If you’re making the leap to Salesforce and looking to automate your business, it’s easy to get overwhelmed by everything it can do for you. It can cause issues for your business, especially if you’re over-customizing and configuring automation.
Let’s look at the differences between configuration and customization in Salesforce to determine the best course of action for your business.
Why Configure Salesforce?
Configuring Salesforce involves utilizing its built-in tools, functionality, and components to develop best practices for your business. Instead of creating custom functionality, you apply your business practices or change them all together to work within Salesforce for better automation. Since many businesses choose to use customer relationship management (CRM) software the same way across the board, they have to let go of this old-fashioned idea to get the most out of automation software.
When moving from one CRM to Salesforce, it’s important to take a step back, analyze your practices, and develop new ways to do things that work with Salesforce configuring it versus customizing it. You might be surprised by what you can do with Salesforce that you couldn’t do with your previous CRM platform.
Why Customize Salesforce?
If configuring just isn’t doing the job the way you need it to in Salesforce, customizing the CRM platform may be more beneficial. Depending on your industry and services, you may find utilizing custom Salesforce components to be the ideal way to get the most from it.
One of the biggest downfalls to customizing Salesforce, or any CRM, is that your platform becomes bloated and cause more automation issues than you want. This can be avoided by analyzing the benefits of built-in configuration, changing your business practices to conform, and saving customization for higher-end needs within your company.
Which Route is Best for Your Business?
If you’re ready to make the leap to Salesforce, you’re ready to make a significant investment in your business and the way you take care of your customers. Why make that jump alone? Companies like Sairoop can help you from start to finish figuring out how to get the most out of Salesforce with your existing business practices and what you might need customized to succeed.
Before making the decision, consult a professional to go over the goals of your business, how you want to automate, and what the end goal is of utilizing Salesforce within your company. From there, the possibilities of how Salesforce can help you grow and become even better at what you do are endless.