Salesforce
Setup/Customization/Reports
SalesForce – Implementation/Customization/Reporting
ClaySys supports clients in leveraging the optimum value from their investment in using SalesForce.com. ClaySys supports clients who want to extend or customize the functionality of SalesForce to meet their specific requirements. We also support clients in integrating SalesForce with their existing applications or databases. We also create custom applications on SalesForce for clients, through leveraging the APEX development platform in SalesForce. We support a number of clients on SalesForce for configuring process automation requirements through the platform. We also work with SalesForce add-on solutions, to meet custom requirements that clients have, that are supported through solutions in the SalesForce marketplace. We also support clients who need to integrate SalesForce data into their existing Enterprise Applications, where we extend the clients applications to integrate with SalesForce data through the SalesForce API.
Salesforce Customization Services
Custom Apps for Salesforce
Made to order custom apps to leverage more out of your CRM data. Our consultants can develop apps using Salesforce Lighting App Builder and APEX code.
Modify Salesforce Workflows & Approval Process
You don’t have to change a matured and working process you have in place, while switching to salesforce CRM. Our consultants can help customize salesforce workflows and create approval processes to align with your organizational hierarchy.
Salesforce Email Templates
You are most likely to lose out on many prospective lead by sending a generic email. We can help you create custom email templates for every stage of your sales cycle and send prompt responses to your customers
Salesforce Custom Report Templates
We can help you avoid the repetitive report customization work by creating custom report templates in salesforce for the needs and requirements of each team.
Third party integrations
We can help you identify and implement the right set of solutions for your business in AppExchange and also help with third party integrations to your CRM
Custom Layouts
ClaySys consultants can customize your CRM layout to match with your corporate themes or add additional objects and fields to enhance your CRM capability.