Lightning Experience is the next generation of Salesforce
Efficiently managing your customer relationships is a central part of any successful business. But when it comes to reacting and responding to the daily challenges of operating in your chosen sector, staying fully up to date with your best practice is not only recommended but truly essential.
Salesforce’s new Lightning platform provides a wide range of tools and functionalities that not only extend your system, but make it easier than ever to use technology and software to accomplish your key business goals.
Advantages of Salesforce Lighting
- Undertake a quick system-setup with the ‘Lightning Experience’ tool, a dedicated application designed to help fully customise and configure your system; empowering your employees pick it up easily and efficiently.
- Utilise a new suite of sales tools to construct your own process path made up from tailor-made ‘fields’ and ‘stages’. The freshly added ‘opportunity workspace’ helps track sales efforts that allows you to set up timelines, metrics, and fully integrate with a new internal Kanban system.
- Enjoy updated service tools for improved case management, construct or improve your internal knowledgebase, and deploy analytics to unlock useful insights and metrics.
- Deploy improved reporting and dashboard functionality. Lightning comes with a redesigned look, improved layout, and added editing functionality that makes the system easier to deploy than ever before.
- Use a wealth of other features including performance charts, improved branding and customisation, virtual assistants to help with reminders and appointments, and much more.
Salesforce Lightning vs Salesforce Classic
Salesforce Lightning iterates and improves on everything that made Classic such a powerful value-add for over 3.75 million subscribers. The new platform functionality brings a focus on helping your team close faster and with greater efficiency, while retaining the key features that worked so effectively.
So how do the two compare?
Salesforce’s intelligent homepage is still present with events, tasks and a fully remappable dashboard. Lightning takes steps to add more analytics to the mix. These allow you to pull up detailed performance charts, deploy a dedicated AI assistant, and display news and essential information on key deals all within one panel. The new system also takes steps to improve on Classic’s solid accounts and contact management, letting you construct elegant sales ‘paths’ that can feature detailed instructions and increased information on forthcoming opportunities.
Lightning also adds functionality that was sorely needed in Classic, bringing in Kanban visualisation tools that let you take a deep-dive on your pipeline and represent your data with charts, alerts and sharing. Classic’s essential ‘Einstein AI’ assistant is also greatly expanded, adding the ability to capture sales activity data and provide opportunity and account insights to help guide your work. Customer service also remains at a very high standard in both platforms, with Lightning adding useful setup tree functionality for knowledgebases, social media, email to case management and more.
Overall, Salesforce Lighting represents a dedicated drive to produce a high-utility iteration of the platform – allowing to improve your functionality, efficiency, effectiveness not only as the developer intends but as you see fit for the unique needs of your team.
Find Out More
Get an overview of Salesforce Lightning and find out some of the basics to see how it could help your business
Salesforce Classic is well and truly winding down - it’s been a long time coming, but the end really is nigh
Professional Services Director
Upgrade to Salesforce Lightning Experience
“The Salesforce Lighting Experience offer a significant upgrade on Salesforce Classic with a more modern interface, faster load times and significantly more features, enabling customers to improve the performance of their org.”
Frequently Asked Questions
How difficult is it to upgrade?
Salesforce lighting program is designed to be easy to implement and provides a wealth of support materials and internal content to make your deployment as painless as possible. We will also work with you to ensure that your training plan and rollout process is managed successfully.
How much will it cost?
If you are interested in learning more please do not hesitate to get in touch with our team directly and let us know exactly what you need to help you and your team quickly and cost-effectively manage your leap to Lightning. Or if you want to book a demonstration to see how the platform can help you, contact our team directly and choose a time that works for you.
Why should we choose you?
As an established salesforce platinum partner, we are perfectly placed to help B2B and B2C businesses find a software solution that fits your current working practice. Our expert team has worked with a range of clients from a variety of sectors to help ensure that every implementation is properly planned and delivers successfully. With over 700 certifications amongst our staff, we can help ensure that your upgrade is expertly handled and truly prepares your business for operating in the modern marketplace.
Are you from a nonprofit organisation?
Did you know we also have a dedicated consulting team for nonprofit organisations - uniquely positioned to help tackle the unique challenges. Learn more about how we help charities and nonprofits navigate through digital transformation to help them achieve their mission.