Get more from Salesforce, with changes that show in the results.

If Salesforce feels rigid or results are falling short, the potential is going to waste. Loikka identifies the bottlenecks and builds solutions that show up in the numbers.

What you get

  • Certified Salesforce expertise
  • Clear project plan and timeline
  • Continuous communication and updates
  • Measurable results and KPI tracking
  • Dedicated support after go-live

Salesforce is already in use but feels clunky, users enter data sporadically, or reports don’t tell you anything useful? That doesn’t mean the system is wrong. It means there is a vast amount of untapped potential.

Where are the biggest areas for improvement?

Most often, the bottleneck is found in one or more of three areas: processes are not automated, data quality is poor, or the system is not integrated with other tools in use. We first conduct a current-state assessment and identify where the greatest benefit can be achieved the fastest.

  • Users bypass the system or enter data incompletely
  • Reports and dashboards don’t match management’s real needs
  • Data is transferred manually between Salesforce and other systems
  • Repetitive tasks — reminders, approvals, notifications — are done by hand
  • New Salesforce features and clouds remain completely unused

What does enhancement mean in practice?

Enhancement can mean many things depending on where the biggest bottleneck lies. Below are the most typical areas where we see significant improvements quickly:

Processes & Automation

  • Flow automations eliminate manual work steps
  • Approval processes digitized
  • UI and field optimization for users

Integrations

  • Salesforce ↔ ERP, financial management, marketing systems
  • Real-time data flow between systems
  • API integrations and MuleSoft solutions

Expanded Usage

  • New clouds: Service Cloud, Marketing Cloud, CPQ
  • Apex development for more demanding customizations
  • Tableau analytics to support decision-making

Small change, big impact

Often, simply streamlining the user interface or building one key automation gets users excited about the system again. When users enter data properly, data quality improves, reports get better, and management finally gets real information to support decision-making.

How we work

Our approach

01

Discovery

We get to know your business and goals thoroughly.

02

Planning

We build a clear project plan and timeline.

03

Delivery

We deliver the project in an agile manner and keep you informed.

04

Follow-up

We track results and continuously improve the solution.

Let’s take your Salesforce to the next level

Tell us about your situation and we’ll map out together where the greatest potential lies — and what it takes to unlock it.