Salesforce CRM is a very powerful application platform that can be easily customized using many of its standard features such as report templates, Boolean formulas, page layouts, custom objects and dashboard configurations to name a few. These native custom elements allow a quick design and deployment while providing the functionality that you want.
|Fields - Custom fields can easily be created to capture important information relevant to your business. These fields can include numerous features like picklists, lookups, required amounts and threshold values which make data entry more efficient and accurate.|
|Dashboards – Custom dashboards put an end to outdated data. Graphics such as pie charts, lists, meters and bar graphs provide a quick visual snapshot of key business metrics. Unique dashboards can easily be created for each role within your company for executives, managers, sales reps and support personnel to provide them with the distinct information they need.|
|Security and Sharing Rules – Security within your company’s Salesforce application is comprehensive. Features like sharing, role hierarchies, record ownership, organization-wide defaults and specific field settings are a few of the security measures that can be used to restrict access to records and reports to ensure sensitive information is available only to properly authorized personnel.|
|AppExchange – Why spend the time and money to customize when a solution already exists? The AppExchange provides fully developed applications for common processes like pipeline management, lead generation, expense tracking and project management. A community of user reviews provides valuable insight into the quality of the application and its usefulness to assist in evaluating it’s suitability for your needs.|
If the power of the standard customization properties of Salesforce is not enough, Force.com can be utilized to design and develop a completely customized Salesforce platform. Feel free to contact us so we can strategize how our developers can build that unique application for your business.