To win over customers and get a pie of the market share, companies today are constantly looking for ways to gain an edge over their rivals. One particular strategy that is growing in popularity is partnering with a Salesforce consultant to leverage the massive power offered by the CRM platform.
In 2022, Salesforce dominated the CRM market with a 23% share, outpacing competitors in growth and revenue.
With the right Salesforce consultant, businesses can customize Salesforce to fit their needs, streamline processes, and make data-driven decisions that drive growth. In this blog post, let us understand how a suitable consultant adds value to your business processes.
The Need for a Suitable Salesforce Consultant
With the complexities of the Salesforce platform, most businesses lack specialized expertise in-house to optimize it for their needs. A knowledgeable consultant provides the skills and experience to tailor the platform through customization, integrations, and strategic advice.
Partnering with the right Salesforce expert provides a comprehensive guide for setup, training, adoption, enhancement, and ongoing innovation. Therefore, to maximize their ROI and gain a competitive edge from the deployment of Salesforce, businesses should leverage an experienced consultant focused on their long-term success.
What Value Can Salesforce Consultants Deliver to Your Business?
Here are the key aspects you have to consider while deciding on whether you should call in a Salesforce Consultant:
1. Greater Efficiency and Productivity
A major benefit of working with a Salesforce consultant is gaining efficiency across your organizational teams. With their expertise, consultants can identify areas for automation and integration that allow teams to accomplish more in less time.
For example, they can build customized workflows, approval processes, and lead routing to optimize productivity. Consultants can also customize reports, dashboards, and analytics to provide greater visibility into data.
With a more efficient Salesforce implementation, your entire company is empowered to achieve higher business deliverables.
2. Salesforce for Data-Driven Decision Making
An experienced Salesforce consultant can help you take advantage of reporting and analytics within Salesforce to gain greater insights. By tracking relevant Key Performance Indicators (KPIs) and configuring custom reports, your team has increased visibility into what’s working across your business.
With guidance from your Salesforce consultant, you can identify areas for improvement, capitalize on opportunities, and make smarter strategic decisions based on data – not just gut instinct. Salesforce’s analytics capabilities empower you to become a data-driven organization. Leveraging data through Salesforce gives you an intelligent decision making approach that competitors lack.
3. Greater Visibility Across Business Units
Many businesses operate in organizational silos, where sales, service, marketing, and other departments use separate systems. This results in fragmented data and processes. Salesforce consultants can break down these silos by customizing a Salesforce instance that unites cross-functional teams.
Building cross-team transparency and alignment with Salesforce leads to expansive growth and market dominance. Breaking down internal divisions positions you to operate as a unified force in the marketplace.
4. Faster Implementation
Getting a new software platform up and running can be challenging and time-consuming for businesses. Salesforce consultants have extensive experience with Salesforce implementations, allowing them to roll out solutions faster.
Quick deployment means you start reaping the benefits sooner, accelerating your competitive advantage. Cloudiate has expert implementation teams that can rapidly deliver Salesforce solutions tailored to your unique business needs.
5. Ongoing Optimization and Innovation
Partnering with a Salesforce consultant provides evergreen value beyond the initial implementation. Experienced consultants become familiar with your business processes, objectives, and pain points.
As a result, they can provide continuous optimization of your Salesforce platform as your needs evolve. Consultants can also monitor adoption across your organization and quickly resolve any issues.
The consultants also stay on top of the latest platform innovations. They can implement new features and functionality that further boost your competitive positioning over the long term. The most strategic Salesforce partners go beyond just technical know-how – they actively listen and identify new ways to drive growth through custom Salesforce solutions.
6. Access to Niche Skills and Expertise
Partnering with an experienced consultant gives you access to specialized skills for customizing Salesforce for your industry and business needs. This includes unique competencies such as:
- Industry vertical expertise for financial services, healthcare, manufacturing, and more
- Einstein Analytics configuration for advanced reporting
- Mulesoft / API integration knowledge
- Development capabilities for custom Lightning solutions and applications
7. Lower Total Cost of Ownership
While the cost of hiring a Salesforce consultant initially seems high, the long-term TCO is lower for most businesses. As noted above, consultants can achieve faster implementations, increased adoption, and ongoing optimization. The expertise of a consultant minimizes missteps, rework, and inefficiencies that drive up total costs over time.
Considering the high costs of wasted time, mistakes, and platform underutilization, partnering with an expert Salesforce consultant lowers total spending.
8. Focus on Core Business
Implementing sophisticated technology like Salesforce requires considerable effort, strategy, and commitment. Without ample time and technical resources, progress can stall, dragging down adoption and ROI. Salesforce consultants handle the heavy lifting of optimizing and managing Salesforce, so your team can stay focused on core business priorities.
9. Access to the Latest Features
Salesforce consistently delivers new functionality through three major seasonal releases per year. However, reviewing release notes and evaluating every new feature takes significant time.
Salesforce consultants maintain expertise across the latest innovations and upgrades introduced by Salesforce.
The most strategic consultants are trusted advisors to guide you on which enhancements can add the most value. They can provide recommendations on new capabilities that align with your business objectives and project roadmap.
In summary, partnering with a knowledgeable Salesforce consultant provides invaluable expertise, unlocks efficiency gains, facilitates data-driven decisions, breaks down silos, accelerates implementation, and allows you to focus on core business priorities.
If you’re looking to hire a Salesforce-certified team of diligent, smart, and intelligent developers, Cloudiate is here to help you.
Check out our client success stories to see how much value we can deliver and learn more about how we can help you unleash the full potential of Salesforce and grow your business.