How Salesforce Customization Can Automate Complex Business Processes

While carrying on business with the help of the #1 CRM in the world, Salesforce, there may come a day you’ll understand that it needs changes.

We call this a Salesforce customization process. Salesforce is an open ecosystem that has specific features that may be altered to fit your specific needs.

You may have many reasons for wanting to customize.

Though Salesforce has an endless list of tools and options, it’s your business that will dictate what precisely needs customization.

What benefits will you gain as you solve the problems you’re experiencing?

#1 Obstacles on The Way to The Best Layout

salesforce customization

Sometimes users of the Salesforce platform do not fully understand how to handle its countless features.

Imagine this scenario: you’ve spent money on a Salesforce license, installed the best CRM (so they say) and now you’re waiting for tremendous results.

You’ve created an image in your mind about how employees will be able to store data in one place, work quickly and share information rapidly, collaborate closely and do less manual work.

You’re happy and relieved that it’s all taken care of.

But then you notice that most sales-related activities are occurring outside the Salesforce environment.

As a result, the massive amounts of data and enhanced productivity you were expecting start to look like lost opportunities.

Your employees are confused and timid because they don’t know how to employ Salesforce properly.

If you’re noticing poor team productivity, it may be a sign that they’re finding this ecosystem too awkward or uncomfortable to work with.

What can be done?

Collect feedback from them to figure out which features are necessary and unnecessary for your business, and turn to a Salesforce customization company that’s a certified specialist with a deep knowledge of Salesforce.

Your CRM model should minimize misunderstandings, frustration, and dissatisfaction among those who use it.

As a business owner, you may already know what advanced features you need to implement in Salesforce to boost productivity.

Let’s admit it: Salesforce can be a hard nut to crack. That’s why you need an experienced team of software engineers that can tackle many obstacles on the way to achieving the best user experience.

Customizing the Salesforce layout offers the opportunity to use it at full capacity and improve navigation among various components.

Adding new elements to the custom functionality or getting rid of unnecessary ones will help you gain the maximum benefits across all industry verticals.

You can customize page layouts so they look more attractive, create an intuitive user interface, remove unnecessary fields, change their locations, build unique sections, and many other actions.

The outcome of the customization process is a whole new interface for Salesforce.

#2 Integration And Synchronization: Level Up

salesforce customization

The primary objective of every business is to maximize ROI.

If you ignore data coming from different sources behind Salesforce, you’ll miss opportunities.

Knowing exactly where your leads are located in a pipeline can shape the best buyer journey.

However, the process of collecting data easily becomes a messy thing. The process of data migration must be fully prepared, as it takes a lot of time and risk.

You can leverage your data with the integration of cloud services. Data from multiple marketing automation systems or collaborative software can be coordinated into one dashboard automatically.

You will get a better view of your customers’ interests with the information synchronized from various social media platforms, mail services, and other web tools.

The customer path will be improved so that it’s much easier to make a purchase.

Adding flexibility, bringing in new insights, and enhancing operations in this ecosystem can be of great value for improving business processes, closing more leads and coordinating the steps of a launch.

With Salesforce integration across numerous apps, devices, and systems you are able to broaden a trusted identity, regulate actual activities and workflows, gather and consolidate information about the customer from a variety of platforms, and thereby shape a single 360-degree view of the customer.

According to recent statistics, 52% of customers prefer to purchase from a company where they have had the most positive customer service experience. Dig deeper into customer behavior with the help of Salesforce integration tools.

#3 Salesforce Mobile: Skyrocket Your Sales

salesforce customization

Salesforce mobile rocks!

The customization of the Salesforce mobile interface will allow your employees to track customers’ behavior 24/7, from anywhere, much easier.

It will also let you optimize the process, complete deals with a finger on a touchscreen, and service customers in the best possible way, from anywhere.

Salesforce is not strictly limited in its capabilities.

It also provides the possibility of building an app from scratch that will have some specific functions necessary for your employees.

Implementing Salesforce apps has increased companies’ sales by up to 29%. There are a lot of ways to make your bold business idea a reality with this sophisticated and impressive toolkit.

A talented team of software engineers can customize and track each step of the product development lifecycle of a Salesforce app to meet your requirements and enhance business solutions.

#4 From Poor to Rich Communication

salesforce customization

To boost sales effectiveness you need to create a better customer experience and improve sales efficiency.

Having Salesforce will be a waste of time if your team doesn’t create automatic reports after interactions with a customer on a day-to-day basis.

Each member of the sales rep team is responsible for the steps made to convert a lead into a customer.

It’s important to track the number of times they reach out to a customer, whether the contact is through a personal email, call, meeting, or social media activity.

Your Salesforce CRM must work for you to meet your business requirements.

There is no room for mistakes or miscommunication. This information is vital to helping you successfully apply best practices to each new deal.

The data you get should allow you to observe market trends better and foresee the future interests of your customers as you research and strategize.

It will minimize the risk of failing to respond to customers’ complaints, and help you measure and strengthen comprehensive customer engagement.

Gartner reported about a 15% increase in churn if you ignore responding to your customers via social media. The information you gather about contacts, events, tasks, and comments will save your sales reps time and transform lead nurturing growth.

You can create more communication channels to understand where your customers come from, what motivates them, and how they want to be treated.

The answer to growing sales is simple: treat your customers as the most valuable people for your company.

Successful communication will increase profit margins and overall company revenue, as a significant part of inbound traffic and information will come through numerous communication channels.

Concentrating on the LTV of existing customers over new ones can give even better results.

The probability of selling to a new client is 5%–20%. The probability of selling to an existing customer is 60%–70, which is proved by Marketing Metrics.

Looking for new leads and converting them into customers will take more time and resources.

Here is the point: by fine-tuning your lead generation process you can reduce costs and optimize your procedures.

According to research from Accenture, across all industries, 52% of consumers have switched providers because of poor customer service.

Fostering better communication will increase upsell and cross-sell opportunities and reduce the time it takes to close deals.


Your business may need adjustments to its CRM system depending on your size and processes, but it should bring you the highest value possible by following your business practices.

If Salesforce isn’t working for your team in the way you expected, Salesforce customization is the most viable option.

Creating a single view of a customer, eliminating report errors, establishing better communication channels, accessing Salesforce mobile features and making modifications to align your business processes with your goals are the keys to successfully automating your business processes.

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