Running a business is not easy. This is despite having the best of the technology like Salesforce in your arsenal. You need a strategic approach to leverage Salesforce effectively. This is where a Salesforce consultant comes into play. A Salesforce consultant is more than just a tech expert; they are a strategic partner who can transform your business processes and drive growth through Salesforce’s powerful suite of tools. In this blog, we’ll explore what a Salesforce consultant does and how they can elevate your business and unlock new opportunities for efficiency and innovation.
What is a Salesforce consultant?
A Salesforce consultant is an individual or a business who specialise in helping organisations set up and manage Salesforce, the world’s leading customer relationship management platform. As you would have rightly guessed, a Salesforce consultant will have expertise in various aspects of the ecosystem and would have managed a variety of Salesforce tools. They may hold certifications in Salesforce to validate their skills and knowledge. They will also know all the current trends in the CRM space.
What does a Salesforce consultant do to upgrade CRM
Upgrading a CRM might typically involve migrating data, configuring the new system to meet business needs, and training users to fully utilise the improved features and capabilities of the new CRM. Here are the different tasks a Salesforce consultant will typically handle to upgrade your CRM –
Evaluating Your Current CRM System
Before starting the upgrade, a Salesforce consultant will thoroughly assess your existing CRM system. This involves examining how the system is utilised, identifying areas for improvement, analysing data, reviewing workflows, and engaging with team members to gain a comprehensive understanding of your current setup.
Planning the Upgrade
Using the assessment findings, the consultant will collaborate with you to create a detailed upgrade plan. This plan will outline specific areas that need attention, estimate required resources and budget, and set a timeline for the upgrade process.
Executing the Upgrade
With the plan in place, the Salesforce consultant will oversee the upgrade implementation. This includes configuring and testing the new system, migrating data from the old CRM, and training your team to effectively use the updated system.
Providing Ongoing Support
After the upgrade, the consultant will offer continuous support to ensure the new system operates smoothly and efficiently. This support includes troubleshooting any issues, offering guidance on best practices, and assisting with future updates and enhancements. Long story short, they help future-proof your business.
Why should you hire a Salesforce consultant?
A Salesforce consultant offers more than just basic guidance. They conduct market research, analyse your competitors, and evaluate where your company is placed with respect to other leaders in the industry. They also assist in achieving your business goals while optimising your budget. By pinpointing your needs and recommending automation opportunities, a consultant can significantly contribute to your company’s growth.
If you are a small or medium sized business, consultants can evaluate whether your IT infrastructure supports your business goals effectively. Finally, a qualified consultant can advance your Salesforce implementation, ensuring smooth installation and rollout. Their external perspective offers an unbiased assessment of your company’s needs, providing customised solutions that internal teams might overlook.
Benefits of Hiring Salesforce Consultant Services
Here are the different benefits of opting for Salesforce consultant services –
Effortless Migration to Salesforce from Other CRM Platforms
If you’re transitioning to Salesforce, you’ll need to transfer all your existing data and set up the platform effectively. A professional consultant will offer migration services, ensuring a smooth setup. They will keep your data organised and accessible, helping you leverage Salesforce’s full potential. By utilising the best Salesforce products and integrations, a consultant ensures that you make the most out of the platform’s ecosystem.
Customising Dashboards and Analysis
Custom dashboards are essential for maximising your CRM’s value. Salesforce offers extensive options for dashboard customisation, but setting them up can be complex. A Salesforce consultant can design dashboards tailored to your business needs, enhancing data analysis and streamlining access to critical information. They will help you identify pain points and create user-friendly systems that complement your business processes.
Training and Support
Salesforce frequently updates its platform, and keeping up with these changes can be challenging. A consultant can guide you through necessary upgrades, ensuring you capitalise on the most beneficial features for your organisation. They also provide comprehensive training for your employees, boosting their productivity and confidence in using the platform. This support minimises the need for help tickets and ensures a seamless experience.
Maintaining an Organised System
To keep your Salesforce system functional and effective, regular data organisation is crucial. Salesforce consultants can perform periodic audits, clean up disorganised records, and prevent data issues. They can also create custom wizards to ensure consistency in data entry, improving overall data quality and simplifying the quoting process.
Enhancing Lead and Customer Acquisition
Effective collaboration and communication within your sales team are key to finding new leads and customers. A Salesforce consultant can set up systems that facilitate team collaboration and create checklists for managing large accounts. They can also implement gamification techniques, such as leaderboards, to motivate sales representatives and improve performance. Additionally, consultants help integrate Salesforce with other platforms to enhance customer engagement and lead management.
Tailoring Reports for Insightful Analysis
Standard reports may not always meet your specific needs. A Salesforce consultant can design custom reports that provide relevant insights for different roles within your organisation. These tailored reports allow you to extract valuable information, making Salesforce not just a data storage tool, but a powerful platform for strategic decision-making.
Conclusion
Partnering with a Salesforce consultant can be a game-changer for your business. They can help you unlock the full potential of your Salesforce investment. This, in turn, leads to improved efficiency, enhanced customer satisfaction, and increased profitability. Brysa is the UK’s leading Salesforce consultant offering consulting, implementation, and maintenance services. We can be the ultimate key to elevating your business to new heights and staying ahead of the competition. To know more about what we do, contact us now.
