MAKE YOUR BEST PRACTICE FOR SALESFORCE IMPLEMENTATION MORE INTUITIVE AND EFFECTIVE

Your business needs customized solutions that fit into your own unique processes.

Salesforce Customization Services

Cymetrix- A Offshore Salesforce Development Company helps customize Salesforce standard programs to meet individual business needs. Our Salesforce certified consultants based in India and USA can customize your Salesforce to adapt to your business needs- whether you are starting from the scratch or migrating from other legacy systems.

Fit your own unique business workflows in Salesforce implementation and Salesforce data migration best practices
Improve business efficiency with streamlined and automated processes.
Run you business from a single application
Extract the best and maximum out of your CRM system

Our offshore Salesforce Developers and Salesforce CRM consultants have delivered Salesforce Implementation Services successfully and helped customizing Salesforce.com for many companies of various sized.

Related Service:

Salesforce Lightning Migration

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Salesforce Implementation Services by Cymetrix

USER MANAGEMENT AND ADOPTION

Role Hierarchy Setup, Adoption Reports and Dashboards, Public Groups, Profiles and Permission sets Management, Queues and Setup.

ARCHITECTURE REVIEW AND CUSTOMIZATIONS

Object connections, creation or alteration of page designs, custom objects, custom links, record types, fields, and catches; Introduction of Junction objects, if necessary.

MASS DATA SERVICES

Bulk loads and Imports, Mass Transfer.

FEATURE ACTIVATION REQUESTS

Individual records, extended mail merge, multi-money

DATA QUALITY MANAGEMENT

Approval Processes, Validation Rules, Auto-Response Rules, Automated Workflows, Assignment Rules.

DESKTOP APPS INSTALLATION AND SUPPORT

Force.com connect offline, Associate for Microsoft Outlook, interface for Office.

SECURITY MODEL ENHANCEMENTS

Session Management, Change and Implement Organization-Wide Defaults, Owner and Criteria Based Sharing Rules

LEVERAGE STANDARD SALESFORCE OBJECTS & FEATURES

Ideas, Campaigns, Products, Assets, Contracts, Leads, Accounts, Opportunities, Activities, Cases, Solutions, and Flows.

ANALYTICS SUPPORT

List Views, Reports, Report Types, Dashboards, Analytic snapshots/Reporting snapshots.

EMAIL ADMINISTRATION

Workflow email alerts, creation or modification of email templates, mail merge templates

SALESFORCE1

Administration and User Training.

Appexchange PACKAGE SUPPORT

Suggestions, installation, management, or removal of AppExchange packages.

SMALL CUSTOM COMPONENTS

Apex, Visualforce, Triggers, API; Web Services, and Visualforce templates.

TRAINING

End-user and administrator.

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Why work with Cymetrix for
Salesforce maintenance and support

Reliable delivery

We Cymetrix Software - Salesforce implementation partners USA and India specializes in Salesforce with almost the entire team being Salesforce certified. The best of the class’s global experience of founders reflects in our delivery process rigor.

Adaptability

We follow Agile Methodology and adopt an iterative strategy. We have a start-up culture with a passionate team that is always ready to walk that extra mile to deliver Salesforce solutions best suited for the business.

Project Ownership

We put skin in the game by taking project ownership. That helps us think long-term on behalf of the business and plead passionately for our ideas.

Excellent Experience

We have an empathetic, professional and well rounded team to understand the context of your problem.

We have had an excellent experience working with Cymetrix Software on Salesforce implementation. Cymetrix Software has been great partners from setting up through to customer service. I would not hesitate to recommend them to anyone thinking of a Salesforce implementation.... Show more

Aspira Diagnostic

Migrating to Salesforce for our CRM related needs turned out to be one of the best decisions we have made, and Cymetrix helped us in achieving the same as seamlessly as possible. Key challenges were to understand our business-specific needs and to migrate data from our previous CRM software, without disrupting ongoing Sales & Marketing activities. Cymetrix arranged detailed one-to-one sessions with our team, and begin onboarding early on during the process of migration. This saved us time and ensured that we land on our feet running as soon as we begin using Salesforce. We are thoroughly impressed by the professionalism and technical skills displayed by the Cymetrix support team, and we would happily recommend them to companies looking to adopt Salesforce as their first CRM software or migrating to it from their existing CRM software.... Show more

Insolergy Technologies

Migrating to Salesforce for our CRM related needs turned out to be one of the best decisions we have made, and Cymetrix helped us in achieving the same as seamlessly as possible. Key challenges were to understand our business-specific needs and to migrate data from our previous CRM software, without disrupting ongoing Sales & Marketing activities. Cymetrix arranged detailed one-to-one sessions with our team, and begin onboarding early on during the process of migration. This saved us time and ensured that we land on our feet running as soon as we begin using Salesforce. We are thoroughly impressed by the professionalism and technical skills displayed by the Cymetrix support team, and we would happily recommend them to companies looking to adopt Salesforce as their first CRM software or migrating to it from their existing CRM software.... Show more

Insolergy Technologies

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