Introduction

In today’s fast-paced business environment, companies need a robust customer relationship management (CRM) system to stay ahead of the competition. And when it comes to CRM, Salesforce is a brand name that is widely recognized and respected. But did you know that Salesforce Lightning is the future of CRM? According to Salesforce, Lightning has a 41% increase in productivity and a 23% faster time to close when compared to Salesforce Classic. 

In this blog post, we’ll explore why Lightning is the superior choice for modern businesses, its benefits, key features, use cases, and how to migrate. So let’s dive in and discover why Salesforce Lightning is the future of CRM.

What is Salesforce Lightning?

Salesforce Lightning is a modern, user-friendly, and highly customizable user interface (UI) for Salesforce’s CRM platform. It was introduced in 2015 as a significant upgrade to the older Salesforce Classic interface. Lightning was created to enhance the overall user experience and was constructed with speed, flexibility, and productivity in mind.

A component-based design was used in the platform’s development, giving users more freedom to customize it. The platform’s component-based construction allows for more user flexibility. It uses pre-built, drag-and-drop components that enable users to create custom pages and apps tailored to their business needs. Users can easily arrange and configure charts, tables, forms, buttons, and other elements within Salesforce Lightning’s components.

Furthermore, one key feature of Salesforce Lightning is the Kanban view. It is a visual way to manage tasks and opportunities. With the Kanban view, users can quickly see the status of their activities and deals and move them from one stage to another with just a few clicks.

Benefits of Salesforce Lightning

Salesforce Lightning provides numerous benefits to businesses that are looking to optimize their CRM system. Here are some of the top advantages of using Salesforce Lightning:

1. Improved user interface and user experience: Salesforce Lightning provides a modern and intuitive UI that is easy to use and navigate. The platform features a clean and clutter-free design, making it easier for users to find the information they need. Additionally, Lightning provides a personalized homepage for each user that displays relevant information and tasks.
2. Enhanced mobile capabilities: With Salesforce Lightning, users can access the platform from any device, including smartphones and tablets. You can work on the go with ease thanks to the streamlined experience provided by the mobile app. Mobile users can also take advantage of features like voice commands, making it even easier to use the platform on the go.
3. Increased productivity and efficiency: Salesforce Lightning is designed to help users be more productive and efficient. The platform includes features like customizable dashboards, Kanban views, and streamlined navigation. That can help users get their work done more quickly and with fewer clicks. Additionally, Lightning offers automation tools like Lightning Flow, which can automate repetitive tasks and processes.
4. Customizable and flexible platform: Salesforce Lightning is built on a component-based architecture, which means that users can customize and configure the platform to meet their specific needs. Users can create custom apps, pages, and components without any coding knowledge, allowing them to tailor the platform to their unique business requirements.
5. Integration with third-party apps: Salesforce Lightning integrates with several third-party apps, including marketing automation tools, customer service software, and productivity apps. Furthermore, this integration provides users a seamless experience across multiple platforms and allows them to consolidate their work into one central location.

Key Features of Salesforce Lightning

Salesforce is a feature-rich platform that offers numerous tools and capabilities for businesses to optimize their CRM system. Here are some of the primary features of Salesforce Lightning:

Customizable dashboards

Lightning offers customizable dashboards that allow users to create and view reports and analytics that are relevant to their specific needs. Users can choose from various chart types, including bar charts, pie charts, and line charts, and can easily filter and drill down into data to gain insights.

Kanban view

It is a visual way to manage tasks and opportunities. With the Kanban view, users can quickly see the status of their deals and move them from one stage to another with just a few clicks. This view is helpful for sales teams and allows them to stay on top of their deals and opportunities.

Lightning App Builder

The Lightning App Builder is a drag-and-drop tool that allows users to create custom pages and apps without relying on coding knowledge. Users may design pages adapted to their needs by selecting from a library of pre-built components or creating their custom components.

Lightning Experience

Lightning Experience is the default UI for Salesforce Lightning and provides a streamlined and modern interface optimized for speed and productivity. So, users can discover the information they need with the help of a user-friendly, clutter-free design.

Einstein AI

Salesforce Lightning integrates Einstein AI, an artificial intelligence tool. Additionally, it provides advanced insights and recommendations based on data analysis and can automate tasks and processes, freeing up time for users to focus on other areas of their business.

Lightning Flow

Lightning Flow is a powerful automation platform that allows users to automate repetitive tasks and processes. With Lightning Flow, users can create workflows and approval processes and automate tasks like data entry and email notifications.

If you’re finding this article to be interesting, we would also suggest you read our blog on Salesforce Lightning vs classic. That will help you understand the difference between them and which one is better suited for your business needs.

Use Cases for Salesforce Lightning

Various industries and businesses can use Salesforce Lightning, as it is a versatile platform. So, here are some of the commonly known use cases for Salesforce Lightning:

1. Sales Management: Salesforce is an excellent tool for sales management. Sales teams can use the platform to manage their deals, opportunities, and leads, and get real-time insights into their pipeline. The customizable dashboards and Kanban view are handy for sales teams.
2. Customer Service: Users can manage customer service requests and tickets using Lightning. The platform allows customer service teams to track customer inquiries and resolve them quickly and efficiently. With the integration of Einstein AI, customer service teams can also provide personalized support and recommendations to customers.
3. Marketing Automation: Salesforce Lightning integrates with a wide range of marketing automation tools, allowing businesses to streamline their marketing efforts. Users can track leads, manage campaigns, and get real-time insights into their marketing performance.
4. Project Management: Further, you can use salesforce for project management and collaboration. The platform allows teams to track tasks, deadlines, and milestones, and communicate with each other in real time. The customizable dashboards and Kanban view are handy for project management teams.
5. HR Management: Lightning can also be helpful for HR management. The platform allows HR teams to manage employee data, track employee performance, and automate HR processes like onboarding and offboarding.

However, these are just a few examples of the many use cases for Salesforce Lightning. Moreover, with its customizable and flexible platform, businesses can tailor Salesforce to meet their needs and requirements. 

Conclusion

Therefore, Salesforce Lightning is a seamless platform that offers numerous tools and capabilities for businesses to optimize their CRM system. With its customizable dashboards, Kanban view, Lightning App Builder, and Einstein AI, you can gain insights into their data, automate processes, and improve productivity. Additionally, the platform can help several industries and businesses, from sales management to HR management.

At Cymetrix, we specialize in helping businesses make the most of Salesforce Lightning. Our team of experts can provide customized solutions tailored to your specific needs and requirements. Whether you need help with implementation, customization, or training, we’re here to help you get the most out of Salesforce Lightning.

So if you’re ready to take your CRM system to the next level, contact Cymetrix today. Let us help you unlock the full potential of Salesforce Lightning and transform your business.