Customization & Implementation
Drive digital transformation in your business with the #1 CRM
of the world. Let us guide you at every step.
Drive digital transformation in your business with the #1 CRM
of the world. Let us guide you at every step.
Achieve your business goals fast by leveraging the power of Salesforce. Find us by your side to implement it better.
Wether you are looking for setting-up Salesforce in your business or want to migrate from another CRM or want to improve your Salesforce experience, our highly experienced Salesforce experts will guide you through the entire process.
360 Degree Cloud helped us manage Salesforce better and smarter since we met in 2016 with customizations for efficiency and workflow improvements. We've been on the phone for many years, and I feel honored to have met their leadership in person too.
Soeren Schmitz (Chief Commercial Officer, PCI Gases)
Let us help you ascertain the outcome you desire from Salesforce and implement & manage it better.
Move away from any trial-and-error approach.
Our experts will analyze your business requirements and suggest best-fit Salesforce solution for you.
We can also develop an implementation road-map to help you get Salesforce plugged into your system without any downtime or processing challenges.
We can implement, improve, customize and manage your Salesforce so that you and your team can focus on where you are good at – growing your business.
Our Consulting & Implementation service is available for every important Salesforce product like…
Automate your tasks, manage leads better, monitor your pipleline effectively and close more deals, fast.
Take informed decisions fast by identifying your best or worst performing business territories and customer segments.
Customise email templates and style sheets to match your requirements. Improve the speed of email messaging with custom attachments.
Have your Salesforce customized to simplify and optimize your workflow rules.
Track the first touchpoints your sales and marketing teams have with the prospect.
Get the right tools for data architecture, compliant data reporting, and donor administration.
Apart from these we also help you implement other popular Salesforce cloud platform
like Manufacturing, Analytics, CPQ, Sustainability and more.
Our unique 6-step process helps you identify, implement and
quickly launch the right Salesforce solution in your business.
With our specialized discovery tools we will examine your business needs and determine goals to reach your business objective fast.
In this step we will setup the chosen Salesforce edition, configure & customize it based on the identified business goals.
In the third step we will migrate your business data to your brand new Salesforce solution without any data-loss or downtime.
Once everything is in right shape, we will deploy your Salesforce for the user acceptance testing, feedback gathering & final release.
Our experts will help your team adopt the Salesforce, learn how it works and how to leverage its full potential.
Rest assured – after implementation you will continue to get after-lunch support to enhance the user adoption.
They lifted the heavy weight off our development team.
Their team upgraded our Salesforce automation and helped us achieve our desired goals fast.
Dominic Vario
(Amatus Health)
With their advice and flawless integration of Salesforce with our ERP, we saved $256K in just 6 months. Speechless!”
Martha Kevin
(Founder, Inaya Cosmetics)
That too with brilliant customer service and on-time delivery.
This was my second most complex ask from this highly professional team and they did it with perfection.
Erin Smith
(Zephyr Sales Consulting)
Salesforce allows you to customize your object model with features like validation rules, custom fields, and page layouts. These customizations can be located in different areas of the Setup. Also, you can control user access to these fields through field-level security settings.
Custom Help Content is tailored to help users, so they can understand their Salesforce implementation. It allows you to add custom help for any app, object, or page. You can also add links to help in Path or Utility Bar.
The custom tab allows you to display custom object data on Salesforce. A custom tab added in Salesforce Classic will appear as a tab. On the other hand, a custom tab added in Lightning Experience will appear as an item on the navigation bar and the App Launcher.
Yes. Salesforce clouds are certified as HIPAA compliant and employ a variety of modern security measures and safeguards to protect data.
There are times when Salesforce shows a low adoption rate, due to which they need to see the value of Salesforce for the business. Conducting customization can be a complicated task but can help drive user adoption by tailoring the system according to the user's unique needs.
