Salesforce Native vs. Non-native: Which is better for PS teams?
Think Salesforce-native tools are the safe choice for PS teams? Think again.
This guide breaks down 9 hard truths about native PSA platforms, and how they could be slowing down your delivery, clouding visibility, and squeezing your margins.
Native doesn’t mean
better
Discover what leading services teams know: Native tools might give you visibility, structure, and some speed.
But it won’t be enough. You’ll still be stuck in legacy workflows that weren’t built for services delivery.
Purpose-built for delivery
Non-native tools are designed for PS workflows, not just CRM alignment.
Real-time collaboration
Branded portals and live updates keep clients in the loop, always.
Agile and
flexible
Need to tweak a field or workflow? No need to wait on Salesforce admins for days.
What's inside the report
A focused breakdown of risks, challenges, and limitations of a native tool and the better path for scaling service delivery.
9 PS red flags to watch for
Understand the real-world limitations PS teams face with SFDC-native tools.
The hidden cost of native tools
From rigid workflows to missing client portals, see how native tools fall short.
The case for purpose-built PSAs
Learn how non-native, tightly integrated platforms like Rocketlane offer the best of both worlds.
Redefine service delivery in your organization
At Rocketlane, we help professional services teams streamline delivery from start to finish—ensuring superior client experiences and more predictable outcomes.
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