Salesforce Lightning Platform Information Reviews & Insights

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.

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.

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.

Salesforce Lightening Platform is used across our company by all departments to keep track of all communication in once place, that typically get lost in floods of emails. The sales department specifically uses it to track all RFPS, wins/losses, campaign statuses, revenue for our pipelines, as well as allows us to assign specific tasks to different departments through the various campaign steps.

Salesforce Lightening Platform helps keep all communication for RFPS from pre to post sale all in one place, allowing for easy tracking across all departments. It's very good for large businesses that have very high volume and easily allow you to assign tasks and milestones to various departments at different stages of the campaign.

Salesforce [Lightning Platform (formerly Salesforce App Cloud)] is used as our system of record for all customer interactions. We keep information about accounts, opportunities, contacts, and much more.

I understand that it is one of the more expensive CRMs. It wouldn't make sense to have for a small company with only a few customers. For SAAS companies with lots of customers, this is a great option!

Our team based account management utilized Salesforce Lightning to manage cases and display different windows of information at once. It is used by our team as well as our support team. It is the base of all of our work as we work almost exclusively out of cases.

I would recommend Salesforce Classic or Salesforce Service Cloud, but I do not like Lightning at all. I understand what the aim is, but for our team it just fell flat. It is extremely slow and cumbersome, lacks the robust customization that we previously had in Salesforce, and it doesn't look good either.

Salesforce is the premiere CRM in use. The Lightning platform allows other apps to merge with SFDC and keep it as your single source of truth while expanding your company's capabilities with every external app on the market. This is the most capable sales platform on the planet and you will pay dearly for the privilege to use it. It is worth every dollar.

For all large sales-based companies it is "the" platform. The cost and expertise needed to run and maintain the system goes up as you scale but you need at least a dedicated admin/developer just to run it. Once you start with customisations then you already need a team, or really expensive-to-use outside consultants. In a small 70-person company we probably spent one million dollars over 5 years on implementation and licensing. Once you get bigger the complexity goes up.

I would not suggest it for nonprofits and early stage companies, but once you start to systemise your sales process and need to track leads-to ops and sales and renewals, get off of spreadsheets and get a real system.

Salesforce Lightning is used by our Sales Development, Account Executive, Account Management, and other Managerial teams. It allows us to organize all leads and accounts in one space. This gives full insight into all conversations had with the client from the moment they are a prospect until the very end (though hopefully there is no end once they are a client). In a business where turn over happens relatively frequently, it keeps our Sales Development Representatives in the loop so that they can continue engaging clients thoughtfully even if the previous SDR has left or been promoted. It also allows for easy communication between Customer Success associates and Account Executives on the off chance that any issues arise.

It is well suited for larger companies. My company has over 10,000 business clients and tenfold of that, minimum, in the pipeline for outreach. If your business is just starting out then Salesforce Lightning may not be the right fit for you, as there will be a lot of information that may not be worth the cost of the platform. There needs to be someone dedicated to customizing the platform for your needs, which may be an unwise use of funds for the smaller startups.

Salesforce Lightning is used across the entire sales department, and in marketing a little also.

We used to use the classic version of the platform but after a few kinks with lightning were ironed out we have grown to love it. The improved user interface, greater functionality, and more accessible information have greatly helped our sales.

It is, of course, a CRM that we used to track and manage accounts, contacts, and opportunities, among others.

Excels at tracking and managing customer and prospect information. From the Sales Development Reps (SDRs) side of things, they can easily manage a large volume of accounts with tasks and views in order to manage their outreach.
As all the call and email activities are tracked it is very easy to see what is going on with a customer or prospect and understand what stage of the sales cycle they are in, or what we need to do in terms of the next steps.
SDRs can also use integrations to personalize their outreach, making them more efficient.