The power of SalesForce is not only in its SalesForce add-ons but in its architecture that enables end-user customization and tailoring to a company's specific CRM requirements. The flexibility to customize SalesForce should be tempered and refined by a SalesForce Design Audit that we have found leads to a 97% deployment success for one of our leading Canadian SalesForce partners.
A brief outline of the customization capabilities is listed below - the level of customization and capabilities will depend upon the SalesForce partner you select - we can recommend SalesForce partners who will best server your requirements, please contact us so that we may help you.SalesForce Customization Capabilities:
- Workflow customizations can be adapted on a user by user basis tailored to maximize the efficiency and simplify the tasks. Fighting against the software leads to poor adoption rates and frustration. With partners with a 97% adoption rate - we can get you started on the right path to success.
- Tailored sales process steps.
- Opportunity Pipeline snapshot personalization to show the most important information quickly.
- Precise, to-the-specification report creation that maximizes data visibility.
SalesForce has built in support for rolling out customized screens and forms to all workstations making it easy to keep all users synchronized and updates a much less painful process.Over the product lifespan of SalesForce Canada, our SalesForce Canada support and SalesForce Canada training staff have found consistent areas within the application that are customized.
- Enhancing and reorganizing forms within the SalesForce Accounts module.
- Enhancing and reorganizing forms within the SalesForce Contacts module.
- Enhancing and reorganizing forms within the SalesForce Opportunities module.
- Enhancing and reorganizing forms within the SalesForce Leads module.
- Enhancing and reorganizing forms within the SalesForce Tickets module.
- 3rd party software integration with fax solutions, accounting, sales representative compensation packages, inventory management, and more.
- Enhanced and tailored Data Security that applies business specific security rules to the information available to different users. This often results in customizations to module forms.
- Workflow business processes tailored to business requirements to guide users through various business processes.
- Database integrity and information management business processes to ensure up-to-date customer information, correctly completed lead generations, etc.
Our primary customization team is located in SalesForce Toronto with additional offices in SalesForce Vancouver, SalesForce Calgary, and SalesForce Montreal. Our senior SalesForce CRM customization experts have over a decade of experience with Best CRM solutions, starting back in the day with TeleMagic CRM.
At SalesForce Canada, we encourage all customers interested in SalesForce customizations to engage in a SalesForce CRM Design Audit that can save your organizations tens of thousands of dollars, time, and user frustration. Poor CRM adoption leads to failed implementations, at SalesForce Canada our priority is to maximize user adoption, have successful implementations and create customers for life, this journey begins with a CRM design audit.