CRM users both within and outside the commercial real estate community have been long awaiting the arrival of Salesforce Lightning UI. The Salesforce marketing message includes “Sell Smarter. Sell Faster. Sell wherever you want. Sell the way you want.”
But it’s not the marketing message about Lightning that has caused the rumble. (And yes, I will be continuing with the lightning puns.) It’s the UI’s clean look and how your data is quickly accessible that has users ready for Lightning vs. today’s “classic” version, as they refer to it.
In the Spring 2016 release they are introducing “Dynamic Dashboards”. This allows users to drill down into the charts on the dashboard to update information or redo forecasts quickly. This will help reinforce that brokerages should be running meetings from CRM since it will be even easier for team members to enter and update information. This training best practice has long been pushed, but the functionality now fully supports the concept.
Salesforce is also introducing “Person Accounts”. Although it currently has known limitations, it will give users an idea of a new type of record altogether. Person Accounts are for those prospects/clients that are the company. For example, when you add a consultant to your CRM you usually add them as a contact without making an account record since there aren’t multiple contacts that you would interact with as a single entity. The Person Account serves as both company/contact and then relates to other records just as any other record today.
Using our mobile option, you can view your calendar of events as well as receive updates regarding your accounts. Make updates to your CRM on the go and update information on a property, sales, lease, opportunity or deal. In future releases you will be able to work with your data offline from your phone or tablet.
The good news is that there is no additional cost to upgrade to Salesforce Lightning if you are already an xRE Foundations or xRE Enterprise user. However, if you like the “classic” version better have no fear. You can keep using the existing interface or switch back and forth while you are getting used to the new layout. There is currently no scheduled date to turn off the classic version.