CRM Development (like Salesforce customization)

Business Process Mapping – Understanding how sales, support, and marketing work within the organization.

Goal Definition – Identifying CRM objectives (e.g., lead tracking, customer retention, reporting).

System Evaluation – Determining whether to build on Salesforce, HubSpot, Zoho, etc., or integrate with existing tools.

Object & Field Customization – Creating or modifying standard/custom objects, fields, and relationships.

Page Layouts & Record Types – Designing how information is displayed for different users.

Validation Rules & Workflows – Enforcing data accuracy and automating business logic.

Process Builder / Flow Automation – Automating multi-step business processes (e.g., lead nurturing, approvals).

Email Alerts & Notifications – Setting up triggers based on specific actions or data changes.

Task & Event Automation – Auto-assigning follow-ups or creating reminders for sales reps.

API Development – Connecting CRM with ERP, websites, email platforms, or custom apps.

Data Synchronization – Enabling two-way syncing between systems (e.g., marketing tools, support desks).

AppExchange or Custom App Installation – Installing prebuilt apps or building new ones for added functionality.

Data Import & Export – Loading existing customer data into the CRM with accuracy checks.

Data Cleansing – Removing duplicates, fixing inconsistencies, and standardizing formats.

Ongoing Data Maintenance – Implementing policies and tools for data integrity.

User Roles & Profiles – Defining who can see or modify which data.

Permission Sets – Allowing extra access to specific users without changing roles.

Field-Level & Record-Level Security – Controlling visibility at granular levels.

Custom Report Building – Creating tailored reports on leads, sales performance, and customer interactions.

Real-Time Dashboards – Visualizing KPIs for sales, marketing, and customer service.

Forecasting & Pipeline Management – Providing tools for sales projections and deal tracking.

Mobile Interface Setup – Optimizing CRM access and workflows for mobile users.

Custom Apps & Lightning Components – Developing reusable components or full mobile-first apps in Salesforce.

Sandbox Testing – Trying all changes in a safe environment before going live.

User Acceptance Testing (UAT) – Ensuring real users validate functionality.

Deployment to Production – Migrating customizations from sandbox to the live system.

User Training – Conducting workshops or training sessions for CRM users.

Documentation – Creating user manuals and admin guides.