Top 5 Reasons to Migrate Your CRM to Salesforce Lightning

getoncrm August 26, 2019 0 Comments

It is essential for any businesses to move from outdated software development tools to the latest ones to increase productivity and ROI. With intuitive services and tools to automate the business processes with the feature of external application integration, the Salesforce Lightning platform is robust and new-age CRM technology. If your Salesforce development team is still using Salesforce classic to complete your business projects, then Salesforce Lightning is a new platform can assist you to take your business to the new level.

⇒ In CRM world why we are using Salesforce CRM?

1. Personalization

There is a wide range of report widgets that allow you to analyze the performance of the business from different angles. Salesforce enables rapid customization for most business processes and for different industries. Solution in the cloud With Salesforce, you can take your business wherever you are, like in the cloud. As a result, businesses need fewer resources at the office to do business. Every employee can access CRM from all over the world and contribute to overall productivity.

2. Less Dependencies More Compatibility

It does not matter which browser your company uses (or which employee works remotely). Internet Explorer, Chrome or Opera, Salesforce has its CRM compatible with all major browsers.

3. No software’s (Quick Start)

You do not need to install software. There is also no material required. Salesforce gives you the unique opportunity to manage your business in a matter of days. Cloud localization provides real-time access to data and increases business efficiency by minimizing response times.

4. Very simple to manage

An intelligible navigation bar is placed at the top of the window. All tabs are divided into several categories, such as Home, Accounts, Contacts, Potential Customers, Opportunities, Campaigns, Forecasts, and more. As a result, it reduces the cost of using CRM by resuming staff training.

5. Business Automation

Salesforce CRM allows you to manage more efficient businesses. Sales managers can closely monitor the “purchase funnel”, analyze it in detail and adjust the sales strategy based on the information received.

6. Effective management

You can follow the activities of your staff. Tasks, past calls, sent emails … you can easily gather all activities and get a clear multidimensional picture of your progress, status of scheduled and completed tasks, as well as share information with the respective employees.

7. Collaboration using Chatter

This makes social media functionality Chatter very easy to use, which can help businesses find collaboration. The appearance of popular social networks makes it very familiar and easy for users to understand. Features such as news viewing, status updates, link sharing, and file download are available directly from the panel.

And many more…

⇒ Now the Customer wants these all But what are the Facts that he likes the Salesforce in daily use?

Good GUI with Quicker development.

→ Lightning Components framework are the reusable Components.
→ By using Lightning App Builder and Lightning Components framework you can develop faster and visually appealing applications.

Built In components without code.

→ If you don’t have Coding skills, still you can build apps and UIs using these reusable Drag and drop lightning components.

Home page as sales User

It’s made up of components which can be Most Important for sales people.
→ Quarterly Performance for sales users How many closed? How many are 70 percent closed? And wha is the goal?

→ What leads are assigned me today?
→ What opportunity i need to pay attention?
→ Any New leads assigned me today, overdue opportunities which have closed date in past, opportunity with no next step task assigned or no activity at all for 30 days.
→ You can directly create new task, meeting which will be so easy for the sales user to keep user on track.
→ Today’s task is so intuitive the focus is what things to be done and if done update the status as done.

Layout of record Pages

→ Layout for Standard salesforce objects like contact, account, opportunity are Focused on action.
→ Activity Time lines which is better to understand the Contact’s activity, you can derive what I do next to keep potential deals moving. What already have been done by me or other in account team?
→ Put your related records as components will add functionality to give user a time saving efforts on their task in Salesforce.

Sales Paths and kanban views

→ It gives you navigation on opportunity stages on Opportunity Detail page. Which clearly says that Opportunity stage is this and it will be moving forward?
→ For the path of opportunity you can define what fields should be used?
→ Kanban Views will help you to visualize all your deliverables in one space on whiteboard.