To understand what Salesforce Lightning can do for your company, let’s examine what Salesforce is. Salesforce is a customer success platform designed to help you sell, service, market, analyze and connect with your customers. It is the industry’s #1 customer relationship management or CRM platform.
Salesforce’s technology gives you the ability to track and verify relationships with your current and prospective and track data relevant to all your interactions. It helps teams gather insights from social media platforms, collaborate, tackle essential metrics, and communicate using the phone, email, social media, and other channels. All this data and information is stored in the cloud and is accessible from any laptop, desktop, or smartphone device.
But what is the cloud? The Cloud is a buzz phrase for a technology that has been around for about ten years or so. Cloud computing is the process of sharing resources to optimize performance. Using a network of computers to store and process information rather than a single in-house machine.
Cloud computing evolves around a critical feature which is storage – very physical storage. Data doesn’t move up to some mystical mist in the sky; it lives on several servers far away. Which storage service you use is where your files live.
The cloud and Salesforce have brought you Lightning, and the Experience which features productive user tools developed to help your sales team work smarter, close more deals, and sell faster. This has new features that provide your sales reps the ability to focus on the right transactions and activities every time they log into Salesforce. It is flexible, has tools that help sales reps interact with clients through their smartphone, laptop, in the office, or on the go.
It is the upgrade to the Salesforce platform and includes tools and technologies like:
Experience: A set of user interfaces optimized for speed. These interfaces include the Salesforce Mobile app, the Lightning Experience, and templated-based communities.
Admins can build lightning pages without code and custom as well as off-the-shelf Lightning elements.
Lightning Exchange: There are 70+ partner components in Lightning Exchange to jumpstart development.
Visual Building Tools: Technologies include drag-and-drop techniques for easy and fast app building and development.
Lightning Design System: provides style instructions and new creativity UX best preparations to help you build apps. These apps take advantage of pixel perfection and equal the look and feel of the Lightning Experience and Salesforce Mobile app.
Features that make Lightning a must for your company include the ability to navigate through pages and move between apps with ease. Use the navigation bar to make your life easier. You can take notes with the Notes tool in Lightning. The Notes tool includes an autosave function, rich text capabilities, and the means to relate a note to many records. Lightning is a new CRM tool that accelerates adoption and generates value for Salesforce clients.
A Salesforce consulting firm can develop a Lightning tool that gives you acceleration. Features include:
• Log a Call, New Task, and New Event Actions. These items appear in the composer on the Activity page, and if the “send an email” button is included on the page layout, the Email actions show up in this tool. You can also use the Global Actions menu in the header to take actions that are not related to your current record.
• Post and Poll standard Chatter activities are in the originator on the Chatter tab in the Lightning Experience. Standard actions like “thank you and other links” are not available in this new interface, however.
• Lightning supports custom and standard buttons on the object’s page layout. Support also includes the Edit button. There are other Global actions on a page layout. These include Force.com and Visualforce. Canvas actions also appear in the menu for Lightning.
It is important that you set up Actions and Buttons in the Salesforce Lightning Experience. Your Salesforce consulting firm will help you with this task.
Get Ready for the Salesforce Lightning Migration
Your Salesforce consulting firm will help you migrate your current system to the new Lightning system. This is designed to enhance user experience and maximize productivity and engagement. As you interact with your customers, your experience is heightened by using this system. the system enables you to optimize Salesforce Einstein.
The learning capabilities of LEX helps you increase revenue, boost productivity, and create user experiences. Switch to Salesforce Lightning – it’s vital if you want to maximize your Salesforce investment and build a winning sales team.
A premier Salesforce consulting firm is an expert in upgrading your Salesforce CRM to the Lightning platform and an expert Salesforce consulting firm knows how to migrate your information. You will quickly be interacting with clients without missing a beat. Lightning will maximize your Salesforce investment, enable your users to generate more revenue, provide better customer service, and optimize your current systems and processes. A Salesforce consulting firm will also perform clean-up. Those things you no longer use or even need will not be migrated.
Lightning for non-Sales
It can help every business entity uncover insights, predict, outcomes, automate tasks, and identify the best next steps. You can base your decision on insights not just your intuition. Analytics, prediction and be used in your non-sales business, and you will be able to spot trends and use data analytics to create a more scalable business.
Your business will run better with this and data including performance, user engagement, and insight on service operations will be optimized. Use Lightning’s new features to make the service more personalized. It claims it will boost productivity and save up to 10 hours per employee per week.
To integrate lightning in your business, sales or otherwise, contact a Salesforce consulting firm that will help you develop Lightning in your business.