Salesforce markets itself as the world’s top CRM platform — and for good reason. Its immense flexibility for integration with all your apps and channels makes it hard to beat. However, that customizability comes with a cost. Salesforce is extremely powerful, which makes it challenging to learn, configure, and optimize. That’s why a Salesforce consultant can save your organization valuable time and money, helping you get the most out of this powerful tool.
Setting Up Salesforce
Let’s start from the beginning. The process of configuring Salesforce for your team is time-consuming. As your team diverts from their core tasks to learn the system, your business could be losing leads and sales. And if they can’t devote time to tackle the learning curve, your team may never be able to fully take advantage of Salesforce’s power.
A Salesforce consultant already knows the platform thoroughly. They can provide specialized training for your team, in addition to setting up your required integrations and workflows. Once this onboarding process is complete, your team will be empowered to nurture more leads and close more sales.
Implementing Best Practices
While there is no right or wrong way to use Salesforce, it’s definitely possible to “under-use” it or configure it in a way that doesn’t confer the benefits you need to grow your business. There is an enormous, vibrant community of people who regularly use Salesforce. Together, they’ve refined the best strategies and techniques to optimize the platform.
A Salesforce consultant is well-versed in these best practices. They know all the tips and tricks that can help your team better use the platform, and they’ll also show you ways to streamline your workflows and get the right information more quickly. Above all else, they’ll train your team on how to enter and organize data in a way that lets Salesforce achieve its full power.
Profitability and ROI
If you’re investing in a premium platform such as Salesforce, you expect a high ROI. The number-one reason that organizations abandon Salesforce or don’t meet their business goals is the inefficient use of the platform. Perhaps the right apps aren’t connected. Perhaps the team doesn’t fully understand the system. A Salesforce consultant can help you map out your Salesforce plan before you start using it.
They will also work with you to align your business goals with your Salesforce strategy. This includes choosing the best integrations, optimizing your workflows, and setting SMART goals for your business. The combination of proper automation with full user adoption and best practices makes Salesforce more than a CRM. It becomes a full-fledged system that connects your marketing, sales, and support teams.
Wrapping Up
Salesforce is one of the best investments you can make in your business. However, any big investment requires proper care and development to maximize your ROI. A Salesforce consultant can provide detailed guidance on how to best use this powerful platform to meet your sales and marketing goals. With their help, your Salesforce investment might just pay for itself.
Would you like personalized assistance with setting up and optimizing Salesforce for your business? We’re here to help! Send us a message and we’ll connect you with one of our consultants.
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