Being a technology-driven era, businesses now recognize the decisive importance of having a CRM tool. It is of great recommendation for every enterprise to evolve with the fastly changing market dynamics & drive quality customer engagements. An effective CRM provider understands the market & customer needs and enables its users to acquire & retain more customers by delivering a seamless customer experience.
Salesforce is one good example of a CRM tool. Since its launch, Salesforce has invested much in building a revolutionary user interface. This has seen features like Lightning Experience having tremendous additional developments and improvements. The following are the top ten Lightning features of the Salesforce CRM.
- An Advanced User Interface
The new Lightning user interface is highly flexible and robust as compared to Classic. The 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 View
This view allows sales reps to effectively manage opportunities. It appears as a visual summary of the records in a list view. It shows outline of all the on-going tasks and also allows effortlessly sort, summarize, filter, and move opportunities. It also allows users to create tasks and activities directly related to the opportunity without leaving the view. Kanban view can be used as a workspace and its interface looks like this:-
- Reports & Dashboards
Salesforce has new designs for 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 User Interface, finding reports & dashboards have become easier via redesigned home pages. Like this:-
- Lightning Path
The new feature walks 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 and resources. This is how it looks!
- Activity Timeline
In 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 Einstein
Salesforce Einstein is not new to anyone. This is one of the top Lightning features. Salesforce Einstein, is an Artificial Intelligence tool that enables businesses to become more predictive about future trends and customer buying patterns. The productivity of sales, service, and marketing teams can be boosted significantly with Einstein
- Lightning Web Components (LWC)
- Live Feeds
This is one interesting feature of the Lightning Experience. When you’re in a group in Lightning Experience, the Chatter feed is live. Live feeds offer posts and comments right as they’re posted, without requiring a page refresh
- Lightning App Builder
The 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
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.
The seamless, intuitive, and intelligent design of Lightning is helping enterprises navigate Salesforce and work in 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. As a Salesforce partner, CEPTES has helped multiple enterprises leverage the Lightning platform to achieve higher business goals as well as close more deals faster with Lightning features. Are you planning your Lightning migration? Let our certified experts help you in maximizing the benefits from the above features.