Collaboration that goes beyond code!
Salesforce, the most powerful CRM solution can be overwhelming at times, when it comes to customization and implementation. By implementing Salesforce and customizing it to your preferences, you just make your customer interaction smoother and thus, increase their satisfaction. At Suyati, we offer a holistic suite of Salesforce implementation and customization services that provides a seamless experience to your clients throughout their customer lifecycle. Our certified and experienced Salesforce experts ensure that Salesforce CRM implementation can boost the working experience in your organization.
We are specialists in a range of platforms including Sales Cloud, Services Cloud, Marketing Cloud, Lightning, Salesforce1 Mobile, AppExchange development and publishing and more. Here’s how we pan out our Salesforce customization and implementation services for our customers.
Why Salesforce Customization?
It could be a fact that you might be already using Salesforce CRM in your business. But, is Salesforce adeptly serving your business needs? If not, understand that it is time to customize your CRM. Salesforce customization can help you achieve the following benefits:
Improves collaboration and transparency at all organizational levels
Brings dispersed users into one place and avoids communication mismatch
Customization reflects your business processes, helps sales overcome hurdles
Have a clean dashboard that offers you a complete view of your customers and business
Easily generate activity reports that facilitates easy closure of deals
Empowers you to exploit the Salesforce mobile applications effectively
Customizing Salesforce with Suyati
Suyati’s Salesforce CRM experts customize and set up Salesforce.com based on the customer’s business requirements and proposed solutions. We do extensive R&D prior to deriving a solid workaround for our clients. We customize a broad array of services, including:
Creation of customer logins, partner support, profile creations/ modifications
Organizational hierarchy based user set up
Creation and customization of reports and dashboards
Set up assignment rules, workflows, validation rules etc.
Sales process management and streamlining
Efficient usage of APEX, force.com and Visualforce platforms for customizations
Our Salesforce CRM customization solutions are tailored to help you get the best out of Cloud platform- improved workforce productivity, 100% clean data, automation of manual processes, flexibility and scalability.
Salesforce implementation with a difference
Suyati is a fast growing Salesforce powerhouse and we partner in every stage of your business improvement process. Our implementation strategy involves a fine-tuned procedure that gives your ample room for incremental updates. Prior to implementing, we encourage our customers to test every iteration of the build, collect feedback and suggestions, and deliver according to their expectations. This kind of agile and iterative implementation strategy allows to us to meet all the requirements laid out in the discovery phase. As your Salesforce partner, we custom-tailor and implement the right solutions in cloud for your business development.
Suyati’s Salesforce Implementation Strategy at a glance
Salesforce CRM implementation is not a one-step activity. It is a continuous “discover, iterate, and improve” process that strives to yield optimal results. We help you make Salesforce yours with our insightful CRM implementations services. Our implementation strategy involves the following phases:
Consulting phase- to understand your business standards & needs
Planning the right way to implement Salesforce in your business
Identifying which features of Salesforce do you need
Helping with license, setting up Salesforce account
Implementing Salesforce automation, configuration, customization
Third-party integrations, other API integrations
Data mapping, analysis, data de-duplication, data cleansing, data migration
Creating dashboards, reports, libraries etc.
Testing phase- end user training, creation of training manuals
Support and maintenance after “go-live”
Our Salesforce implementation covers a broad range of tasks including:
Site.com customization, administration, implementation
Security and sharing management
Chatter, Salesforce Community, Community Cloud
Sales cloud, Services cloud, Marketing cloud
Content and article management
Create and manage workflows
Faster user adoption, scope for collective progress, streamlined business process, and increased customer satisfaction- are the four major benefits that you gain by implementing Salesforce CRM in your business.