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Salesforce integrations: is it never too much?

October 31, 2016

Being one the most popular CRM for doing more with less time, Salesforce is distinguished by its adjustability and flexibility. We’ve already mentioned that Salesforce is a powerful solution with a large range of pre-built features and lots more provided by third party agents. How can you realize that you took everything possible from Salesforce box features and now need further customization? And when is the right time to say “Stop!” to customization and center the efforts around the current ecosystem? Find the answers right now!

So, you’ve already configured the Salesforce platform to your workflow, but your team still grumbles about CRM discrepancy to their expectations and needs. And the idea of customizing Salesforce to the needs of your business naturally appears in your mind.

But don’t hurry up! Being conservative is about human nature. We don’t like to change usual course of things and the ability to integrate Salesforce with any third-party application platform we get used to sounds more than pleasing.

However, until you decide to integrate Salesforce with ERP like NetSuite, Oracle, Microsoft Dynamics, SAP, or any other, take a closer look at the functions already provided within the Salesforce box features. In case you need to add something to the picture, discuss with your team what activities could simplify their routine activities.

AppExchange is packed with the apps ready to be implemented to your Salesforce ecosystem. Undoubtedly, they are normally about  boosting productivity, streamlining business processes, and improving sales management. However, throwing customization on top of customization can make your Salesforce system a nightmare.

Let me tell you a story to make my statement more considerable.

Mr. Johnson owns car service stations chain. Endless calls from impatient clients asking about their cars, mechanics asking for the needed spares, spare suppliers displeased with overdue payments caused a constant headache for Mr. Johnson. In a couple of weeks, Mr. Johnson configured Salesforce: transferred information about orders, payments, clients and their cars. Now Mr. Johnson stays in the know about any tiny detail of repairing work. He integrated Chatter for communication within the service. It’s surprisingly easy exactly as the communication on Facebook. Day by day decreased the number of complaints and whole discontent.

Having vast experience in car service, Mr. Johnson realized one thing: clients want and need the support at anytime and anywhere. With integrated Automotive Dealership platform, Mr. Johnson’s car service can be quickly reached not only by phone or website. Now it’s possible to get requests even right from social networks or connected car. Moreover, the closest mechanic can be sent to help a client on the spot. Using a connected app, a client can track how far or close the mechanic is. Being inspired by the success brought by all those integrated solutions Mr. Johnson started to integrate more and more solutions: to make tasks, plan marketing activity, recall customers, build reports to remind about this or that deal, or email to send without noticing all these features are available within the Salesforce box features. Сonsequently, he felt  in the trap of throwing customization on top of customization making his Salesforce environment disorganized and difficult to support.  

In order to avoid the situation when your Salesforce dream becomes a nightmare, we suggest making Salesforce Technical Audit to optimize the usage of the system and its functional, increase system stability and improve system performance at peak loads. Besides, the audit helps to eliminate unnecessary custom coding or third-party app integration when all you need is simply smart configuration.

CodeSWAT team is always at your service ready to make your systems more efficient, more integrated! Contact us and we will examine your Salesforce and bring the order in your workflow!

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