As you start utilizing Salesforce within your company, you likely have a ton of questions. Or maybe you’ve been using Salesforce for years, but are ready to make some big changes. You need a Salesforce Consultant. A Salesforce Consultant can help guide you through using Salesforce for the first time, through big changes, or for new initiatives in your company and help you be sure that you are using it to its full potential for your team. A great Salesforce Consultant can help you avoid some of the pitfalls that having an in-house administrator can cause as well.
But, introducing a new member to your team is always tricky - you hope they mesh well with others; you want to utilize their skills as best you can; and you want to make sure they become an integral part of the team, rather than an outsider. Here are some of the questions you might have about including your Salesforce Consultant in your team.
How does a Salesforce Consultant integrate with my team?
One of the biggest benefits of having a Salesforce Consultant on your team is their ability to get your Salesforce account and platform set up and integrated with your existing apps and channels. Without your Salesforce Consultant, you and your team would have to go through the process on your own, which takes away valuable time they could be spending on their important projects.
A Salesforce consultant will also be a trusted advisor that knows their stuff! They’ll have expertise in Salesforce that someone on your internal team may not, qualifications and certifications in Salesforce as well.
A Salesforce Consultant is there to be a member of the team others go-to for all their Salesforce needs. They aren’t stepping on anyone’s toes. Rather, it’s like they are helping your team climb a ladder. They are there to catch them if they fall and to guide them to the next step. That kind of support is unmatched and truly worth bringing in a consultant for.
How can I ensure they will work alongside us?
As for how your Salesforce Consultant will work with you and your team, they are there to help you in applying the best practices of Salesforce. With that, they will help you navigate Salesforce for your specific, unique needs. They walk alongside your team as they integrate Salesforce in their everyday work lives and act as a guide to all the ways your team can use Salesforce.
Along with helping your team learn how to use Salesforce, your consultant will have the same goal as you: more profitability. By using the best practices and relying on your Salesforce Consultant to lead you through the process of integrating Salesforce, they will know your goals and work with you to achieve the highest profits possible. They adopt your goals and simply show you the way to reach them.
How do we go about making sure they fit in with our team and become an extension of what we’re doing?
There are obvious steps you’ll want to take like interviewing consultants, understanding their background, experience, and just getting a sense of how they work. Even though they are a consultant, it’s critical to treat their interview like you would a standard employee in many ways.
One of the best ways to help your Salesforce Consultant get acquainted with the team and learn what your goals are so they can align with them is to map out the work processes and data requirements of your company. This will help get everyone on the same page from the start.
How can we aid them in this way?
Be open and honest about your goals. Your Salesforce Consultant wants what you want: success. Whatever your goals are, your Salesforce Consultant can help you reach them. If you can treat your Salesforce Consultant like another member of the team rather than an extension, you will see a healthy relationship start to form. Be open to their suggestions. Remember, they know the platform inside and out. If you already have your goals mapped out and which workforce processes you need help with identifying, then your onboarding and set up will be easier and your Salesforce Consultant can get your team integrated with Salesforce faster, letting you get to work and boost your profitability.
A Salesforce Consultant for Your Team
Your Salesforce Consultant can and should be an important part of your team. Trust their advice - they know Salesforce thoroughly. Help them by mapping out your goals and the workforce processes you need help with. By being open with your goals and relying on your Salesforce Consultant for your onboarding, set up, and use of Salesforce, you’ll have a new team member walking alongside you.
Comments