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SALESFORCE CUSTOMIZATION

Tailored Salesforce customization services to precisely fit your unique business model and optimize workflows. We create custom objects, fields, automation rules, reports, dashboards, and UI customizations that enhance user experience and drive business efficiency.

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What is included in the service?

Many businesses find that off-the-shelf Salesforce functionalities don't perfectly align with their unique operational processes or industry-specific needs. This often leads to:

  • Inefficient Workflows: Reliance on manual workarounds or external tools due to Salesforce not fully supporting specific business processes.
  • Low User Adoption: Users struggle with a generic interface or convoluted processes that don't match their daily tasks.
  • Missed Opportunities: Inability to capture unique data or automate specialized tasks, leading to lost business insights.
  • Scalability Concerns: Standard configurations become restrictive as business processes evolve or new requirements emerge.
  • Lack of Competitive Edge: Inability to differentiate business processes and offerings from competitors using standard CRM setups.

What are the next steps?

  • Analysis and evaluation: Key actions: Conducting interviews with key personnel, analysing existing systems and processes, gathering requirements. Result: A detailed report with recommendations for Salesforce implementation and a plan for further actions.
  • Develop an implementation strategy and plan: Key actions: Defining implementation objectives, mapping out milestones and timelines, developing an adaptation strategy. Result: Approved implementation plan with detailed description of all stages and KPIs.
  • Salesforce adaptation and customisation: Key actions: Customise objects, fields, interfaces; create custom reports and dashboards; automate processes with Workflow, Process Builder and other tools. Result: A fully configured Salesforce system, ready to use.
  • Integration with other systems: Key actions: Identify required integrations, develop and customise APIs, test integrations. Result: An integrated system that enables data sharing between Salesforce and other applications.
  • Training and support: Key actions: Conduct training, produce training materials, provide technical support. Result: A team ready to work effectively with the system and make the most of its capabilities.
  • Optimisation and improvement: Key actions: Monitor system usage, analyse data, implement improvements and new features. Result: An efficient, optimised Salesforce system that evolves with the business.

What do you get?

  • Increase business efficiency: Key actions: Optimisation of business processes and automation of routine tasks. Result: Reduced cycle time and operational costs.
  • Flexibility and scalability: Key actions: Customising the system to adapt to business changes and expansion needs. Result: A system that easily scales and evolves with company growth.
  • Reduce implementation time: Key actions: Leveraging experienced consultants for efficient implementation. Result: Quick deployment with minimized risks and avoidance of common errors.
  • Expert support: Key actions: Providing access to specialized knowledge and expertise. Result: Maximized utilization of Salesforce capabilities and optimal system performance.
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