Salesforce Customization

Customizing Salesforce as per the needs of your business can automate repetitive tasks, facilitate data transfer and increase efficiency for your workforce. We aim to configure and customize your Salesforce solution that simplifies and makes the best use of your sales and operations data pipelines.

Standard Salesforce Instance might not be the right fit for your business, We can make that happen for you

Our consultants and developers identify and formulate the suitable modification of your Salesforce solution’s user interface, data model, and business logic to meet your business user needs. Our customization will help you create powerful, relevant and efficient dashboards, workflows, and validation rules and tabs with the help of a few clicks. This will help your company in saving time and rely more on the robustness of the salesforce platform.

Cloud Primero can help you make the best use of your Salesforce solution

Salesforce is a powerful tool with limitless opportunities. Our consultants and developers strive to understand your business functions in detail and configure Salesforce to best support your operations and sales team. Our customizations usually involve incorporating triggered actions, workflows, and custom calculations which can add immense value to a company’s daily operations.
Our Salesforce Customization includes:

Bulk processing

We allow data processing in bulk which is the best way of supporting the growing Salesforce solution, including mass record updating, weekly assessments, and other tasks.

Custom reports and dashboards

When sales, marketing, and service professionals need better visibility into specific figures, we create custom reports and dashboards that Salesforce’s standard reporting features cannot properly reflect.

Creating custom email templates

We also create custom email templates and due to the customization capabilities of Salesforce, you can enable personalized sheets and manage email attachments easier.

Embedding business rules into CRM

We incorporate business rules into CRM to automate sales, service, and marketing processes that make compliance and management easier.

With Cloud Primero’s guidance, Salesforce can help you achieve your targets

Despite being one of the best CRMs out there, Salesforce is not a one-size-fits-all solution. But that is where your company can benefit from our consultancy and guidance. We will help you introduce, customize, and train all your staff on Salesforce. Our offerings complement the requirements in sales, marketing, and customer care. In addition, we use our extensive CRM consultancy experience to support businesses in marketing, IT, real estate, finance, banking, and many others.

salesforce Products we work with

SALESFORCE PRODUCTS WE WORK WITH

Sales Cloud

Service Cloud

Community Cloud

Marketing Cloud

Commerce Cloud

Let`s work together!

Send us your details and one of our business analysts
will call you back to explore possibilities of helping you with your business ambitions.

Let`s work together!

Send us your details and one of our business analysts will call you back to explore possibilities of helping you with your business ambitions.