Item: Salesforce Lightning Platform
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Salesforce Lightning has been a tool covering a lot of problems. The highest of those priorities is tracking sales opportunities from the first time we engage to if we win the opportunity as a new client or not. This includes many attributes such as possible revenue, needed resources, etc. The second part of the tool we use the most is a repository of sorts, everything from the contract to meeting notes, to passwords and more.

Pros and Cons

Contract repository
Meeting notes and action items

Mobile version is lacking a tad
Slight learning curve

Return on Investment

Better outlook on our sales process
Forecasting has increased in accuracy

Support Rating

We've only had a few issues with Salesforce Lightning but those few issues have been tackled immediately by a personally assigned support representative.

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?

Yes

Did implementation of Salesforce Lightning Platform go as expected?

Yes

Would you buy Salesforce Lightning Platform again?

Yes

Other Software Used

Basecamp, Toggl, monday.com

Likelihood to Recommend

If you're an agency and need an all in one CRM that will track all sales, contacts and the results of those this is a great choice. Not only can it do all that and more, it can help support those wins after the sale on a day to day basis.

My Salesforce Lightning Platform - All In One CRM and MORE!

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