Benefits to
migrating to Salesforce Lightning has been well documented with its UX modern
design with the Lightning design system among other components. There are obvious
reasons to migrate to the Salesforce Lightning platform, however, there are 3 less
obvious reasons centered around your sales and business processes, if
approached correctly, can help you make huge gains in sales effectiveness.
1. REFINE YOUR SALES PROCESS
In the
course of the migration to Lightning, you can reexamine your end to end sales
process searching for any gaps. Be sure to use Lightning Components and
enhanced dashboard to produce better metrics into each stage of your pipeline. Redesign
your Lead, Account, Contact, and Opportunity with Lightning Record Pages to
give your sales reps more in-depth views. All in all, you can use the
Salesforce technology to improve your end to end Sales process, which in turn
should directly correlate to your bottom line.
2. REFINE YOUR KPIS, REPORTS AND DASHBOARDS
In the
migration process to Lightning, you can re-evaluate your KPIs and metrics used
to determine success. You can then implement reports and dashboards or improve
them so that your sales reps, sales managers and executives all have a more
comprehensive view of the sales data, their job, and the business.
When you do your migration to lightning use the time
to review the apps you currently have and might need. A great Salesforce
Lightning tool is AppExchange
which offers searchable, reusable nuggets of functionality that can run on a
desktop, a mobile device, even a billboard if you want. It can easily be
customized, all that’s required is a little imagination and a business need.
Chetu offers
custom Lightning components and implementation services that will ease the
process of your migration to the Salesforce Lightning platform.
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