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June 28, 2023

Is your company misusing Salesforce?

Tilmann Roth
|
Co-founder & CRO

Is your business unknowingly falling into the trap of Salesforce over-engineering? Many scale-up companies make the mistake of using Salesforce to build operations tools, or even treating it like a fancy ERP system. But here’s the thing: Salesforce clearly states that it's not meant to be an ERP.

The misuse happens when companies try to force complicated business processes into Salesforce instead of using a proper ERP system or another tool to manage their day-to-day business activities.

Salesforce is an excellent solution. Its scope is extensive, so it’s easy to fall into suboptimal practices when using the platform. Does that sound familiar? Fear not! In this guide, we help you identify this misuse and find the right tool for the job to avoid over-engineering Salesforce and constantly increasing your costs.

Many companies make the mistake of misusing Salesforce to build operations tools and driving up the costs. Learn how to avoid over-engineering your CRM and reduce related costs.

The Misuse of Salesforce CRM

Companies often misuse Salesforce to build internal tools. Even though Salesforce is mainly designed for managing customer relationships, its flexibility and customization options can tempt companies to use it for other internal processes. But this can cause a lot of problems.

Let's say a growing company decides to use Salesforce for matching demand and supply, even though that's a job better suited for an internal tool or an ERP system. When companies use Salesforce for tasks it's not meant for, they run the risk of having inefficient processes, unreliable data, and difficulty scaling up.

Letting more people into Salesforce to build and operate these processes also leads to the costs increasing. Salesforce charges per seat, so subscription fees pile up really quickly.

Using Salesforce CRM as an internal tool means missing out on the unique features and capabilities of a dedicated solution. Plus, it can cause problems with integrating important business systems and internal databases.

The Impact of Misuse

The misuse of Salesforce CRM can have several significant impacts on companies, including:

1. Over-Complicated Processes

Over-engineering Salesforce often leads to complex workflows, making it challenging for employees to navigate and execute tasks efficiently. 

2. Increased Maintenance and Support

Due to excessive customizations, your Salesforce system will become difficult to maintain and support. 

3. Poor User Adoption

Your employees may not want to use an overcomplicated Salesforce system. This can lead to incomplete data, incorrect reports, and less reliable information for making decisions.

4. Disorganized Structure

When you customize and integrate Salesforce with features that don't match its main purpose as a CRM, it can cause a confusing mess of interdependencies and workflows.

5. Limited Scalability

If the system isn't flexible and adaptable enough to keep up with changing business needs, it can cause even more inefficiencies and slow down operations.

6. Higher Costs

The cost, time, and effort spent on customizations, integrations, and ongoing maintenance can add up quickly. 

These shortcomings push companies to explore further and look for other solutions to streamline their internal processes.

Alternative Solution to Salesforce Over-engineering

A study by Aberdeen Group found that companies using a dedicated internal system alongside a CRM tool like Salesforce had a complete view of their customers’ activities. This leads to faster sales cycles (27% faster!) and higher customer retention rates (up by 20%). And this is exactly where Uify steps in to help you combat Salesforce over-engineering!

Uify is a collaborative platform to build internal apps for operations teams. It offers a set of pre-built components and workflows that integrate seamlessly with Salesforce, enabling companies to build internal apps leveraging their CRM.

This way companies can leave to Salesforce what it does best - being a CRM, while automating their tasks on a platform that is meant exactly for this kind of workflows.

With Uify’s powerful features and full customizability, businesses can streamline their processes, enhance user experience, and improve overall efficiency.

The platform is designed to help teams support and automate any operations process:

  • Business, product, and tech build together, increasing development speed and reducing pressure on engineering resources.
  • You can connect your APIs, databases, and your work tools to build user-friendly internal apps.
  • Uify is built for collaboration, it enables real-time communication to streamline processes.
  • License costs are 60-80% lower compared with Salesforce pricing.

Now you can quickly build internal user-friendly apps instead of forcing processes into Salesforce. All that while keeping all your data in sync with built-in seamless integrations.

Reduce your CRM development costs

Uify is a game-changing platform designed to help build internal apps connecting directly to your CRM. It empowers users to overcome Salesforce misuse, cut costs on the number of seats, and drive operational excellence.

Some of Uify key features include:

  • Seamless Integration: Uify is easy to connect with existing Salesforce environments, ensuring a smooth transition and full compatibility with existing data and processes.
  • Pre-Built Components: Uify offers a vast library of pre-built components, allowing teams to quickly build and customize internal apps extending Salesforce functionality. All that without the need for complex coding and heavy-lifting from the engineering team.
  • Workflow Automation: Uify allows you to create automated workflows, streamline repetitive tasks and improve efficiency. Operations teams can automate processes such as data entry, approvals, and notifications, saving valuable time and reducing errors.
  • Uify allows the users to add AI capabilities to their internal apps and create their own AI-powered apps. This helps accelerate workflows with AI and automate data processing, while keeping human-in-the-loop when needed.

Uify is the fastest way to streamline daily operations with your own internal apps, reducing Salesforce dependency and costs. Sounds interesting?

You can learn more about building internal apps instead of forcing processes into Salesforce or read on to see how Uify works.

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Getting Started with Uify

Getting started with Uify is fast and easy. It’s free to start building too! 

1. Sign up: Visit the Uify homepage and navigate to the signup page. Fill in the necessary details and create a Uify account.

2. Initial Setup: After signing up, follow the on-screen instructions to connect Uify with your Salesforce account. This integration enables seamless data synchronization and access to Salesforce functionalities.

3. Support Resources: Uify provides support resources, including documentation and tutorials. Explore these resources to learn how to leverage Uify's features effectively. Or reach out to our support team at support@uify.io. We’re happy to help you build!

Building Your First App with Uify

Uify allows you to easily build a custom application on top of your Salesforce instance with a UI and UX that your internal users will love. All that with a single Salesforce license and without the need for a Salesforce developer or agency.

1. Connect your Salesforce instance

Connect your Salesforce instance to Uify to access its data in real-time. If you want to leverage the full power of Uify, you can also connect your internal database, data warehouse, a system API, your Slack workspace, or even OpenAI to bring some AI into play.

2. Design your app using the UI builder


The interface of the application is built through an easy-to-use, drag-and-drop UI builder.

First, you select a component from the library and position it on the canvas. The library offers a collection of commonly used UI components that will allow you to build applications ranging from admin apps to booking systems.

Next, you define the component’s properties. This includes it’s appearance that you can align with your branding and user’s preferences but also functional aspects like input validation or filtering and sorting capabilities for the user.

2. Connect your Salesforce instance

Next, your newly created components need to be filled with life. 

In Data Management, you connect your Salesforce instance to Uify to access its data in real-time. If you want to leverage the full power of Uify, you can also connect your internal database, data warehouse, a system API, your Slack workspace or even OpenAI to bring some AI into play.

3. Define your business logic

Finally, you implement your apps’ logic. The logic lives inside so-called actions. Actions define the updates and automations that occur when the user interacts with the components. That includes creating a new contact in Salesforce, sending a message to a fellow employee in Slack or per Mail or asking ChatGPT to write a personalised outreach message for a newly captured lead.

With its flexible configuration Uify can tackle even the most complex use cases. You can build custom dashboards with data from Salesforce, your data warehouse, and spreadsheets. You can also manage sensitive CRM data such as credit limits or commercial terms through automated approval flows and audit logs. 

Your Salesforce and internal databases will be updated automatically as you progress tasks in a single Uify dashboard. You can add your team and decide who will be using your app and who can have editor rights to build and manage admin tasks. You can communicate with your team inside your internal app and collaborate in real-life when needed. 

Start using Uify today to unlock the full potential of Salesforce solutions. Sign up for free at uify.io.

For support or questions, reach out to our dedicated support team at support@uify.io.

Happy building!