Why Migrate to Salesforce Lightning

Why Migrate to Salesforce Lightning


What is Salesforce Lightning?

  • Salesforce lightning is the advanced platform that simplifies various business processes. Even users, who do not have programming experience, can use and implement marvelous applications with Salesforce lightning
  • It is an extreme framework that helps developing apps through Salesforce.com
  • The lightning activities ensure easy access so that even business users who do not have programming experience can also go through it well for successful applications
  • It’s engaged to provide customized solutions quickly anywhere

  • 1. Automate sales process

    Sales Path offers sales coaching by visually displaying each opportunity in the sales pipeline and showing recommendations for next steps to take. This enables sales reps to take action on their opportunities within each stage of the pipeline more quickly and accurately. Likewise, because Sales Path allows you to visually define a sales process, it creates a system of accountability and encourages sales reps to follow it.

    This way, everyone is in line with the way your company sells.


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    2. Keep track of all your sales activities

    Sales managers who track individual performance of sales reps to measure sales success often look for metrics such as Activity to Opportunities or Type of Activity.
    These metrics provide insight into what’s really going on.
    Are sales reps making phone calls when they say they are? Are they completing each stage in the pipeline?

    Lucky for those after better activity-tracking tools, Lightning Voice allows sales reps to easily make and receive phone calls without ever leaving the Salesforce platform. What this means is that one of the essential activities in the sales process—phone calls—are now captured. From $5 to $25 a month depending on activity needs, this add-on feature ensures that primary sales activities don’t go unaccounted for and performance metrics reflect a more accurate reality.

    3. Focus on higher quality leads and opportunities

    Salesforce Einstein is an artificial intelligence (AI) tool that is powered by “advanced machine learning, deep learning, predictive analytics, natural language processing, and smart data discovery”, according to Salesforce.

    This all sounds incredibly complicated, but the value it provides is actually quite simple.

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    As you use Salesforce, Einstein learns from everything: the data, the behaviors, the interactions — just to name a few. It then applies what it learned to discover customer insights, predict possible outcomes, recommend next steps, and even automate tasks.

    Einstein is constantly learning and fine-tuning itself, becoming smarter with every activity and piece of data that enters the Salesforce Lightning platform. Essentially, the more you use it, the more useful it becomes.

    What Einstein means for sales reps is not only higher quality leads but the ability to make smarter decisions and take action faster. Likewise, the automation of tasks frees up time to focus on what’s most important.

    4. Develop apps at lightning speed

    With Lightning App Builder, you can completely customize your Salesforce experience to fit your team’s needs.

    The simple and intuitive drag-and-drop tool allows you to build Lightning pages in seconds by selecting components from the components library, where you’ll find pre-built Salesforce components and components built by Salesforce partners.

    If there’s something specific your team needs, you’ll likely find it ready to install with a few clicks on AppExchange. According to Salesforce, there are currently (at the time of this post) over 300 components and 500 apps that can be quickly integrated with Salesforce Lightning to enhance workflows and processes.

    With the possibilities of Lightning App Builder paired with AppExchange, it definitely reduces the need for custom Salesforce app development. In other words, it’ll save you a whole lot of time and a whole lot of money.

    5. Clean up duplicate data faster

    Clean data is essential to any organization – when sales reps don’t have to think twice about the quality of their data, the more time they have to spend on what matters most: developing quality customer relationships.

    Luckily, maintaining data quality standards is easy and simple with a few features in Salesforce Lightning. Sales reps can view and merge duplicate records, including contacts, business and person accounts, and leads. Likewise, they can implement duplicate rules and alert other sales reps of potential duplicate data issues by using the Potential Duplicates component in Lightning App Builder.

    If your organization doesn’t have data quality standards in place, then it’s important to consider adopting better habits and processes before making the switch to Salesforce Lightning. There are several ways to implement data quality standards, so it’s important to determine what works best for your team.

    6. Access data from anywhere, anytime

    We’re in the age where we expect to be able to take work with us wherever we go. This is especially true for sales reps who need the flexibility to take action on opportunities regardless if they’re in the office, on the road, or at home. Salesforce Lightning provides a seamless transition from desktop to mobile devices, so you can check the status of your accounts or follow up with a customer from anywhere at any time. According to Salesforce, they discovered through their 2014-2016 Customer Relationship Surveys that the ease of the mobile app alone has improved productivity for sales reps by 35%!

    7. Mobile Ready UI

    Mobile is the future. Flexibility when it comes to work will drive product adoption and success for industries 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 near 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.

    8. Increased Productivity

    Lightning comes with numerous smaller features that nonetheless 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 potentially 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 potential duplicates but automatically pointing it out.

    Chatter Streams: Combine team members into one stream and monitor their updates.

    9. 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 components from the component 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

    10. The latest innovation

    For 16-plus years, Salesforce has defined the cloud computing space. Lightning is the CRM we would have built-in 1999 if all of the technology that we have today had existed back then. By switching it on, you access the latest in this innovation. You also get each and every Lightning improvement we make, thanks to three automatic upgrades a year.

    11. Lightning Customer Community

    The Lightning Customer Community is the most feature-packed release in the history of Community Cloud, enabling companies to quickly and intelligently engage with their customers. The all-new UX offers a new level of personalization, plus engagement opportunities that help your business provide an unparalleled customer experience.

    Our singular mission at Salesforce is to help make our more than 150,000 customers successful. We know that if you engage deeply with your customers and build unique relationships with them, you will have incredible success. It’s why we built Lightning, based on your feedback, and why we continually work to improve it.

    12. Lightning for Outlook

    Salesforce and Microsoft have formed a strategic partnership which brings the world’s #1 CRM and the world’s leading productivity suite together. Now you can access Lightning from your Outlook, without jumping between programs. The 100% cloud-based Lightning Sync also keeps your contacts and calendar up-to-date across Salesforce and your Office 365 and Microsoft Exchange accounts.

    13. Steelbrick Quote-to-Cash

    Built 100% on Lightning, Steelbrick CPQ (Configure, Price, Quote) makes Sales Cloud the first lead to cash sales platform in the industry. Now reps can easily do complicated quoting, get discount approval, generate branded proposals and contracts, and even collect signatures, without ever leaving their CRM.