Salesforce Lightning Platform Reviews and Ratings

Rating: 7.7 out of 10

Score

7.7 out of 10

Reviews

40 Reviews

Great product for enterprise level operations

Rating: 7 out of 10

Incentivized

October 3, 2024

Use Cases and Deployment Scope

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.

Pros

Sales Reporting
Information for sales and opportunities
Functionality integration

Cons

AI autofill
Customizable verbiage for company specifics
Cross-object-type reporting

Likelihood to Recommend

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.

Verified User

Project Manager in Corporate (10,001+ employees)

Vetted Review

2 years of experience

Salesforce Lightning Platform - what is needed by all sales forces

Rating: 6 out of 10

Incentivized

July 10, 2024

Use Cases and Deployment Scope

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.

Pros

Storing information on the lead/contact level
Providing a place for important notes/key topics
Ability to map contacts/leads to specific organizations/accounts

Cons

Slow to load
Overwhelming on what can be added as field
Occasional authentication issues

Likelihood to Recommend

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.

Mary Bruder

Enterprise Account Executive in Sales at Staffbase (501-1000 employees)

Vetted Review

6 years of experience

View profile

It's the Gold Standard for a reason

Rating: 8 out of 10

Incentivized

June 26, 2024

Use Cases and Deployment Scope

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.

Pros

Tagging
Reports
syncing with other platforms we use

Cons

The visual layout feels outdated
It is not an intuitive layout
More customization is always appreciated.

Likelihood to Recommend

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.

Verified User

Project Manager in Marketing (51-200 employees)

Vetted Review

4 years of experience

Salesforce does it for your enterprise! Highly recommend.

Rating: 9 out of 10

Incentivized

May 26, 2023

Use Cases and Deployment Scope

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.

Pros

Managing lead lifecycle
Managing opportunity lifecycle
Sales Reports and the level of customizations available
Social features and dashboard

Cons

The interface - While it's very practical, I'd like a better UI, something on the lines of what Zoho does maybe
the color scheme
Loading of views can be laggy
processing speed

Likelihood to Recommend

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.

Verified User

Contributor in Sales (5001-10,000 employees)

Vetted Review

2 years of experience

Salesforce Lightning Platform, everything you need

Rating: 10 out of 10

Incentivized

March 29, 2023

Use Cases and Deployment Scope

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.

Pros

Email Automation
Reporting
Dashboards

Cons

Subscribing to more reports

Likelihood to Recommend

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.

Verified User

Manager in Information Technology (201-500 employees)

Vetted Review

6 years of experience

Lightning Improvement from Classic

Rating: 8 out of 10

Incentivized

July 13, 2022

Use Cases and Deployment Scope

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.

Pros

Automation procedures
Auto full capabilities
User interface

Cons

Some glitches in terms of custom functionality.
Can be more customized for each individual user.
Report searching isn’t as easy as in Classic.

Likelihood to Recommend

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.

Verified User

Contributor in Marketing (11-50 employees)

Vetted Review

1 year of experience

Life changing!

Rating: 10 out of 10

Incentivized

May 14, 2022

Use Cases and Deployment Scope

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.

Pros

Check the status of our bookings.
Send and receive emails.
You can check your productivity.
Leave important notes to thw chatter box.

Cons

I wish we can change the background color ans more options for background designs.
Chat/message feature with other users within the organization.
Some error messages are unclear and we hope they can change the phrases and make it more understandable.
Sometimes it is slow but not all the time.

Likelihood to Recommend

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.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

2 years of experience

Money Back Guaranteed!

Rating: 10 out of 10

Incentivized

May 10, 2022

Use Cases and Deployment Scope

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.

Pros

Sales and revenue computation.
Sending leads to prospects that helps us win the business.
Helps us communicates with clients.

Cons

It takes a while before it recognizes bounced emails.
We get so many notifications from a single action. Not sure if this can be modified in the settings though.
Error messages are sometimes unclear which makes it hard for us to identify the problem.

Likelihood to Recommend

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.

Verified User

Employee in Sales (51-200 employees)

Vetted Review

2 years of experience

Salesforce- Lightning Strikes Twice

Rating: 7 out of 10

Incentivized

November 23, 2021

Use Cases and Deployment Scope

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.

Pros

Ease of use.
Clean interface.
Good integration and sandbox.

Cons

Interface can be TOO simple at times.
Some previously available options are hard to find.
Specific workflows can be challenging to create.

Likelihood to Recommend

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.

Verified User

Engineer in Engineering (11-50 employees)

Vetted Review

3 years of experience

A powerful tool for a company ANY size

Rating: 9 out of 10

Incentivized

November 4, 2021

Use Cases and Deployment Scope

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.

Pros

Categorizes contacts and companies according to custom and pre-made fields.
Allows for a very high detail of user permission management.
Simple interface that loads fast and without a hitch.

Cons

UX could be prettier
API integration support should be simpler.

Likelihood to Recommend

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.

Verified User

Manager in Marketing (51-200 employees)

Vetted Review

5 years of experience

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Salesforce does it for your enterprise! Highly recommend.

Rating: 9 out of 10

Incentivized

May 26, 2023

Use Cases and Deployment Scope

Pros

Managing lead lifecycle
Managing opportunity lifecycle
Sales Reports and the level of customizations available
Social features and dashboard

Cons

The interface - While it's very practical, I'd like a better UI, something on the lines of what Zoho does maybe
the color scheme
Loading of views can be laggy
processing speed

Likelihood to Recommend

Verified User

Contributor in Sales (5001-10,000 employees)

Vetted Review

2 years of experience