We Offer Wide Range of Salesforce Customization Services
Brevity provides a complete set of Salesforce customization services using trusted tools and frameworks to match your business requirements.
Custom Salesforce Workflows
Brevity Software Solutions creates tailored Salesforce workflows that match your business processes step by step. We use Salesforce automation, AI insights, and the latest cloud tools to design flows that reduce manual work and keep teams aligned. These workflows help businesses save time, avoid errors, and maintain better control over customer operations. Everything is built to work smoothly within your existing CRM setup.
Advanced Salesforce Integrations
Our team blends Salesforce with ERPs, accounting tools, marketing platforms, and AI systems. Brevity Software Solutions uses secure APIs and the latest integration methods to create a setup where information moves smoothly across systems. This helps companies avoid duplicate data and improves the accuracy of reports. With a connected environment, teams get a full view of customers at every touchpoint.
Custom Object and Schema Design
Brevity Software Solutions designs custom objects, fields, and relationships within Salesforce to match unique business needs. We use best practices and the latest platform upgrades to ensure that data is structured well and is easy to access. This keeps the CRM clean, simple, and future ready. It also ensures that teams can rely on accurate and organized customer information.
AI Powered Sales and Support Enhancements
Our Salesforce enhancements use AI to support sales teams with smart lead scoring, customer predictions, and task automation. Brevity Software Solutions uses modern AI features like Einstein and custom machine learning models. These tools help teams focus on high value tasks and improve customer conversations. The system grows smarter as more data flows through it.
Custom UI and Experience Improvements
Brevity Software Solutions improves Salesforce screens, layouts, and user experiences to make the CRM easier for teams to use. We apply the latest UI features, guided flows, and component based designs. This helps reduce confusion and increases user adoption. Even complex CRM tasks become simple when the interface is clean and well organized.
Salesforce Mobile Experience Setup
We design and customize mobile Salesforce experiences that help teams work on the go. Brevity Software Solutions uses AI driven features, offline capabilities, and modern UI components to ensure fast access to customer data. This allows field teams, sales reps, and support agents to stay updated anywhere. The mobile setup remains secure, reliable, and easy to maintain.
Let's pool our skills to make something truly outstanding
Please feel free to book your free consultation now
Key Advantages of Salesforce Customization for modern business operations
Personalized Workflows
Salesforce can be shaped to match the exact way your team works. This removes confusion and helps everyone follow a smooth process.
Faster Sales Cycles
Custom setups help sales teams track leads, manage deals, and close opportunities faster with clear and organized information.
Better Customer Understanding
With custom dashboards and reports, teams can view complete customer history in one place and serve them more effectively.
Higher Productivity
Automated tasks like follow ups, reminders, and lead scoring save time and help teams focus on important work.
Stronger Collaboration
Everyone gets access to the same information, which improves teamwork and gives a clear view of ongoing tasks and goals.
Improved Data Accuracy
Clean fields, structured inputs, and guided flows reduce errors and improve the quality of your records.
Scalable Setup
Your Salesforce system can grow anytime with new workflows, apps, and features without starting from scratch.
Better Customer Experience
With faster responses and more personalized handling, customers feel valued and stay connected with your business.
Development Process to Design Web Solution
Systematic approach used to create software solutions, encompassing various stages from planning to deployment.
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
Throughout the development process, collaboration among team members, adherence to coding standards, and use of project management methodologies are crucial for success. Additionally, continuous feedback and iteration help to refine the software and meet user needs effectively.
Technology Stack
Handful experience in various technologies and we keep ourself abreast with latest
AngularJS
Lightning Web Components
ReactJS
Aura Components
Visualforce
VueJS
Apex
Agentforce
Java
NodeJS
Python
Salesforce Database
PostgreSQL
MySQL
MongoDB
SLDS
Figma
Adobe XD
Sketch
Sales Cloud
Service Cloud
Marketing Cloud
Commerce Cloud
Experience Cloud
Financial Services Cloud
Health Cloud
Agentforce
AWS
Google Cloud
Azure
Complete Salesforce Customization Services
A full set of customization options to shape Salesforce around your daily processes. This includes custom layouts, user journeys, workflows, fields, components, and automation suited to your team. Brevity Software Solutions connects Salesforce with your other systems, improves data flows, and builds features that match your industry needs. We also support updates, testing, and long term system optimization.
Sales Cloud helps businesses handle leads, deals, and customer interactions in one place. Brevity Software Solutions sets up Sales Cloud with clean workflows and AI powered insights so your team can track every stage of the sales journey with less effort and more clarity.
- Helps your team view leads, activities, and pipeline movement in one easy dashboard that keeps everything organized.
- Gives sales reps smart suggestions using Salesforce AI so they can focus on the right opportunities at the right time.
- Automates repetitive tasks that normally slow down follow ups and handovers between team members.
- Connects data from calls, meetings, and emails so your sales team has the full picture before talking to any customer.
- Supports custom approval paths for discounts, quotes, and proposals that fit your business rules.
- Works smoothly with mobile devices so your sales team can track updates during travel or field visits.
Service Cloud helps companies handle customer support across calls, chats, and emails. Brevity Software Solutions configures Service Cloud so your support team can solve problems faster, offer smoother experiences, and manage cases with clear visibility.
- Tracks every customer issue in one system so your agents never lose context while switching between channels.
- Uses built in AI suggestions to help agents respond faster with accurate information.
- Creates a knowledge base that helps customers find answers without waiting for an agent.
- Routes cases to the right agent automatically based on skill, workload, or customer type.
- Offers detailed reporting so you can monitor response times, team performance, and customer satisfaction.
- Helps you set up automation for ticket creation, follow ups, and escalations.
Field Service Cloud is built for teams working outside the office. Brevity Software Solutions helps companies manage field tasks, schedules, parts, and technician visits with smart routing and real time communication.
- Creates optimized work schedules that help field teams reach customers on time with fewer travel issues.
- Shows technicians job details, customer history, and parts information before they arrive.
- Syncs updates in real time so dispatchers always know job status and technician location.
- Helps track spare parts, tools, and equipment needed for each job.
- Allows customers to see appointment timings and technician arrival updates.
- Improves first time fix rates by giving technicians AI powered troubleshooting hints.
Health Cloud helps hospitals and clinics manage patient records, care plans, and workflows. Brevity Software Solutions builds Health Cloud setups that connect patient data with care teams so everything feels more organized and secure.
- Collects patient details, reports, and interaction history in one place for better treatment planning.
- Helps care teams coordinate tasks and share updates without confusion.
- Tracks follow ups, checkups, and medication schedules to support better patient outcomes.
- Uses AI powered insights to identify patients needing urgent attention or extra care.
- Offers secure communication tools for patients and medical staff.
- Simplifies insurance, claims, and administrative work.
Financial Services Cloud is designed for banks, insurance companies, and investment firms. Brevity Software Solutions configures it so your advisors can offer personalized financial guidance supported by strong data insights.
- Keeps customer investment, loan, and policy history in one organized view.
- Helps advisors track goals and offer tailored recommendations using AI insights.
- Supports compliance workflows so your team follows required financial rules.
- Gives a complete view of household and relationship mapping to understand client needs.
- Automates appointment reminders and follow ups for better customer engagement.
- Offers strong reporting features for risk analysis and performance tracking.
Experience Cloud lets you create portals for customers, partners, and employees. Brevity Software Solutions designs these portals to be user friendly, secure, and smoothly connected with your main Salesforce setup.
- Lets you build customer portals where users can raise tickets, track orders, or view documents.
- Helps you launch partner portals for deal registrations, lead sharing, and sales tracking.
- Supports employee communities for training, HR tasks, and internal announcements.
- Allows custom branding so the portal matches your company’s identity.
- Connects all portal activities directly with Salesforce records for clean data sync.
- Uses AI powered search so users can quickly find the information they need.
Commerce Cloud powers online stores for both B2C and B2B businesses. Brevity Software Solutions sets it up so your store loads fast, feels smooth, and adapts to customer behavior with AI recommendations.
- Helps you manage product listings, pricing, stock, and orders in one dashboard.
- Uses AI to suggest products that customers are more likely to buy.
- Offers a mobile friendly shopping experience with clean navigation.
- Allows easy integration with payment gateways and shipping providers.
- Supports personalized promotions for different customer groups.
- Gives strong analytics for monitoring sales, returns, and customer journeys.
Salesforce AgentForce brings AI agents into your workflows so your team can automate tasks and handle work faster. Brevity Software Solutions configures AgentForce to support customer service, sales tasks, and internal operations with smart, safe automation.
- Creates AI agents that can respond to common customer queries with accurate information.
- Helps your team automate repetitive internal tasks like data entry or report creation.
- Uses your Salesforce data to generate helpful insights for sales and support teams.
- Works safely within your security rules so sensitive information stays protected.
- Updates case records, follow ups, and action items without manual effort.
- Supports human agents by preparing summaries, drafts, and suggestions to speed up work.
Best Practices Employed by Brevity
How does Brevity assist its customers in developing top-notch software solutions?
1
Comprehensive understanding of requirements
Brevity collaborates with various stakeholders to gather all necessary information. We conduct extensive research on clients' needs, constraints, objectives, and challenges.
2
Thorough documentation through various phases
Documentation ensures clarity, consistency, and accountability throughout the project lifecycle, facilitating effective communication, collaboration, and decision-making among project stakeholders
3
Best User Experience/User Interface Practice
Brevity's innovative UX/UI team stays abreast of the latest design trends and platforms to achieve intuitive, visually appealing, and optimized user engagement.
4
Effective Coding Standard Practice
Developers at Brevity adhere to the best coding standard practices to ensure the creation of clean, maintainable, and efficient code. This commitment enhances code quality, readability, and fosters collaboration among team members.
5
Structured Process
Throughout the project, effective communication, collaboration, and stakeholder engagement are crucial, alongside flexibility and adaptability to handle changes. Brevity manages this complexity with a streamlined and structured approach.
6
Quality Assurance
Utilizing both manual and automated testing is best practice for maintaining project quality assurance. This strategy ensures product quality, enhances performance, and contributes to the project's long-term success.
7
Maintenance & Support
Despite meticulous coding and quality assurance, real-time implementation often reveals corner cases involving infrastructure, data, or business rules. We prioritize swift post-launch support to efficiently address any such issues.
8
Transparency
Transparency is pivotal for strong relationships. Brevity emphasizes clear communication, transparent terms, managing expectations, regular updates, comprehensive documentation, feedback, and confidentiality to achieve this aspect.
9
Maintaining Client Retention
Clients are invaluable assets, and retaining them is crucial. Brevity maintains a remarkably high client retention ratio by consistently meeting their needs and keeping them informed about relevant industry technology trends.
-
F
-
A
-
Q
It means adjusting Salesforce to match your workflow. Brevity Software Solutions changes layouts, fields, automation, and user journeys so the system fits your team.
Configuration uses built in tools, while customization adds new elements like custom code or new components. Both help make Salesforce work better for your business.
Yes. Many smaller companies use Salesforce. Brevity can shape the system based on your size, budget, and goals.
Good customization improves performance. We follow best practices to make sure the platform stays stable and easy to use.
Yes. Salesforce supports API based connections. Brevity Software Solutions sets up secure integrations with the tools you already use.
No. Your data stays safe. We follow a careful process and take backups to protect your records.
We study your processes, talk to your team, and create a plan based on pain points and priorities.
Yes. Salesforce is flexible. You can add new features anytime as your business grows.
Want to Scale
Your Business? Let’s Meet & Discuss!
CANADA
30 Eglinton Ave W Mississauga, Ontario L5R 3E7
INDIA
3rd floor Purusharth Plaza, Amin Marg, Rajkot, Gujarat. 360002
Get a Quote Now
Let's delve into a thorough understanding of your challenges and explore potential solutions together