There are thousands of companies in the world and each one of them has different needs. Using a general CRM that can’t be customized simply doesn’t make sense and can be a waste of time. Salesforce is an intuitive CRM designed to be customized. This means that you can create unique software that’s fully compatible with the needs of your business. Sounds like a great deal, doesn’t it? Salesforce is known to be one of the most flexible CRM software on the market because of its amount of integrations available within the platform.
Salesforce’s priority is to give you full control over what data is used for certain cases. You have the ability to optimize and reevaluate your processes as you go. To do so, you can either configure or customize your platform.
The configuration is the first step when you start using Salesforce for your business. It gives you the ability to use point-and-click tools without having to resort to programming.
The most common configuration changes focus on:
– interface modifications,
– creating workflows,
– setting up sales paths, dashboards, reports,
– customizing tabs and page layouts,
– establishing permission sets and data validation rules.
During this step, you can also use the Lightning process builder to organize business workflows.
SF’s customers can also use AppExchange which is the biggest marketplace for enterprise software. This impressive catalog of more than 4,000 apps can help you increase your productivity and there’s no other CRM on the market that offers the same.
There are many ways to configure your system but don’t worry if the available options are not sufficient enough. You can easily meet your goals by customizing your CRM. Do you want to use more sophisticated calculation logic for your reports? Do you need to integrate third-party software? Not a problem. Salesforce developers will be more than happy to execute it.
Customization gives you the opportunity to tailor your system according to your needs.
How to carry out successful customization? First, you need to collect intel and feedback from your employees. Ask them about their challenges and features, that in their eyes, should be modified. Establish what’s most important to you and prioritize those needs. After you set your goal, we advise you to contact a certified Salesforce Expert. By collaborating with an experienced consultant you not only save your time but also get to have access to reliable knowledge on the spot. Keep in mind that any changes can lead to unwanted consequences and problems. Prior to changing anything, make sure you understand how everything works.
Just like you care about your customers, we care about ours. Salesforce Experts are ready to provide you with immediate expertise regarding your projects. It is very common for companies to over-customize their platforms. They often accumulate as many features as they can think of which, at the end of the day, gives them unwanted results. We can help you create CRM that not only has all options you need to run your business but also is easy to use.
Businesses that start using Salesforce in place of other software (or even Excel spreadsheets) might find it challenging at the beginning. Customization gives you the opportunity to design your interface similar to the previous system you had been using. This can help you adjust to the new CRM and will make the switching process easier.
Remember → your CRM should be working for you, not the other way around.
If you have any questions regarding the customization of your platform or are interested in trying out Salesforce, please feel free to contact me via direct message or e-mail.
