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Salesforce Customization:
What to Expect

At Aptaria, we tailor our process to build a Salesforce system that’s customized to meet your needs. Here’s what you can expect when you work with us.

Step 1: Getting to Know Your Business or Organization

First, we conduct a business process review (BPR). Whether you want to switch to Salesforce CRM or you plan to expand your existing Salesforce system, we’ll immerse our team in the details of your business or organization.

We’ll hold one or several meetings with your stakeholders in order to:

  • Learn everything about your current process and CRM system.
  • Talk with you about what’s working and what’s not.
  • Discuss how a custom Salesforce solution could ake your processes more efficient.

When the review is complete, we will work with you to come up with goals for what the Salesforce implementation should look like when we’re done.

Step 2: Salesforce Configuration

From there, we’ll integrate Salesforce through an Agile development cycle to meet the goals we established together. An Agile approach means we’re setting and meeting deadlines while regularly incorporating your feedback into our work. We’ll give you regular progress updates.

A certified Salesforce consultant will manage the project and serve as your main point of contact. We might also bring on a Salesforce developer and a UX designer, depending on your specific needs. Our team will ensure that your data and UI elements work together to create a smooth user experience for your customers and staff.

Next, if needed, we will migrate your data into our implementation. Our developers will clean and validate any information, so that it fits into the new system and gives you accurate insights.

Then, we will create the reports and dashboards you need to stay on track. For example, we can set up alerts to notify stakeholders if key business indicators go outside of expected boundaries.

Step 3: Approval & Training

After configuring Salesforce, we will bring our implementation to you for final approval. Our team will go through a testing process with users to ensure that the Salesforce system meets your needs and achieves the goals we agreed upon at the beginning.

Before launch, we’ll conduct training for your organization. Our goal is to ensure that target users can successfully use our implementation. We’ll motivate your audience to adopt Salesforce by showing how the system can make their processes easier.

After Launch: Support and Expansion

After your system goes live, we’ll be available for continued training and instruction. Designed for future-friendly updates that won’t break features, Salesforce CRM typically requires little or no outside support. However, if you have any questions or run into unforeseen problems, our team is here to help.

Aptaria can help you unlock the full potential of Salesforce at your own pace by expanding into multiple cloud products. We’re proud of many long-term client partnerships with companies and nonprofit organizations that began with one Salesforce cloud, then added others.

For example, you might start out with a transition to Sales Cloud from a legacy CRM. After a few months of adjustment, you might decide that you need a Salesforce Community to engage your customers or members.

How can Aptaria help improve your processes and achieve your goals?
Contact us


“It would be difficult to find an implementation partner that would be more flexible or more committed day to day than Aptaria.”
Ryan Vanderbilt, Director, Integrated Marketing, American Psychiatric Association
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