consult with an expert to ensure you're setting up your custom instance in a way that you can modify over time.

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