5 Reasons to Upgrade your Salesforce CRM from Classic to Lightning

by | Mar 26, 2024

Traditionally, customer relationship management has been about establishing a relationship with your customers. Today it is about creating the very best personalized experience for your customers. You want to ensure that every customer interaction is a personalized experience that provides value and makes it easier to do business with your company.

The goal of customer relationship management in today’s world

Business is changing at warp speed. But can an older version of Salesforce CRM keep up with these rapid changes? You want to be leading change, as opposed to responding to it. So how do you stay ahead?

Salesforce Lightning is a game-changer because it makes it easier to do business with your company. A Salesforce Classic to Lightning migration offers new features for streamlining processes and making your business more agile. Switching to Lightning will help your business realize the value of using the best CRM on the market. You can build a complete view of customers and optimize every customer touchpoint across your business.

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Why now is the time to upgrade to Salesforce Classic to Lightning

Salesforce Lightning is a proven solution for increasing productivity. Studies show that 72% of users who switched to Lightning were accessing the platform daily and completing at least three hours of work within the system. The report also noted an 80% reduction in user challenges since migrating to Salesforce Lightning.


Here are five reasons to upgrade to Salesforce Lightning

1 Customers demand positive, personalized experiences

According to the PwC Global Consumer Insights Survey, nearly 80% of American consumers said that speed, convenience, knowledgeable help, and friendly service are the most important elements of a positive customer experience. Customers expect your business to provide responsive and personalized experiences across all of your channels.

2 Keep up with the competition

If customers are demanding fast, personalized experiences and your business can’t meet that demand, you will lose customers to the competition. Competitors using Salesforce next-gen have the ability to identify how to best serve customer needs, create personalized interactions and respond quickly. Your business can do the same by upgrading to Lightning.

3 Inability to get data and customer insights to make timely decisions

Speed has been a common theme in providing better customer experiences. However, if you have incomplete data or difficulty analyzing data with Salesforce, your business won’t be able to make timely decisions. This could result in missed opportunities and the loss of customers. A provider like Speridian can help your business clean up and manage data better with Salesforce Managed Services.

Need a plan to create a winning CUSTOMER EXPERIENCE strategy, fast?

Get started today by scheduling a complimentary 30 min call with our experts

4 Lacks integration with other systems

Salesforce can’t live in a silo and needs to integrate with other business information systems so that you have all of the information necessary to understand your customers. Manually adding or transferring data makes it prone to human error. Upgrading to Lightning is an opportunity to integrate with other systems for a secure and seamless transfer of data.

5 No-code, low-code capabilities

The no-code and low-code tools in Salesforce Lightning give your business the building blocks to collaborate and build custom applications to meet the unique requirements of your business. Even non-developers can work in Lightning to create new apps. Your business has the flexibility to respond faster to change without relying on IT resources to make it happen.

The Benefits of Moving to Salesforce Lightning

benefits of moving to salesforce lightining

Salesforce Classic to Lightning Migration

Migrating to Salesforce Lightning will reward your business with the most modern interface in the market. The powerful features of Lightning can help your business streamline processes and optimize customer experiences at every touchpoint.

Speridian is a Salesforce consulting partner and solution provider offering expert advice on getting the most value from Salesforce.com. According to the Forrester The Total Economic Impact Of Salesforce Lightningreport, the improved experience with Lightning saves users several hours a week of work, plus results in lower development and support costs.

Contact Speridian today to get started on upgrading to Salesforce Lightning.