Get Salesforce set up specifically for how your industry works, with the features, processes, and compliance requirements that make sense for your business.
Every industry has unique ways of working, specific regulations to follow, and particular challenges to address. Generic CRM setups often miss these nuances, making your team work harder to get things done.
How We Tailor Salesforce for Your Industry
Understanding Industry Challenges
We know the specific challenges your industry faces because we've worked with many businesses like yours. This means we can anticipate needs and configure solutions that address real-world situations you encounter daily.
Compliance and Regulations
Many industries have specific compliance requirements. We ensure your Salesforce setup helps you meet these requirements rather than creating additional compliance burdens.
Industry-Specific Processes
Different industries have different ways of managing customers, processing orders, handling projects, and measuring success. We configure Salesforce to match how your industry actually works.
Specialized Reporting
Each industry needs different types of reports and metrics. We set up dashboards and reports that provide the insights most valuable to your specific type of business.
Industry Solutions We Provide
Healthcare & Life Sciences
Patient Relationship Management: Track patient interactions, care plans, and health outcomes while maintaining HIPAA compliance
Care Team Coordination: Enable healthcare providers to collaborate effectively around patient care with shared information and communication tools.
Compliance Management: Built-in features to help maintain regulatory compliance and track required documentation and processes.
Financial Services
Client Relationship Management: Comprehensive view of client relationships, investments, policies, and financial goals in one system.
Compliance Tracking: Tools to help maintain regulatory compliance and track required communications and documentation.
Investment Management: Track client portfolios, performance, and investment recommendations with integrated reporting.
Manufacturing
Customer and Distributor Management: Manage complex relationships with direct customers, distributors, and channel partners.
Quote and Order Management Handle complex pricing, configurations, and order processes common in manufacturing.
Service and Support Manage equipment installations, maintenance schedules, and support requests efficiently.
Real Estate
Property and Listing Management Track properties, listings, and market information in one comprehensive system.
Client Relationship Tracking: Manage relationships with buyers, sellers, and other real estate professionals throughout long sales cycles.
Commission and Transaction Management: Track deals, calculate commissions, and manage complex transaction processes.
Education
Student Information Management: Track student interactions, progress, and outcomes throughout their educational journey.
Enrollment and Admissions: Streamline admissions processes and track prospective students through enrollment.
Alumni Relations: Maintain long-term relationships with graduates for networking, fundraising, and placement activities.
Non-Profit Organizations
Donor Management: Track donor relationships, giving history, and engagement activities to maximize fundraising effectiveness.
Grant Management Manage grant applications, reporting requirements, and compliance tracking.
Volunteer Coordination Organize volunteer activities, track participation, and manage communication with volunteer base.
What Industry Solutions Include
Pre-Built Templates Starting configurations that include the most common objects, fields, and processes for your industry, saving time and ensuring nothing important is missed.
Industry-Specific Workflows Automated processes that match how your industry typically handles common situations, from lead qualification to customer onboarding.
Compliance Features Built-in tools and processes to help maintain regulatory compliance specific to your industry requirements.
Specialized Reporting Dashboards and reports that provide the metrics and insights most valuable to businesses in your industry.
The Advantage of Industry Focus
When Salesforce is configured specifically for your industry, your team spends less time working around the system and more time on activities that drive business value. Everything feels natural and supports how you already work.
Success Stories
Our clients continuously crush it after working with us. Check out how we’ve transformed businesses with our Consulting Services.
“Cetrix integrated Pardot into our Salesforce environment for us quickly and efficiently. Job performed exactly as needed.”
Lynn Mason, Sr. VP Business Development - Rogers & Gray Insurance
Getting Started
We begin by understanding your specific business within your industry context. While we bring industry expertise, we also recognize that your business may have unique aspects that require special attention.
Ready for Industry-Specific Solutions?
Let's discuss how Salesforce can be configured to work perfectly for your industry and business.
