CRM platforms are an essential requirement of any business, letting you collect, analyse, store and retrieve information as well as make better business decisions by improving sales and keeping customers satisfied. Implementing a CRM is a strategic decision, and none require as much consideration and customisation as Salesforce does. It is an incredibly powerful tool that helps businesses efficiently streamline all of their marketing processes. Here’s how customising it will go a long way to serve your business and your sales team.
- How To Customise Successfully
Your business goals and the type of business you’re in determines the best Salesforce customisation available to you. The success of customisation hinges on achieving the perfect balancing act of effectiveness to ensure that lack of agility or additional difficulty doesn’t hold back your team. A successful Salesforce customisation begins with deciding the level of customisation required by your business. Salesforce customisation falls into three main categories: declaration, integration and custom code.
Assessing the manner in which your Salesforce was implemented is the first step towards customisation. Declarative work and custom code are the two main ways in which the look and how your Salesforce responds to users can be customised. Declarative work influences Salesforce dashboards and also helps in the configuration of the back-end system resources. A key point to remember is that no programming is needed in the configuration of Salesforce.
One of the best methods of customising your Salesforce platform for maximum business efficiency is integrating it with third-party applications. In doing so, you avoid a scenario of having disjointed and inefficient processes, saving your team from spending precious time manually re-entering data. Integrating your Salesforce platform with third-party applications ensures that data flows efficiently from one program to the next without workflow suffering.
- Custom Code
Custom code involves coding new modules within the Salesforce framework, and it’s a process which is undertaken when the declarative options have been exhausted. The modules are mostly used for either front-end components or business logic or both. You can create personalised dashboards and functions within Salesforce using APEX, which will see the automatic updating of fields, the creation of records or the performing of calculations.
Have you got a Salesforce account, but don’t believe your business is making full use of it?