7 Signs Your Business Needs a Custom Salesforce App (And How to Get Started)
7 Signs Your Business Needs a Custom Salesforce App (And How to Get Started)
Ready to move beyond standard Salesforce? Discover the 7 signs your business needs a custom Salesforce app and learn how to get started with a trusted global partner.

Introduction

Salesforce has revolutionized how businesses interact with their customers, creating a platform that is central to the global economy. In fact, the Salesforce ecosystem is forecast to create 9.3 million new jobs and $1.6 trillion in new business revenues by 2026 (IDC, 2021). This growth is driven not just by its standard features but by its limitless potential for customization. 

However, many enterprises reach a "growth wall" where their unique, scaling processes begin to clash with the platform's off-the-shelf functionality. As a global Salesforce Consultant Partner, BJIT empowers businesses to break through this wall. We see clients whose teams are drowning in spreadsheets, forcing core processes into ill-fitting modules, and losing efficiency due to "click fatigue." 

The solution is often a custom Salesforce app, a solution built specifically for your business logic. If you are experiencing this friction, it is a sign of growth, not a problem. Here are the seven signs that your business is ready for the next step in its digital transformation. 


1. Your Team is Drowning in Spreadsheets 

This is the most common and critical sign. Your team dutifully enters data into Salesforce, only to export a report to Excel for "real work." This "spreadsheet-as-a-database" model is a silent killer of productivity. 

This manual process of exporting, manipulating, and re-importing data is not just slow; it creates data silos and version control nightmares and is dangerously prone to human error. 

The Solution: In-Platform Automation 

A custom Salesforce app, built with Lightning Web Components (LWC) or Aura, brings this "real work" back into the platform. A custom-built component can perform complex calculations, data manipulations, and advanced visualizations within Salesforce. 

This was the exact challenge for a global customer service provider we partnered with. Their teams were struggling with manually tracking time and case progress in spreadsheets. We built a custom, AppExchange-published app for them, BJIT Case Tracer, which automates this time-tracking and prioritization process directly within the Service Cloud console, replacing a manual, error-prone task with a seamless, automated workflow. 


2. Your Core Processes Don't Fit Standard Objects 

Salesforce is built on standard objects like "Leads," "Opportunities," and "Cases." But what if your business is not standard? 

  • What if you are a medical services company managing complex equipment maintenance schedules, asset configurations, and compliance records? 
  • What if you are a real estate firm needing to track property-specific data, sales activities, and transaction results that don't map to a standard "Opportunity"? 
  • What if you are a recruitment agency managing candidates, job openings, and interviews in a way that is far more complex than a "Contact" and "Account" relationship? 

Forcing these unique processes into standard objects leads to a cluttered UI, confused users, and bad data. 

The Solution: Custom Objects and SFA 

A custom Salesforce app is built around your business model. At BJIT, we have extensive experience in this area. For a large real estate client, we developed an in-house Sales Force Automation (SFA) customization. We built custom objects and fields for property information, sales activity tracking, and transaction results, ensuring the software conformed to their business, not the other way around. 


3. You Suffer from Disjointed Systems and Data Silos 

Your business does not run on Salesforce alone. You have an SAP or Odoo system for ERP, AWS services for cloud storage, and various third-party applications for finance or HR. 

When these systems are not integrated, your team wastes valuable time toggling between screens and manually copying data. This creates a fragmented view of your customer and operations. This is not just inefficient; it's expensive. Gartner research shows that poor data quality, often a symptom of data silos, costs organizations an average of $12.9 million per year (Gartner, 2021). 

The Solution: A Custom Integration Hub 

A custom Salesforce app can serve as the central, unified "hub" for all your business systems. BJIT's Salesforce services include deep expertise in integrating with third-party applications. We develop robust REST APIs and leverage Salesforce's powerful integration capabilities to connect your entire tech stack. 

For a large machinery maker client, we executed an "Inhouse CRM Customization" project specifically to solve this. The primary challenge was "Disjointed Systems and Data Sources." Our solution linked their systems, streamlined case management, and provided agents with enhanced data accessibility from a single screen. 


4. Standard Reports and Dashboards Aren't Enough 

You know the data is in Salesforce, but you cannot get it out in the way you need. Your leadership team is asking for complex, cross-object insights that a standard Salesforce report simply cannot generate. 

A failure to use data effectively has a direct impact on growth. Research from McKinsey shows that organizations that are data-driven are 23 times more likely to acquire new customers and 6 times as likely to retain them (Bauer et al., 2018). 

The Solution: Tailored Analytics and Visualization 

A custom Salesforce app can include custom-built reporting components and dashboards that are tailored to your exact KPIs. For a large pharmaceutical client who faced "Limited Insight from Standard Reports," our solution included: 

  • MedRep Tracking and Activity Management: Custom objects to log interactions. 
  • Enhanced Reporting and Dashboard Customization: Going beyond standard reports to provide a clear view of territory performance and sales activities. 
  • Territory Management and Sales Forecasting: Custom tools to help leadership make data-driven decisions. 

The result was improved MedRep efficiency and the powerful, custom reports the client needed. 


5. Your Automation Needs Exceed Standard Workflows 

Standard workflows and approval processes in Salesforce are excellent for simple tasks. But what if your business has multi-stage, conditional, or dynamic approval needs that change based on territory, deal size, and product type? 

A real-world example of this is complex billing. For a large consulting and outsourcing client, we developed an on-demand SFA customization. The core challenge was "Complex Billing Generation." Their billing rules were not straightforward; they required a custom solution. 

The Solution: Sophisticated Custom Automation 

Using Apex, custom-coded flows, and advanced formulas, our team built a solution for "Automated Billing Generation Based on Business Rules." This custom app automatically generated accurate, detailed billing, eliminating manual calculations and saving the client significant time and resources. 


6. User Adoption is Low Due to Poor UX/UI 

Does your team complain that it "takes too many clicks" to perform a simple task? Is your page layout cluttered with dozens of fields your team never uses? 

This "click fatigue" is a primary reason for low user adoption. If the platform is not intuitive, users will revert to their old spreadsheet-based methods, and you will lose the ROI on your Salesforce investment. 


The Solution: A Streamlined, Task-Oriented UI 

A custom Salesforce app, built using modern LWC or Aura Components, can be designed for a clean, intuitive, and task-oriented user experience. 

We applied this principle to a project for a large dental equipment manufacturer. Their "Membership Renewal Management" process was complex. We leveraged the Experience Cloud to build a streamlined, self-service renewal process with automated reminders. This improved the member experience and increased operational efficiency by simplifying the interface. 


7. You Are Ready to Productize an Internal Solution 

This final sign is a sign of success. You may have already built an amazing internal tool that solved a major problem for your team. Now, you’ve realized that other companies in your industry could benefit from it, too. 

Moving from an internal tool to a secure, marketable, and managed package on the AppExchange is a highly complex process. 

The Solution: An AppExchange Development Partner 

You need a partner who has been through this process. At BJIT, we have helped clients build and publish their apps on the AppExchange and have also developed our own internal products. 

  • BJIT PDF Wizard: An automated document generation tool we developed and published. 
  • BJIT Case Tracer: A custom app we built for a global service provider and successfully published to the AppExchange. 

We have the deep technical expertise in package development, security reviews, and AppExchange publishing to help you turn your internal solution into a new revenue stream. 


How to Get Started: The Path to Your Custom Salesforce App 

Recognizing these signs is the first step. The next is to begin the development journey with a structured, professional approach. As a trusted global partner, BJIT follows a proven methodology to ensure success. 

Step 1: Business Analysis and Requirement Gathering 

Before a single line of code is written, our consultants meet with your stakeholders. We analyze your existing business processes, identify bottlenecks, and define the software solution that will deliver the most value. 

Step 2: Strategic Project Planning and Design 

We define the project scope, objectives, timeline, budget, and resources. This project plan becomes our shared blueprint, with clear milestones, deadlines, and deliverables. 

Step 3: Choosing the Right Development and Deployment Model 

A key technical decision is how the app will be built and deployed. Our architects work with you to select the right model from our development process: 

Step 4: Agile Development and Quality Assurance 

Our development process is built on an Agile-Scrum methodology. Our teams, led by Scrum Master-certified project managers, work in sprints to build, test, and integrate components. We perform unit, integration, system, and acceptance testing to ensure the software is functional, reliable, and bug-free. 

Step 5: Deployment, Support, and Maintenance 

Our relationship does not end at "Go-Live." We manage the release to your production environment and provide comprehensive support and maintenance to keep your custom Salesforce app functional, updated, and optimized as your business continues to evolve. 


Why Partner with BJIT for Your Salesforce Development? 

Building a custom Salesforce app is a strategic investment. The partner you choose determines its success. While many vendors can write code, a true partner brings a strategic vision, proven processes, and a track record of global delivery. 

Here is why enterprises partner with BJIT for their Salesforce development: 

  • Global Salesforce Consultant Partner: As an official Salesforce Consultant Partner, we have a proven, recognized relationship with Salesforce and a commitment to excellence. 
  • Proven Financial ROI: An independent IDC study found that companies building custom applications on the Salesforce Platform see an average five-year ROI of 508% (IDC, 2020). Our solutions are built to deliver this level of tangible value. 
  • Certified Expertise & Proven Track Record: We have over 6 years of Salesforce experience, 25+ certifications, and a 90% certification rate across our team. We have successfully completed over 10 client projects and published 2 of our own AppExchange products. 
  • Full-Spectrum Product Knowledge: Our expertise spans the entire Salesforce ecosystem, including Sales Cloud, Service Cloud, and Experience Cloud. 


Conclusion: Partner with BJIT to Transform Your Business 

A custom Salesforce app is more than just a tool; it is a strategic asset that transforms your unique business processes into a competitive advantage. If you are experiencing the friction of manual workarounds, data silos, and low user adoption, you are not hitting a wall—you are ready to evolve. 

Ready to scale your enterprise with a trusted global technology partner? 

BJIT delivers end-to-end Salesforce solutions, trusted by clients across Japan, Europe, and North America. 

Contact us today to start your digital transformation journey. 


References 

Bauer, L., D. G. G. G. (2018, January 10). Capturing value from your customer data. McKinsey & Company. Capturing value from your customer data | McKinsey 

Gartner. (2021). How to Improve Your Data Quality. Gartner Research. https://www.gartner.com/smarterwithgartner/how-to-improve-your-data-quality 

IDC. (2020). The ROI of Building Apps on the Salesforce Platform. IDC. https://www.salesforce.com/au/form/pdf/idc-roi-study-2020/ 

IDC. (2021). The Salesforce Economic Impact. IDC. Idc Salesforce Economy Report | PDF | Cloud Computing | Economic Growth 

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