Publish date:
“I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should also gain.” ~ Quote by Alan Greenspan, noted American economist.
Salesforce consultants help businesses make the most of their CRM investment. They combine their knowledge of the platform with business understanding to support organizations in implementation, optimization, and making strategic decisions.
If you are using Salesforce for the first time or improving your current setup, you will need help from a good consultant. They will help you make the most of your Salesforce investment and ensure your systems support real business results, not just technical features.
In this blog, we’ll look at how Salesforce consultants help businesses succeed. We’ll discuss what they do and when companies should reach out to them for support. Let’s get started!
Who is a Salesforce Consultant?
A Salesforce consultant has deep knowledge of the Salesforce platform and understands business needs. They help organizations achieve their goals with suitable technical solutions. The consultant does this by looking at your business's current workflows, processes, and challenges. Then, they design and implement solutions that address these issues.
-
Streamline day-to-day operations
-
Reduce redundant manual work
-
Make data easier to see so people can make better decisions and work together across the company.
If a sales team at a wholesale distributor struggles to see their inventory clearly, it can lead to overstocking or running out of products. A consultant can help establish appropriate connections between the CRM platform and the ERP system, such as Salesforce and SAP.
If an edtech company wants to run targeted ads for students in a specific age group, a consultant would suggest using Salesforce Marketing Cloud. This tool can help the company achieve its goals based on what it needs.
Types of Salesforce consultants
Salesforce consultants usually focus on either functional or technical areas, depending on their skills. Knowing the difference can help you get the most value.
Functional Consultants:
-
Improve business processes, workflows, and operational efficiency..
-
Turn your business needs into Salesforce settings that boost performance.
-
Make sure the platform meets your team's needs. It will help everyone adopt it more easily and effectively.
Technical Consultants:
-
Manage system setup, connections, and advanced automation.
-
Ensure that Salesforce works well with other tools and internal systems.
-
Fix technical issues so your teams can focus on business results instead of troubleshooting.
Functional and technical consultants work together to ensure that Salesforce meets business goals and runs efficiently.
When should a business hire Salesforce consultants?
For planning a business strategy.
A Salesforce consultant helps you plan effectively by understanding your business needs and proposing custom solutions built on the Salesforce platform. For example, when you use Salesforce for the first time, consultants link your business goals to the right Salesforce products and set KPIs to measure your success.
For improving processes
Sticking to outdated technology and failing to upgrade your processes can significantly hold back your business growth. A certified Salesforce consultant can help take your business to the next level by improving your existing processes. They can spot problems and automate tasks, making your marketing and sales operations more efficient.
To improve user adoption.
When a business faces user adoption challenges, such as training or interface issues, Salesforce consultants can help. They create detailed training materials and set up support resources, such as user guides and FAQs. Consultants also improve the platform’s user experience, simplify layouts, and design guided processes that help users adopt Salesforce more easily and quickly.
To maximize return on investment (ROI)
When stakeholders and decision-makers feel their Salesforce investment is not delivering the expected results, they may reconsider continuing to invest in the platform. A consultant can help by identifying usage gaps and suggesting improvements to help the business get more value from its investment. They also conduct system audits to find unused features or unnecessary processes, and optimize settings to improve efficiency.
To scale operations.
As a business grows, its needs also change. If a company does not plan when choosing a platform or when preparing to expand, it may run into problems. A consultant helps ensure that Salesforce grows with the business and works well with other tools and platforms. For example, during global expansion, consultants ensure that multi-currency options, local laws, and adaptable integrations are in place.
To ensure data compliance.
When managing sensitive data, a Salesforce consultant helps set up the platform to comply with rules such as GDPR, HIPAA, and other industry requirements. It reduces risk and keeps customers' trust. They create access controls, encryption, and audit trails to protect critical business and customer information.
Things Every Business Should Check Before Choosing a Salesforce Consultant
"Things You Must Do Before Hiring a Salesforce Consultant." This topic is critical and deserves attention. We hope the previous two blog posts, which listed four things in each, were helpful. Finding the right Salesforce consultant isn't complicated, but having some guidance can be beneficial. Am I right or am I right?
Here are the key things you should do before hiring a Salesforce consultant:
Check if they have a large team. A Salesforce consulting firm must employ many experienced, certified professionals. It is crucial. Companies like Codleo have 100% certified Salesforce partners and grow as they expand. Every business wants its projects or Salesforce consultancy completed on time.
If a company has few staff members, your project will likely face challenges. It is not a new idea. When you talk to the Salesforce consulting companies you are considering, ask them how many Salesforce experts they have and what their certification levels are. The more experts they have, the better it is for you. They should have enough staff to cover anyone who leaves, is reassigned, or is unable to work.
Check their websites and social media. To evaluate a potential Salesforce consulting partner, start with their website and social media. Their website shows what the company is about, including its work, values, and culture. It helps you see if their values match yours. Appoint someone to do this check and report back to you. This step will help you be more selective when hiring.
The 10 topics we discussed in the blog are complete. However, we want to share more valuable insights with our readers. Here is a bonus tip from us.
Check the customer satisfaction score (CSAT) of potential Salesforce consulting partners. Ask them to share their CSAT score, which they should have on hand. This score shows how much value clients place on their brand and work. For example, companies like Codleo have a score of 4.9 out of 5, thanks to their hard work, innovation, adherence to best practices, and strong timeliness. Achieving such a high ranking is not easy.
Final take
Using Salesforce without expert help can cost businesses time, money, and chances to grow. At Codleo, we help companies get the most out of their Salesforce investment with our consulting services.
Our experienced Salesforce team can help your business improve its operations and performance across different teams. We will work with you to implement solutions that match your goals.
These tips can help any business—small or large—choose the right partner. Consider factors like budget, expertise, location, and best practices. Please share what criteria you used in your partner selection. Until next time, take care, stay safe, and be healthy. Namaste!
0
About the Author
603 D-Mall Netaji Subhash Place, Delhi 110034 IND
