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ImplementationClient: Leading Healthcare Services Provider
Industry: Healthcare
Geography: United States & Australia
The Challenge: Growing sales operational needs exposed the limitations of the Salesforce Classic platform as outdated UI, limited mobility, manual workflows, and lack of new features slowed productivity and user adoption.
What Was Needed: A modern Salesforce Lightning-powered org to improve usability, enable mobile access, and enhance sales operations and team productivity without disrupting critical processes.
Technology Enablement: Salesforce Classic to Lightning migration, UI modernization, Voice and Outlook integration, and Lightning-ready Visualforce enhancements.
Business Outcomes: Higher sales productivity, faster sales cycles, stronger user adoption, and a future-ready Salesforce foundation.
The Challenge
Limited Sales Team Productivity Due to Platform Constraints
The client relied on Salesforce Classic to manage sales opportunities, work orders, and inventory across multiple regions. Over time, the limitations of the Classic interface began to impact sales team productivity, user experience, and accessibility.
Their sales teams lacked access to the latest collaboration, mobility, and automation features available in Salesforce Lightning. Manual workarounds became common, slowing sales cycles and reducing sales team productivity.
From a business perspective, these constraints limited the organization’s ability to scale sales operations efficiently, support a mobile workforce, and fully leverage Salesforce as a modern sales productivity platform.
Why change now: Why change now: Continuing with the outdated Salesforce Classic platform would have further reduced sales team efficiency and made it harder to support distributed teams and changing customer engagement needs.
Business Objective
The client defined clear objectives focused on productivity, usability, and continuity:
- Improve sales team productivity through a faster, more intuitive UI powered by Salesforce Lightning without disturbing critical sales operations
- Enable secure, anytime access to the app across devices and locations
- Increase user adoption and eliminate manual workarounds from the process
- Simplify sales operations further with more third-party app integration options
The Solution
Seamless Migration to the Latest Version of Salesforce Lightning
The client partnered with Achieva to seamlessly migrate from Salesforce Classic to Salesforce Lightning. The goal was to modernize the experience for their sales team to increase productivity without interrupting day-to-day operations.
Achieva’s Salesforce-certified experts worked closely with the client to assess the client’s existing Salesforce environment, define a step-by-step migration roadmap, and upgrade to the latest Lightning platform. The solution also promised fast user adoption and peak org performance from day one.
Key Services Provided and What They Enabled
- Detailed Salesforce org health assessment and migration planning Visualized the migration process with a clear understanding of business needs, potential risks, dependencies, and bottlenecks.
- Lightning migration readiness check and roadmap development Ensured a smooth transition to Salesforce Lightning with minimal impact on live sales operations through structured, phased execution.
- Classic to Lightning UI migration and enablement Improved sales productivity and adoption by migrating users to the latest, intuitive Lightning UI supported by guided demos and training sessions.
- Lightning Voice and Outlook integration Accelerated customer outreach and meeting coordination for sales reps by enabling seamless calling and scheduling directly within Salesforce.
- Visualforce pages modernization for Lightning compatibility Enhanced responsiveness, UX, and device accessibility by upgrading custom Visualforce pages for a consistent Lightning experience.
The latest Salesforce Lightning platform was delivered with minimal disruption to live sales operations, ensuring fast adoption of new features rolled out through different phases of the migration process.
Business Impact
Within weeks of running the Lightning-enabled Salesforce org, the client saw major improvements across sales team productivity, effectiveness, and user experience. Each outcome was directly tied to the Salesforce Lightning migration initiative.
- The Salesforce Lightning migration delivered a 70% improvement in sales team productivity, driven by faster workflows, improved UI, and better accessibility.
- Strong user adoption followed post-migration, reflected in a 90% CSAT score, as sales teams quickly embraced the Lightning experience.
- Mobile and location-independent access enabled the client’s sales team to respond quicker to opportunities, improving agility across regions.
- New integration with certain third-party apps helped accelerate sales cycles, while modern dashboards and reports powered by Lightning improved decision-making.
Together, these outcomes repositioned Salesforce as a high-performance sales platform capable of supporting continued growth.
The Bottom Line
This initiative removed friction from daily sales operations while creating a modern, scalable Salesforce foundation through Classic to Lightning migration.
Today, the platform enables the client to:
- Continuously improve sales productivity and responsiveness
- Support distributed and mobile sales teams
- Accelerate onboarding with a modern UI
- Scale Salesforce capabilities as business needs change