Organizations often face challenges aligning sales, marketing, collaboration, and customer service processes within a single system. Through Salesforce customization and configuration, workflows can be structured to reflect actual business operations instead of adapting to standard platform designs.
With over 25 years of IT experience, Suma Soft works with stakeholders to improve revenue performance and employee productivity by applying appropriate Salesforce capabilities, integrations, and APIs aligned to defined business outcomes.
How We Customize Your Salesforce Platform?
Our Salesforce experts offer two ways to adapt your Salesforce solution, depending on your business complexity, the impact on the platform, and your budget.
Level 1. Salesforce configuration
We recommend a Salesforce configuration when modifications to the UI, data model, and business logic of your Salesforce solution can be integrated via point-and-click, as this aligns with your requirements. Common configurations include creating custom reports, dashboards, automated workflows, and validation rules, as well as installing AppExchange applications.
Level 2. Salesforce customization
If your requirements go beyond standard features, we offer code-based customization. This is necessary when:
- You have massive datasets and complex business logic that standard tools cannot handle.
- Default dashboards do not show the specific data about your business processes required for strategic decisions.
- You require integration with external enterprise systems, such as ERP systems or e-commerce platforms.
Why Choose Suma Soft ?
- 25+ years in the IT industry, managing global delivery.
- Our certified Salesforce Experts are skilled in Apex, Lightning, and complex integrations.
- 24/7 Global Support across the US, UK, UAE, and India.
- Deep knowledge and Industry Expertise in BFSI, Healthcare, Manufacturing, Retail, and Logistics.
Customizations Offered by Suma Soft
Our Salesforce customization experts guide you in making the most of Salesforce solutions by fine-tuning the platform to your business needs, using default tools or custom development on the Lightning Platform.
Addition of custom objects, fields, and records
Standard Salesforce doesn’t cover unique objects, fields, and records, such as specific property details for real estate or patient metrics for healthcare. Our Salesforce customization and configuration experts integrate these features for your platform.
Automated Business Rules
We use Apex triggers and Flows to embed your specific business rules into the CRM, making sales and service processes easier to manage and analyze.
Automating Daily Tasks
We automate recurring tasks, such as email notifications and follow-up assignments, using workflow tools like Workflow rules, Process Builder, or Apex code. This saves your employees from manual work and boosts productivity.
Bulk Data Processing
We enable mass updates and weekly lead evaluations. Our Salesforce customization and configuration team loads and deletes large volumes of data in your Salesforce solution and performs bulk record updates using triggers quickly and accurately.
Custom Email Templates
Our Salesforce customization experts create email templates with custom style sheets, helping you manage attachments and outgoing messages more effectively.
Custom Reports and Dashboards
Standard reporting isn’t enough when better visibility into specific figures is required. We build custom dashboards with Apex instructions for your leadership team to retrieve this data and present it on the report page.
Einstein AI Integration
We integrate your setup with AI-powered insights to recommend the best sales actions to help you score marketing leads, automate marketing emails, and classify and route service cases.
Third-party Integrations
Our Salesforce customization and configuration services connect Salesforce to third-party systems, such as ERP, social media, and email, via REST/SOAP APIs and other tools to improve collaboration across your company.
Our Other Case Studies
CRM Customization Benefits
As your Salesforce customization and configuration service partner, we understand how customizing Salesforce to your specific business model will lead to measurable improvements:
Revenue Increase
Our team improves and upgrades processes by integrating personalized, efficient customer communication, helping win more deals and grow total sales revenue by almost 30%.
High ROI
Successful customization ensures you aren't paying for underutilized features while maximizing the ROI by 35% and the value of the tools you use.
Increase in Productivity
By designing the system with user convenience in mind, our Salesforce customization and configuration services help employees work faster, often seeing a 45% increase in productivity.
Our Specialization in Salesforce Clouds
Suma Soft’s team is qualified to deliver a personalized Salesforce experience, including:
Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
Financial Services Cloud
Nonprofit Cloud
Salesforce CPQ
Salesforce Chatter
Our experts adapt Salesforce products to drive the success of both B2B and B2C organizations by aligning the services to their operational needs. For B2B firms dealing with complex, high-value contracts, we optimize the platform to more effectively manage long sales cycles and multiple stakeholder relationships. In B2B transactional environments, we design the system to help you close deals more quickly, shorten the sales cycle, and ensure high accuracy. For our B2C clients, we provide customizations that improve customer retention and create effective upselling and cross-selling opportunities.
Cooperation Models
We offer flexible partnership options to suit your needs:
One-time project
- Our team analyzes your requirements by discussing them with the right stakeholders.
- Our team creates a strong Salesforce customization plan.
- We discuss the benefits and the process for integrating our proposed customizations.
- We then implement the ideas for improving the customer’s solution.
Continuous support
- Our Salesforce customization and configuration team conducts a comprehensive analysis at the beginning of the cooperation.
- We offer ongoing customizations that help your changing business needs.
- We provide ongoing user training and support to facilitate the seamless adoption of new system functionalities.
- We proactively monitor your system and provide a timely performance check to ensure seamless operation of the Salesforce solution. Our team also provides prompt resolution of any issues.
Technology Stack
- Apex code & Visualforce
- Lightning Web Components (LWC)
- REST/SOAP API
- JavaScript Frameworks
- Lightning Platform
Discuss Your Salesforce Project with Us
Is your generic setup obstructing your growth? From tailored CRM implementation to marketing processes automation, we go beyond its default features! Specializing in making Salesforce belong in your business operations, we are here to help.