Lead By Example: Bluewolf’s Transition to Salesforce Lightning

July 20, 2017

Contributing Author: Tammy Chan, Senior Manager, Product Marketing

Making the transition from Salesforce Classic to the new Lightning Experience can feel like a huge endeavor to take on. It’s not an obvious upgrade for everyone. But after 16 years of running our entire business on a heavily customized Salesforce org, we made the transition to Salesforce Lightning.

There’s no better example to lead by then firsthand experience, and that starts with Lightning adoption and usage from our organization. In less than four months we went from prototype to launch, ultimately, to improve the user experience and efficiency of our Sales team.

Lightning is Salesforce’s new UI, in which the latest and greatest features and tools, like Salesforce Einstein, can only be accessed on this version. The Lightning framework provides enhanced performance operations that support more customization, system flexibility, and fewer clicks to get to the right information. Mobile compatibility also gets better with Lightning; previously we had to design a bespoke UI template in Salesforce Classic for each device. Now, one Lightning template can be created that syncs and intuitively responds to all devices, while keeping functionality intact.

For our Lightning journey, we started with Sales transformation. We took a holistic approach, first identifying key stakeholders and the business goals we wanted to achieve and then tapping into the knowledge base of our global Lightning delivery experts, before releasing our custom Lightning sales application to our pilot group of more than 100 salespeople. Throughout the process, we also found it helpful to use The Salesforce Lightning Trailheads to guide our progress.

Sales no longer needs to navigate across multiple locations to access the information they need to sell faster. They have fast, easy access to the right insights, can collaborate seamlessly, and focus on prospects–not process–to drive the best customer experience. From their desktop or on a mobile device, sales reps are empowered with key, customized information in one central place.They also benefit from a KANBAN view, with drag and drop capability across the pipeline that quickly changes the stage of opportunity in one view. 

During the Lightning transition phase, we continually monitor how Salesforce pages and buttons are utilized, how they behave independently and with co-existing Classic functionality, and incorporate feedback from pilot users so any Lightning components can be adjusted for optimal productivity. These key learnings will guide us as we proceed with our organization’s phased, future Lightning transitions.

Bluewolf has already led successful Lightning projects for clients globally, including T-Mobile, Politico, and Australian Associated Press. If you’re considering updating your Salesforce UI to Lightning take this as an opportunity to revisit old business processes, see what’s stale, and rethink how you can experience the continued value of Salesforce. Part of our innovation strategy service for Salesforce, Bluewolf Beyond™, Bluewolf Begin for Lightning can help clients determine when and how to transition from Classic to Lightning.

When companies make employee experience a priority of their Salesforce innovation, they can create more valuable customer moments, from the inside-out.

Bluewolf Begin for Salesforce Lightning helps determine the right time to transition, and what work needs to be done in order to get ready. To learn more, Connect with an expert.

See More