Salesforce can have an immense impact on your customer service and eventually on your sales. According to the DRM statistics, Salesforce has a higher market share than that of its three top competitors combined in the CRM software industry. On top of it, 83% of Fortune 500 companies are customers of Salesforce. Forbes predicts that Salesforce revenue would reach $22.4 billion by 2022.
The reasons behind this popularity of Salesforce are not just the flexibility it provides or the unlimited possibilities it offers for customisation and integration for efficient training. It is also because efficient CRM management – and Salesforce being one of the most effective tools for doing that – has proven to immensely improve sales leads and develop stronger and more sustainable customer relationships. With Salesforce customisation processes you can tangibly improve your leads conversion into sales, reduce the cost of sales, uncover referral business, as well as boost opportunities for cross-selling and up-selling.
This type of Salesforce solution may be understood as tailoring a Salesforce solution with point and click tools, also known as ‘declarative’ tools. An important feature of these tools is that these do not require programming skills. A Salesforce manager can perform these easily and effectively. The primary changes made here are to the solution’s user interface (UI) or data model (the way data is stored in a Salesforce solution). This type of configuration may include:
Creating new objects and fields
Creating new tabs or group of tabs known as apps
Creating validation rules to verify that data entered in CRM meets a company’s internal quality standards
Enabling default email templates
On the other hand, customisation is a slightly more complicated procedure and comes in where getting a specific functionality with configuration is impossible. In other words, it is a more detailed modification process and can only be done successfully by a Salesforce developer. Here possible customisations may include:
Creating custom processes, e.g., for the calculation of expected revenue/taxes
Enabling bulk operations, which imply processing large volumes of data
Enabling custom email templates created with Visual force, for instance, for invoices and warranty emails management
In practical terms, customised Salesforce solutions usually have elements of both configuration and customisation. To achieve a better balance between the two, it is always beneficial to begin with configuration while leveraging in full the default Salesforce capabilities and tools. Once such a need arises in a Salesforce solution that cannot be addressed only through configuration, then we must utilize processes of customisation.
One of the best and most in-demand customisation is the ability to manage a CRM platform in a mobile environment. With a fast-paced, globalized world, business needs to be managed while on the go. RT Labs offers custom mobile application development services to its customers in order to address this need. The main objective for RT Labs is to provide all the functionalities that a desktop version of CRM provides but is made much easier and convenient. The customisation could include the addition or omission of certain modules, fields. or objects.
Another important feature of a personalized CRM solution is the creation of a seamless user experience. The user experience can be defined as the degree of ease that is lent to a user of any platform. This includes easy navigation and an interface that is not too complicated. With better user experience, there is a better chance of customer retention and an increase in user adoption. RT Labs comes with its certified development team to ensure that the user experience of all its clients is seamless and smooth.
Salesforce Customisation is a highly efficient way to make your Salesforce CRM a helpful tool for sales and customer service as well as reducing the issues of poor user adoption. To make sure that you get the most out of your efforts without having to spend a lot, get input from your users, hire a CRM certified partner such as RT Labs so as to lead the process, look for and engage in a quality Salesforce customisation service, and rationalize and streamline your requirements from the customisation process. In this regard, RT Labs provides this and much more!
I have utilised the services of RTLabs for customizations related to a company project. Their team is well equipped with sharp and talented developers. Along with that, the support team is always readily available making sure that any issues are resolved quickly.
Ian Hastings , Director
I’ve been working with RTLabs for quite some time, and have been consistently impressed by the work that they deliver. Always worth the investment. Their attitude is great, they deliver on time, and the quality is superb. What more could you ask for?
Ivan Sutja
I had the pleasure of working with RTLabs in a development project for my company. They were easy to work with, the progress was as planned, and the results were above my expectation. Would be happy to work with them again.
Jean-Michelle Maudet
RTLabs and Shahrukh Riaz in particular, has been an absolute pleasure to work with over the past few months. We initially engaged with RTLabs for some expert SugarCRM development and consultancy; it was quickly apparent that they have exceptional command in all LAMP technologies. Their hard work ethics, backed up by uncompromising support should be a textbook example to the rest of the outsourcing community. Six months in and we’re sending more work their way all the time.
Niki Dinsey, Managing Director
Hussain and the team at RTLabs were excellent to work with! Very professional, communicative, answered all my questions and they completed the work early! I would recommend them again and will definitely be working with them again!
Jon Paul, Haro Street Media
Quality provider for Sugar work, will be using him again for further iterations of the project and any other work I have. Would thoroughly recommend RTLabs to anyone doing SugarCRM development.
Nick Dunin, Click Pursuits
RTLabs is a great provider. They are extremely knowledgeable when it comes to PHP and SugarCRM. They also remained very much on schedule throughout the whole project. I would highly recommend them and wouldn’t hesitate to use them again.
Justin Weber, Sourcetoad LLC
The RTLabs team was quick at grasping my requirements and extremely professional in implementing and delivering all the tasks. I look forward to working with them on further projects.
Matthew Baugh, Rainmaker Appointments
I had some urgent tasks that needed to be delivered. RTLabs hit the ground running. They were incredibly fast at getting to grips with systems they had no prior knowledge of and began delivering the very same day the tasks were defined. Very much looking forward to involving RTLabs with many other projects both now and in the future. The communication has been fantastic and our RTLabs point of contact, Hussain, has been patient, helpful, professional and respectful. RTLabs are a perfect fit for the work here at FlatCoder.
Gary Rigg, Flatcoder
I have been working with RTLabs for several months on a complicated and challenging installation of Sugar CRM. Their technical capabilities, combined with a great attention to detail, has resulted in a comprehensive solution, custom tailored to our exact needs. I recommend them highly and look forward to working with them on future projects.
Alan Geer, President
RTLabs is a very professional organization. Their knowledge of the Sugar environment is very strong. They were able to help me quickly decide on our strategic direction based on the information they gathered for me. I will use them again on future SugarCRM projects.
Chainrai Waney, PCM Savings
Efficient. To the point. No fuss.
Rudi Haarhoff, Hemisphere Solutions
Excellent responsiveness, quick to fix bugs, excellent communication.
Richard Metcalfe, ARKK Solutions
RT Labs Ltd
4-12 Regent Street
London, SW1Y 4RG
0207 993 8524
Company No: 8048043
VAT No: 138 9909 60
