Tag: Certified Salesforce consulting services

Salesforce Career
Salesforce Developer

5 Common Mistakes To Avoid When Starting A Salesforce Career

In a short time, Salesforce development has evolved into the most demanding service in the IT world. As a result, Salesforce developer has become a high-paying IT job with much room for growth. It also allows individuals to put their talents to the test and demonstrate them, ensuring job satisfaction. 

According to market research, the typical Salesforce developer salary in the United States is $120,000 per year or $61.54 per hour. Starting salaries for entry-level positions start at $100,000 per year, with most skilled professionals getting up to $150,000.

This guide is a must-read for anyone interested in becoming a renowned Salesforce developer.

Also, this guide will assist you in determining the best path to your goals. We’ll also go through the top mistakes every Salesforce developer should avoid when starting their career.

Salesforce developers: A quick overview

Salesforce Developers are accountable for overseeing and enhancing the technical aspects of an organization’s Salesforce instance to assist the organization in achieving its specific business goals through unique Salesforce development. Salesforce developers often use three core technologies, including: 

  • Apex
  • Visual force
  • Lightning component framework

Salesforce developers use Salesforce’s robust CRM platform to manage various tasks. They can build plans and deploy specific software solutions for businesses by meeting with department heads and project managers.

These Salesforce developers can develop and maintain useful apps and software, including employees and clients. They’ll also combine third-party suites and native software that the organization already uses. 

Below are the key roles and responsibilities of Salesforce developers, which every organization expects or looking for:-

  • Custom Salesforce development.
  • Make project timelines and development planning.
  • Application functioning is tested, troubleshot, and maintained.
  • Creating documentation for Salesforce employees and serving as a knowledge resource.
  • Work in an Agile development environment.
  • Collaborate with the Salesforce team regularly to better grasp the scope of technological limits and solutions.
  • Create code that is both clean and functional.
  • Create software that can handle a large volume of requests. 
  • Working with customer-facing interfaces is a plus.
  • Expertise in Salesforce CRM development.
  • MYSQL, Apex, JavaScript, Native, and VisualForce are all skills must-have.
  • MavensMate or Eclipse experience is a plus. 

The overview and roles & responsibilities for Salesforce developers areas you’ve seen. Now, let’s move forward and discuss, 

Also read: Salesforce Career Path: A Complete Guide to look out in 2022

Top mistakes every Salesforce developer must avoid

Here are the critical mistakes that every Salesforce developer must avoid:

#1. Never depend on many resources

Salesforce developers frequently do this to learn as much as they can about the stuff available on the Internet. However, they must recognize that not all resources are trustworthy or provide high-quality information. Some people may take you down a path that isn’t worthwhile. Only a few websites offer helpful Salesforce development tips and discussions. 

#2. Not taking requirements seriously

As they don’t fully comprehend the requirements, Salesforce developers overlook critical steps. Every project has its own requirements, and a lack of understanding can lead to future mistakes.

One of the most critical things you can do is look over the Salesforce development documentation and plan as often as possible. When clients anticipate a one-of-a-kind result, Salesforce developers must deliver.

It’s also crucial to verify and validate the customer’s requirements. Regular progress communication is critical at every level of the development cycle to ensure that the requirements are on a relatively similar page. 

#3. Not following the trends 

Keeping up with new resources and developments in the developing sector can be challenging. As a result, maintaining consistency in programming processes is critical. Additionally, use the most recent libraries, implementations, and technical advancements. 

Salesforce developer career

#4. More focus design part instead of the development part

Experts in Salesforce development make the technical mistake of obsessing about the software’s design. While aesthetics are important, functionality is critical. However, in a rush to attract their first clients, developers overlook the importance of fully functional software.

The functionality of the software should take precedence over its appearance. The features supersede the appearance. The goal should be to create user-friendly software with a good design and navigation system.

The most critical component in ensuring a positive user experience is utility. Clients are more interested in software that can assist them in solving problems than visually appealing software.

#5. Establishing data types and fields inappropriately

There are multiple data types in Salesforce that store various kinds of information. Text fields, lookup values, and picklist fields are common examples. It’s critical to select the appropriate data types. If done wrong, however, it might result in data loss because all of the records stored incorrectly are destroyed.

This problem can also occur when creating custom objects; therefore, ensure you know what type of object your database table will be before employing any Salesforce automated function. 

Salesforce developers


Salesforce developers are currently at the centre of attention. By avoiding the mistakes mentioned above during the Salesforce development process, Salesforce developers are more likely to accomplish the desired results.

Are you looking for a potential team of Salesforce developers to help you with your dream project? Reach out to us today. We are a leading Salesforce development company that helps companies globally with the best Salesforce-based products and services. Our team of certified Salesforce developers will help you with the best solutions.

Connect with us today and learn more about how Salesforce works and how it will bring value to your dream project. 

Salesforce PDO
Salesforce PDO

How does PDO work? The process and benefits of using PDO in 2022

Salesforce has become a widely used CRM platform among businesses today. With more than 6000 add-ons, Salesforce allows you to do almost anything to fulfill your customers’ demands. However, this can also make it difficult for Salesforce users to keep up with the platform and get the best out of it.

Today, having a good Salesforce team isn’t enough in the competitive business world. This is why big and small companies are choosing to partner with Salesforce PDO. PDOs are familiar with managing packages for scalability and modularity and dealing with many customer host orgs.

In this post, we discuss what PDO is, what types of PDO exist, and what are the benefits of using PDO. 

What is Salesforce PDO?

PDO is an acronym used for Product Development Outsourcer. Salesforce PDOs represent a diverse group of consulting partners and vendors with experience developing commercial AppExchange applications. They also help businesses with third-party integrations, technical configuration, implementation, and customized development.

These outsourcers deeply understand the Salesforce ecosystem and can build apps to support various business lines in multiple organizations. Many companies outsource PDOs to deal with the technical functionalities of their Salesforce org to provide the best solutions. 

Much like any other Consultants, there are tiers within the Salesforce PDO, depending upon the domain expertise and the relationship between the PDO and Salesforce. The levels are as follows: 

  • Tier 1- Certified Specialist 
  • Tier 2- Certified Navigator
  • Tier 3- Specialist Navigator 
  • Tier 4- Master Navigator

Benefits of using PDO

A good Product Development Outsourcer (PDO) can save your company time, money, and headaches. They understand the Application Lifecycle Management Processes, among other things and have mastered the security review as seasoned Salesforce specialists. Other such advantages include:

1. Bringing your Product Idea to life

During the conceptualization and development of a product, PDOs do competitive analysis, technology risks, user interviews, project risk assessment, mitigation paths, and proof of contacts. They also ensure that your prototype and design are a go-to marketing strategy so that you can efficiently navigate through the product development journey.

They can not only develop the product for you but also “pressure test” your product concept ahead of time through a thorough discovery process to ensure a product-market fit that will result in the planned outcomes.

2. Experts at Handling Projects

PDOs are Salesforce professionals with extensive knowledge of the complete technology spectrum of projects and are more than competent in handling any stage of the development process. They can also manage the entire technical scope of any Salesforce project, from ideation to app deployment on AppExchange or project delivery for implementation projects. They collaborate with your business team to ensure that you don’t have any technical project needs problems.

They can assist you through rigorous and complex Salesforce reviews with their skills. One such process is technical documentation. The PDO team can help your business get more out of a product or app idea by preparing and transferring technical documentation, codebase updates/improvements, press kits, integration APIs, and pre-sales campaign data.

3. Building Apps On AppExchange

PDOs are very familiar with Salesforce’s AppExchange ecosystem. There is no better way to get listed on AppExchange than to partner with a PDO.

Developing apps for the Salesforce AppExchange differs significantly from developing apps for other platforms. Salesforce demands extensive technical knowledge of best practices, patterns, and scalable methodologies, so becoming a Salesforce ISV is a complicated and time-consuming process. Because PDOs primarily handle custom development, integrations, and app deployments, you can focus on the most significant business and product challenges. They understand what it takes for a product to become commercially viable and successful.  

4. Well-versed in the security review process

The Salesforce Security Review process is complicated. It is tough to understand, and extensive process and preparation might take a long time. Without an expert’s knowledge and consultation, it is quite impossible to get through the review independently. 

Let’s face it- you don’t know what you don’t know, which is why working with a PDO is so beneficial. They know what to expect because they always do it by helping you create a plan to pass Security Review. No matter what stage of the development process you are in, a PDO will take care of the security process.

5. Cut Cost and Time

PDO helps companies to save money and time. Using a PDO to manage your project is both faster and less expensive. You’ll pay less in the long run, and your software will be available sooner.

Your staff will be able to concentrate on their current tasks rather than a new project on an unfamiliar platform. Because PDOs work in the Salesforce ecosystem every day, they can quickly navigate the Salesforce ecosystem and manage complex processes throughout the app development process. Another benefit of working with PDOs is that they can multitask and frequently collaborate with your business team to ensure that technical project needs are met.

Summing Up

PDOs should be regarded as a feasible AppExchange Application go-to-market strategy. They can aid businesses in collaborating as support staff to improve user adoption, which leads to faster client acquisition. Only a PDO with experience in various industries can understand the issues you and your clients will face.

Want to know more about PDOs? Contact us HERE


Integrating Third Party Application
Salesforce Integration

How to integrate Salesforce with third-party applications?


There’s no doubt that Salesforce is the most popular CRM software in the world. However, just like any other CRM platform, integration is also an essential part of Salesforce.

Businesses can integrate their Salesforce CRM platform with various CRM platforms to streamline their operations, add an extra layer of effectiveness or put things to good use. Third-party apps and software such as Google Cloud, MailChimp, QuickBooks, WhatsApp, LinkedIn and Dropbox, to name some.

So, how can your business integrate third-party applications into your Salesforce CRM? Moreover, what are the challenges that you might face while doing so? Let us find out the answers to all these questions.

What is Salesforce Integration?

Salesforce Integration is the solutions and processes generated for efficiently and effectively integrating two software, i.e. Salesforce and a third-party application.

A proper Salesforce Integration uses APIs to communicate between Salesforce CRM and other third-party systems. It provides a more holistic and full-fledged view of the different departments functioning within an organization.

It further brings consistency by collaborating the data from various departments, such as HR, finance, marketing etc., so it can be monitored effectively. This further brings consistency and eases the scope of work across all fronts.

Benefits of Salesforce Integration For Your Business

Since we’re aware of what Salesforce Integration is, let us understand the benefits and advantages that it brings along. Here’s a list of benefits for your business that Salesforce Integration has.

  • An enhanced information accuracy across all platforms by collaborating data and eliminating duplicate data.
  • Effective communication which keeps your customers engaged and active
  • Automation of business workflows, without any requirement for complex coding and configuration structures
  • Innovative methods to ensure an increased team productivity
  • Better collaboration and integration across various organization functions provide seamless communication, reducing the delays and time it takes to track a prospect. Hence, securing you more revenue.

Tools You Can Use For Implementing a Successful Salesforce Integration

Now that we’re aware of what Salesforce integration is, let’s figure out the right tools you might need to execute your Salesforce Integration flawlessly. We’ve divided these tools into three categories for a better understanding.

1. Salesforce Native Tools: These tools ensure seamless integration between the Salesforce CRM and any other application developed and designed by Salesforce. One of the significant examples of this kind of tool can be AppExchange and the MuleSoft Anypoint platform.

While the former is like a store for searching for the perfect third-party app, and then Salesforce recommends installing it in your CRM, MuleSoft is different. MuleSoft Anypoint facilitates a seamless integration of third-party apps, which is incompatible with Salesforce.

2. App-native Tools: App-native tools are one of the significant reasons behind Salesforce’s popularity amongst independent developers and organizations. Salesforce’s push towards developers and organizations who want to develop integration capability within their tools has worked well.

Tools like Google Cloud, and Outlook, among others, can allow easy integration with Salesforce without coding or complicated configuration methods.

3. Third-Party Tools: Third-party tools act as the last resort for Salesforce integrations. The third-party tools are challenging to implement and require expert know-how. Most people prefer these tools when neither App-native nor Salesforce native can work.

Best Practices to be followed for Salesforce Integration

While businesses bring in the requirement for their good, certain things should be kept in mind. However, when it comes to integrating a third-party application for your needs, it isn’t easy to assess which apps will be able to check all the right boxes. Therefore, there are certain best practices that every business should follow before integrating third-party applications with Salesforce.

1. Figure out what your business requires

Before going out to shop for a third-party application to be integrated with your Salesforce CRM, it is essential to figure out your requirement. Determine the problems that your business is currently facing and what tools are available for the same.

2. Let your team know

When it comes to using the third-party applications that you’ll be integrating with your Salesforce, your team will use it. Hence, keeping your team in the loop at each step is essential.

Moreover, informing them about the process, the changes, and how the process will unfold is essential. Inform them of the same, and consider any critical feedback that might work.

3. Scan your competitors

Staying a step ahead of your competitors is never the wrong place to be at. When integrating a third-party application into your Salesforce CRM, try figuring out your competitors’ applications.

This might help you make a more informed decision considering the mistakes they made and the shortcomings which their applications might have.

4. Scrutinize The Product

Before finalizing a product, as you’re narrowing down, this is the time to scrutinize every option inside out. Integration of a third-party application can be a long-term investment. Examine the terms & conditions involved, the after-sales support and whether there is an inclusion around training your team for the software.

At last, ensure the product you finalize follows your organization’s ethical codes and corporate policies.

Conclusion: Should You Go For Salesforce Integration?

Salesforce is a compelling platform with many tools that any business can use. However, bringing in the capabilities and functionalities of many third-party applications can further enhance its effectiveness. So, the answer to that question is- YES. You definitely should go for a Salesforce third-party integration.

Although, Salesforce third-party integrations should be conducted through a certified Salesforce partner only to avoid ambiguities and future complications. Furthermore, before finalizing a product, ensure that you follow all the best practices mentioned above for seamless integration.


A guide on Salesforce career path
Salesforce, Salesforce Careers, Salesforce Developer

Salesforce Career Path- A Complete Guide to look out in 2022


Salesforce is now the most popular CRM software used by businesses worldwide. The platform’s growth also has resulted in many blooming salesforce career opportunities that are highly sought after. And the best part- you can start your Salesforce journey by getting a Salesforce Certification.

Before we get into Salesforce certification and Salesforce job opportunities, let’s see what Salesforce is.

What is Salesforce?

Salesforce is a well-known cloud computing platform specializing in CRM software, helping businesses engage with current and potential customers more effectively. In other words, it’s an integrated CRM platform that aims to provide a single, shared, and comprehensive view of each customer to your company’s many departments.

Salesforce is built on a multi-tenant architecture, which offers features like API integration, configuration, scalability, free capacity, minimal ownership costs, platform support, and more. It’s also completely adjustable, allowing you to customize it to meet the unique demands of businesses. 

As of August 2022 Salesforce has a market cap of $187.02 Billion. This makes Salesforce the world’s 56th most valuable company by market cap.

Why is Salesforce a good career?

#1 A good number of Opportunities

The Salesforce ecosystem is huge. Once you’ve joined, you’ll have plenty of opportunities to land a job and make a living. Since many businesses today use Salesforce CRM, you can be assured that you can land a job even in the same city where you live. Also, the salary is fantastic. Naturally, when talent competition is this fierce, professionals with the right training can command impressive salaries to match their skills.

#2 Scope for Improvement and Development Throughout

Another excellent aspect of a Salesforce profession is the opportunity for advancement. You start as a junior resource, but you can swiftly rise through the ranks of this career. Salesforce professions are fast-paced, unlike many other fields where advancement and advancement into management roles can take years or even decades. You can change your Salesforce career at any time during your career in Salesforce. There’s always room for new Salesforce technologies to be learned and expertise to be gained.

#3 A community that is large and welcoming

The Salesforce ecosystem is well-known for being welcoming, cooperative, and amicable. Internal Salesforce employees, as well as independent Salesforce experts that work for clients, partners, or ISVs, make up the Salesforce community, also known as the Ohana. Being a part of Ohana means adhering to the Salesforce platform’s ethos and ensuring trust, growth, innovation, and equality in daily operations.

#4 Multiple Career Path Options

Salesforce is extremely popular and in demand across various industries, departments, and functions. Therefore, you’re not limited to a single sector or department. If you get bored working in manufacturing, you can go to a company that focuses on software, banking, or even non-profits, all of which Salesforce dominates.

Salesforce offers several certifications as a means of demonstrating and showcasing your abilities. The higher your qualifications are, the more in demand you will be and the more money you will make.

Worried about the various career opportunities Salesforce has to offer? We have you covered! Keep reading to know the different career paths after getting your certification.

Types of Jobs after Completing Salesforce Certification

Salesforce Certification is essential for starting your career in Salesforce. To excel in getting a job in the next 2 to 6 years, here are some of the most popular Salesforce profiles you may apply to after completing your online Salesforce training programs and receiving your Salesforce certification:

  • Salesforce Architects
  • Administrators of Salesforce
  • Salesforce Consultants
  • Lead Developer for Salesforce
  • Business Analyst at Salesforce
  • Architect for Salesforce
  • Domain Architect at Salesforce
  • Salesforce Certified Solution Architect for Mobile Devices
  • Designer of the Salesforce Development Cycle and Deployment
  • Salesforce Pardot Certified Consultant
  • Salesforce Marketing Cloud Certified Consultant
  • Project Manager for Salesforce
  • Salesforce consulting services

Salesforce consulting services

Choosing your Salesforce career path

The two main Salesforce career paths that are booming right now are:

Salesforce Administrator

Salesforce administrator is one of the most challenging and demanding jobs nowadays- since it is responsible for managing the company’s Salesforce services. It’s not just a respected and highly valued profession in and of itself but also a terrific stepping stone into other Salesforce ecological careers.

Salesforce Admins are in charge of various responsibilities, including assisting users with report development and password resets, maintaining data quality, adding fields, and doing backups. Also including: 

  • Unlocking user accounts and resetting passwords 
  • Adding new IP addresses to white-list
  • Create sophisticated workflow rules and a process for approval.
  • Work on the metric report.
  • Work on activities related to security and user management.

The Salesforce Administrator’s obligations are critical and significant, varying depending on the hierarchy level, complexity, and several users. They must have extensive knowledge of Salesforce CRM and the platform. Depending on the firm’s size and other considerations, the function of the Salesforce administrator may vary from one company to the next. However, as previously stated, they continue to carry out their essential obligations.

Salesforce Developer

This career path is ideal for you if you have a coding background or are interested in coding. As the name implies, Salesforce developers design, code, and implement Salesforce applications. Meeting with project managers to establish CRM needs is one of the tasks and functions of a Salesforce developer. Other tasks include:

  • Salesforce application design, coding, and implementation.
  • Developing deadlines and development objectives.
  • Testing The application’s stability and functionality
  • Bug fixing and troubleshooting
  • Maintaining the application software’s security and integrity.

Salesforce Developers must be able to alter current source code or generate new code based on business needs. Typically, each platform necessitates the use of a platform-specific developer. Similarly, each major client is assigned to a distinct developer. Visualforce and Apex are two main languages that any Salesforce Developer should know.

Are Salesforce Professionals Paid the Heavy Pay checks?

Skills in Salesforce are in high demand. The highest-paying job on the pyramid, for example, is Technical Architect, which earns an average of $150,000 per year in the United States. In India, a Salesforce Consultant makes an average of Rs 8,85,284 per year but can earn up to Rs13 lakh per annum. Of course, the salary depends upon your skills, so be sure to choose the right career path, and go for reputed Salesforce certification only.

Summing Up

Today, not only is Salesforce behind the scene of many Fortune 500 companies, but the platform has infiltrated its way through small businesses and start-ups as well. So, it’s safe to say that Salesforce is here to stay. Thus, naturally, so are the career opportunities associated with it. Want to learn more about Salesforce Certification? Contact us today!


Resource Augmentation

6 Benefits of Resource Augmentation for Global Companies in 2021

What Really is Resource Augmentation?


Resource Augmentation, commonly known as contracting, is when companies hire the extra help they need only for a specific project or a particular period. 


Basically, companies can hire employees on a contract basis without making a permanent commitment to the additional support they hire.


To put it in simple words, resource augmentation is an outsourcing strategy in which the company looks for its weakness in a project and rectifies it by employing an external talent without a permanent hiring procedure.


Augmenting resources can greatly influence the companies and their end-year results. It is no wonder that resource augmentation services have become an essential tool for the corporate giants to the square of their balance sheets.


Let’s See How Resource Augmentation Benefits Global Companies in 2021


resource augmentation


#1: Cost-Effectiveness


Cost-cutting is an important catch for global companies for a positive balance sheet and growth measure. There are two perspectives to look upon this cost-cutting aspect of the resource augmentation model.


As per the research records, it is roughly 40% more economical to hire a contract employee than looking for a permanent appointment. The base salary, benefits, and social security eat a big share in the project development pie. The benefits include living expenses and other allowances, which are comparatively higher in a developed country over a developing country.


There is no more a factor worth considering with resource augmentation in operational costs such as office expenses, electricity, or stationery. This further increases the sum companies could end up saving. This fund can be diver

ted to R&Ds, training, or other projects.


Read: What is Resource Augmentation? A New Way to Extend Your Team


#2: Greater Flexibility


Companies love to expand their horizons. They even take half chances hoping for a chance to convert. This can attract serious threats to their balance sheets.


With resource augmentation mode, companies can bid on projects of different sizes, sectors, and types. This implies that companies don’t have to say a no to any of those inquiries which aren’t their ball game. 

The flexibility and adaptability that these companies get from resource augmentation can help them broaden their service network.


#3: Greater Control

Compared to an outsourcing strategy, companies have the upper hand in the control of a project. They can keep track of the pace and quality at every stage and even on-demand.


Once outsourced, companies lose their monopoly to add or remove resources at any point in time. But in the case of resource augmentation, you are free to do the same but at the risk of privacy and security still under risk.



#4: Quality Talent on Offer

Finding the right quality candidate can prove costly and time-consuming. But augmentation service providers have access to a global pool of resources at their will. 


So, companies have the same access to a set of skill sets they are looking to meet their targets on time.


Also Read: 5 Effective Ways to Get More Out of Resource Augmentation


#5: Hassle-Free Hiring Process


Augmentation doesn’t require any lengthy paperwork and the tedious process of filing and sanctioning. Hence, it is a time-saving process, and companies can concentrate more on the development side than on the hiring process.


#6: Better Productivity

Specialist talents acquired can help companies deliver their projects faster without having an extra burden on the permanent staff.


With their advent in the IT sector, these advantages have made augmentation to spread over sectors. The spread proved worth enough with the balance sheets ending in the green.



Resource Augmentation has evolved a lot since it was first implemented & it is indeed the way forward for global companies in 2021. It guarantees a great deal of flexibility and cost-efficiency for your business. CEPTES holds a decade of experience in Salesforce Staffing Services. Our expert guide provides you competent assistance to fill your company staffing gaps. Contact us to know how we can help. Request a Resource Augmentation contract sample or contact us to see how we can work and get your dream development team.

CRM, Salesforce

How customizing your Salesforce CRM can help you enhance productivity

As a powerful CRM tool, Salesforce can be configured and customized according to the business needs. We can customize each & every type of record, standard tabs,  including the addition of the custom fields and setting of the page layouts.

We can also customize search, tagging, and user interface options for our org. In addition to that, every Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition user can customize various personal display options.

What is Customization in Salesforce CRM?

Salesforce CRM customization is the custom development and coding to add robust features to the CRM platform. We can integrate these customized features with our business as per our need to have a scalable impact.

Customization of Salesforce CRM is not only easy to use but also will help to grow the business exponentially.

Salesforce Customization Examples:

There are numerous examples of customization, and few of them are;

Apex triggers, Apex Classes, Different third-party integrations, visual force emails, alter the page layout using CSS and building visual force pages.

Few Best Practices of Salesforce CRM Customization

For the success of Salesforce Customization, below are few best practices that need to follow. 

  • Plan well ahead before the customization. 
  • Organize and prioritize the customization process.
  • Use a sandbox environment to create the customizations without affecting other users. 
  • Always take help from the Salesforce Experts.
  • Use other required tools that will help in the customization. 
  • Test very well before the final deployment of the customization.
  • For better communication, use simple, concise, and structured naming conventions. 
  • To avoid change or duplicate, add details about the feature, which will help other developers to understand the customizations.
  • Provide help texts for the ease of the usage of the customization to the end-user.

Few must have Salesforce CRM Customizations are

Custom Portal 

Salesforce custom portal will help a great end-user experience. As an example, the custom client portal will help to enhance the client’s and our convenience. 

Likewise, Salesforce partners, or Salesforce employees portal can use to streamline the communications among the partners or teams to boost and grow the business.

Customized Dashboards

A custom dashboard in Salesforce CRM will help us to view a 360-degree view of our business processes and opportunities. 

Now, let’s consider the applicability of customized dashboards in the  Real estate industry. We have extensive data from clients, and we want to keep track of our sales funnel. Having a personalized dashboard, we can create custom modules to have a record of our leads, buyers, sellers, property listings, brokers, agents, etc.

Customized Views

Customized Views is the next Salesforce customization that can improve business performance. With this, our customers can have flawless experience and extend the functionality of our Salesforce. 

Now, we won’t face the issue of default restrictions, as customized views will give more functionalities such as list views, custom forms, options to upload the attachments, etc.

When will we choose our Salesforce CRM Customization?

We can choose Salesforce CRM customization in any of the below situations:

  • Integration of third-party (like ERP, an e-commerce system, etc.) need for better performance of the business process to execute.
  • When we need more detailed reports and dashboards that are interactive and well-built to get the required information.
  • When it is difficult for the end-users to adapt to the configured platform.
  • When we have some budget and dedicated timeline set for customization.
  • When we have large amounts of complex business data which is difficult to cover with the default functionality of Salesforce.

Now we know the customization of Salesforce CRM, we can implement whenever we feel the need to help our platform & grow the business. 

With customized CRM, we can streamline processes, increase revenue, enhance productivity, get more ROI, and much more.

If you are looking for Certified Salesforce consulting services, then contact us today!

CRM, Salesforce

Top 3 Reason “Salesforce Customer 360” can be a Game-Changer in 2020

Do you know around three-fourth of the customer wants their expectation & needs to be understood & fulfilled? Whereas there is another fact that only 47% of the customer agrees their expectations fulfill, and 53% are not? So, as an SME with limited budget & resources, do you worry about how to meet with ever-changing customer expectations and win the rat race? If you answered “YES,” then don’t worry, “Salesforce Customer 360”, which is an integrated CRM (Customer Relationship Management) system, has the solution for you & your customer. It will unite customer data across marketing, sales, customer service, and more into a single platform.

Salesforce Customer 360 is a cost-effective way to connect you to all customer touchpoints so that the company will have a single view of every customer and can deliver the experience they deserve. 

Salesforce Customer 360
*Image source – Salesforce

Deliver superior support with a single customer view 

 Most of the time, in a busy day to day life with multiple tasks, when we try to contact the customer care to solve any of our problems, we notice there is a long waiting queue of other customers before our number comes.

When our turn comes, we are explaining all your pain points with emotion. We think our problem will get resolved, and later we realize that the agent is transferring the call to some other department or to his senior where we have to explain our whole story from the beginning. Sometimes due to various reasons, if the issue doesn’t resolve in a single call, then we have to repeat the process once again. Have you ever realized how it will feel when our customers will experience the same feeling with our service?

To avoid such disappointment, Customer 360 records all the customer communication automatically, and any agent from any department will get the past context and proceed from there. This experience will make the customer feel that someone understands their pain points. 

Deliver superior support with a single customer view 

*Image source – Salesforce

Deliver personalized customer experiences

If we follow our old traditional method of capturing all customer details in a spreadsheet or for some reason, if we note down the same in a sticky note, then most of the chances are either we misplace, or we will not get when we need that.

In this scenario, we communicate either entirely new or with half-cooked information which is altogether embarrassing to both the customer and us also. And in this cut-throat competition as an SME, personalized customer experience is critical to building trust & long-term relationships.

Customer 360 fulfills this need; we can pull all the customer details with the conversation, which will not only help to know them better but also will help in selling as per their need.

Deliver personalized customer experiences

*Image source – Salesforce

Make it easy for your business to scale and grow

I hope you agree to sustain & grow; every business should meet their customer expectations, and without that, the customer will switch over to the competitor without any second thought for the better deal.

According to research, 58% of Small Medium Business leaders say over the next two years, meeting customer experience expectations is a challenge for growth. So, the question comes here is, how can we achieve the same?

The ultimate solution for this is by leveraging the benefit of technology, and the most compelling benefits of Customer 360 are:

  1. Even though as a startup or small business, you can well manage with a one-two person team.
  2. You can replace different tools for the market, sell, and customer support with a single device, which is easy to use & maintain.
  3. It supports small to large enterprise-level, which is no need for switching to anything else.
  4. A customized solution for the business as you need.  

Make it easy for your business to scale and grow
Let’s Conclude:

Salesforce can help you find customers, win their business, and keep them happy so you can grow faster than ever. If you are looking for Certified Salesforce consulting services, please contact us today!