How to Migrate CRM To Salesforce Lightning?

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Customer Relations Management

Customer Relations Management is now a ubiquitous tool for all sales departments. It is an unparalleled method of keeping track of your customers and making better marketing and sales decisions. Up until now, Salesforce Classic was getting the job done just fine, but there were some discrepancies you might have had to face. Salesforce was listening, however, and they created a better, faster version of Classic, which is now called Salesforce Lightning. Let’s quickly run through the hows and whys of Lightning, and then we’ll see how you can migrate your CRM to the Lightning platform.

What is Salesforce Lightning?

Salesforce Lighting is not just a run-of-the-mill update with new fonts or colors or user interfaces. It is nothing less than Salesforce completely re-imagined. This transformed Salesforce experience gives you better sales products, complete with better features for more efficient analytics and in-line intelligence that will really drive the precision of your sales.

After reviewing feedback from countless salespeople, Salesforce has incorporated all their insights into Lightning. Some of the highlights are:

Activity feed: Salespeople are continuously updated about everything going on in their account in real-time.
Contextual hovers: You don’t have to worry about monitoring multiple tabs to keep track of your customers; find it all arranged neatly on one page for you to analyze at a glance.

Opportunity Board: Organize your deals and your database better with this feature, which acts a lot like sticky notes reminders.

Customizable Dashboards: You will now be able to fit in far more information on one screen now, with up to nine columns being available on dashboards.

This was just a taste; Salesforce Lightning has 55 new features and 25 completely new dashboards.

Furthermore, Forrester Consulting released a study on Salesforce Lightning which revealed that this platform led to better productivity (an increase of 3-25%), and its return on investment over three years is 341%. The increase in productivity also led to an increase in sales by USD 1.25 million. While a one-time investment in Salesforce Lightning may cost more than in Classic, organizations actually ended up saving USD 1.5 million per year, and also gave employees an extra hour of productivity per week.

Classic vs. Lightning

It is understandable if you are comfortable with using Salesforce Classic if it’s been serving its purpose well over the years. You might feel that switching to Salesforce Lightning would be an unnecessarily jarring experience for you, but that is not true at all. The pros of switching outweigh the cons. How? Let’s find out.

First: Lightning is simply a lot easier to use and offers far better efficiency in return. Salespeople will not have to write code for any features and can modify their pages themselves by dragging and dropping the wide range of features. Lightning also offers Einstein (Wave) Analytics.

Forget about constantly needing to refresh and sync your data; Einstein Analytics refreshes data across all dashboards every hour, which gives a real-time view of what you need to know. When you open your dashboard, you will be able to see the updated data you need. Einstein Analytics also has more capabilities, such as the ability to process more complex formulae and to also export the dashboard as pictures.

The Lightning experience is also more secure against ill-intentioned inputs. Some other features include performance charts, news, key deals, and automated account fields. It is no longer difficult to transition into the Lightning experience, but it does take some getting used to. You also will not be able to print and edit reports, as in Classic. However, these limitations are quite tiny in the grand scheme of things, and you would be well advised to make the switch.

How to Switch

Follow these steps to switch from Classic to Lightning:

  • Click your name in the header of Salesforce Classic.
  • Then simply click on the Switch to Salesforce Lightning button, which is on the top of the menu on the left-hand side of the screen.

And that’s it. That’s all you have to do.

Welcome a new era of efficiency in your sales department by switching to Salesforce Lightning.

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