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Salesforce is the most popular enterprise-level customer relations platform on the market today. It is widespread and used by many different organizations to keep their customer relations well-organized.
While it is advantageous and offers many unique options, it is also a highly complex piece of software, so people can find it challenging to get the most out of it. That’s why some companies hire Salesforce consultants to guide them through the whole process.
Let’s look at what this specialized employee does and how they can help you take your Salesforce application to the next level.
What does a Salesforce consultant do?
The role of a Salesforce consultant revolves around working with clients to identify the main pain points. They will also need to figure out the main business processes and goals that will help set up the software in a way that best suits your organization.
They are equipped with an in-depth understanding of the Salesforce platform and can modify it to a great degree to improve customer relations processes and ultimately improve revenue.
Let’s go through five concrete reasons you should hire one from one of the many salesforce consulting companies.
Managing updates and analyzing their benefits
Salesforce is a platform that does not stay the same. That’s partially why they are so successful and how they kept their reputation pristine for so long. Good customer relations management standards are a moving target, and their updates reflect that.
In most situations, brands tend to overlook the novelties that the platform offers periodically. That won’t be the case if they have a Salesforce consultant who will go through the updated documentation, analyze every change and see if any adjustment needs to be made.
That allows brands to constantly use the platform to the fullest and avoid unnecessary falls in productivity due to drastic changes to the platform.
Adding a wealth of knowledge to your team
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Your Salesforce consultant won’t be the only person working on the Salesforce platform, but they will be the most crucial. Why? A consultant is vital to successful implementation if you are implementing it or feel you are using it inefficiently.
Furthermore, since more people will be working on the platform, the training and consultations about the best use practices will go through a dedicated consultant. This way, the adaptation period is shorter, and efficiency reaches an optimal level even if you are constantly changing staff.
They are affordable
There are a few situations where you need an in-house Salesforce consultant employed full-time. Big or small businesses hire Salesforce consultants on a per need basis and pay them based on their hourly rates.
It won’t jeopardize your budget but can add to it significantly. Using the platform according to the best practices will improve your overall earnings through better customer relations.
An in-depth understanding of your customers
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Another advantage of having a specialized Salesforce consultant on hand is getting more out of the platform regarding customer details. While your in-house team can fill out the information for each client and the platform is capable of aggregating the data, it takes great skill to figure out patterns that you can turn into valid business decisions.
It can be one of the reasons why you hire this type of specialist, especially if you are a company with a lot of channels. The consultant can unify the data from these diverse sources and create actionable insights that help your business at every organizational level.
Get a professional opinion on new ideas
Not all ideas for changes in operational conduct regarding Salesforce will come from a consultant. More often than not, they will be suggested by one of the team members using the platform or a manager or even a CEO or another high-ranking employee.
The problem with this is that even when ideas sound great on paper, they are still impossible to implement or while they fix one thing.
Again, hiring a Salesforce consultant to help you figure out your new ideas’ potential upsides and downsides is a good approach. You probably won’t need more than two or three shifts to see if the new idea is a good one or if it has flaws you are not seeing.
Even if the idea is a good one, you might be underestimating the complexity of its implementation, which is also something that a consultant will point out.
Conclusion
We hope we managed to explain the upsides of hiring a Salesforce consultant. They can be great assets to have around. If you develop a long-term relationship with one, it can be even better since they will be familiar with the ins and outs of your company, allowing them to create better solutions for your team. We hope that this article has been helpful, insightful & informative and that you can now walk away with a greater understanding of Salescforce and how you can find a consultant that is right for you!
