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— Salesforce —

Salesforce Interface:

Classic vs. Lightning Experience

Choose the CRM that best optimizes your Sales Pipeline & Drives Conversions!

Introduction:

Salesforce CRM is an empowering tool for companies to manage their sales, marketing, and customer service in a streamlined way. Nonetheless, mastering the program at first might seem like solving a maze, especially for those who were familiar with the main interface – Salesforce Classic. Nevertheless, Salesforce is not soon to be forgotten as it offers a new, even smoother and more user-friendly alternative: the Lightning Experience.

This blog is your guide to survive the Salesforce interface battlefield. We will deal with the primary differences between Salesforce Classic and Lightning Experience, the benefits and at the same time, the drawbacks that may come up. Furthermore, we will make several direct suggestions to make the transition smoother and lead successfully to the high user adoption in your company.

Therefore, strap in and fasten up to break the constraints of Salesforce and bring forth the fruitful result of a polished, easy usability.

Unveiling the Salesforce Interface: Classic vs. Lightning Experience

What is Salesforce CRM?

salesforce home page

Cloud-based Salesforce CRM is actually a software for customer relationship management (CRM) that enables businesses to manage customers related to follow-ups, leads, closing deals, and more in an attempt to make the overall customer service process more streamlined.

Salesforce Classic vs. Lightning Experience: 

Salesforce Classic, the original interface, has been the successful answer of many companies. Nevertheless, its design rooted in the web development trends of the past times moment might appear out of fashion in comparison to the modern days’ applications.

Lightning Experience is the last service from Salesforce that comes with a beautiful and user-friendly interface to the users. Since its release in 2015, Lightning Experience has been a clean, mobile-responsive design that integrates customizable dashboards and new features that can help users to be more productive and satisfied.

Lightning Strikes Twice: Benefits of the Lightning Experience

Here’s why making the switch to Lightning Experience might be a wise decision:

  • Enhanced User Interface: Lightning Experience features a clean, uncluttered interface that feels more intuitive and user-friendly compared to Salesforce Classic.
  • Increased Productivity: Customizable dashboards and improved navigation allow users to access the information they need quickly, streamlining their workflow.
  • Mobile-Responsive Design: The Lightning Experience seamlessly adapts to any device, allowing users to access Salesforce on the go, further boosting productivity.
  • Improved Functionality: Lightning Experience offers a wider range of features and functionalities compared to Salesforce Classic, empowering users to tackle more tasks within the CRM.

 

A Word of Caution: Potential Challenges of Lightning Experience

While Lightning Experience offers significant advantages, there are a few potential drawbacks to consider:

  • Learning Curve: Users accustomed to Salesforce Classic might require some initial training to navigate the new interface effectively.
  • Customization Limitations: While Lightning Experience allows for some customization, it might not offer the same level of granular control as Salesforce Classic.

Strategies for a Smooth Transition and User Adoption

Making the switch to Lightning Experience doesn’t have to be a daunting task. Here are some tips to ensure a smooth transition and maximize user adoption:

  • Open Communication: Communicate the benefits of Lightning Experience to your team well in advance of the switch.
  • Training and Support: Provide training resources and ongoing support to help users navigate the new interface.
  • Phased Rollout: Consider a phased rollout, allowing users to become familiar with the new interface gradually.
  • Encourage Feedback: Actively seek feedback from your team to address any concerns and ensure a smooth user experience.

 

Salesforce Classic: 

  • Pros: Familiarity for existing users, extensive customization options for layouts and functionalities.
  • Cons: Can feel cluttered and outdated compared to modern applications, limited mobile responsiveness might hinder productivity on the go.

salesforce dashboard

Lightning Experience: A Modern Powerhouse

  • Pros: Clean and intuitive interface, improved navigation with customizable dashboards, mobile-responsive design for seamless access across devices, wider range of features and functionalities for enhanced capabilities.
  • Cons: Initial learning curve for users accustomed to Salesforce Classic, customization options might feel less extensive compared to Classic.

Additional Considerations for Choosing the Right Interface:

  • Team Needs: Assess your team’s comfort level with technology and the importance of customization for their workflows.
  • Training Resources: Evaluate the resources available to train your team on the new interface.
  • Business Processes: Consider any integrations or custom functionalities currently used in Salesforce Classic and ensure compatibility with Lightning Experience.

Lightning Experience Features Worth Highlighting:

  • Salesforce App Launcher: Provides a central hub for accessing all Salesforce apps and functionalities relevant to your role.
  • Kanban Boards: Visualize your sales pipeline or project progress with interactive Kanban boards for improved task management.
  • Lightning Actions: Perform quick actions on records directly from the record detail page, streamlining workflows.
  • Lightning Pages: Create custom layouts and pages within Salesforce to cater to specific needs and user roles.

Addressing User Concerns During Transition:

  • Focus on the Benefits: Emphasize the increased productivity, improved user experience, and access to advanced features offered by Lightning Experience.
  • Provide Comprehensive Training: Create training materials, conduct workshops, and offer ongoing support to address user questions and concerns.
  • Encourage User Feedback: Actively solicit feedback from your team throughout the transition process. This allows you to identify any challenges and address them promptly.

Conclusion: A Data-Driven Decision

Ultimately, the choice between Salesforce Classic and Lightning Experience depends on your specific needs and priorities. Consider conducting a pilot program with a small group of users to gather feedback and assess the impact on user adoption before a full-scale rollout.

Ericson Da Silva.

Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.