What do you like best?
I like all the expansion potential that can be integrated. It is excellent for sharing Reports and analyze or present Dashboards. Salesforce helps us to organize a lot of customer information, which allows us to serve in a more personalized way. We can record all the information of transactions, calls, claims. The customers have the security that they are in a serious company with an excellent technological reach.
What do you dislike?
I can not share Dashboards like in the classic version. I would like that function to be activated. The marketing part should have more facilities and better options available to create successful campaigns.
When changing from classic to lightning several fields implemented with another application, have been affected. For this reason, not all users can move to this new version. We are currently working on these small issues.
Recommendations to others considering the product
Salesforce is very complete and accessible to integrate with many applications. It is an excellent option. There is also the option to change to classic if you are not comfortable.
What business problems are you solving with the product? What benefits have you realized?
For the moment, I share elegant reports by email. We have workflows with approvals, automations with tasks, approval rules with cases. By scheduling the reports, daily, weekly, monthly, we save time, sharing valuable information on time with various departments involved. Several manual reports have been eliminated and we hope that all the request ( by sales team or another department ) emails will soon decrease because we need to turn them into tasks.