Step 1 - Research
The main goal of Lightning integration is to enhance innovation, productivity, and reduce work stress. To plan out a smart implementation strategy, you need to find out the features that Classic users most depend upon.
Here are the following questions that you have to consider during research to layout a smart approach –
- Can Lightning experience enhance your sales processes and increase ROI?
- Is staying on the Classic system keeping your company out of the competitive race?
- Is the opportunity cost worth it?
- Would LEX match with your company’s technical and business roadmap?
- Is it the right time to migrate to Salesforce Lightning or you can wait?
- What time and cost would it take to migrate?
To ensure no disruptions in the migration around the budget, timing, and implementation aspects, get executive buy-in early on.
Step 2 – Strategy Mapping
Once you’re done with the research and analysis, you can start planning for the migration. It must include budget, timeline, responsibilities outlining, milestones with each phase, and much more. To help you with a smarter plan, we have come up with a strategic idea of everything to be thought upon.
- Set smart transition & adoption goals
- Before-transition adoption metrics
- Post-transition productivity metrics
- Change management strategy
- Surveying the Salesforce power
- Tailoring the communications strategy
- Plan an emailer campaign
- Build Accountability
- Post-migration training sessions
- Run trials of Salesforce Lightning
Step 3 - Employees Training
Transforming your current system and going ahead with the change management plan is great! But it won’t be successful until your Sales team is comfortable with working on new Salesforce LEX.
To make the most of the Salesforce implementation services, it’s important to train your salespersons to use Salesforce Lightning. Use an individualized 360-degree training approach to help your employees with unique tactics, tools, and timelines.
Step 4 - Optimization Phase
This is the most crucial step during migration. Here, you must identify whether the Salesforce Lightning services are meeting the goals or not. Through Salesforce Artificial Intelligence capabilities, you can have real-time access to how your system is performing. This helps in tracking whether it’s working as per your expectations or not. If not, you can plan out the strategies for its optimization or improvisation.
You may also personalize the Salesforce AI tool to further improve adoption rates.
In case, your employees are not comfortable with the Lightning Experience, they can always switch back to Classic.
The change can be difficult and switching to a completely re-imagined user interface, is the most challenging task! If you’re planning to migrate to Salesforce Lightning, you’d need expert assistance to ensure a seamless transition.
At Narola Solutions, we leverage the Salesforce Artificial Intelligence to drive innovation and transformation, while eliminating any concerns you might have. Our expert consultants will map out a clear transition path and guide you through your journey from Salesforce Classic to the new Lightning Experience.
We’ll investigate your business needs and objectives to plan required customization in our Salesforce Implementation Services. Our goal is simple – to unlock the greatest potential of Salesforce AI for enhancement in your company’s growth.