Salesforce Lightning Platform Reviews & Insights

Salesforce Lightning Platform is out main CRM. We use this for most all sales related purposes to track customers, sales, opportunities, and reports on other integrated systems. We have well over 50,000 contacts and millions in sales that run through Salesforce. We also keep track of work done with customers and their health as customers through Salesforce and other integrated systems.

Mostly this is a company size and sales load based question. Best for larger companies with many admins. Smaller companies don't need all functionalities and complexities.

My organization utilizes Salesforce Lightning Platform as a CRM. My position is in sales so we use the tool to record leads, prospect accounts, customer accounts, and opportunities. Within the opportunities, we record the different sale stages and are able to record notes based on the opportunity.

Salesforce Lightning Platform allows us to record important information per organization, contact and opportunity which helps with our teams forecasting.

Salesforce Lightning Platform is very useful for organizations with a sales team and for organizations with multiple customers. By having a central database that allows for the structure it helps keeps teams organized and allows for users to keep an eye on key points. You can also leave tasks for yourself and others to make sure action items are not missed.

If the organization is smaller, you could probably get away with using a tool that is not as sophisticated.

It is our CRM platform. Salesforce Lightning Platform acts as our contact list, our lead list, our donor list, etc. We can see a detailed history of a contact, and tag them in creative ways. We can also run reports that dictate our marketing efforts. We have recently integrated with Salesforce Lightning Platform for our donor platform as well.

We are a non-profit and use Salesforce Lightning Platform as the main source of truth for our donors, as well as people who have attended our events, purchased our resources, etc. It works well for interdepartmental needs. Reports can be a little tricky to run and require a more intermediate user. Once you've figured out how to run reports, they are a very powerful tool.

We use Salesforce to keep track of our day-to-day customer engagements. Right from actioning leads that land on the SFDC platform to managing opportunities, Salesforce is crucial to our sales operation. I love the level of customization I can put into my lead/contact/opportunity views and my sales reports too. My manager knows what I'm working on based solely on the updates I make on our CRM Salesforce. I've used it before in an organisation too, along with other leading CRMs in the industry. However, after trying everything else, I can safely say that Salesforce CRM is the best that is out there. Highly recommended.

I have used Salesforce in an ed tech company and am now using it in an IT (Software as a Service) firm. I found Salesforce to be the right fit in both my roles - business development and sales. I believe Salesforce is ideal for enterprises with 1000+ employees and has a wide feature set that can cater to enterprise sales needs in almost any industry.

I would not however recommend Salesforce to a smaller organization as something low-cost, yet practical could be a fine fit. One can get better UI, better processing speed and an overall better experience with another CRM. The bandwidth however remains in question when it's anything else than Salesforce.

I currently work as the delivery manager for Salesforce Lightning Platform. It is currently used throughout the business for marketing, sales and customer care. there are other areas of the business who use Salesforce Lightning Platform. It allows for automation of critical business processes.

Salesforce Lightning Platform is a great CRM tool which allows a single source of truth. It allows for collaboration across teams. Using the native reporting can be somewhat complicated at times so using an add on or more of an advanced reporting tool can be helpful. Salesforce Lightning Platform allows a great audit on all that takes place and allows reporting on this also.

Salesforce serves as a great way to organize your data and your data relationships. We use it primarily to organize our contacts and track leads to generate more users for our product.

When viewing multiple contacts and accounts at the same time, Lightning provides a more easily interpretable interface. When trying to generate a report, or find older reports and for merging duplicates, the system in Classic was easier to navigate.

Salesforce is one of the important and major tools we use everyday in our job. Salesforce ia very useful to us This tool makes our life easy and this has everything. We can check the status of our bookings here, it makes our tasks easier as we can chat and do emails here with the clients.

Salesforce is best use for businesses. I like the most with Salesforce is where you can customize some settings to make your job easier and faster. You can also check the status of your tasks, emails you sent if it has been read and received. And check your productivity everyday.

Salesforce Lightning Platform is our main tool as a sales coordinator. We use it for many things such as communicating with our clients through email, sending leads to prospects, and monitoring our sales and revenue. Using this tool helps us to compare sales and revenue from previous months to see our areas of improvement.

We use Salesforce Lightning Platform in everyday business as sales coordinators. By using this tool, we are able to send new requests to clients and communicate regarding pending proposals in real-time. This also tool holds many of our client accounts where we are able to monitor their sales and revenue.

We converted over to the Salesforce Lightning Platform from the standard cloud over the past few years- and appreciated many of the changes it brings with it. It's not across the entire organization just yet, but it does help in streamlining the Salesforce experience and make integration a little bit easier.

Salesforce Lightning is definitely well suited when it comes to regular day-to-day tasks such as ticketing and sales workflows. It was a bit of a tough transition as the 'cleaner' interface can make it harder to find options/dropdowns that were more front and center in the App Cloud version.

Our company leverages the tool as a primary CRM for our sales team, pre-sales team, and customer experience team. We have custom integrations and API's across another CRM and still prefer Salesforce Lightning Platform. We're able to bundle and categorize clients based on segments that are custom to our operations, and it provides us enough resources to undertake all marketing efforts, and reporting efforts down the line.

Salesforce Lightning Platform is excellent for companies that need a CRM that is customizable, and efficient. It can serve for a small business, SMB, and for a large multi-million dollar corporation. It is, however, quite tiered, and might not be the most suitable option based on it's cost, especially for smaller companies.