We're using Salesforce for managing our customers and accounts, but we've run into a significant issue. Every time we try to implement customizations—like integrating loyalty programs or adding new workflows—something else goes wrong. Our in-house developer is quite talented, but he admits that custom development in Salesforce isn't his strongest skill. The result? We have incomplete processes, frustrated team members, and workarounds that just aren't sustainable. I'm genuinely concerned about our long-term growth since our CRM feels chaotic. I know that Salesforce is powerful, but navigating it without the right skills can feel daunting. Has anyone here dealt with similar issues? What are some effective strategies for building custom Salesforce solutions without turning it into a maintenance nightmare?
2 Answers
One thing I’ve learned is that customizing Salesforce needs a solid internal management approach. Relying on consultants can get really expensive and often leads to an endless cycle of seeking help. The key might be to build a strong internal team or find someone who genuinely wants to take it on without breaking the bank.
I totally get where you're coming from! Customizing Salesforce can really feel like navigating a minefield. I'm based in London as well, and after a lot of trial and error, we decided to work with a company called BKONECT. They assisted us with custom integrations and helped us scale our system effectively without the constant risk of breaking things. One of the best parts was their thorough documentation—it made future changes so much easier since we weren’t left guessing. It's a huge relief when you know your setup can handle tweaks without collapsing!
That's a solid point! I think having someone in-house who really knows the system could help a lot. Thanks for the advice!