Salesforce Platform Software

Fantastic overall experience. Has changed how we collect and approve documents. Easy to aggregate data and sort tasks.

Pros

Very easy to create and build in. Great user interface and easy to re-format when working on different pieces of a report/ data set.

Cons

I have had no issues with the platform thus far.

I was not one of the decision makers for this product, so I haven't tried competitors and don't know if any of them work better, but Lightning seems to be comprehensive and functional.

Pros

Compared to Salesforce Classic, Lightning definitely looks cleaner and feel simpler to use. I mainly use Lightning to view the status and progress of feature requests, and find that the information is laid out clearly and concisely. Lightning isn't the most beautiful UI but I'm able to find what I need.

Cons

After using Salesforce Classic, it's a little hard to get used to Lightning, which doesn't have all of the same functionality. It can be a little annoying to have to switch back to classic to access certain features (like article management, which is either unavailable or very hard to find in Lightning).

Pros

The detailed reports I can run for my leads.

Cons

It's not easy to navigate and is very confusing at times. My company upgraded to the lightening but the classic version is much easier to navigate. This one is very difficult.

My personal experience has been satisfactory the only thing that the transition has been a bit slow but this can be something internal to my company

Pros

This application is being implemented in my company recently to record reports and orders of services. It is very easy to use and simple. It has very practical options that help optimize processes in a single click and in some cases automatically.
It has several areas of opportunity

Cons

It has several areas of opportunity. since for very large transnational companies the adaptation of this new aplicaicon is a little difficult, since improvements have to be made little by little. A company not of this magnitude will undoubtedly have an excellent application

Pros

The best platform for a growing business from an operations standpoint.

Cons

A lot to learn and sometimes feels pricey.

This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc.

Pros

The search feature is good, it pulls everything associated with what you are looking for.

Cons

Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not.

Certain aspects of the program convert back to the original Salesforce Classic look

As a CRM salesforce allows us to track our pipeline and report it to management and the board. For me personally, as I work in marketing it allows me to see leads that we captured through our forms and where these leads come from. From there inbound leads can be assigned to sales managers.
If you are a small company that does not need too many features etc, one of the smaller vendors in the marketplace is recommendable too.

Pros

Salesforce is the go-to CRM and market leader for a reason: solid lead and pipeline management. I like the integration with outlook and the depth of reporting features.

Cons

It takes some time to learn how to use it. Also the settings around standard lead fields and different lead views are confusing to me.

Pros

It's a really great tool for mobile users. Salesforce Classic isn't as user friendly. I work on a sales team and we depend on Salesforce Lightning.

Cons

Not all fields are always functional on my mobile but this may be a problem within our company and how we have SF configured.

We are so grateful for Lightning Platform. It was the perfect remedy to help us build a stronger community.

Pros

I love that Salesforce can seem to handle all of communication needs. It generates an endless amounts of reports and has enabled us to take our small non profit to the next level with donations, donor communication, and membership.

Cons

Salesforce is difficult to learn without a personal coach. I read a lot and watched youtube videos but I am pretty sure I am still not accessing all that it has to offer.

good

Pros

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

Cons

its very expensive
steep learning curve
estimation features missing

Pros

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.

Cons

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.

Pros

It's a great database for all current and potential members. Great for organizing new leads and upgrade leads with current members.

Cons

There can be a slight learning curve, but once you get past that SalesForce Lightning is pretty user friendly.

I have found this software to be fun to work with. It takes a different approach than anything else that I've worked with previously, so it keeps you engaged and entertained. I would highly recommend learning this software to other developers wanting to work with enterprise customers.

Pros

Lots of resources to help you get started with this platform. All of the prebuilt components are documented well in the Salesforce documentation, and it is extremely easy to get started with developing. Trailhead is extremely helpful in introducing the concepts that are important to developing for the Lightning Platform, so it is not hard to know where to go next in your learning journey. The other benefit is that it is extremely popular and there is a lack of qualified developers, so the barrier to entry through learning about the Lightning Platform is lower than it is with other technologies.

Cons

There is a relatively steep learning curve because it is VERY opinionated. In addition to learning the Lightning framework, there are many other pieces that you will be required to learn. Apex and SLDS are two examples of that. You won't be proficient in Lightning Platform development unless you have all of the pieces.

Pros

The layout is fresh and a bit more simple to find things

Cons

I do have to revert to the old platform to find some of the files and contracts from the past.

Pros

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.

Cons

It can get a bit confusing with all the additional apps.

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.

Pros

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.

Cons

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.

Pros

Having always loved the functionality of Salesforce but not enjoying the readability of Salesforce, Lightning breathed some new life into the product. Lightning brings your reps closer to having that amazing sales experience and improving quality. It makes it so easy to understand where your assets are located and how best to interact with them. Salesforce has always had a strong hold on the marketplace in terms of functionality, and now they are finally taking over in terms of flexibility.

Cons

Like Salesforce Classic, Lightning is still built on the same platform that can at times be confusing and complex to setup.

Pros

Salesforce is very stable, we rarely encounter any bugs in day to day use.

Cons

Lots of dead space in some of our screens, lots of white, poor accessibility options.

Pros

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.

Cons

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.

CRM System keeping clients organized.

Pros

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

Cons

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