Salesforce
Customization
AddaxCRM helps you address the specific challenges of your business by customizing and
augmenting the Salesforce platform according to your business needs and requirements.
CONTACT US
Salesforce customization services
We understand that any business – big or small – has a number of unique aspects when it comes to its
operational processes. We help you uncover the full potential of your Salesforce CRM application by
tailoring it to your specific needs and employee preferences. AddaxCRM's team features technical experts in Salesforce customization,
consulting and custom development, and our work is performed according to industry best practices.
What we Do
Custom Data Structures
- Create data models to suit your business profile, over and above the standard sales, marketing and
service objects
- Integrate 3rd party ERP application objects with diverse database schemas for seamless data transfer
- Create and deploy custom CRM apps quickly with Salesforce PaaS (platform as a service) without expensive
infrastructure costs
Custom User Interface
- Create an intuitive, modern UI for your Salesforce application, in line with your brand guidelines and
company requirements
- Integrate custom-managed modules with state of the art 3rd party, prebuilt components form Salesforce
Appexchange
- Create complex web forms and easy-to-use online tools and calculators as per custom rules unique to
your business
Top 5 pitfalls to workout for in Salesforce customization
Customizing Salesforce CRM has many potential pitfalls
along the way, and only the best Salesforce personalized services can
help you strike the balance between customization and complexity. We
help you create a tailored solution, without compromising on scalability
and security by avoiding each of the following snags.
Data Quality Issues
- We ensure your data is migration ready before being migrated to
Salesforce CRM by validating and de-duplicating all records
- We ensure future data integrity through the customized use of
required fields, data validation, deduplication rules, external IDs
for integration points and field level security
Inadequate Prototyping and Testing
- We use Salesforce sandboxes for development, quality assurance,
integration, staging, testing, and end-user training
- We thoroughly test customizations, integrations, API calls, and apps before you
push to production and roll out to your users
Excess Customization
- We help you strike the right balance between flexibility and complexity by
customizing only where necessary
- We ensure the CRM system doesn’t become too complex to
accommodate future changes in business processes and rules
Inadequate Business Involvement and Adoption
- We incorporate training for your users during the UAT stage, for customized
CRM systems, rather than waiting for the final rollout
- We involve business users in defining personalized requirements,
while also informing them of the many "out of the box" features that
Salesforce offers
Using CRM Only For Sales
- Your Salesforce CRM can be customized for much more than sales or
even CRM functions, it can be used by HR, operations
and IT departments too
- Salesforce CRM can be a single source of truth across
departments, leading to decreased software costs and
improved productivity