Salesforce
Customization

AddaxCRM helps you address the nuances of your business by customizing and augmenting the Salesforce platform for multiple desired capabilities.
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Salesforce customization services

We understand that any business – small or big – has a number of unique aspects when it comes to its operational processes. We help you leverage your Salesforce CRM application to its maximum potential by tailoring it to your specific needs and employee preferences. All this, while maintaining the correct balance with industry accepted best practices that form the essence of Salesforce.

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 heavy 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

Custom business processes

  • Automate everything right from routine tasks such as email follow-ups to highly complex processes such as subscription renewals and vendor onboarding
  • Define complex trigger criteria and time-based schedules for multiple activities, involving users across departments and data from various 3rd party applications.
  • Track, maintain and optimize processes over time in tight alignment with evolving business processes as per your strategic requirements

What makes AddaxCRM Unique ?

Exclusive Certified resources

Exclusive Salesforce CRM certified resources for all CRM project implementations

Extensive Industry experience

Domain experts to ensure business objectives are clearly defined and met

Impeccable Program Management

Proficient managers to ensure timely turnarounds and manage project risks

Post Deployment Support

Handholding and Change management to boost CRM solution adoption in your enterprise

Top 5 pitfalls for Salesforce customization

Customizing Salesforce CRM has many pitfalls along the way and only the best Salesforce customization services can help you strike the balance between customization and complexity. We help you create a customized solution without compromising on scalability and security by avoiding each of the following snags.

Data Quality issues

  • Ensure your data is migration ready before being migrated to Salesforce CRM by validating and de-duplicating all records.
  • 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

  • Use Salesforce sandboxes for development, quality assurance, integration, staging, testing, and end-user training
  • Test customizations, integrations, API calls, and apps before you push to production and roll out to your users

Excess customization

  • Strike the right balance between flexibility and complexity by customizing only where necessary.
  • Ensure the CRM system doesn’t become too messy to accommodate future changes in business processes and rules.

Inadequate business involvement

  • Incorporate user training during the UAT stage for customized CRM systems, rather than waiting for the final rollout
  • Involve business users in defining customization requirements while also informing them of the out of the box features that Salesforce offers

Using CRM only for sales

  • Customize your Salesforce CRM for much more than sales or even the CRM functions, it can be used by the 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
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