Lightning Customer Success Stories

Lightning Customer Success Stories

Manufacturing Company Drives More Efficient Sales Processes with Salesforce Lightning

 Sales software did not invigorate the team

 Paper quote creation needed to be more efficient

 Needed to implement a software the team felt was valuable enough to learn

“Lightning made our change management process much easier because we could create a simpler, more intuitive interface for the users.” Head of Business Systems

 Discerning sales team impressed; fully adopted

 Using dashboards over pen and paper has drastically increased efficiency

 Key visibility of pipeline informs factory

 Challenge  Solution

Sales Cloud

96% decrease in quoting time

100% adoption rate

NCR Future-Proofs their Salesforce Investment with Lightning

 Sales leaders wanted a fresh, modern user experience and to increase adoption.

 IT wanted to use the latest technology and improve process flows, without spending time developing on Classic and rebuilding in Lightning.

“With Lightning, we have an innovative platform that allows us to build for the future.” Derek Minnich, Sr. IT Manager, NCR

 Moved 1,200 users to Salesforce Lightning.

 Decreased technical debt by building right on the Lightning platform.

 Developers love the new technology platform and how easy it is to develop on Lightning.

 Lightning will accelerate NCR’s ability to help meet business goals and fill the funnel.

 Challenge  Solution

Sales Cloud

Marketing Cloud

Communities Cloud

App Cloud

1,200 users moved to Lightning

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Enterprise Manufacturing Company Pursues Sales Excellence and Goes Mobile with Salesforce Lightning

 Needed to move the residential HVAC business unit to a more effective CRM to support their company-wide goal of sales excellence

 Had an increasingly mobile workforce that needed to be able to access CRM on the road

“The seamless relationship between mobile and desktop made adoption significantly easier for users and sped up their daily work.” Sales Director

 400 users moved to Salesforce Lightning

 End-to-end mobile solution empowers reps to work effectively in the field

 New dashboards give executives insight into the month, quarter, or year in less than a minute

 Challenge  Solution

400 users moved to Lightning

Sales Cloud

Service Cloud

Communities Cloud

“We went live and a week later, set a sales day record. Our business is accelerating with Sales Cloud Lightning.” Juan Contreras, Business Development, Tuff Shed

Tuff Shed Accelerates Their Business with Sales Cloud Lightning  Industry leader in providing and servicing building needs throughout  much of the U.S.

 Previous CRM lacked full visibility & clean integrations; upgrades were costly & time consuming

 Chose Salesforce because of clean, intuitive UI, and accessibility and reporting capabilities

 Deployed across 375 users; set sales day record one week later & March best sales month yet!

“Thanks to Sales Cloud Lightning, our sales team has a process that informs, provides a visual status of next steps, and is fun to use.” Diana Holland, Executive Director of Marketing and Services Sales

Merchants Fleet Gains Insight Faster with Sales Cloud Lightning Specialize in developing fleet solutions for businesses and government agencies  Struggled with limited pipeline insights due to difficulty extracting data from legacy system

 Deployed Sales Cloud Lightning to gain stronger insights to better inform their sales process

 Able to effectively forecast and track opportunities with help from visual status of next steps

US Auto Sales Reaches 100% Sales Team Adoption by Optimizing with Lightning

 Auto dealer wanted to build trust with customers.

 Needed more than pen and paper to manage customer relationships and share information among departments.

 Salesforce was originally implemented in a way that didn’t suit the sales team, so adoption was low.

“Other groups can’t wait to hear that it’s their turn to move to Lightning. They know their experience is going to get so much better.” Mary Olson Fajimi, Senior Salesforce Admin

 Relaunched Salesforce with Lightning and tailored it to meet the sales team’s needs.

 Simplified the user experience and made Salesforce much easier to use.

 Sales team uses Salesforce for the entire sales process, including quotes and financing.

 Challenge  Solution

Sales Cloud

Community Cloud

Marketing Cloud

50% reduction in fields on page layout

Lightning News Feed Provides Contextual Insight for the SlabbKiosks Sales Team

 Fully remote sales team

 Growing very fast, so communication is key

 Needed solution for flexible work schedules

“Salesforce is so crucial for keeping us connected.” Krystle Messano, Director of Operations, SlabbKiosks

 Lightning news feed provides relevant, valuable information

 Easy communication using Chatter

 Salesforce1 allows the team to work anywhere

 Higher adoption of Salesforce after implementing Lightning

 Challenge  Solution

Sales Cloud

Community Cloud