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 * * 408-372-5379
   * marketing@crmit.com
   * EXPERIENCE NOW


AUTOMATE BUSINESS PROCESSES

At Your Fingertips With Salesforce Lightning

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GET READY TO EXPERIENCE

Hassle Free Transition from
Salesforce Classic To Lightning

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EASILY CUSTOMIZE

Opportunity Workspace and Improvise
Your Sales Process

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IMPROVE YOUR SALES PRODUCTIVITY WITH SALESFORCE LIGHTNING

Are you struggling to make selling easier and faster? If yes, then you must
switch to Salesforce Lightning Experience. Manually keeping a track of customer
information and interactions on a day-to-day basis is next to impossible. There
are high chances of missing out an important lead in this situation. To help
sales reps overcome this situation, SF Lightning experience came into the
picture. Lightning experience service offers advanced features which help the
sales reps to close more and more deals with ease. The seamless UI makes it very
easy for the users to gain insights into the customer data which prompts them to
make right decisions at the right time

When we talk about making right decisions, it simply means taking proper actions
at the right time. Very often, we fail in deciding the next set of actions that
we need to take in order to crack a deal. Well, as the saying goes, ‘Time and
Tide wait for none’ which means you would lose an opportunity if you don’t come
up with the proper steps of action at the right time to close the deal. To
assist sales representatives and to guide them by suggesting the activities to
be performed to crack a business deal faster, the “Assistant” feature has been
introduced.

Well, this is just a glimpse of Lightning experience. To get a better
understanding, let us take a closer look at some of the key features of it


KEY FEATURES OF LIGHTNING EXPERIENCE

The beauty of Salesforce Lightning lies in it’s visually appealing UI which
displays the data pictorially rather than showing it textually / numerically. It
is quite sales – friendly with ample features to track and improvise sales
performance. To begin with, the first and the best feature – rich navigation
menu that you can see soon after logging in to the lightning version is the
‘Home’ menu.


HOME PAGE

This Home page helps you track your sales performance and it also depicts how
close you are towards achieving your goals with the aid of ‘Performance Chart’.
You can easily track your quarterly performance with the help of graphical
representation of data. In addition to this, Home page also shows your upcoming
meetings and 5 to-do tasks for that particular day. To keep you updated on what
move your competitor, customer or partner is taking, this intelligent home page
offers a separate ‘News’ segment. Not to forget the Assistant feature that we
talked about before is a feature of this page.

You can easily view your top deals at the bottom of this page. Home page is
absolutely customizable and with the help of a Salesforce admin we can have
custom homepage for ourselves.




OPPORTUNITIES

The next very important navigation menu is the ‘Opportunities’ menu which is
also known as Opportunity Workspace. Here in this, you can not only add the
details associated with a new opportunity but, you can also quickly go through
all the important information w.r.t the existing opportunities. To understand
this clearly, let us take a look at some of it’s features

 * Highlights Panel – You can find this at the top of the Opportunities page. In
   this section you can check the customer / account name, their region , the
   current status or the progress through the sales process
 * Path – With Path, we can track the steps that we took to identify a lead as
   an opportunity. It also gives customized guidance at every stage in the sales
   process
 * Composer – There is a ‘+’ symbol on the top right corner of Opportunities
   page and it is solely meant for guiding users to perform global actions.
   Using this feature which is also called as activity composer , we can send an
   email, create an important task or even we can log a call
 * Activity Timeline – You can make use of this particular feature to set up an
   event or meeting, add new tasks and view past / recent activity
 * Quick View –This is a user - friendly feature which allows us to see the
   details of any linked record just by hovering over it. Which means we don’t
   have to leave the existing page in order to check the data related to the
   linked records

After Opportunities, we shall navigate to ‘Accounts’ as well as ‘Contacts’ menu
and see what are their unique features


ACCOUNTS AND CONTACTS

As soon as a lead is converted, an account and a contact gets created. We all
know that lead conversion is not an end but it is just the beginning. Customer
retention becomes the next vital task and that is when we come up with customer
engagement plans. To help us in engaging our customers we have the News and
Twitter Integration feature. This feature helps us to stay connected with our
customers through social media. Along with this, it also keeps us informed on
the latest news that affects our customers




REPORTS AND DASHBOARDS

Among various features of SF Lightning, Reports and Dashboards Creation feature
allows us to create eye – capturing reports and dashboards. We can also apply
filters while we are viewing a report.

Lightning Migration is truly very beneficial for each and every sales personnel.
If you are still using the classic version, consider migrating to the lightning
version

Experience Now


6+ Lightning Experience Migrations
4000+ Lightning Experience Users
300+ Custom Objects
500+ Visualforce Pages
10+ AppEx Connectors
1TB+ Attachments

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CONTACT

1000 Parkwood Circle, Suite 900 Atlanta,
Georgia, United States - 30339

marketing@crmit.com

408-372-5379

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