How Do Salesforce Consultants Improve Business Performance? 

A widely-preferred customer relationship management (CRM) software, Salesforce, is best for all-sized businesses looking to manage their customers, marketing, and sales, automate jobs, and get valuable insights to help make well-informed decisions. 

While Salesforce is a robust platform offering a customer 360 view with a comprehensive suite of products should be set up and customized per the business need and that also properly. Companies would need the required expertise to accomplish this. Here is where the role of Salesforce consultants comes into play. The right guidance from these professionals leads to improved business performance. 

But what does a Salesforce consultant do, and where can we find a Salesforce consultant? Well, there’s much to learn about Salesforce. In this blog, we can surely say you will get answers to all your relevant queries. 

What is a Salesforce Consultant? 

The experts who help implement, optimize, and perfectly manage Salesforce within a company are Salesforce Consultants. They help businesses exploit the most out of the Salesforce platform. Their skills, when fused with the competency of the platform, make them valuable assets to a company.

How Do Salesforce Consultants Improve Business Performance?

From ideation to planning and setup to ongoing support and maintenance, a Salesforce consultant assists in implementing and customizing Salesforce consulting services to meet unique business requirements. 

Salesforce consultants know the platform from the inside out and help organizations exploit Salesforce features to streamline processes, boost customer satisfaction, and drive growth. 

Let’s get deeper to know how Salesforce consultants improve business performance. 

1. Implementation and Customization

Salesforce CRM setup relies on the specific needs of businesses. Here, Salesforce consultants customize the platform accordingly, performing configuration, custom objects, workflows, field setup, and integration with other business systems. 

2. Custom Development

On the Salesforce platform, when businesses need custom Salesforce solutions development services, the consultants help them build custom apps using Visualforce, Apex, and other programming languages. 

3. Integration

Salesforce integration with other systems leads to improved performance and outcomes. Salesforce consultants conduct seamless integration of Salesforce with business systems that provide a unified view of customer data and enhance cross-functional collaboration. Besides, organizations prefer integrating lately announced Salesforce Einstein GPT (Salesforce Marketing GPT, Sales GPT, Service GPT, Commerce GPT) into their business to customize customer interactions at a faster pace with reduced costs and quick response time. 

4. Data Migration

Organizations looking to migrate from existing CRM systems to Salesforce may hire Salesforce consultants to ease this daunting job. Here, the consultants help smooth data migration from the old system to Salesforce without any data loss or performance compromise, ensuring data accuracy and integrity. 

5. Training & Support

Salesforce consultants help businesses and their staff with the required training and support to facilitate them in maximizing the use of the Salesforce platform. They guide their employees with proper training and help them understand how to use the platform effectively. Besides, the ongoing support and maintenance service ensures their systems are working as expected with no issues, and if issues persist, they can be resolved quickly. 

6. Streamlined Processes & Increased Productivity

By automating workflows and business tasks, consultants streamline organizations’ business processes. Also, they meet the need for custom workflows that automate repetitive jobs, like email notifications, data entry, etc. This way, businesses can free up their staff to target other more valuable strategic activities and boost overall efficiency and productivity. 

7. Improved Sales Performance

The real-time insights of the sales pipeline improve businesses’ sales performance, and the credit goes to Salesforce only. Besides, organizations use this CRM platform to track leads, manage diverse opportunities, and analyze sales data to address the latest trends and opportunities that pace growth. 

8. Greater Business Insights

As you know, Salesforce provides valuable insights into your business using robust reporting and analytics tools. Analyzing this data lets you track key performance indicators (KPIs) like customer satisfaction, sales performance, etc. This helps you expand your data-driven culture and attain greater business success. 

9. Improved customer visibility

You need quick access to your client’s accounts, tasks, contracts, events, and relevant data to bestow them the personal experience they always crave. With Salesforce, you can manage your customer-relevant details easily and treat them perfectly. Also, understanding your customers better will let you predict their future actions. 

10. Best Time Management

While being equipped with many responsibilities makes having so many hours in a day shorter for you. Here, Salesforce consultants reap the best out of the platform, combine every agent’s schedules, activities, calendars, and everything, and bend over backward to serve them better. This results in less downtime with little to no stressful deadline-relevant issues. 

Let’s Understand With an Example 

Let’s take an example that will showcase how a Salesforce consultant can assist you in boosting your business performance. 

Well, the core idea of hiring a Salesforce consultant can be adapted to any industry vertical. Here, we will consider a scenario of a retail company looking for improved customer engagement and sales performance. 

Issues: This mid-sized retail chain needed help with customer data segmentation while running a franchisee model, flat sales, and not-upto-the-mark customer service. For quite a long the company has been working with an outdated CRM system deprived of modern features that give a push to stay competitive in the retail industry. 

Possible Key: The company hired a Salesforce consultant while seeking a solution that could help come out of this situation. The consultant kickstarted the process by thoroughly assessing the existing systems, workflows, and business necessities. 

Findings: 

• Unstructured customer data,
• Unfulfilled customer service, and
• Low-grade sales process.

Resolutions By The Salesforce Consultant

1. Salesforce Service Cloud Implementation

Per the advisor’s recommendation, the retail company implemented the Salesforce service cloud in their business to make their customer service operations efficient, meeting the customers’ requirements.

Result: Using the salesforce service cloud, the organization becomes capable of:

• Tracking customer interactions across varied channels, like email, social media, phone, and live chat in a unified platform,
• Efficiently handling customer service issues, and 
• Diminished resolution time by about 35%. 

2. Salesforce Sales Cloud Utilization

Next, the consultant recommended Salesforce Sales Cloud implementation.

Result: Exploiting the capabilities of sales cloud, the retail company

• Got a clear view of their sales pipeline for the sales team,
• Learned customer preferences and behaviors, 
• Experienced a 25% boost in lead conversions, and 
• Marked improvement in up-sell and cross-sell opportunities.

3. Salesforce Customer 360 View

Ahead, the company followed the most impactful recommendation of Salesforce Customer 360 implementation. 

Result: 

• Unified customer data across varied departments,
• Got a single view of every customer,
• Its marketing team leveraged this data to craft targeted campaigns that led to a 40% boost in customer engagement and increased customer lifetime value. 

4. Salesforce Training

At last, the Salesforce consultant offered extensive training to the company’s employees to ensure the new system was used effectively.

Result:

• Increased employee productivity,
• Diminished administrative jobs, and 
• Extra time for customer-facing and revenue-boosting activities. 
• Within a year, the retail company witnessed significant enhancement in sales performance, customer satisfaction, and complete efficiency.

So, by working with Salesforce Consultants, they located their immediate issues and set up improved CRM systems ensuring their long-term success. Hiring a Salesforce Consultant is beneficial for elevated sales and revenue of a business for any industry.

How to Find the Best Salesforce Consultant at An Affordable Price?

When looking to hire a Salesforce consultant, you should finalize the one with the required experience and expertise to fulfill business needs. Below are some parameters to consider when choosing a Salesforce consultant:

How Is Emizen Tech Best as A Salesforce Consulting Partner?

Serving worldwide clients for almost a decade, Emizentech has been well-recognized as a leading Salesforce Consulting Company. Besides, the team of experts provides customized services, like data migration, Salesforce product implementation and integration, and more, meeting unique business needs. The specialists are not limited to delivering services; they offer ongoing support and maintenance services to help the clients’ businesses run successfully. 

Key Highlights

• Clear communication with the clients.
• Years of experience collaborating with diverse businesses.
• Well-certified confirms their expertise.
• Meets every business needs.
• Resolve the issues and meet the requirements at the best price within your budget. 

Conclusion

This is not the limit; Salesforce is picked for varied business requirements as it has solutions to almost all business issues. 

So, whatever issue your organization is facing, hiring the right Salesforce consultant can help you set up, configure, and customize Salesforce CRM per the business needs, leading to improved brand value and productivity. 

Connect with a Salesforce consulting company and hire an experienced consultant with experience and required expertise.