Every organization irrespective of their size and industry vertical wish to take their business to a new level. Salesforce – a leading name in the CRM space provides a range of solutions that renders unique benefits to the business operations. Organizations have the option to subscribe to the specific solutions they require rather than compensating for all the solutions. However, it’s tricky to understand which solution fits their needs. Investing in a reliable Salesforce consulting partner can have significant benefits for businesses. An experienced partner besides helping businesses decide upon the right solution can also help in developing comprehensive strategies to draw maximum value out of their Salesforce implementation.
What Does a Salesforce Consulting Partner Do?
A Salesforce Consulting Partner is a company that is certified by Salesforce to implement projects, create tailor-made solutions while help organizations take their platform to the next level. A trusted partner helps businesses leverage the full potential of Salesforce by bringing to the table deep knowledge of the Salesforce platform thereby allowing them to provide strategic guidance. A consulting partner can help organizations maximize their ROI (Return on Investment) by ensuring Salesforce is fully aligned with their business. They also provide ongoing training and support to help organizations adapt to changes, overcome challenges and optimize their Salesforce implementation.
Listed below are some ways in which, a Salesforce consulting partner can help businesses achieve their goals:
Customize the Solution: The real work of a Salesforce consulting partner doesn’t end with identifying the right Salesforce solution. Rather, the actual work starts here as the solution identified must be customized as per the vision, goals and strategies of an organization. A certified and trained partner do ample amount of research and analysis, which equip them with ample knowledge to design custom solutions to meet the unique needs of an organization. Additionally, a certified partner also helps in setting up the Salesforce CRM, which is more than just file upload. A certified partner also assists in setting up the Salesforce ID for every user besides creating credentials for accessibility of data in a precise way as a single error can flaw the entire system.
Improve the Flow of Business: Usually employees of an organization hesitate in adopting a new system as they are unaware of using that system. Experienced partners can turn the tables by providing employees with necessary training regarding sales design, marketing processes, and more. This enables team to use the solution in an easy and hassle-free way.
Stay Updated with Market Trends: Given the quick evolution of market trends and user expectations, it has become crucial for organizations to ensure timely adjustments. The Salesforce platform consistently upgrades itself, enabling organizations to remain competitive by staying abreast of these changes. However, staying informed about Salesforce innovations and their effect on businesses requires a substantial effort. A reliable partner can help their client business to stay-up-to-date with the new innovations of Salesforce.
Leveraging the Potential of AppExchange: Launched by Salesforce, the AppExchange houses numerous third-party Apps that help organizations improve Salesforce solutions with advanced functionalities. It also helps sales team to improve their productivity and rate of conversions. Expert partners help in selecting the best third-party Apps as per the needs of an organization and draw maximum value out of it.
Seamless Marketing Integration: Organizations leverage Salesforce CRM to ensure superior customer experience. When the marketing automation software of Salesforce is integrated with the existing marketing system, the team’s performance increases significantly. A certified and experienced partner helps organizations create a marketing platform that can help organizations with data consolidation, business intelligence and consolidation of data from multiple sources, quality leads, and effectual handling of data.
Ongoing Maintenance and Support: Though, the right module is chosen, tailor-made, and implemented, the job is not yet over. Moreover, business Apps and workflows require constant upgradation in a constantly evolving business landscape to stay ahead. A reliable partner can help businesses upgrade their App besides helping them with third-party integrations in case of a technical glitch. With such ongoing maintenance and support, businesses can focus on their critical business activities.
Increase Business Value: It’s easy for organizations to attain their organizational growth objectives effectively if they partner with a Salesforce Consulting Partner. Salesforce partners have access to relevant products required for internal training, and development of potential solutions, demos, and customer-specific ideas, which makes commercial value become more streamlined and convenient.
Improve Productivity and ROI: Salesforce acts as a powerful CRM that can be leveraged to enhance the overall productivity of your company. Salesforce partners play a crucial role in augmenting customer relations and data management. They leverage their knowledge to recommend strategies while assisting businesses to incorporate key features to boost productivity and return on investment (ROI).
Save Time and Money: A reliable Salesforce Certified Partner ensures businesses get a dependable solution for all issues. These partners help organizations save a significant amount of time while boosting their overall productivity. They possess the necessary technical expertise to seamlessly handle the installation process and establish standards to track the progress of CRM implementation. Certified partners play a key role in providing organizations quick access to premium features and tailor-made solutions at a cost-effective rate. This emphasizes the significance of having a Salesforce Integration Partner, ensuring timely delivery with a commitment to 100% precision in their work.
Helps in Decision Making: As a business expands, the need to make significant decisions within your existing CRM system arises. During such situations, your Salesforce Certified Partner assists you by employing business-oriented strategies and designs to create an implementation approach tailored to meet your business needs. This approach enables organizations to make informed decisions for the seamless business operations and expansion.
What to Consider Before Selecting the Right Salesforce Consulting Partner?
Organizations need to zero in on a partner who has the required qualification and expertise to fit their business. A Salesforce Consulting firm evaluates the objectives of a business to determine its actual requirements. This includes evaluation of market and its competitors to deliver a comprehensive solution.
Listed below are some ways in which organizations can choose an ideal Salesforce Partner for their business:
Industry-specific Experience: Choosing a consulting partner requires a thorough evaluation of their industry-specific proficiency. This is crucial because addressing challenges in different sectors require distinct approaches. Organizations should ensure that the partner they shortlist should showcase a deep understanding of their industry, its specific challenges, and compliance standards. A well-established history of successful implementations within their industry acts as a strong indicator of their competence.
Scope of Services: Businesses should ensure that their service provider provides them with a complete range of Salesforce services such as preliminary assessment, solution design, development, implementation, training, ongoing support, and more. Adopting an all-inclusive approach assures smooth transitions and enduring success. Additionally, it is crucial for organizations to ensure that the partner can customize services as per the specific needs of their organization, ensuring a personalized solution.
Pricing: It’s crucial for organizations to carefully assess the pricing and project management strategies of their partner. It is crucial to ensure transparent and viable pricing without any hidden or unexpected costs. A successful project management strategy should involve clearly defined deadline, achievements, and regular improvement reports.
Post Implementation Maintenance and Support: Achieving lasting success relies on strong post-implementation support and maintenance. Organizations should ensure that their selected partner provides detailed support services, encompassing troubleshooting, updates, and user training.
A carefully designed maintenance plan ensures the ongoing efficiency of their Salesforce solutions. Moreover, dependable support reduces downtime, augments productivity, and protects their investment.
Final Words:
Salesforce stands out as a powerful tool that can enhance organizational efficiency. A Certified Salesforce Implementation Partner plays an instrumental role in crafting the optimal route for organizational success by achieving efficiency, streamlining processes, enhancing customer engagement, and boosting ROI.
