Salesforce Customization
& Implementation Services

While custom software development is a great way to maximize the value of your Enterprise Resource Planning (ERP) or Customer Relationship Management (CRM) software, you can also choose to modulate out-of-the-box software to fit your business needs. Implementing OOTB software like Salesforce comes with a healthy amount of baked-in customization potential as well as the capacity to integrate with other software tools in your stack.

Customization allows you to seamlessly integrate Salesforce into existing workflows or extend its functionality with additional features from third-party software. We’ve found that clients often use such augmentation to help justify the investment in a new ERP/CRM system. The experts at RiseIT specialize in consulting with organizations that want to onboard Salesforce – without having to rely on canned results that fail to address all their needs.

Business First, Technology Follows

At RiseIT, we prioritize your business goals when customizing or integrating your CRM/ERP system. Even when consulting on OOTB projects like a Salesforce implementation, we conduct the same level of in-depth research into your company and workflows as any custom software dev project. This means we’ll not only meet with your leadership team but we’ll also solicit feedback from relevant user groups. Sometimes, we’ll even visit your site in person to shadow your staff and develop a thorough idea of exactly what your business needs to function at its best day-to-day.

With 7+ years of experience in Salesforce implementation services, we’ve partnered with Fortune 500 companies and high-growth SMBs to implement CRM solutions that enhance business processes and efficiency. Our diverse portfolio demonstrates our ability to manage complex ERP and CRM transformations and seamlessly integrate core business functions.

Salesforce Customization
and Implementation

Our Salesforce-certified experts have implementation and customization experience with clients across a wide variety of industries. Our goal is to do more than help smooth the transition to your new CRM solution. We aim to use our expertise in Salesforce and bespoke software solutions to identify opportunities to deploy more profitable features and integrations that you wouldn’t have otherwise known Salesforce could provide.

In the event that Salesforce doesn’t meet enough of your needs to justify the investment, or it requires supplemental software to provide the requisite value, RiseIT experts are certified in additional out-of-the-box ERP/CRM software options as well as full-service custom software development.

step 1 →

We’ll get to know your company, your business objectives and the challenges / pain points that can be addressed with AI.

step 2 →

We’ll paint a picture of what an AI deployment might look like for your organization.

step 3

We’ll discuss the development process and next steps for moving toward an AI implementation for your business.

A Proven Implementation Framework

RiseIT’s systematic process transcends platforms

When consulting with clients for Salesforce implementation services, we rely on the same tried-and-true system we use for ERP/CRM implementation. We believe in the principles so deeply that we even apply it to our ground-up process for custom software development projects. Below, we’ve broken it down into six steps.

1	Planning and Preparation	Align objectives, define roles, and validate requirements with stakeholders. Based on these, we create detailed workflows for improved efficiency.
2	System Design and Configuration	Develop tailored architecture, configure workflows, and integrate with systems like HR Bamboo, DocuSign, and SharePoint.
3	Data Migration	Cleanse and migrate existing data using ETL processes.
4	Testing and Quality Assurance	Conduct workflow and integration testing, and ensure user acceptance and functionality meet requirements.
5	Deployment and Go-Live	Seamlessly launch the system with minimal disruption, and provide post-go-live support for smooth adoption.
6	Continuous Improvement	Gather feedback for ongoing system enhancements and monitor performance to optimize for long-term efficiency.

The RiseIT Advantage: Salesforce Implementation Consulting

Choosing RiseIT as your ERP or CRM consultant means partnering with a trusted leader in CRM/ERP implementations and custom software solutions. Our proven methodologies, deep expertise, and commitment to client success set us apart, making us the ideal partner for your digital transformation journey.

Ready to elevate your business processes? Contact us today to schedule a consultation and discover how RiseIT can empower your growth!