Why You Should Migrate to Salesforce Lightning Experience

Summit Blog Why you should migrate to salesforce lightning

It is essential for any business to move from older software development tools to the latest ones to increase productivity and ROI. The migration can seem overwhelming but the results can be amazing. Case in point: Migrating from Salesforce Classic to Salesforce Lightning Experience.

With intuitive services and tools to automate your business processes with the feature of external application integration, the Salesforce Lightning platform is robust and powerful CRM technology. If your Salesforce development team is still using Salesforce classic to complete your business projects, then Salesforce Lightning is a new platform that can assist you to take your business to the next level.

You likely chose or migrated to the Salesforce platform because of its powerful, best-in-class, cloud-based technology. Imagine what can happen if you kick it up a notch?

What are the top 12 reasons that Summit, a Salesforce implementation partner, lists for companies to migrate to the Salesforce Lightning Experience?

  1. Personalization. Salesforce CRM has a wide range of widgets and customization options to enable rapid personalization of the platform for business processes across industries and departments. The cloud based Salesforce platform lets you take your business wherever you are, requiring fewer resources and providing greater flexibility.
  2. Highly Compatible. The Salesforce platform is compatible with all major internet browsers and works on desktop, laptop, and handheld devices.
  3. No Software, no Hardware, No Technical Debt. The Salesforce platform is not a software installation. The solution is housed in the cloud. There are no servers to maintain on premise. Real-time access to data increases business efficiency and minimizes response times. Salesforce Quickstart implementations from Salesforce partners like Summit are fast, customized solutions.
  4. Simple to Manage. A fully customized instance of Salesforce is intuitive and easily managed by creating an intelligent navigation bar. Tabs are divided into relevant categories for your business. Machine based learning empowers the platform to help you find what you are looking for. Training time is minimal for end users.
  5. Powerful Automation. Salesforce CRM is designed to manage business processes for sales, service, marketing, case management and more. Team leads and managers have a custom view allowing them to analyze in detail and adjust strategies based on the information available.
  6. Effective Management. Gather activities, monitor tasks and completions, view the status of scheduled and completed activities. Salesforce provides effective management tools your business needs to keep up with the ever changing landscape.
  7. Collaboration with Chatter or Slack. The social media functionality of fully integrated collaboration tools like Chatter and Slack are easy to use and help businesses work together across teams.
  8. Faster GUI Development. Salesforce Lightning components are reusable and built in a drag and drop process. The Lightning App Builder and Lightning Components framework allow administrators and developers to roll out visually appealing applications faster.
  9. Components Not Code. Coding skills are not required to build applications and user interfaces. The reusable drag and drop lightning components reduce programming skills and man hours required to enhance the functionality of the Salesforce platform.
  10. Custom Home Page Views. Every organization and industry is unique. Salesforce Lightning allows you to create custom home page views for every role in your organization with reports they need, tasks readily visible, lead assignment at their fingertips, and email creation or movement in and out of campaigns fully enabled with the click of a button.
  11. Custom Page Layouts. Salesforce Lightning Experience allows you to layout standard salesforce object page views focused on the action required with activity timelines to clearly follow a contact’s activity and best next steps to move the sales process forward. Related records and lists can be added for immediate access without searching around the database.
  12. Sales Automation and Kanban Views. Navigate through the opportunity stages with one click functionality. View the opportunity and keep it moving forward through the pipeline. Define the fields most relevant to the opportunity path. Utilize kanban Views to visualize all the deliverables for a deal or project in one place.

The feature-rich Salesforce Lightning platform offers a wide range of customizable tools. It is important to decide whether all the features of Lightning are required for your instance and relevant to meet the needs of your business or not. Summit can help you adopt and visualize the best end results of your Salesforce Lightning Experience.

Salesforce platform solutions are not one size fits all and Salesforce’s many cloud based services meet a wide range of problems for businesses with customized solutions from Salesforce partners likeSummit.

With the wide assortment of options, it often becomes difficult for the business to decide which features are needed and which are most appropriate. In such situations, businesses may choose many features, thereby resulting in overloading of functions. This not only reduces the efficiency of Salesforce Lightning but also impacts the user experience significantly.

The primary reason for adopting Salesforce Lightning is to increase the productivity of businesses. However, post the migration of Salesforce Lightning, your business might experience certain issues with the performance.

The performance issues may include high loading time, less responsive pages, complications in navigations, scalability issues, and more. These performance issues usually result due to a lack of proper analysis before the migration. Even if you are planning to do your own Salesforce Lightning Migration, consider working with Summit to ensure the best end result.

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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