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- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Worth the Switch!
Salesforce is the best there is.
Vorteile
It takes a while to get used to lightning, but it's much easier to use once you do!
Nachteile
Quite a learning curve from the old version to this one.
- Branche: Gastgewerbe
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Much Improved from Classic
I used Salesforce Lightning Platform as a customer support lead at a software company. I used it to respond to questions from clients and track interactions and resolutions.
Vorteile
The Lightning Platform is a much cleaner and easier to use version of Salesforce than Salesforce Classic. It looks more modern and it overall more intuitive.
Nachteile
Some features I expect from Salesforce Classic aren't available on Lightning, so I have to switch back to Classic to use them. That's very annoying and makes projects take longer.
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Easy to Use
Vorteile
Easy to configure and enter data. I love the reporting abilities and at a glance dashboards for easy live time review.
Nachteile
I wish the hierarchy set up for affiliate relationships was a bit more user friendly. Partner relationship can be complicated and sometimes with multiple partner contracts it makes it difficult to report and associated opportunities.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Salesforce Lightning Experience
I will not be using the Lightning Platform and would rather use the Classic Salesforce platform. Lightning does not seem to have better functionality or layout.
Vorteile
This software hosts a new layout for the Salesforce platform. It was implemented in 2019 and is supposed to be an updated and more functional version of the Salesforce layout
Nachteile
I do not think this version of Salesforce and layout is functional at all. It is actually much more difficult to maneuver than the regular Salesforce classic platform.
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Great for Aggregating Users
Overall I would highly recommend.
Vorteile
I use this software at my company to manage international resellers and it's great with aggregating their information so only users in certain territories can see their mutually shared content.
Nachteile
Reporting features are rather limited and difficult to navigate. I also find we use a third party emailing tool for easy access.
- Branche: Computer-Software
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Limitless uses, streamlines productivity
Vorteile
-Easy to Use
-Immense Customization
-Ability to be used across all functions of the business
-Increase customer satisfaction/retention
Nachteile
While I have only used a fraction of SFDC, because it is so complicated you need to have someones who really knows the SF product or hire a 3rd party to assist in doing so.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Much cleaner to read than the old platform.
Overall it felt non-disruptive to our workflow as the third party and we've been able to make updates at our own pace rather than being tethered to whatever backend we are building on top of.
Vorteile
The progress ribbon on leads makes it much easier for us as a third-party vendor to see the full process that our client who utilizes this software has made process changes to. It also was a seamless transition from our perspective as the service we had created using the older platform is still working and simply funnels leads into this new endpoint now.
Nachteile
Documentation still feels hard to find with regard to how exactly SOAP vs REST are handled and differentiated so it took a bit of research to get our heads around what exactly was the norm when developing applications for the overall SF platform vs just this new one.
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Salesforce is awesome
Vorteile
Its an easy way to keep track of all your customer data. They make it easy to run reports, create graphs and search the database for specific items.
- Branche: Rundfunk
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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The Lightning Platform is a great concept but its Clunky
Vorteile
I love the full features that you can get out of the platform. It really is intuitive and houses much of the things that makes SFDC really great right inside of this platform. Chatter works well, tabs are accessible and search is very robust.
Nachteile
Its slow, For whatever reason It always seems to be catching up to itself. I wish it were lighter on its feet and just snapped to the information that you dropped into it.
- Branche: Immobilien
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Not Sure Why We Waited to Get on Lightning
Vorteile
The time saved using Lightning has been incredible. Workflows and reduction in hunting for information on customer and activity records has been a huge help. The increase in the ability to customize the UI for Lightning is also a huge plus.
Nachteile
Some of the reporting functionality still reverts back to the old/classic interface which is disappointing but I'm assuming they are going to upgrade that in a later release.
- Branche: Unternehmensberatung
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Salesforce Lightning : Old book in a brand new cover and added chapters
Vorteile
Well that it is cloud ready and has Einstein (the AI based flagship from SFA). The dropdown for recent, All and My pages in all leads, Ops etc is quite helpful in reviewing the data. Also the Dashboards can be built quite rapidly.
Nachteile
To make use of the high speed of the application, a very high end data speed is required which is mostly not available for sales people who are on the go especially in non wifi areas/remote locations/ while travelling.
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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It Gets The Job Done
Vorteile
It has an incredible range of customizations to improve your workflow. You can perform really narrow-ended searches to pull up leads relevant to you.
Nachteile
By the same vein mentioned above, the ability to customize so greatly may confuse those not familiar with the software or its full capabilities.
- Branche: Automotive
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Workflow Management is Key
Vorteile
The workflow management is all I use this for and it is helpful to keep track of stages
Nachteile
The tasks can get lost in the busyness of the platform.
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Favorite CRM Period!
Vorteile
Salesforce has been our favorite CRM for so many reasons over the years. It's been absolutely critical to building a strong foundation in our organization with building our customer relationships. Hands down this is the best!
Nachteile
I had a bit of issues initially getting set up. At the same time it felt like the sales rep was unable to help with technical issues, and their support line was limited. Still, this was just a small hiccup as we launched forward with speed right after!
- Branche: Automotive
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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State of the Art Dashboards & Reporting
As the salesforce classic platform is going away, we are slowly switching to lightning. We use the platform to manage accounts, user stories and test results, and create reports and dashboards.
Vorteile
The ability to create and customize dashboards is much improved in this platform vs. salesforce classic. The features for report creation and the ability to create custom filters for reports is also better than the previous platform. The platform allows you to create interactive, professional looking dashboards for any of the data stored in salesforce . It provides the ability to create executive summary dashboards with the ability to drill down to obtain specific details.
Nachteile
I prefer the layout for account and user management in the classic version. The layout is a lot different in this platform and takes time to adapt.
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Behemoth, slow and clunky and not built for speed
They don't market to non-profits, so don't use them. They are built for sales, not non-profits.
Vorteile
Biggest CRM on the market. If you are doing high-volume sales, then sure, they are helpful. Their app is nice.
Nachteile
Reporting is a nightmare. Moves management is non-existent. COnstantly had to find workarounds to get it to do what I wanted.
- Täglich für Mehr als 2 Jahre genutzt
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Lighting is salesforce next level
sales crm
Vorteile
Great user interface. Makes moving things along much more easier. Looks visually better than the classic version.
Nachteile
Reports cannot be viewed in detail in lightning you still need to switch to classic. many function that were available in classic are no longer there in lightning. Not admin friendly.
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Salesforce is a solid if unspectacular program
Vorteile
Ease of use, plenty of training and very obvious functionality. Additionally there are so many different ways to measure and track successes and/or losses that you'll always know where you are in the sales process and how effective you are at utilizing your processes.
Nachteile
Very expensive, unfortunately there are many competitors with more cost-effective pricing. Sometimes the website can run slowly because everything is stored remotely on the cloud.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
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Mobile App really needs improvement
I use Salesforce (desktop) every day for my job to maintain my territory at the leading SaaS company (global, 1500+ employees). However, there are many times that I need access to Salesforce when I'm on the go, and this app is horrible.
Vorteile
Gives you visibility, although it may be slow and glitch often.
Nachteile
Cannot edit anything on the mobile app. If I am constantly editing things on my desktop version during the day, why wouldn't I also need to edit things on the go?
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Great Tool
Vorteile
Has all the features that are needed. The tool can be easily customized as per your internal workflows and processes.
Nachteile
Difficult to export large reports and data sets. Dashboards and analytics can be improved by increasing the number of different ways the data can be combined and analysed.
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Overall good
Vorteile
Very robust, many integrations, very reliable, and overall very easy to use. You can automate many of the processes.
Nachteile
Not always intuitive, old UI is very legacy like, need to have a full time SFDC admin on board to really unleash its power.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Lightning is okay
Vorteile
Lightning give salesforce an updated log and some additional features. It’s nice to look at, and it also seems easier to learn/use effectively.
Nachteile
While it does look nice, I didn’t notice any other substantial changes from another salesforce platform to lightning. Unless you specifically need it for something, I’m not sure if it’s worth paying extra.
- Branche: Baumaterial
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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We just made the switch
Vorteile
I do find it a bit more intuitive than Classic. My homepage has exactly what I need. The look is clean and not as cluttered. I love the reporting much more!
Nachteile
It takes a little bit of time to get used to the changes but they are for the best. Somethings won't be the same as Classic or where you remember them but I find it much more user intuitive.
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Love salesforce and the ability to integrate it with other software platforms
Vorteile
- Ease of use
- Direct integrations with almost any software you can think of
- Easy to build connector to ERP
- Xactly add on for commissions
Nachteile
-Glitchy - we experience various errors and failures almost daily. Generally corrects within minutes when you hit resubmit.
- Branche: Computer-Software
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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A well built CRM platform which is easily mangeable
Vorteile
Ease of use with well-maintained documentation of all the requisite needs.
Built-in report generator with all the possible filter parameters and query functionality.
Nachteile
The cost of setting up custom tables/ fields are comparatively more and the APIs published by Salesforce can be upgraded to support more filter parameters and functionalities
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Great for Customer Service
Vorteile
Excellent system for controlling customer service efforts. Great at pulling in customer questions from various sources.
Nachteile
Customer service for Salesforce is helpful, but website updates and changes can impact our effectiveness.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Using Salesforce successfully as a front end for our customers to connect with.
Vorteile
Salesforce Lightning Platform provided a very clean interface to setup for our customers to log into and update and/or submit their information. It was successfully integrated with our legacy systems and even the complicated business rules are handled in a clean way. Once created our employees are also able to login but only complete very basic tasks, for complicated items our legacy system is still used. Overall the process has been smooth.
Nachteile
The system still has a few bugs, a little over a year after launch, and sometimes goes down, but this maybe due to the connections with legacy systems. There were few items added to start but over time the integration team has been adding more functionality.
- Branche: Internet
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Great for multitasking
Efficient work flows, multitasking
Vorteile
I do not have to open up multiple tabs when working in SalesForce or go back and forth to view information, everything is right there in one tab with smaller individual tabs within
Nachteile
Not as easy to use as SalesForce classic, somethings are harder to find or less self explanatory than classic.
- Branche: Telekommunikation
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Salesforce
Vorteile
Everything needed for phone porting information is in one place for our customers which we need on a daily basis when doing phone installs
Nachteile
Sometimes the information can be overwhelming the way it is formatted making it a little hard to quickly find the information needed
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Very dependable and easy to pull information for prospecting
Vorteile
Salesforce is a great software for tracking prospects and current accounts. Loved the ability to schedule evens
Nachteile
Nothing negative to say about Salesforce. it was a tremendous tool for me and my colleagues for over 7 years.
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Robust product lots of potential
Vorteile
Interface and speed of load coupled with a robust platform of suites and libraries that can be integrated
Nachteile
business value of implementing in smaller business environments where a enterprise level suite may be unnecessary
- Täglich für Mehr als 2 Jahre genutzt
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Very user friendly
Vorteile
The ease of training new staff to utilized the software. I also value excellent customer support staff.
Nachteile
Constant updates and numerous notifications that continuously happen quite often. Besides that, no other con.
- Branche: Computer-Software
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Salesforce Lightning Platform
good
Vorteile
we can easily manage pipeline using custom reports and dashboards.
you can set auto email delivery of reports
out of the box integrations with many leading applications
navigation made easy compared to Classic version
Nachteile
its very expensive
steep learning curve
estimation features missing
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Not great with analytics
CRM System keeping clients organized.
Vorteile
It is an easy to navigate program. Rolling over calls to the next day needs to be a feature. It is fairly easy to use
Nachteile
pulling reports are hard. I am not sure if that is because of how my company set up the system or not. If I want to send an email campaign blast out it is very confusing and therefore walk away from it
- Täglich für 6-12 Monate genutzt
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I love the new platform and the drastic upgrade it is from the OG Salesforce.
Vorteile
The reports look absolutely amazing! It makes you feel like you are actually working in 2018, and not the 90's!
Nachteile
If I had to say one thing bad about the lightning platform, it would be that some things don't function exactly the same as the OG layouts, and there are a few nuances about how the page layouts are.
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Took me a while to get the hang of it
If you're a marketer, you might find Salesforce to be un-intuitive.
Vorteile
- ability to organize, organize, organize
- classic reports are really easy to filter and use
- sorting by folders is really handy
Nachteile
- salesforce lightning view is a nightmare for reporting
- it would be nice to have the ability to manually add lead source information after a lead is entered
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Big fan
Vorteile
I really like lightning, it's a big of a learning curve but the UI improvements are fantastic
Nachteile
It's sometimes a bit slow, especially third party apps like inbox or salesforce for outlook
- Branche: Computer-Software
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Very easy to create apps and deploy internally faster
Vorteile
Works seamlessly with Salesforce. Have built one custom app for internal usage.. it is a breeze.. Awesome job guys :)
Nachteile
More connectors for other external applications would be good. Hope that is on the anvil. More trailhead course on it would be helpful
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Best CRM ive come across
I am managing my leads and contacts in a way that I could not on my own.
Vorteile
I love how Salesforce makes managing your pipeline organized.
Nachteile
I think the help center could be a little bit better. I find the long articles confusing and unclear
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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A forced upgrade with issues
I don't like that we are being forced to switch to Lightning. My colleagues and I all liked the old platform just fine, and have found Lightning to be glitchy. Overall this forced upgrade has been very inconvenient for us.
Vorteile
It's hard for me to find something positive to say here, as my colleagues and I were all pretty happy with the old platform. I can say that we have used Salesforce for a long time and have found it reliable and easy to use.
Nachteile
The calendar is pretty awful now. We relied heavily on the old calendar and have had to shop around for third party plugins that will enable us to do what we need to do. We're still working on this.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Salesforce is nice and I love the functionality, but I find it clunky
I like Salesforce, but it's not my favorite option.
Vorteile
I like that there are way more reporting features than the competition and it's easy to view activity reports.
Nachteile
I find both Salesforce and Salesforce Lightning outdated and clunky compared to the competition, and I wish it was more user friendly.
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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A Marketer administrating a clients Saleforce CRM for Lead Management
Great product, can see why there's such a huge following of people that support the system.
Vorteile
Lot of features, very robust, and has many ways you can customize the platform to fit the needs of a specific business.
Nachteile
Sometimes its bit difficult to navigate around to where you need to go to resolve an issue. The free content that helps one better understand the platform requires a form fill to then be contacted by a sales person for a product you already own.
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Amazing CRM
Vorteile
Salesforce has a majority of the details I need to retain on file for my customers in one simple place.
Nachteile
I don't like that a few of our data portals aren't able to sync with the salesforce platform. I'm sure down the road a lot more portals will be able to sync with the network.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Keeps me organized
Vorteile
Keeps me organized with all the leads I have been following up on. Super simple to see where each of the leads are in on the sales process.
Nachteile
It can get a bit confusing with all the additional apps.
- Branche: Tierarzt
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Jaime- lighting sales force review
Logging calls, having all recent activity in one place is great
Vorteile
The ease of use. I can add files, log calls easily, and store a lot of information on my accounts.
Nachteile
Sometimes it is hard to find certain features.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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AMAZING! Best tool ever!
Vorteile
It's very easy to use, you have everything you need in the same place, and anybody in the company can use it!
Nachteile
Nothing in particular, it's endless the number of things you can do!
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Salesforce Review
Vorteile
Easy to use platform, ability to track cases, document storage, central repository, used by many clients
Nachteile
Not as intuitive for newer user, requires intermediate level of training, Can potentially be expensive to use for non enterprise users
- Täglich für 6-12 Monate genutzt
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Great platform and easy to use
Vorteile
All relevant information is available on platform. Reduces need to save information in other places.
Nachteile
The design isn't the best. Its clunky and hard to navigate at times. Information overload at times.
- Branche: Biotechnologie
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
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Great features, need additional training
Vorteile
This software has a ton of options and features available. It's pretty seamless to integrate this with the sales team. We cna automate out entire marketing plan. It's nice we are able to put in parameters from the marketing director and load it into his dashboard.
Nachteile
The first few weeks were really confusing! This has a steep learning curve and required a lot of training. It wasn't as simple as I thought it would have been. However, once I've had some training I've gotten used ot the interface. It's just not as simple as I thought it would be.
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Great CRM Platform! Only Minor Grievances
Vorteile
I love the ability to run reports based on different selections of data and have the reports pull accurate information. All too often, I have had CRM's in the past that would provide inaccurate data despite searching for correct fields.
I also really like the ease of use to edit records on the fly. Very convenient
Nachteile
I don't always like that I have to click through so many tabs in order to get the information that I needed. I wish there were spots to create shortcuts, and maybe there is, but our company does not utilize them...