No matter what type of company you are, you rely on customers or clientele to stay in business. Your goal for maintaining the relationships with those customers or clients should always be to provide an excellent experience, both in your product or service, and your interactions with them. An efficient way to maintain great relationships with your clients is with CRM technology.
With this innovation, you can stay connected to your customers, streamline your processes for a better customer experience, and improve your profitability. Salesforce is at the top of that list of incredible and powerful CRM platforms, but if you’re using Salesforce already then you know this to be true!
With their flexibility for integration with other apps and channels and easy-to-use platform, it’s no wonder they are quickly becoming a favorite and crucial part of many companies’ customer relations.
But even if you’ve been using Salesforce for years, being able to navigate all of the features, complexities, and customizations can be easier said than done.
The Challenge of Set-Up
Doing your Salesforce set up yourself can be a time-consuming and confusing process. It will require your team to place their attention on the set up rather than their usual tasks that still somehow need to be done. If they don’t have the chance to really focus on it or if they aren’t trained in the platform, they may never take full advantage of all the helpful things Salesforce can do.
One way to avoid the hassle and frustration of trying to set up your Salesforce platform is to hire a Salesforce consultant.
What is a Salesforce consultant?
Just like you would call a plumber if you had a leak in your house or a doctor to diagnose you when you’re sick, going to a professional Salesforce consultant can help you be sure that you have the best experience with it as possible. They are a trusted advisor that understands your business, your industry, and can provide strategic advice. There are many reasons to hire a Salesforce consultant - here are just a few of them:
They Know The System
Your Salesforce consultant knows this system. While you and your team might require a great deal of time to make sure your platform is all set up and integrated with your existing apps and channels, your Salesforce consultant knows how to do that quickly and efficiently. Basically, you eliminate the learning curve that you and your team can get stuck on. With their help, the onboarding process will be quick and you’ll be even more productive.
They Know The Best Practices
With a qualified Salesforce consultant, you will get in-depth industry insight into how you can best utilize the platform in your company. These uses for Salesforce are called Best Practices. Your Salesforce consultant will know exactly how Salesforce will be able to help you and your specific needs, without putting added pressure on your team to learn it on their own. An effective consultant can also help setup governance (i.e. steering committees, change management, business owners for different parts of salesforce).
More Return On Your Investment
Salesforce is an investment in your business. You want a return on that investment, but muddling through an onboarding and setup process by yourself can lead to time wasted and less profitability. With a Salesforce consultant, you will not only have a quicker setup, but also tips on how you can best utilize it in your company. A Salesforce consultant can speed up your implementation process so your users are happily using your platform while you develop the tools and skills you need to keep them happy.
Don’t Go it Alone!
You could go through the complex setup and onboarding process yourself, but it will cause you to lose out on profits and waste valuable time for your employees. Instead, use a Salesforce consultant. It’s the Number 1 thing you can do to make your Salesforce set up, implementation, and customization a breeze.
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