Maximize Your CRM Potential with Salesforce Lightning Migration

Transform Your Salesforce Experience

As Salesforce evolves, Lightning stands at the forefront of this transformation, ensuring all products and AppExchange apps leverage its advanced capabilities. The migration from Salesforce Classic to Lightning is not just a technical switch but also a business change, requiring adjustments in how users interact with Salesforce.

Experience a seamless shift with our strategic approach to migration, safeguarding your vital customer data and minimizing operational disruption. Choose to be proactive with Lightning—give your sales reps the power to close deals with precision and intelligence.

Steps for Salesforce Lightning Migration

01

Perform an Impact Study

Start with the Lightning Experience Readiness Check to assess how the migration will affect your existing Salesforce configuration.

02

Identify and Update Customizations

Spot which Salesforce Classic customizations won’t work in Lightning. Update or replace these features to ensure compatibility with the new interface.

03

Plan and Test Changes

Plan a release schedule and ensure all new features and workflows are tested before going live.

04

Roll Out in Stages

Migrate your teams to Lightning in manageable phases, beginning with a smaller group to allow for adjustment and training before moving on to the next.

Why Choose Us for Salesforce Lightning Migration?

  • Seamless Core Features Transfer: We transfer your essential Salesforce Classic features to Lightning, ensuring a smooth transition with no loss of functionality.
  • Data Security Assurance: Our migration process prioritizes your data’s security, ensuring your customer data remains intact and unaffected.
  • Targeted Assessment & Analysis: We conduct a detailed assessment and gap analysis to identify and address specific areas for a tailored migration plan.
  • Sales Productivity Enhancement: Benefit from increased sales team productivity with Lightning’s improved interface and tools, with support and training provided for maximum efficiency.

Don’t miss out on the future of sales efficiency. Begin your Salesforce Lightning migration with us now for a smarter, faster, and more connected CRM experience.