Adjusting to a new program can be a difficult task, especially when you’re so used to the previous way of working. This can lead to an uncomfortable transition period as you change your working style to suit the new program.
The switchover from Classic Salesforce to the new Lightning system has been difficult for many people. That’s why we’ve put together a list of 5 top tips to help you get the wheels rolling on your journey to mastering the new program:
1. Set It to Default on Details
Adjusting to a new program can be a difficult task, especially when you’re so used to the previous way of working. This can lead to an uncomfortable transition period as you change your working style to suit the new program.
The switchover from Classic Salesforce to the new Lightning system has been difficult for many people. That’s why we’ve put together a list of 5 top tips to help you get the wheels rolling on your journey to mastering the new program:
2. Prioritise Key Information in The Dashboard
Being able to highlight key information quickly will save tons of time in your workflow as you won’t have to spend ages sifting through heaps of data just to get to the one you want to see. This was the issue with the Classic version as we were only able to see three different columns which made it incredibly difficult to find what data we needed quickly on the dashboard.
This problem has been rectified in the Lightning version as you can now choose to use the 12-column version of the Lightning Dashboard. This gives you more room to move items around and organise the dashboard in a more user-friendly way.
3. Make Your Frequently Used Functions Easily Accessible
There’s a reason why every internet browser and social media platform has some form of Utility Bar on it. This is because it allows for easy access to functions that you’d commonly use daily.
Salesforce Lightning is no different. They have a Utility Bar that runs along the bottom of any Lightning page and follows you as you go. You should take advantage of this by customising it to your preferences and add the functions you’d frequently use. Something as simple as an important pipeline chart can help you to keep an eye on the most important figures. You can also use Process Builders, Dashboards, CTI Smartphone, Visualforce Pages and more.
4. See More of Your Opportunities – The Kanban View
An up to date pipeline is essential to the success of a business’s sales. An outdated one would increase the possibility for mistakes to be made during the selling process as the salesperson wouldn’t have all recent information on the prospect. Therefore, Close Date, Amount and Opportunity Stage needs to be easy to view and fresh.
That’s where the Kanban View comes in as the solution. This makes it easier for salespeople to drag and drop Opportunities between Stages meaning that they’re more likely to keep the pipelines up to date as it requires less admin work. This view has many benefits, for example, it allows for an overview of all the clients along with warning flags to highlight prospects that have no open Opportunities so salespeople know where action needs to be taken.
5. Decide Where to Put Your Notes
Keeping notes for calls, meeting and information about opportunities is essential for any business that wants to keep up to date with the progress of their sales. Therefore, they need to be easy to find for future reference.
However, there are 3 different options for where to put them in Lightning.
1. Create an activity – If you like automation you’ll prefer this option. The Log a Call button automatically sets the task to complete – so you don’t have to worry about closing it off afterwards.
2. Create a chatter post: If you often find yourself needing to share the information with another person – this is the option for you. This allows you to easily pass information to another salesperson about the opportunity without having to send it to them afterwards.
3. Create a note: Just like the notes page on your smartphone, you can create an on-going notes list which is attached to the Opportunity. The benefit is that is all the notes are collated into one place, however, salespeople often don’t check the sales notes as its frequently forgotten about.
Therefore, your decision for this depends on the working style of your sales team and which method they’d be able to stick with consistently over the long term.
Are you having difficulties adjusting to the new Salesforce Lightning system?
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