CRM Implementation Best Practices for 2024
Learn the key strategies for successful CRM deployment and user adoption.
Read articleA comprehensive comparison to help you decide between building a custom CRM solution or implementing Salesforce. Analyze features, pricing, TCO, and long-term ROI for your business.
Compare capabilities between custom CRM development and Salesforce across key functionality areas.
| Feature | Custom CRM | Salesforce |
|---|---|---|
Complete Customization Build exactly what your business needs | ||
No Per-User Licensing Unlimited users without per-seat costs | ||
Data Ownership Full control over your data and infrastructure | ||
API Access Unlimited API calls and integrations | Limited by tier | |
Workflow Automation Custom business process automation | ||
Third-Party Integrations Connect with any external system | AppExchange | |
Mobile Access Native mobile applications | ||
Reporting & Analytics Custom dashboards and reports | ||
AI/ML Capabilities Custom AI models and predictions | Einstein (add-on) | |
Quick Implementation Fast time to value | 3-6 months | 1-3 months |
Learn how a custom CRM can save your organization hundreds of thousands over 5 years.
Compare the true cost of ownership between custom CRM and Salesforce over a 5-year period.
$445,000 - $805,000
over 5 years compared to Salesforce
Understand the key benefits and trade-offs of each approach.
Our team specializes in building custom CRM solutions that match and exceed Salesforce capabilities.
Consider these scenarios to determine which solution best fits your organization.
Planning to scale from 50 to 500+ users within 3-5 years
Your workflows don't fit standard CRM templates
Require deep integration with proprietary systems
Want to minimize 5-10 year total cost of ownership
Require a working CRM within 1-3 months
Your workflows align with typical CRM patterns
Don't have in-house development capabilities
User count will remain relatively consistent
If you're considering migrating from Salesforce to a custom CRM, here's what to expect.
Analyze current Salesforce usage, identify custom requirements, and plan migration strategy
Design database schema, map Salesforce objects to custom entities, plan data relationships
Build custom CRM with your specific features, workflows, and integrations
Extract, transform, and load data from Salesforce with full history preservation
User acceptance testing, staff training, and parallel running period
Production deployment, monitoring, and iterative improvements
Total Migration Timeline
16-30 weeks
Learn more about CRM development and migration strategies.
Learn the key strategies for successful CRM deployment and user adoption.
Read articleA comprehensive guide to measuring return on investment for custom solutions.
Read articleStep-by-step process for transitioning away from Salesforce to custom CRM.
Read articleDiscover how our custom solutions can transform your business.
Build a CRM tailored to your exact business processes and workflows.
Learn moreIntelligent lead routing and management integrated with your CRM.
Learn moreGet a detailed analysis tailored to your business requirements and see how much you could save with a custom solution.