4 Reasons to Jump to Salesforce Customization

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With each business being so different from other, there is no one solution that could satisfy the need of all of them. Many companies are considering Salesforce as their CRM solution but even the standard solution works for them to a certain limit. After that, they would need to indulge in Salesforce customization to make sure they are actually making the most of the CRM. 


Reaching out to Salesforce customization services will open up doors for opportunities to enhance the functionalities of Salesforce. There could be many benefits for implementing customizations to Salesforce. You just need to know the right time when you need to go for it. 

When to Consider Salesforce Customization

Many companies find it out too late that their Salesforce is not working for them and keep using the standard solution without customizing it for a long time. You need to work to find out when you need to go for customization before it’s too late. Here are some points that will help you find that you need Salesforce customization. 

  1. Problems with Operations due to Lack of Automation

If your Salesforce is not allowing you to automate your workflow and mundane processes, it’s a red flag. You can get the platform customization to automate certain business workflows that will spur the productivity of your employees and help customer service teams to provide tangible support. It will speed the work and help teams to spend more time on revenue-generation operations. 

  1. Inefficient Reporting

Hiring services to get a Salesforce custom application can help you get better with reporting. You can access features like Report Builder that could help you configure your reports and can speed up creating documents while maintaining accuracy. But there are cases when configuration doesn’t work for a specific business and that’s where you would need customization so a company could prepare personalized and customer-centric reports. 

  1. Inconvenient UI/UX

Although Salesforce Lightning is quite user-friendly, the default page layouts can still not correspond to the employees’ needs. Thus to make sure your team is efficiently using Salesforce, you can get it customized so you can use personalized page layouts and arrange your fields and opportunities according to your business goals. Customization will allow you substantial UI modifications that can make the potential users easily use the platform. 

  1. Lack of Third-Party Integrations

What would be the use of Salesforce if your team still has to switch between systems to look for any needed information. Customizing Salesforce can simply third-party integrations with Salesforce so you can align your systems with Salesforce and have a centralized view of data within a single platform. 

Move to Salesforce Customization to Boost Your CRM Capability

Now you know the moments when Salesforce customization can do justice to your CRM investment. Make sure you customize your CRM so it aligns well with your business goals and addresses the specific challenges. The process of Salesforce customization can be easier with the right team. Reach out to experts at 360 Degree Cloud to get your Salesforce customized.

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