Top 5 Tips to Maximize Your Business with Salesforce Consultant

Customers are the most essential and critical stakeholders for the business; hence you need to spend more resources and expertise boosting customer services. To meet all these needs, you need the best salesforce systems customized to address business needs fully. Instead of optimizing the system alone, you can hire the services of a good and experienced salesforce consultant.  

Any consultant will help you install and configure the system; however, you need the best consultant to help you optimize the salesforce system capabilities. Once you hire the consultant, consider these tips to help you maximize the benefits of salesforce and increase the potential impacts.  

1. Hire Experts 

Before you seek the services of any salesforce consultant, the first process is to ensure they are experienced and have the relevant skills to help your business meet its needs. You should hire those with years of experience in the market and have a history of working in different industries meaning they have market, industrial, and internal operations experience. Such knowledge is critical to help you customize your salesforce platform and understand all the environmental factors before setting up and streamlining all the relevant processes.  

The experience of a salesforce consultant will also be critical for you to spot any potential challenges and maximize your platform to correct such errors before occurrence. Finally, they will train your employees to handle the mistakes that may arise as you use the platform and make the necessary changes to the business. Once you have all these factors in mind, you can select from the options to have the most qualified expert to help you. 

2. Commit to Simplicity and Business Needs 

A good salesforce consultant will ask specific questions before they begin system installation and configuration. One of the questions is the nature of the business, why you need the system, and employees’ opinions about a new design and how they expect it to function. From all this information, they will simplify the system according to the users’ and other stakeholder needs. 

First, they ensure the platform has all the necessary and needed add-ons. Salesforce has multiple capabilities, upgrades, and other system add-ons and features provided, and not all will be good for the business. The consultant will only install the needed ones to make the system efficient and avoid overloading it with unnecessary features. 

The second approach is compatibility and configuration. Based on the stakeholder’s needs, they would advise only on the compatible ERP systems meaning you may have to install a new system to match the current salesforce ERP. Finally, they will likely focus on the right system size for the business need and size. Salesforce platforms can be expanded based on the business needs; a good consultant will ensure the system is based on current company needs and develop it as business needs grow.  

3. Process Customization 

Whenever you buy a salesforce package, it comes with standard settings and add-ons suited for the industry or the type of businesses you are involved in. One thing you ought to understand is that all businesses are not the same. Even in the same industry, critical differences exist due to the nature of operations, goods and other resources. Therefore, talk to the consultant to explain all the processes and how you want them to be and justify the reason why. You can also explain to them the future needs of your business. 

Once you give all these details, the consultant can customize all the processes according to your business needs. Customizing salesforce is crucial to reduce potential errors as you use it, boost user-friendliness, increase interactivity, boost productivity and optimize system functionality and capabilities. This will motivate employees to use the system, and they can also troubleshoot any issues and fix them without needing a consultant or technician to help.  

4. Salesforce Optimizers and Add-ons 

There are many ways to optimize salesforce performance and impact on the business, and one of them is using optimizers and add-ons. The optimizer finds different reports, potential sources of clutter, unused layouts and other features that may distract system performance. This saves you from dealing with unidentified junk and clutter affecting the system’s functionality and capabilities.  

The add-ons refer to other features you can pair with the leading platform to aid in data entry, report generation, analysis, and other needs. Most consultants will always advise and optimize automation for data entry, preventing errors. They are likely to optimize features such as Gmail connectors, image scanners, and other features to extract raw data and make an entry into the system. With their help, you can also focus on redesigning your profile and page layouts which is essential for information visibility and other needs. 

5. 24/7 support  

Purchasing and installing salesforce is not the end of everything, and you need to exploit the available support needed. A consultant will provide all the support required since the system may have specific issues that may arise in the future as you use it.  

One of the errors is incompatibility, system glitches, and other issues. Such glitches will require someone readily available to attend to your needs when they occur, preventing business disruptions. Having long-term support and partnership with the consultant is also critical to optimize the system to identify future errors before their occurrence and training the employees on how to fix them, hence time-saving. 

Conclusion 

Effective use of the salesforce consultant is critical for business performance, productivity, and increasing customer services hence profitability. Therefore, you should carefully manage the consultants and maximize their impact on the business. Ensure you inform them of all the company needs to get the best out of them through their skills and experience.