Great CRM for every Customer Success Manager
April 30, 2021
Great CRM for every Customer Success Manager

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.
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.
Pros
- Reporting
- CRM
- Contracts
- Health status
Cons
- 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?
Yes
Did Salesforce Lightning Platform live up to sales and marketing promises?
Yes
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
Comments
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