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Why you need consultants for Salesforce CRM Implementation

by | Nov 17, 2022 | Blog, SF Implementation

How do you manage your customer relationships?

The road to modern Customer Relationship Management (CRM) began nearly four decades ago, beginning with database marketing and then the excitement of sales force automation and contact management. New companies such as Siebel Systems, Baan, and Oracle were born. Salesforce CRM was a relative latecomer but a potent disruptor. CRM has turned out to be a boon for companies that faced low customer retention and deal slippages, as it acts as a single unified platform to organize and maintain your customer information.

And then came cloud computing. Cloud-based CRM software such as Salesforce CRM offers businesses a comprehensive understanding of customers, helping them drive leads with more aligned messaging. It allows organizations to digitize and automate customer interactions with far greater efficiency than previous generations of CRM. From streamlining sales processes, customer interactions, and lead acquisition, to managing marketing, a fully integrated CRM can eliminate data silos and make cross-departmental collaboration seamless.

As valuable as it sounds, implementing Salesforce CRM software into your existing system can be challenging. It requires specific expertise to achieve a smooth transition. And that’s why hiring a certified Salesforce consultant is necessary.

What is the role of a Salesforce consultant?

A Salesforce-certified consultant addresses your critical concerns, strategizes proper operations, and helps you generate more revenue. They are known explicitly for planning streamlined functions with novel ideas and know-how. They also have industry insights that can predict future technology trends and ways to preempt and adapt to innovations on the horizon.

Regardless of how innovative or easy a software solution may be, there will be challenges as your team migrate essential data and learns to work with it. Salesforce implementation consultants requires proficiency, and outside hands-on experience can be very helpful and, in the end, affordable. From implementing and optimizing Salesforce products to meeting the organization’s demand, a Salesforce consultant carries out core functions that enable businesses to leverage their Salesforce investments.

Benefits of hiring a Salesforce consultant

Improved analysis 

A Salesforce implementation consultant starts with a thorough analysis of your company’s distinct goals. This will help your team quickly identify processes that can be streamlined and automated. Once your team understands the various CRM software solutions and options that best suit your structure, you can make decisions quickly. This is one of the primary reasons to hire a Salesforce expert.

Without proper knowledge of the software implementation process, many businesses have faced potential losses in both productivity and revenue. A certified Salesforce expert will ultimately focus on the needs of your business and develop custom applications tailored to the needs of your team, ensuring smooth and efficient operational processes.

Secure Migration

Businesses fear losing confidential data, and each migration differs. With a Salesforce implementation consultant, you can put aside your worries. They will outline a clear-cut plan and establish milestones that enable you to track the entire process and prevent data loss. Whether you migrate data from your old system or integrate CRM with various third-party solutions, they will develop proper steps using their practical experience and technical knowledge.

Time to Market

A Salesforce consultant ensures that your implementation is completed on time and within your budget. They maintain transparency in the implementation process to streamline teamwork and collaboration. A successful Salesforce CRM implementation will eliminate potential revenue risks if difficulties arise during the transition.

Continuous support and Training

Salesforce Implementation consultant’s work continues beyond successful implementation. Adopting Salesforce as a new management system can be tiresome and often challenging for employees who are used to their old practices. A Salesforce consultant promotes user adoption through planned training sessions and interactive queries. They offer continuous support to ensure your team understands the system’s potential and give real-time solutions to help them switch to the new platform. Usually, the basic training includes dashboard setup, tracking, workflow automation, and resolving queries related to the new customized system.

Partner with DemandBlue’s Salesforce-certified consultants for your CRM implementation

DemandBlue is a Certified Salesforce consultant with proven expertise in CRM implementation. We have a team of cloud experts with extensive industry experience including strategy, implementation, and ongoing support. Our On Demand services use a unique, flexible pay-as-you-use engagement model to reduce costs.

Regarding Salesforce CRM implementation, we enable you to have a streamlined workflow that boosts customer communication and satisfaction. Our team will focus on implementing a robust and cutting-edge CRM that reduces your operational expenses, helps you gain clarity on customer insights, improves your customer experience, and is equipped with scalable resources to face future challenges efficiently.

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DemandBlue has been helping customers achieve success with Salesforce for over ten years. To learn more about DemandBlue’s unique on-demand services offering please reach out to one of our Salesforce experts. We look forward to helping you grow your business with DemandBlue!