Sneha P

7 Benefits of Migrating from Salesforce Classic to Lightning

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Is your organization still using Salesforce Classic and stuck deciding to migrate your org from Classic to lightning? You are likely missing your customers. Lightning framework is the new way to engage with your customers with a new, easy interface with less-code and also helps you build large-scale web applications using Aura (Component) framework. But, migrating from Classic to Lightning can be tricky without right planning, research and testing.

However, upgrading to salesforce lightning doesn’t have to be painful. With the right approach to research, planning and testing you can make the transition a smooth and seamless experience.

Besides this smooth and seamless experience, it also offers many advantages at multiple levels: 

  • Improve ROI
  • 57% faster application development 
  • 30% increase in team’s productivity

What makes Lightning different from Salesforce Classic?

Although there are quite a number of useful features that will make you move from the classic to Salesforce Lightning but the top reasons that will make up your mind for a quick switch are shown below:

Contact Us Page Interface in Lightning

Contact Us page in Lightning Interface

Contact Us page Interface in Classic

A simple, intuitive user interfaceThe new Lightning user interface is highly flexible and robust as compared to Classic. The new lightning UI offers easy development between mobile devices and desktop. It enables high user productivity and drives efficiency with less code. An intelligent home page allows the user to monitor performance to goal, and get news on key accounts. 
Kanban ViewWith the Kanban view, sales reps can efficiently manage opportunities. Appeared as a visual summary of the records in a list view, it shows a big picture view of all the on-going tasks and also allows effortlessly sort, summarize, filter, and move opportunities. Users can swiftly create tasks and events directly related to the opportunity without leaving the view. Kanban view can be used as a workspace. 
Reports & DashboardsSalesforce has redesigned reports and dashboards for Lightning Experience, making them more interactive, easier to navigate, and edit. Sales reps can get more information from interactive charts without drilling into the reports. With the Lightning dashboard editor, Dashboards can be created with more than three columns and column-spanning components. Report quality can be enhanced without launching the report builder. With the new UI, finding reports & dashboards have become easier via re-designed home pages. 
Lightning PathThe new Lightning Path in Salesforce Lightning guides sales reps through the steps of a process such as working on an opportunity from a fresh lead to closing a deal. At every step, Lightning Path helps the team succeed with specific guidance & resources.
Activity TimelineIn Classic, we have Open Activities & Activity History. Open Activities allows users to create task & event records with the record type selection functionality, whereas Activity History allows users to log a call or send an email. In Lightning, Salesforce has added a standard lightning component that shows the action to create the task and other action along with an activity timeline which shows the record you have already created. With the activity timeline feature; see open tasks, planned meetings, and accomplishments in the activity timeline on activity-enabled objects.
Salesforce EinsteinSalesforce Einstein is not new to anyone. This is one of the top Lightning features. Salesforce Einstein, an Artificial Intelligence tool enables businesses to become more predictive about future trends and customer buying patterns. The productivity of sales, service, marketing teams can be boosted significantly with Einstein. 
Lightning App Builder & Snap-InsThe Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. Lightning app builder allows users to control & customize lightning components in order to build business-specific apps. 
Lightning snap-ins are one of the most important elements for Service Cloud users. Snap-ins facilitate enterprises to quickly coordinate client support directly into their applications and pages. With the Lightning snap-ins service agents can reach out to the clients right where they are, personalize service delivery, and connect the customer journey.

Wrapping up

The seamless, intuitive, and intelligent design of Lightning is helping enterprises navigate Salesforce and work with the CRM with greater efficiency ultimately improving productivity by closing more deals. The modern UI, smart views, integrated dashboards, drag-and-drop capabilities, customizations, lightning components, and the power of AI is making Lightning succeed. 

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Salesforce Billing Solutions

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Salesforce Billing Solutions

A standard CPQ solution isn’t enough for you if you are looking for a complete quoting & invoicing solution. And it also actually leaves out a considerable portion of the sales cycle for a customer. That’s why Salesforce offers a higher tier called CPQ+Billing to manage your sales lifecycle, from quote to cash.

The Salesforce Billing is an add-on package that can be integrated to your standard CPQ solution. This integration helps you fetch all the key pricing records and information from CPQ.  Once your team finalizes a quote and orders it within CPQ, the billing solution can help you scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection.

Now’ let’s look at some of the Salesforce CPQ and Billing features:

Salesforce CPQ features:

  • CPQ platform helps you with configuration, pricing and prorate items on the cloud.
  • It helps you create contracts to record subscriptions for future sales transactions, amendments, and renewals. 
  • You can create rules and preconfigured solutions to streamline the complex sales process
  • It gives the ability to create accurate, branded quotes in one click, with options to hide or reveal discounts and quote lines.

Salesforce Billing Features

  • It helps you invoice an order and manage its balances through credit and debit notes.
  • Record all transactional data into finance books and finance periods, then map that financial data into your external general ledger or ERP.
  • Salesforce Rule Management & Treatments in the Salesforce billing platform helps you create and define rules and treatments to group records for evaluation and take action on specific records within that group based on matching values. 
    • Once Salesforce Billing performs certain actions, it evaluates all the invoice records that share the same rule and applies general changes to those records based on the rule’s settings. The rule also contains treatment records, which allow Salesforce Billing to apply more specific changes. Salesforce Billing applies a treatment to one of the group’s records only if the record and the treatment have the same legal entity.

Below are some of the use cases where Salesforce CPQ users can integrate Salesforce Billing.

Quote-to-Invoice Development 

Objective: Automate invoice creation and revenue schedules within the CPQ platform

Solution: Salesforce CPQ and Billing Integration

Using the integration, the customer was able to decrease time spent on the invoice review, validation and save time on administrative tasks with improved forecasting using revenue schedule generation.

Quote to cash with Automated Payment deployment

Solution: Salesforce CPQ and Billing Integration

Using the integration, the customer used salesforce Billing’s built-in features and integrations to speed up payment collection, and improved cash flow.

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Optimize your Marketing Journey with Salesforce Content Builder

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Salesforce Marketing Cloud is a powerful automation platform that helps businesses drive their marketing efforts and convert leads into business opportunities. One of the key features of the Marketing Cloud is Content Builder, a cross-channel content management tool that helps organizations consolidate all images, documents, and other content pieces in a single location for all marketing campaigns. This helps to organize content and use it directly in marketing messages.

With the content editor you can:

  • Save time with an easy to use interface
  • Create professional emails without any HTML expertise
  • Insert code snippets to insert common links
  • Add tags and campaign associations to associate related content

Leverage these 5 features of Content Builder to set right your Marketing Journey.

 Email Templates and Content Blocks

Content Builder email templates are responsive, reusable, and user-friendly templates where you can view emails on any device at any time. Content Builder helps you create email templates with content blocks and pre-built layouts and these layouts help you save time while allowing you to spend more time on content development rather than worrying about email template creation.

Email Personalization

Content builder helps you personalize and create a highly individualized 1-1 impact. You can create static content blocks and individualized content blocks in email templates.

Static Content – is content that does not change for any reason, such as your organization logo at the top, social media links, and terms and conditions at the bottom of the email.

Individualized Content – is content that changes based on the recipient of the email and is often pulled from back-end databases at the time of email push. Individualized content can be developed with the use of Personalization Strings, Dynamic Content, and AMP Script.

Interactive Emails

Develop engaging emails using the interactive features of Content Builder. Interactive email forms allow you to capture feedback, preferences, and other consumer-specific relevant information directly from the email.

You can create highly engaging emails using image carousels and design rich and engaging emails.

Einstein for Emails

Einstein Artificial Intelligence helps you deliver the right messages at the right time to your consumers. 

From content selection to send-time optimization to activity-based email deliveries helps you deliver personalized emails tailored to the recipient’s preferences and interests.

Approvals

Content Builder helps you automate routine approval processes in email template development. Your marketing team can submit email templates for review and approval to the management and ensure the management team’s consent is obtained before sending the emails.

To quickly summarize, Content Builder helps you:

  • Save time with an easy drag-and-drop interface
  • Manage all assets in one place across channels
  • Create professional emails without any expertise in HTML
  • View changes to content in your email in real-time
  • Insert code snippets 
  • Test dynamic content for each individual

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5 Ways Salesforce Marketing Cloud Can Improve Productivity

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There are so many ways that leading platforms like Salesforce Marketing Cloud can help you improve productivity. In this post, we will unpack the ways Marketing Cloud helps organizations across the globe improve productivity.

  1. Instant Marketing and Selling

Having easy-to-build lead nurturing campaigns within the marketing cloud helps your team members with the ability to run their micro-campaigns for engaging and nurturing the leads on the fly, thus improving response time, personalization and capabilities.

  1. Drive business with social advertising

Social Advertising in the marketing cloud gives you the ability to create highly effective social advertising campaigns, target audience and make sure the right content reaches the right audience at the right time.

  1. Add Intelligence for better decision making

Use customer data, segmentation tools, and predictive analytics to determine the right message, channel and timing for each customer experience.

AI can help your team:

  • Discover more about your customer preferences
  • Apply automation and integrate sales and marketing cloud to increase productivity
  • Predict better actions to move your customer relationships forward
  1.  Team collaboration in real-time:

With the help of the Chatter feature, your team members can continuously communicate with their respective team members and collaborate about work-related information and also allow them to add more members and schedule their tasks easily. This keeps the entire team updated regarding the necessary information and improves the overall efficiency of the team.

  1. Go Mobile

Marketing cloud mobile helps your team access information from anywhere and strengthen relationships with customers.

It will help you :

  • Avoid repetitive tasks
  • Streamline the processes
  • Avoid missing important notes, information, and updates

Wrap Up

Salesforce Marketing Cloud includes several world-class tools that cover every possible marketing need for every organization. You can get better leads, boost your customer conversions, increase marketing ROI and create amazing experiences for your customers – with the power of Salesforce Marketing Cloud.

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