Salesforce Customization

If you are familiar with Salesforce, you already know that business users get robust Customer Relationship Management (CRM) functionality right from the start. In addition to its native functionality, Salesforce can be customized to fit the needs and pain points of your organization. Optimize efficiency and deliver results through process automation and custom workflows.

If your company is currently exploring the possibility of a new Salesforce customization project, here are few questions to consider:

• Have you identified your organization’s areas for improvement within your sales processes?
• Are you planning to add process automation so sales reps have more time to cultivate relationships and close deals?
• Have you identified the need for new custom fields?
• Do you want to manage new parts of your business within Salesforce?
• Are you considering implementing a new marketing automation tool like Marketo or Pardot and need to integrate the tool into your Salesforce instance?
• Do you need to move data from Salesforce into other apps in real-time or on a consistent schedule?
• Have you identified the need for more restrictive data security settings?

Are you ready to get started with your Salesforce customization project? The consultants and developers at SaaS Consulting Group can walk you through the impact of any changes to your overall system and to your users, as well as provide a realistic timeline for completion of the project. Click here to begin speaking with our team at team SaaS Consulting Group.