Good Business Development CRM with Flexibility to customize
October 25, 2021

Good Business Development CRM with Flexibility to customize

Michael French | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

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

We use Salesforce in a number of areas. I am most familiar with it in the human resources and business development sections of the company. It is used on a company wide basis in both of these areas. The main problem that this has solved is to combine mulitple process into one platform so that the information is all in one place.
  • ability to incorporate systems
  • create specific reports
  • easy work flow for process
  • displays are easy to understand
  • lots of training required
  • hard to integrate into other systems
  • reduced time for reporting
  • higher quality data
  • full view of the market
Salesforce has more functionality as a CRM platform. The major disadvantage is the ability to integrate with Microsoft products. Ability to integrate with Microsoft is the best part about 356 given that it is a Microsoft product. Even though the price is more expensive, it seems that SF is more suited to a business development usability platform and has more capability to report without I.T. development needed.

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


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?


Microsoft Teams, WhatsApp Business, Navisite Productivity and Collaboration (Microsoft Office 365 and MDM)
If you have a process that is done manually using multiple systems SF is able to easily put the process on one platform. It also allows for rules to be set up that create approval flows for given process and rules that will automatically approve if certain thresholds are met in the process. The reporting is ok but I think that that is more about the quality of data that we have input into the system.

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
Not Rated
Upgrades and platform fixes