Salesforce has gone beyond and far from the usual CRM.
As it is also a cloud platform where it’s possible to deploy and create individual solutions, integrate it with integral apps and automate all the business processes.
Among well-known global companies that use Salesforce are AWS, Adidas, American Express, Philips, Western Union and Canon.
Accordingly, those companies that choose this platform for use choose quality.
To establish its work, a professional is needed, which is exactly what a Salesforce consultant is.
In this article, we will analyze how to find a Salesforce consultant and what are the advantages of the Salesforce integration consulting for business.
How Does Salesforce Help a Business?
Salesforce is a cloud-based business process management platform for marketing, sales, and customer services.
The main products for these purposes are Service Cloud, Sales Cloud, Marketing Cloud.
Also, among the demanded solutions for business are Financial Services Cloud, Commerce Cloud, Health Cloud.
Salesforce also offers extra components for incorporation into its services.
For example, CPQ (Configure, Price, Quote) is a tool for automatically generating price offers or Chatter – a corporate social network.
The Salesforce allows to log calls, answer hot questions, work opportunities, or check dashboards.
One of the greatest strengths of Salesforce is the almost limitless customization of their products.
This allows you to customize the product for the needs of customers from a wide variety of industries.
Moreover, in recent years, Salesforce has increasingly adhered to the strategy of industrial solutions.
More and more specialized products appear – Consumer Goods, Manufacturing Clouds and others have been added to the relatively mature Financial Services, Non-profit and Health Clouds.
What Are Benefits of Hiring a Salesforce Consultant
Often, not only in the case of Salesforce, the project starts long before the contract is signed with the client.
The first step is getting to know the business and the client’s wishes.
Salesforce is about a company’s image.
If your company uses Salesforce products, then you have the right internal processes and you can be trusted.
Not only will your customers be confident in quality and performance, but so will you.
Large businesses usually hire Salesforce consultant to set up the platform.
It has its own built business chains and directions.
The main task for Salesforce CRM consulting is to choose an area for work and study it thoroughly in order to know all the capabilities of the system and be able to present them to the customer.
The specialist needs a clear understanding of the business and its place in the industry: how the processes work, what are the differences, what they depend on, how the system is debugged in other companies.
To do this, the Salesforce consultant needs to understand the procurement process, its various variations, and the differences in procurement depending on the industry.
Once you have mastered the basics, you need to understand how the work in a Salesforce project works.
Each project has its own methodology and goes through certain phases.
The consultant performs his own range of work on each of them.
Salesforce consultancy includes explanation to the customer what Salesforce is, what benefits its implementation will bring, convincing that Salesforce is convenient and even necessary.
This is followed by a survey, technical design, product customization, its refinement, user training, transformation of information from the source system to the Salesforce system.
The consultant is not working with the coding. He uses out-of-the-box solutions and tools to customize the application.
This requires a deeper understanding of the business processes that a business faces.
Salesforce makes and saves companies money.
According to the latest data, the use of the platform allows you to save up to 30% of the budget that a company spends on IT needs.
The figure is achieved by cutting off unnecessary items now – the purchase of servers, the maintenance of the staff of system administrators.
The client only pays for the license. In addition, if the application works and does not need to be extended and added, then its support requires minimal costs.
It’s no surprise that Salesforce is a popular platform in the US and Europe.
When configured, the CRM functionality is configured through the Salesforce admin user interface without using any code.
So you can create tables, objects, fields, form relationships between them, establish rules for automating workflows.
Customization is needed if configuration options are not enough to automate complex business logic.
Examples of Customizing Salesforce
- Development of new functionality for standard CRM modules.
- Automation of complex business processes for the needs of a particular company.
- Development of custom templates for email messages.
- Implementation of Einstein AI capabilities in CRM.
- Creation of custom reports and dashboards.
- Salesforce integration with other systems (ERP, company website, social media, etc.).
- Development of custom applications for Salesforce (IT grocery companies can place such applications in a special market – AppExchange).
- Canada – $66,600
- The USA – $109,000
- Australia – $78,300
- The United Kingdom – $61,000
How to Choose Good Salesforce Consultant
When interviewing, the consultant must show a willingness to communicate with people at any level.
Therefore, build your questions, focusing not only on hard skills, but also on his sociability and stress resistance.
A good Salesforce consultant can be a specialist from both the IT and the business side.
Because this position combines the skills of both fields. Everything rests on the desire and purposefulness of a person.
A programmer who likes to code and dislikes communication cannot be made a Salesforce consultant.
Conversely, a business analyst who is good at getting along with clients but cannot tolerate programming will never take the position.
What Is the Cost of Hiring a Salesforce Consultant?
According to Mason Frank’s Annual Salary Survey Report, Salesforce consultant salaries look the next way in noted countries:
When it comes to ensuring a smooth business process and streamlined operations for maximum efficiency.
Small businesses require CRM platforms that ease most of the day-to-day, repetitive day-to-day tasks while providing the functionality that helps small businesses with small staff thrive.
Another important aspect to look for is the optimization of the platform for the needs of the company.
To do this, you need to pay attention to Salesforce consultants who will help you customize it specifically for your business.