(Updated on July 2021)
[Salesforce Lightning provides a new modern look of Salesforce. The interface makes it more delightful for users to work on. Salesforce Lightning is not only a faster and prettier version of Salesforce Classic but has new elements. These new features make customer interaction and sales much more simple.]
Salesforce Lightning is the Salesforce embracing the 21st century. Intuitive tools and services to automate business processes along with external application integration. The Lightning Platform is your one-stop-shop for robust CRM attributes and interactive UI that make your work all the more delightful.
The defining features of Salesforce Lightning are the interactive tabs, activity timeline, and homepage components; all of which streamline your workflows and put the right things in the right place to maximize the productivity of your sales, marketing, and service teams. But despite all these fancy new features, organizations are still wondering if it’s the right time to migrate to Salesforce Lightning. This is due to a number of reasons, large organizations can’t risk jeopardizing their operations, Lightning still has a long way to go concerning tasks accessible in Salesforce Classic, and the fact that most people just don’t know where to start. If your reason is the latter, pick up that phone and call us now, we provide complete Salesforce Migration services with the most effective (ETL) tools that ensure complete data mapping, integrity, and security.
When Lightning first came out, it really had limited functionality and the questions over its functionality made sense. However, that is no longer the case. Over the last couple of years, Salesforce Lightning has added a whole bunch of new features that arguably make it a better fit than Salesforce Classic. Read on for the top 5 reasons why this is the right time for you to make the jump.
Two words, Sales Path, and Kanban View. Salesforce Lightning redefines the sales process with these two features that make selling a walk in the park. If you’re a former sales rep or familiar with the art (read: misery) of selling, you know that’s saying something.
Think of Sales Path as an in-built sales coach. It shows all the opportunities in the sales pipeline with the recommended steps you should take. This streamlines sales actions, with sales reps making decisions faster and more accurately. Sales Path also defines Sales processes that ensure a structure and protocol for sales reps to follow.
Kanban View gives sales reps a simplified view of the opportunities in the pipeline, actions can be taken in real time with a drag-and-drop feature, easily moving them through different stages in the pipeline. Kanban View also includes real-time updates with all corresponding actions to steps i.e. calculations etc updated automatically.
Salesforce Einstein is a mainstay in Salesforce Lightning, artificial intelligence powered by deep machine learning, predictive analytics, and natural language processing. Sounds complicated but is actually very simple. Salesforce Einstein works in the background like a diligent observer and learns everything from data and actions to behaviors. Based on this, it presents your sales reps with recommendations, customer insights and predicts outcomes. Salesforce Einstein provides quality analytics that put you one step ahead of your customers.
Lightning App Builder
Lightning App Builder is that one door in Salesforce to a completely customized experience. It comes with a drag-and-drop feature that makes it very simple to create pages by picking Lightning components from the library. According to Salesforce, the component library contains over 300 components, all of which can be quickly integrated with Salesforce. Similarly, specific needs can be met by browsing the AppExchange containing over 500 apps at present. The Salesforce Lightning App Builder significantly reduces customized app development for Salesforce. Additionally, if you want to learn more about different Salesforce technical terms, we have got you covered.
Mobile Ready UI
Mobile is the future. Flexibility when it comes to work will drive product adoption and success for industries. This is because people need the ability to take action on the go. Salesforce Lightning does just that with its cross-platform UI and design that allows a seamless shift between desktop and mobile. With Salesforce Lightning, your sales reps can be in constant contact with leads and customers 24/7. According to Salesforce, the mobile app has increased productivity by 35% already.
Lightning comes with numerous other features that massively increase productivity. These components that sit under the radar add substantially to Lightning’s importance. You can use the following components in Salesforce Lightning:
- News & Insights: A component that can be dropped into any part of the application. It crawls the web for important details about prospects and customers. It also shows relevant industry news to keep your sales team informed on updates.
- Auto-Fill & Duplicate Prevention: It crawls the Salesforce database for potential data and auto-fills sections based on that. It also prevents duplicates but automatically pointing them out.
- Chatter Streams: Combine team members into one stream and monitor their updates.
Our Two Bits!
Salesforce Lightning comes with numerous features that are set to define the Salesforce Platform in the years to come. Sooner or later, it may replace Salesforce Classic as the go-to platform. Salesforce has maintained that and with each new update bringing in more features from Classic, the stage seems to be set. If you’re not inclined towards a complete migration to Lightning but also don’t want to be left behind in terms of productivity, we suggest opting for a mix of Lightning + Classic for a preliminary period before making a complete shift. This will provide you ample time to understand the Lightning platform. If you need any help with Salesforce Implementation, please Contact Us!