Leveraging Salesforce Customization to Its Fullest Potential to achieve the business goals

"The world is being re-shaped by the convergence of social, mobile, cloud, big data, community and other powerful forces. The combination of these technologies unlocks an incredible opportunity to connect everything together in a new way and is dramatically transforming the way we live and work."- Marc Russell Benioff - Co-founder, Chairman and Co-CEO of Salesforce.

For millions of organizations worldwide, Salesforce has become a powerful tool that enhances their business acceleration. In addition, Salesforce is unquestionably a marketing powerhouse with a reputation for having intelligent customer-focused design.

It is well-liked by businesses of all sizes, enabling them to deepen a sustained and successful relationship with their clients.

Currently, the cloud-based CRM solution has more than 150,000 active users and holds 20% of the CRM market. By utilizing Salesforce, the customer's revenue has seen an increase of 25% on average; it has become the chosen CRM partner for many B2B businesses.

You need Salesforce customization to fine-tune the CRM to handle your particular difficulties, so only choose the options relevant to your industry, business size, and kind of business.

Any experienced Salesforce professional would urge you to thoroughly modify the platform to meet your business's unique demands.

So let's start with the basics.

What does Salesforce Customization involve?

Salesforce customization is adding additional features or functionality to the Salesforce program that isn't included in the default version. Bespoke code development and external tools are used to create functionality for Salesforce that fulfill business demands.

"The process of modifying the Salesforce platform to fit your company's performance is known as Salesforce customization."

However, since Salesforce configuration and customization are frequently mixed up, it's crucial to determine the distinction. Configuring Salesforce to meet your specific requirements is customization or configuration.

Customization, though, is a little more intricate. Only point-and-click configuration is possible with Salesforce. Code is not required. As a result, configuring Salesforce doesn't require programming knowledge.

Salesforce customization, on the other hand, calls for coding and programming knowledge because it entails making modifications to the code. As a result, Salesforce developers often take charge of customization.

Why Salesforce Customization, though?

Standard solutions might not be appropriate for various firms and their demands. In these situations, Salesforce customization is quite beneficial.

Among the major occurrences are:

  • Tailoring Salesforce's features to your own company needs.
  • Adding value to your sales and marketing efforts, boosting acquisition of new clients and client retention.
  • The absence of automation impedes corporate operations.
  • Ineffective reporting results from reports and dashboards being hidden.
  • Assisting you in utilizing the top CRM platform and embracing its advantages.

Why do businesses want Salesforce Customization Services?

Businesses customize Salesforce for two key reasons:

  • To boost revenue
  • To increase the ROI from Salesforce implementation.

So, how does Salesforce customization help with these two?

Salesforce customization boosts the usability of your platform.

Salesforce isn't exactly user-friendly. Indeed, one of the most common issues first-time CRM users describe is usability. Finding what you're looking for on the site is difficult. Unfortunately, usability issues can eat into employee time, resulting in time and financial loss.

For example, the sales staff may require additional steps to consummate a contract, resulting in a missed opportunity. Customization allows the business to simplify the platform and make Salesforce easier to use for your staff.

For example, your Salesforce developer can utilize Visualforce and APEX to design the user interface to eliminate redundant steps in certain processes.

Salesforce customization improves analytics

You cannot be successful with Salesforce unless you have good analytics. Similarly, you can't accomplish your Salesforce goals with shoddy analytics.

A Salesforce customization specialist may alter your platform so that your team obtains relevant knowledge to influence their decision-making. Ideally, your CRM should track all significant actions of your sales team and give tools to break down and delve deeper into the data to acquire valuable insight.

Salesforce customization facilitates 3rd party integrations

Salesforce consultant solutions allow you to utilize the information and functionality of other programs. This will significantly boost the productivity of your workforce and simplify logistics, allowing your sales department to clinch more business.

Salesforce customization professionals can help you incorporate cloud services into your framework appropriately.

Integrates seamlessly with pre-existing systems

Most businesses are perplexed by their legacy system once they have implemented a new CRM. Salesforce, on the other hand, enables you to boost staff productivity and revenue. How?

Salesforce customization allows you to link cloud services such as Email, G Suite, or HubSpot into pre-existing systems and build functionalities around them.

Salesforce Customization improves automation.

Finally, Salesforce customization is required to leverage the automation possibilities fully. The configuration enables users to accomplish core automation, allowing businesses to define workflow rules and approval procedures utilizing the Workflow and Approvals capability by default.

Many firms, however, desire to automate complicated operations like purchase orders and discount approval. You could also want to automate revenue computation and tax filing. Unfortunately, they are not possible with Salesforce settings.

So, what now?

It would be best to consider whether you are getting the most out of your CRM. Are you meeting your objectives? Are you obtaining the expected return on investment?

If not, you may need to reorganize and better tailor your organization. The same is true for people who intend to deploy Salesforce.

Salesforce customization is the best method to maximize your return on investment.

VTG advises you to do two things.

  1. First and foremost, develop a plan for the procedure. The planning step allows you to write your existing situation and desired outcomes on paper. This makes tracking your progress easy and resolving difficulties as they arise.

Second, organize an experienced team for the project. It is less expensive in the long term.

Posted in IT Infrastructure Transformation