What is a Salesforce consultant and how can they help your business?

  1. They offer a customer-centric strategy
  2. They can provide insights into your CRM
  3. They effectively implement Salesforce
  4. They are Salesforce experts that can fully leverage on the platform
  5. They help you stay updated on the best Salesforce practices

For any business, customer relationship management (CRM) is valued because it capitalizes on improved customer relations. The better you understand your customers, the better you can provide products/services for them and increase sales. While there are plenty of CRM platforms available in the market today, Salesforce is one of the leading ones, being used by more than 150,000 companies worldwide. Salesforce uses cloud computing to make connecting with customers and leads easier. However, Salesforce can also be complex software without the help of a consultant. So what is a Salesforce consultant and what do they bring to the table?

What Is A Salesforce Consultant?

What Is A Salesforce Consultant?

Salesforce enables businesses to improve their SaaS-based solutions for marketing, analytics, app development, sales, customer service, and more. What makes this CRM platform so effective and ideal for companies worldwide is that it can be customized to mold exactly to the requirement of an organization. However, to get the most out of a Salesforce investment, you will need the help of an expert who knows all the functions of the platform. This is where a Salesforce consultant can help your business.

A Salesforce consultant’s role is to optimize the Salesforce platform in a scalable way to meet their client’s organizational needs. Their primary responsibility is to offer advice on the best practices for designing, integrating, and implementing the Salesforce system to enhance user experience and according to the client’s CRM projects.

The tasks of Salesforce consultants can range from data migrations, automating Salesforce, identifying Salesforce issues and presenting solutions, configuring and overseeing Salesforce deployments, working with multiple teams to provide technical Salesforce solutions, managing company-client relations, to training employees to use Salesforce.

To get the most out of what the Salesforce tool has to offer and to avoid the most common pitfalls, you will need a helping hand. Read on.

They Offer A Customer-Centric Strategy

Salesforce has a wide library of robust CRM tools and services. In many cases, organizations without Salesforce consultants make the mistake of investing in numerous Salesforce tools only to find these are not helpful for their company.

A Salesforce consultant can provide advice about which are the best Salesforce functionalities for your organization. The consultant will also suggest the best Salesforce tools according to your users, budget, project size, usability, and many other factors.

They Can Provide Insights Into Your CRM

They Can Provide Insights Into Your CRM

Salesforce consultants are not just developers or coders. They are also professionals with knowledge about business processes and KPIs. This means a Salesforce consultant can assess your CRM capabilities and suggest the right Salesforce tools for your company to achieve your business goals.

They Effectively Implement Salesforce

Let’s say you self-implement Salesforce tools. This can be a very time-consuming process as the implementation of Salesforce is heavily dependent on the number of users and the size of the project. In addition, you would also run the risk of a failed implementation. At such times, hiring a Salesforce consultant can make sure the deployment of the tools is a success. This enhances the potential of return on investment (ROI) in your company.

They Are Salesforce Experts That Can Fully Leverage On The Platform

They Are Salesforce Experts That Can Fully Leverage On The Platform

As stated earlier, a Salesforce consultant helps companies enhance their use of the Salesforce system, making it easier to navigate the CRM platform. When you want to start using Salesforce, a consultant can meet with you to make customized recommendations on how to streamline your CRM process through Salesforce. It is the consultant’s job to begin Salesforce development and implementation as well as remain in close contact with you until the completion of the integrations.

Keep in mind that Salesforce can be an extremely complex platform and non-tech savvy people may not be able to maximize its features. Thanks to automation and AI, the number of functions that Salesforce offers is extensive — from cloud computing, seamless customer service, to analytics.

The good news is, Salesforce consultants have years of experience to improve their clients’ Salesforce systems. They are the only ones who are equipped to optimize your Salesforce platform because of their knowledge about technical cloud services. In addition, they have a wide array of certifications to validate their skills and do their tasks such as:

  • Salesforce Certified Advanced Administrator
  • Salesforce Certified Platform App Builder
  • Salesforce Certified Service Cloud Consultant
  • Salesforce Certified Community Cloud Consultant
  • Salesforce Certified Platform Developer I
  • Salesforce Certified Application Architect
  • Salesforce Certified Data Architecture and Management Designer
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Marketing Cloud Email Specialist

This means by hiring a certified Salesforce consultant, you leave your CRM projects in the hands of experts. By doing this, you save more time and get better value for your investment.

They Help You Stay Updated On The Best Salesforce Practices

It is a fact that CRM strategies need to change over time. Consumer attitudes are ever-evolving. If you are already using the Salesforce platform, chances are you might not need some of the features you have right now in the future.

Moreover, the people working at Salesforce are aware of changes in the business and CRM landscape. Thus, they release updates 3 times a year to be at par with these changes.

With a Salesforce consultant, you can constantly stay updated on the changes being rolled out on the platform. You can implement custom changes with ease every time and stay ahead of competitors.

Key Takeaway

For businesses searching for efficient CRM solutions, maximizing the Salesforce platform is a common challenge. This is where knowing what a Salesforce consultant is can be extremely valuable. Salesforce consultants provide a wide range of services to secure your organization’s CRM success.

Atticus, being one of the reputable Salesforce consulting service providers in the Philippines, offers the most reliable and impeccable solutions to ensure your organization’s success. Our vetted Salesforce consultants can help optimize your Salesforce platform in a way that achieves business needs. Hire the top Salesforce consultants in the Philippines from Atticus!

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