A customer relationship management (CRM) software is a basic necessity of every business of today to manage client relationships, achieve business goals, enhance sales pipeline, generate leads and get a competitive edge. Salesforce, needs no introduction though, is the most popular CRM being used by businesses of all types and sizes all over the world. You perhaps already know that if you are using Salesforce as the CRM for your business.

However, the bigger question is, is an off-the-shelf Salesforce CRM effectively serving to your business needs? The reason I raised this question is that every business is different and has different requirements, workflows, and processes. To which, a basic Salesforce solution might not be a perfect fit as it might not suit your way of doing business and specific requirements.

For instance,

The limited numbers of fields being offered by an off-the-shelf Salesforce CRM may not be enough to enhance your sales pipeline and manage current and future clients? Also, you may not want your Salesforce platform to work in isolation and it would be much better if you can integrate Salesforce with existing and new third-party systems?

Another important point to consider is that people are increasingly using mobile phones and tablets to access the Internet. So, to expand customer reach, almost every business now wants to have their Salesforce apps be mobile friendly and have a consistent look and feel as well, regardless of the screen sizes.

Besides, you may also want your CRM to apply machine learning and deep learning to help your sales and marketing team get access to detailed and updated views of customers and sales prospects. And, what if you also want to create brand value through your Salesforce app?

Well, answer to all these problem statements is Salesforce customization. Let’s take a grasp of where Evon helps you with Salesforce customization to empower Sales Process, Customer Relationships and Gain Competitive Advantage.

Where Evon Helps Businesses with Salesforce Customization

Salesforce Consulting

Evon will help you optimize your Salesforce implementation to fully utilize Salesforce Platforms. We collaborate with you to understand your business standards & needs and plan how to implement Salesforce in your business the right way.

Custom Mobile App Development

Evon has expertise in using Salesforce1 Platform (now known as App Cloud) to build Salesforce mobile apps. Our experts use Salesforce1 works in conjunction with the Lightning platform to build dynamic, responsive and mobile friendly Salesforce web apps. Evon designs, develops and deploys on AppExchange for your Salesforce1 mobile apps.

Custom UI/UX Designing

Evon will extend your brand look and the feel of your Salesforce1™ mobile instance through custom UI and UX. Evon helps you use own app name, business logo, and colors so that customers can relate to your app and recognize your business.

Third-Party System Integration

Evon has AppExchange experts who integrate Salesforce with different systems, like email platforms Outlook or Gmail, existing sales and marketing automation tools like Hubspot, and even non CRM tools and services like accounting software. After integrating Salesforce with Outlook, your team can view Salesforce data directly in Microsoft Outlook. Our experts also integrate social media platforms like Linkedin and Twitter.

Visualforce

Evon will extend your Visualforce pages to Salesforce1™ platform. We are experts in lightning and custom UI. Using Visualforce, Evon creates dynamic, reusable interfaces and controls what elements appear and how they appear on the page. We also help you define what happens when users interact with the page, like when a user clicks a button.

AI Implementation to make Intelligent Decisions

Personalization has become the key to success in the business world. Our experts in Salesforce Einstein helps your Salesforce CRM learn from customer data, interactions, etc to make prudent predictions and recommendations. The AI platform also empowers your sales team by predicting which hot leads are most likely to turn into customers and who among them will become loyal customers. Besides, you get the added ability to figure out the reasons behind why a particular customer is not satisfied with your products or services so that you can work out on enhancing user experience.

Sales cloud

Evon will help you with Contact Management, Opportunity Management, Lead Management, Contracts, Reports and Dashboards, Mobile, Email Integration and, Sales Forecasting.

Service Cloud

Experts at Evon are able to do Case Management, Telephony Integration, Workflow and Approvals, Einstein Service Analytics, Video Chat, Social Customer Service and many more.

Marketing cloud

Evon does Email, Mobile, and Web Marketing, Social Media Marketing, Advertising, B2B Marketing Automation.

Process Automation

Using Salesforce Lightning, our experts automate your business processes, like sending an email, updating records, creating tasks, submitting approval requests, and many more.

Force.com

Evon also automates business logic with Force.com-based mobile and web applications. It includes development, integration, and migration.

Appexchange

Evon provides salesforce Appexchange development services. Our experts can do Appexchange apps that are salesforce1 compatible and lightning ready.

The opportunities to customize Salesforce Customer Relationship Management are endless. Your business is unlike others, even if it is among those in the same industry and targeting the same customers, so you will still be required to keep evolving your Salesforce CRM as per constantly changing requirements of your business. Customizing Salesforce has become very common for businesses to increase profitability and beat competition. However, To customize Salesforce, coding knowledge of markup languages like JavaScript and HTML is a must. If you are not technically proficient, approaching an expert and experienced software development company like Evon is always a good idea.

Contact us, if you are also looking forward to customizing your existing Salesforce application or want to get an all-new customized Salesforce solution. We promise to get back to you shortly.