7 Important Reasons to Hire a Salesforce Consulting Company In 2024

Businesses that have moved to Salesforce have witnessed average growth of a staggering 25%. Consequently, it is fair to conclude that Salesforce is without a doubt among the best CRM platforms available today. Businesses of all sizes, emerging or established, are utilizing Salesforce to open doors to previously unheard-of growth. And this is made possible by working with a trusted Salesforce Consulting Partner.

7 main advantages of hiring a Salesforce consulting company.

1. Save time and resources and find the ideal solution for your company's needs.

Time is a key component of every facet of your business's growth, including developing growth strategies, establishing quantifiable targets, and determining whether to assign work to after-sales support teams.

Salesforce professional services may provide your company with strong solutions that are customized to your unique needs, increase overall efficiency, and bring in new business. Consultants possess a thorough understanding of the technical aspects involved in the salesforce implementation process. They excel at assisting you in establishing the benchmarks required to monitor the progress of your CRM deployment in order to meet your objectives.

2. Effortlessly Manage Your Sales Pipeline

Sales reps can more easily discover the initiatives that are bringing in more business and closing transactions for your company by using the sales pipeline. Therefore, having a well-established sales pipeline in place is key, and it's even more crucial that it be automated and efficient. But how can this be accomplished? You can accelerate lead generation and customer acquisition while also strengthening your sales pipeline by collaborating with a trusted Salesforce development partner.

3. Assess Your Processes and Approach

It's fantastic to have a great idea. However, assessing its viability is crucial because it has the power to create or destroy your company's value chain. Massive amounts of data are being thrown at businesses nowadays, often making it impossible for them to act on it quickly.

Thus, if you seek assistance from a knowledgeable business that can clear up any uncertainty or worries you may have about your processes during the Salesforce deployment, you will be able to break through and make progress. Salesforce consultants can benefit your company in ways you can't even begin to comprehend, from objectively assessing your ideas, strategies, and plans to assist you in finding better answers for a variety of unforeseen problems.

4. Understand the Customer's Vision

Every company is focused on its customers. Customers are expecting more from businesses in this fast-paced environment, which pushes them to innovate and offer more practical solutions. A long-term business strategy requires a thorough understanding of your client's needs. But how can you efficiently meet the needs of your customers?

You can get a comprehensive view of customers by utilizing Salesforce to its full potential with the help of a Salesforce consulting provider. Salesforce is an amazing tool that helps you understand your customers' purchasing habits across multiple channels and touchpoints. It can give you deeper insight into your customers’ needs.

Salesforce consultants can identify specific details that might overlook. Their services can improve your customer experience and provide you with a competitive edge in the industry. Working with a Salesforce partner empowers you to deliver exceptional cross-channel customer experiences.

5. Maintain Technical Relevance

Different businesses have different solution needs.  This is due to the fact that each company has its own unique set of goals. Staying up to date with the latest technological advancements is imperative if you want to boost productivity and deliver exceptional customer support.

Engaging the services of a Salesforce specialist can assist you in determining which version of the IT platform best fits your needs and will enable you to accomplish your objectives and run your business more efficiently.

6. Update Salesforce On the Go

The business world is very dynamic. Salesforce's product designers are aware of this. To help businesses stay current throughout this constant transformation, Salesforce releases updates on its platform 3 times a year. 

Salesforce consultants assist you in efficiently and economically implementing updates to the platform. They understand the value of every upgrade because they work with a wide range of clients across multiple sectors. Because of this, they can apply the upgrades as and when your company needs them.

7. Simplify Forecasting and Reduce Risks

Any firm that wants to succeed must forecast sales and foresee potential threats. It can be difficult to quickly create thorough reports about risk factors and sales, though. Salesforce consultants can help in this situation. They help in the creation of appropriate frameworks for sales forecasting that take consumer behavior and market dynamics into account. Additionally, the consultants assist you in customizing different Salesforce reports to obtain up-to-date information that enables you to improve.

Role of a Salesforce Consulting Partner

Salesforce is only useful when it is implemented by an expert. This is because they have a thorough understanding of the platform. Depending on your needs, you may or may not hire a Salesforce Administrator, but only an expert consultant can assist you in selecting the best tools for the job and making the most of them. The ideal Salesforce consulting company will evaluate your business goals in detail. Following evaluation, the consultant would suggest the best options for you and offer additional services and training.

Learn the Fundamentals of Salesforce.

If you are a decision-maker in your company, you are aware of the challenges of doing business. You ought to be aware of the issues that you hope to resolve with Salesforce. The official Salesforce website does a decent job of describing its offerings. This data assists you in communicating your requirements to the Salesforce development partner. Therefore, conducting in-depth research about the Salesforce platform should be a priority for you.

Establish Goals and Expectations.

Getting the most out of Salesforce requires conducting thorough research and having a clear understanding of your business goals. However, if you have unrealistic expectations, you will either underuse the platform or demand a lot more in a short amount of time. Setting the proper base is therefore essential. This would cover your business goals for the following years, as well as any challenges, financial planning, deadlines, and important roles.

10 Pointers to Help You Select the Best Salesforce Consulting Partner

1. Value Experience

Experience is something that one accumulates after working on different projects over time. You might get a decent idea of the consultant's experience and knowledge by having a thorough conversation with them. While hiring a Salesforce consultant with extensive knowledge in your industry may be your first instinct, this is not the only thing you need to do to guarantee your success. Your ideal partner should be one with a variety of industry experience. Set the expectations before starting out.

2. Salesforce Certifications Matter

This is when the Salesforce research would come in handy. What is the tier of your partner? Is it Silver, Gold, or Platinum? This will give you an idea of what is their level of specialization and expertise. Through the Salesforce Partner Ecosystem, Salesforce offers various certifications to people and businesses according to their expertise and skill level. Being aware of certifications and consultant tier levels will enable you to choose the ideal partner.

3. Check Online Reviews

One of the best ways to make sure you are speaking with the correct people is to look up reviews of the candidates you are considering hiring. If you're looking for honest and transparent reviews and feedback from customers regarding consultants, Salesforce AppExchange is a fantastic place to start. Numerous other significant details regarding the business, including its experience, certifications, and areas of specialization, will also be disclosed to you. Google reviews and social media pages are helpful places for finding reviews.

4. Prioritize quality over quantity

You will have many options to choose from with a mix of experience and price, particularly ones available at very low costs. However, such a one carries a greater risk of failure. Not everyone who can implement Salesforce solutions can work as a consultant. A consultant is an expert at understanding your needs and developing solutions that are specifically tailored to meet those needs.

5. Avoid Order Takers

Salesforce developers who only follow your instructions lack the necessary knowledge and infrastructure required to assess the project you want them to work on. They work as coders only. A consultant would not agree with you, would solicit your input as needed, and would design the best course for success. Although consultants can be costly, the alternative could completely ruin your project and drive up expenses even more.

6. Team Size and Individual Skills

Every company has unique needs, necessitating a team with a variety of Salesforce expertise. Verify that your consultant has a team with the necessary expertise and qualifications for different Salesforce products, such as Sales Cloud, Service Cloud, Mulesoft, etc. It shouldn't be a – one guy handles everything scenario.

7. Understand Their Project Management Approach

It would be ideal if you felt confident in your consultant's ability to complete the job and value your feedback. You can always ask to see a demonstration or get a thorough explanation.

8. Understand Their Support Structure

Salesforce is a continuous endeavor. You might need help with numerous apps, maintenance, updates, and troubleshooting. Your consultant needs to be available to help you at all times. This is another justification for the need for a sizable crew. Training ought to be part of the support system whenever it's needed, such as following an update or installing new software.

9. Identify key roles

You might need to establish some internal roles with your consultant. Prior to collaborating with the consultant, you should make a decision on these crucial roles. Some of these roles are:

• Domain Expert  
• Data Architect
• Change Management Consultant  
• Project Management
• Project Administrator

10. Establish a committed relationship

Salesforce is a long-term commitment where your CRM develops, evolves, and becomes better together with your company. Salesforce releases 3 updates every year. Add to it the ongoing requirement for support at different phases and troubleshooting. Because of this, companies seek out long-term partnerships with their consultants.

Girikon is a Gold Salesforce Implementation Partner with a global presence. We have over 400 Salesforce certifications and our teams have implemented multiple projects successfully across 4 continents. Salesforce stands for customer happiness, and we live by this motto.

About Author

Indranil Chakraborty

Indranil is a technology enthusiast with over 25 years of experience in project management, operations, technology and business development. Indranil has led project teams in egovernance, business process re-engineering, product development and worked with Government and Corporate customers. Indranil truly believes in the power of technology to drive productivity and growth for teams and businesses.