NuGrowth Sales as a Service Makes the Switch to the Lightning Experience

by | Feb 26, 2019 | CRM Management, Sales as a Service, Salesforce

Salesforce, a global CRM leader when it comes to cloud-based software, empowers companies and meets their demand for an integrated and user-friendly customer relationship management (CRM) product. The American software company headquartered in San Francisco, California supports various business functions comprising of sales and marketing including our Sales as a Service team. Recently, our SaaS team transitioned from Classic to Lighting, the next generation of Salesforce.

Here are some of the benefits of turning on the lighting experience and how our team is taking advantage.

The Benefits of Transitioning to Lightning

Lighting redefines the user experience for CRM and offers a user experience that is faster, easy to customize and maintain. Lighting helps users focus their time where it matters most, pushing productivity higher and working smarter. Based on a 2017 Lighting Adoption Survey, users reported a 41% increase in productivity, 23% faster time to close and a 44% increase in conversion rate.

At first glance, many users were apprehensive, but soon they came to appreciate the hundreds of new productivity features. Businesses are evolving with lead scoring, which can help your team find high-quality prospects faster, thus speeding up the sales process. Kanban boards assist with keeping opportunities up-to-date, therefore making your sales pipeline more reliable.

NuGrowth Takes Advantage of Lightning

Salesforce has transformed our Sales as a Service business with the Lighting Experience. Since inception, our outreach and marketing team’s use the exclusive new features including Kanban boards not only to keep track of opportunities and results but to manage projects and internal communications. It is truly a one-stop-shop for all our sales and marketing efforts.

We’re also utilizing the Geopointe feature to target accounts and contacts in strategic geographical locations. Some other benefits we’re taking advantage of are the Lightning upgrades, visual customization, and the ability to switch back and forth between Classic and Lightning. Salesforce made it even easier for us to transition with its JavaScript capability. The most vital features are customized reports and dashboards. Our teams can quickly log in, view up-to-date KPIs and results that show exactly how they’re performing.

With the addition of Lightning, our Salesforce Administrators consistently develop unique customizations for our Sales as a Service clients that benefit from features such as new handoff reporting, call cadence tracking, campaign effectiveness, list progressions, and enhanced dashboard reporting.

Partner Effectively

Would your sales team benefit from a business development partner that understands Salesforce CRM customizations and capabilities? At NuGrowth Sales as a Service, we have Salesforce Administrators and sales leaders that make your team more efficient and effective. Give us a call at 800.966.3051 or fill out a contact form.