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 7T 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 7T, 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, 7T 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
7T’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 7T Advantage: Salesforce Implementation Consulting
Choosing 7T 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 7T can empower your growth!
let's begin your digital transformation
7T (also known as SevenTablets) is a Dallas Digital Transformation company, specializing in AI, machine learning and the development of cutting-edge business solutions. Beyond multimodal machine learning and artificial intelligence (AI) development, we also specialize in enterprise software development, mobile app development, web app platforms, process automation, cloud solutions and DevOps, amongst others. We go beyond the role of a typical third-party service provider, taking on the role of a true business partner. 7T takes a "business first" approach to Digital Transformation, with business strategy guiding the development process. ROI is our currency as we solve hard problems with innovative Digital Transformations like machine learning-driven AI development solutions that propel clients to the next level.
