The Business Challenge
A rapidly growing financial services company with over 500 users was struggling with declining productivity and user adoption of their legacy Salesforce Classic implementation. Their sales and service teams were hampered by disconnected workflows, limited mobile capabilities, and outdated interfaces that required excessive clicking and navigation between screens. Key challenges included:
- Sales representatives spending 2+ hours daily on manual data entry and navigation between multiple screens
- Unable to effectively work from mobile devices, limiting field team productivity
- Fragmented view of customer data across different objects and layouts
- Limited reporting capabilities and dashboard visualizations
- Growing user frustration leading to 30% decline in Salesforce adoption
The Solution
The migration to Lightning Experience was executed through a carefully planned, phased approach leveraging key Lightning features and custom development:
- Lightning Record Pages: Designed dynamic, role-specific pages using Lightning App Builder with custom components for unified data views
- Custom Lightning Components: Developed reusable Aura components for specialized functionality including a dynamic pricing calculator and document generator
- Process Automation: Implemented Lightning Flow and Process Builder to automate complex approval workflows and data validation
- Einstein Analytics: Deployed AI-powered insights and predictive scoring for leads and opportunities
- Lightning Console: Configured service console with custom utilities and macros for enhanced agent productivity
- Salesforce Mobile: Optimized mobile experience with offline capabilities and custom mobile actions
The implementation included extensive user training, creation of Lightning Experience champions, and a phased rollout strategy to ensure smooth adoption.
Project Highlights
The Lightning migration delivered significant measurable improvements across multiple areas:
- Productivity Gains: 60% reduction in time spent on data entry and navigation, saving approximately 10 hours per user per week
- Mobile Adoption: 85% increase in mobile platform usage among field sales teams
- User Experience: User satisfaction scores improved from 65% to 92% within three months of deployment
- Process Automation: Eliminated 70% of manual approval steps through Lightning Flow automation
- Reporting Efficiency: Dashboard creation time reduced by 40% with enhanced Lightning reporting features
- Technical Innovation: Successfully deployed 12 custom Lightning components now shared across multiple business units
- ROI Impact: Achieved 150% ROI within first year through improved productivity and reduced training costs
The new Lightning-based system provides a scalable foundation for future growth, enabling rapid deployment of new features and continuous innovation in user experience and process automation.