Have you Been Using Salesforce for a Long Time? Welcome to the App Modernization Era

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INTUERA-admin

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Imagine this: A large retail company, let’s call it “AxmeCorp,” has been using Salesforce for years. Their CRM system, built on Salesforce Classic, worked well for them, but they are now facing challenges. Despite a growing customer base and evolving business demands, AxmeCorp is still stuck with a legacy system that struggles to keep up. The team spends too much time on manual data entry and processing; the interface feels outdated, and they miss out on valuable new features. AxmeCorp knows they need a change but isn’t sure where to start. Sound familiar?

Salesforce has been a staple in the enterprise ecosystem for years, but as businesses grow and the tech landscape evolves, older systems may no longer be up to the task. As technology evolves, so must the advanced tools. The solution? Salesforce app modernization.

Welcome to the App Modernization Era—a transformative period where legacy Salesforce implementations are being reimagined and rebuilt to harness the full potential of today’s technology. In this blog, we’ll explore why modernizing Salesforce apps is essential for staying competitive and how it can help to unlock new levels of productivity, efficiency, and customer satisfaction.

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Business Potential: The Importance of Modernizing Your Salesforce Applications

Imagine you’re running a successful bakery called “Sweet Treats.” A few years ago, you invested in a top-notch oven that baked delicious pastries, helping the business thrive. However, as time passed, newer ovens with advanced features hit the market, offering faster baking times and energy efficiency. Clinging to the old oven might mean longer baking times and higher energy bills, putting you at a disadvantage compared to competitors.

Similarly, many businesses have relied on Salesforce Classic to manage customer relationships effectively. While it was cutting-edge at its inception, technology has since evolved. Continuing to use outdated systems can slow down operations and limit growth opportunities.

Modernizing the Salesforce applications is like upgrading to that new, efficient oven. It streamlines processes, enhances performance, and positions any business to meet current market demands. By embracing the latest Salesforce features, your operations are as efficient and effective as possible, much like “Sweet Treats” staying competitive with a modern oven.

Upgrade Your Business Efficiency with a Modernized CRM!

Why Does Modernization Matter Now?

Continuing to rely on outdated systems like Salesforce Classic can impede a business’s efficiency and competitiveness. Modernizing Salesforce applications is essential to overcome these challenges and fully leverage the platform’s capabilities.

Running Salesforce Classic

Salesforce Classic was once the go-to version for many companies, but as technology advances, so do customer expectations. Running Salesforce Classic comes with several challenges that can make organizations less efficient and more vulnerable to security risks.

  • Limited Automation and Integration Tools: While Salesforce Classic continues to provide reliable CRM functionalities, it lacks the advanced automation features found in newer versions like Salesforce Lightning. This absence necessitates more manual processes, increasing the potential for human error and slowing down workflows. Upgrading to Salesforce Lightning offers enhanced automation capabilities, streamlining operations, and reducing manual tasks.
  • Outdated Interface: The Salesforce Classic interface lacks the intuitive design and modern features of the Lightning version. This makes it harder for teams to work efficiently, as they have to navigate through an interface that feels clunky and outdated.
  • Inability to Implement Modern Security Practices: Salesforce Classic may not fully support the latest security features, leaving systems vulnerable to potential threats. In a time when data protection is crucial, these shortcomings could be a serious concern.

Missed Opportunities

  • Lack of Access to Newer Salesforce Features: As Salesforce continues to evolve, it introduces cutting-edge features that can drive better decision-making and customer engagement. For instance, the Lightning App Builder allows users to create custom pages with a simple drag-and-drop interface, enabling quick and code-free customization. Additionally, Einstein AI integrates artificial intelligence directly into the platform, offering predictive analytics and personalized recommendations to enhance business strategies. While Salesforce Classic remains a dependable platform, it lacks the advanced automation capabilities of newer versions like Salesforce Lightning. This limitation necessitates more manual processes, increasing the potential for human error and slowing down workflows. Upgrading to Salesforce Lightning offers enhanced automation features, streamlining operations, and reducing manual tasks.
  • Inefficiency in Leveraging Data: Legacy systems struggle to integrate with other applications and leverage data across platforms. This limits the ability to gain valuable insights from data and use it to drive meaningful business outcomes.

The Case for App Modernization

App modernization is no longer an option—it’s a necessity. As businesses evolve, their systems must evolve with them. Salesforce app modernization helps align the capabilities of the platform with the current needs of any business.

Aligning Salesforce with Business Needs

Each business has unique requirements, and Salesforce instances should be customized accordingly. However, legacy systems often lack the flexibility to adapt to new business processes or integrate with modern technologies. Modernizing Salesforce applications aligns the platform with the current state of a business, enhancing operational efficiency and effectiveness.

Key Benefits of App Modernization

App modernization brings a wealth of benefits to the organization, including:

  • Increased productivity and automation.
  • Improved security.
  • Greater access to advanced tools like AI and machine learning.
  • Seamless integration with external systems.

In the following sections, we’ll dig into the specific benefits of Salesforce modernization, illustrating how it can transform business operations.

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Benefits of Salesforce Modernization

Enhanced External Integrations

Modernizing the Salesforce system allows for seamless integration with various external systems, including ERP, eCommerce platforms, HR applications, and payment gateways. These integrations ensure smooth business processes, allowing data to flow between systems without the need for manual data entry or complicated workarounds.

For example, a retail company could integrate Salesforce with its eCommerce platform to track customers’ orders and inventory in real-time. This integration reduces the risk of errors and helps improve the customer experience by providing up-to-date information on product availability and order status.

Data Consolidation and Elevation

Salesforce modernization enables the consolidation of data into a single source of truth. Utilizing tools such as Salesforce Data Cloud, organizations can integrate data from various systems, ensuring consistency and accuracy across the enterprise. This unified data foundation facilitates the generation of actionable insights, empowering teams to make informed, data-driven decisions.

For instance, by centralizing customer data in Salesforce, marketing teams can create personalized campaigns based on customer preferences, while sales teams can gain a 360-degree view of each lead and close deals faster.

Improved Customer Experience

Modernizing Salesforce apps enhances the customer experience in numerous ways. One of the key tools in Salesforce’s modernization journey is Salesforce Service Cloud. By implementing this tool, businesses can automate internal and external support functions, reducing response and resolution times.

For example, a customer service team can automate responses to frequently asked questions, allowing them to focus on more complex inquiries. By streamlining customer interactions, your business can deliver a faster, more efficient service, leading to higher satisfaction and retention rates.

Digital Stakeholder Interactions

Salesforce modernization also enables the creation of self-service portals using Salesforce Digital Experiences. These portals empower users to submit requests, complete applications, and track progress independently. This digital interaction not only reduces the workload on the staff but also enhances transparency and satisfaction for stakeholders.

Consider a government agency that needs to process licensing applications. By modernizing their Salesforce system, they can offer a user-friendly portal where applicants can submit documents, track their application status, and even receive real-time updates. This level of convenience and transparency significantly improves the overall experience.

Salesforce Modernization: Top Industry Use Cases

Modernizing Salesforce isn’t just about adopting new technology—it’s about solving specific business problems. Here are some use case-based reasons why various industries are investing in Salesforce modernization:

Retail & eCommerce

  • AI-driven personalization: leverage Salesforce’s AI capabilities to deliver personalized experiences to customers.
  • Real-time inventory tracking: integrate Salesforce with inventory management systems for up-to-date product availability.
  • Omnichannel Engagement: Provide consistent customer service across all channels, whether in-store, online, or mobile.

Financial Services

  • Secure Customer Data: Modernize Salesforce to ensure compliance with data privacy regulations and enhance data security.
  • Automated KYC/Loan Processing: Use automation to streamline compliance processes and reduce errors.
  • Fintech Integrations: Integrate Salesforce with fintech platforms to provide a seamless experience for customers.

Healthcare

  • Self-service Patient Portals: Offer patients a way to schedule appointments, access medical records, and interact with healthcare providers.
  • Automated Scheduling: Reduce administrative workload by automating appointment scheduling and reminders.
  • Regulatory Compliance: Ensure that the Salesforce system meets industry regulations and compliance standards.

Manufacturing & Supply Chain

  • Visibility into Orders and Inventory: Gain real-time insights into inventory levels and order statuses through Salesforce.
  • Automated Vendor Interactions: Automate communication with vendors to improve supply chain efficiency.
  • Predictive Maintenance: Use data analytics to predict when equipment will need maintenance, reducing downtime.

B2B Sales & Support

  • Centralized Lead Management: Keep track of all your leads in one place, making it easier to follow up and close deals.
  • AI-powered Forecasting: Use Salesforce’s AI tools to forecast sales trends and better plan the strategy.
  • Streamlined Case Resolution: Use Salesforce to track and resolve customer issues more efficiently.

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Now or Never: The Urgency of Modernization

The growing complexity of customer expectations and the business environment means that staying on outdated systems is no longer an option. The need for agility, scalability, and access to advanced analytics has never been more critical. Furthermore, modern Salesforce solutions offer greater cost-efficiency and ROI compared to legacy systems.

Now is the perfect time to modernize your Salesforce instance. With advancements in cloud technology, AI, and automation, Salesforce modernization is more accessible and impactful than ever before. You require a partner who comprehends the intricacies of Salesforce and knows how to utilize contemporary technologies to revolutionize your system. That’s where IntuEra can make all the difference.

At IntuEra, we specialize in helping businesses modernize their systems and applications. With over 10 years of experience delivering enterprise-grade solutions, we have the expertise to guide through every phase of app modernization. Whether you need to migrate your Salesforce applications to the cloud or integrate advanced automation features, we are here to help.

Here’s how we can support you in your journey:

  • Cloud Migration
  • API Integration
  • AI and Automation
  • User Experience (UX) Design
  • Ongoing Support
  • Salesforce Einstein AI tools

Ready to Embrace the App Modernization Era?

Summing Up: Modernize Your Salesforce System Today

With this busy business world, relying on legacy Salesforce systems can put your organization at a disadvantage. The benefits of Salesforce modernization are undeniable—from improved customer experiences and enhanced security to better integrations and more actionable insights. If you want to stay competitive and unlock the full potential of Salesforce, modernization is the way forward.

At IntuEra, we specialize in helping businesses like yours modernize their Salesforce apps. From integrating with external systems to implementing AI-driven automation, IntuEra’s expertise ensures that your Salesforce instance works harder for you, not the other way around.

Ready to embrace the app modernization era? Let IntuEra help you make the transition seamlessly. Contact IntuEra to learn more.

Author:

Abhishek Singh 
RPA Consultant

neha-agarwal

Author:

Neha Agarwal
Senior RPA Developer

aswin-shukla

Author:

Aswin Shukla
Intelligent Automation Senior Solution Architect