Great CRM for every Customer Success Manager
April 30, 2021

Great CRM for every Customer Success Manager

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

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

Our entire org uses [Salesforce Lightning Platform (formerly Salesforce App Cloud)] as our sole CRM for tracking customer health, leads, contracts, and account management. It's our one stop shop CRM and is easy to use (who doesn't use Salesforce?!).

As an Enterprise Customer Success Manager, it is critical to have the Lightning version because we can more readily see what we need faster and more efficiently, and reporting is super easy to create and use. It also helps me track my MBOs which I am measured on internally.
  • Reporting
  • CRM
  • Contracts
  • Health status
  • Can be cumbersome: takes multiple clicks to get where you need to go
  • Lightning is slower than original Salesforce, and it is very noticeable
  • The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it
  • Positive: everyone uses Salesforce, I've never been part of a Customer Success team who doesn't use SF
NA - I've only used [Salesforce Lightning Platform (formerly Salesforce App Cloud)] in my tenure as a CSM

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?


Did implementation of Salesforce Lightning Platform go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Lightning Platform again?


Well Suited
Customer Success roles for tracking customer health, customer usage, contracts, internal account management (child and parent orgs)
Customer Success roles for tracking MBOs

Less Suited
It's slow, takes forever to load, literally forever its atrocious
If you're used to the older UI you don't always know where to go for certain things

Salesforce Lightning Platform Feature Ratings

Ease of building user interfaces
Platform management overhead
Workflow engine capability
Not Rated
Platform access control
Not Rated
Services-enabled integration
Not Rated
Development environment creation
Not Rated
Development environment replication
Not Rated
Issue monitoring and notification
Not Rated
Issue recovery
Not Rated
Upgrades and platform fixes
Not Rated