customization
built around the business
salesforce should support the process, not shape it.
that's why dotts doesn't start with customization. it starts with the reason behind it. what gets built should make the work easier, not more complicated.
how teams work
what needs to flow
what can be automated
what comes next
usually not. salesforce can be tailored to support the way your business operates while still following best practices.
not everything needs to be. the right customizations solve a business need without adding unnecessary complexity.
absolutely. many businesses continue refining salesforce as their processes, teams, and requirements evolve.
it can. that's why every customization should have a clear purpose and be easy to maintain over time.
workflows, approvals, automations, dashboards, reporting, and user experiences are common starting points. the right answer depends on how the business works.
that's normal. sales, operations, service, and leadership teams often need different experiences while working from the same system.
dotts starts with the business process, not the feature request. understanding how work gets done usually leads to better customization decisions.
got more questions?
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consulting
know what's needed before making the next decision.
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crm audit
understand what's working, what's not, and why.
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implementation
building salesforce your team can use from day one.
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data migration
move to salesforce without losing the information your team relies on.
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daily support
salesforce support for the questions, fixes, and changes that come after go-live.
