Chapter 4

How to design a unified sales solution

Acentralized information hub is the solution to a disconnected view of your customer data.

To launch and evolve a solution at the speed of business today, you must be able to develop, deploy, and iterate (and repeat!) quickly and securely—
particularly when dealing with sensitive customer and employee data.

To prevent deeper fragmentation in the sales organization, the solution must also be unified. Rather than configuring a dozen disparate systems or data sources to meet certain design and data standards, sales organizations need an easy to use, unified foundation across all of sales’ data libraries. And this hub needs a consistent and branded look and feel for ease of use and easy information sharing.

Thanks to advances and efficiencies in application development, industry leaders have new options for consolidating sales’ existing technology stack into a unified hub without sacrificing functionality or availability.

New no-code and low-code development approaches let IT leverage the data and security of existing sales software and bring it into one place, greatly diminishing data fragmentation, and doing so quickly and using far fewer IT resources both now and in the future. This isn’t a technology to replace your CRM implementation—only improve it—unifying both functionality and data, and offering everyone in the sales organization the custom apps and data dashboards they need, fast.

When new needs arise, admins and developers can quickly create scalable, custom, enterprise-grade applications that don’t contribute to technical debt or put proprietary company or customer data at risk.

By bringing all sales data into one user experience and designing app experiences around the unique needs of each role, organizations can excel at the key competencies that help them win deals: understanding customers and prospects, visualizing pipeline, and accelerating efficiency and productivity. And they can do it fast.

Success with Skuid

Traditional user experience customization costs far too much money and time and rarely yields results that satisfy everyone. Skuid provides a fundamentally new model for creating digital experiences, quickly, and with little to no new code required, offering a better ROI over traditional CRM customization efforts. 

Here are a few examples of how creating a truly unified UI with a low-code platform helps companies save thousands of dollars a year, increase productivity and user adoption, and gain thousands of dollars in pipeline.

The time is now.

As business environments continue to change, organizations are under increasing pressure to deliver more value with the same or fewer resources and with far less predictable structure and data. Digital transformation, often an overwhelming proposition, is best approached in stages, concentrating efforts on one part of your company at a time. It makes sense to start with the part of the business that customers interact with personally, your sales organization.

Now you can design a unified user experience for sales, giving them the information they need quickly and beautifully without creating an endless cycle of maintenance updates and without impacting Salesforce admin and developer productivity.
Thousands of builders have used Skuid to create custom digital experiences for millions of users across dozens of countries, dramatically increasing adoption and innovation—up to 10 times faster. You can too.