Salesforce is leading the industry for over two decades and has already built its niche in the market. The CRM platform has been consistent in serving small, medium, and large enterprises in managing their customer databases. With Salesforce, you can see the likes, dislikes, needs, and preferences of every customer supply by your company and provide personalized solutions to the same.
However, just like using any other digital platform, it is essential for Salesforce users to stay in sync with the current changes, trends, development, and technological shifts in the industry. This is what get migration to Salesforce Lightning important.
Especially if you have not yet moved to Salesforce and are looking for the right Salesforce data migration services, it is always advisable to shift to Salesforce Lightning. Salesforce Classic, the older version of Salesforce has assisted organizations around the world manage their customer data for several years. In the arouse of changing digital environment, the CRM company decided to launch a new interface that is more effective and productive.
Salesforce Lightning gives users a more flexible, scalable, and simpler user interface. If you are a Salesforce user, upgrading to Salesforce Lightning should not be an issue for you. It would only help you in leveraging the overall potency of the CRM platform and achieve your business goals in the best way possible.
However, Salesforce migration needs to be performed with maximum care and accuracy. Whether you do it with the help of an in-house team or execute dedicated Salesforce data migration tools, make sure that your shift to Salesforce is smooth and sustainable.
As we enter 2022, the enterprise world keeps rising digitization. Process automation has become the need of the hour and organizations have started adjusting permanent hybrid workplaces. In order to stay in sync with the shifting work culture around the world, it is important to make a switch to Salesforce Lightning and avail yourself of its benefits.
Here are some of the most important reasons why you should think about migrating to Salesforce Lightning in 2022:
Salesforce is often touted to be an altered CRM platform to work on. Businesses still see that it is not possible for non-technical employees to use CRM to perform their tasks. Nevertheless, Salesforce Lightning proves them wrong.
Since some amount of training is required to get conversant with the new platform, Salesforce Lightning gives users an interface that is easier to understand as compared to Salesforce Classic. It helps the no-code development of applications and the use of drag-and-drop tools. Such ease of operation permits your employees to save time and effort in performing their daily tasks.
Creating business-specific applications in the Salesforce environment helps you simplify a range of business processes and cater to the personalized needs of your clients. Salesforce Lightning permits developers to build large-scale web applications with the help of Aura framework and Lightning Web Components (LWC). The new framework makes app development easier, more scalable, and more effective.
Salesforce Lightning permits your sales reps to manage sales chances with the Kanban View. The feature permits users to see a visual outcome of all the records in a list, giving them a holistic view of all the ongoing tasks and the tasks to be performed. This permits your sales reps, to sum up, sort, filter, and move opportunities as per their requirements. The View gives users a complete picture of the tasks to be performed, permitting them to make better decisions.
The platform also permits users to build tasks and events that are directly related to a specific chance without the need to leave the view. This serves them to save a good time and effort by working on a centralized interface.
With Salesforce Lightning, the CRM has redesigned the customizable reports and dashboards given to the users. The new Salesforce reports are easier to build, view, edit, and manage, irrespective of the location of the users. Salesforce Lightning permits your sales reps to gather all the required information via interactive charts and prevents them from drilling into boring reports.
Moreover, Salesforce Lightning users can make dashboards with more than three columns and column-spanning components to improve their experience. With redesigned home pages for the Lightning Experience, it has become simple for users to find reports and dashboards after logging into the CRM.
As the name suggests, Lightning Path is a tool that leads your sales reps throughout the process of making a sale – right from gaining a lead to nurturing and converting it. At every step taken by your sales reps, the platform would give them personalized suggestions and recommendations to improve their tasks. This permits them to close sales deals better and faster to drive home the desired revenue.
In the era of digitization, AI is no longer seen to be a niche technology. It has found applications in processes taken out by organizations operating at all scales. Salesforce Lightning provides users Einstein – the AI element of Salesforce.
Salesforce Einstein permits users to forecast the behavior of customers, understand their buying patterns, forecasts sales, ascertain the likelihood of a marketing campaign succeeding, and acquire a myriad of valuable insights. Einstein works as a virtual personal assistant for the users, assisting them to make the right decisions based on their needs and preferences.