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Why Hire a Salesforce Consultant to Implement your CRM?


CRM (Customer Relationship Management) software is playing an increasingly important role in today’s business world. By collecting and managing customer information, software such as Salesforce CRM allows companies to manage a wide range of important front-office activities, including sales processes, tracking of customer interactions, lead acquisition and conversion, and marketing. As companies are able to streamline their processes using this software, each of these previously-separate functions and responsibilities are able to be more integrated, which results in higher levels of sales and customer satisfaction.

As valuable as CRM software can be, implementing it into your company system can sometimes be a challenge. And that’s where the need for an expert consultant comes in.

The thing is, implementing a new management software like Salesforce into your company can represent a bit of a challenge. No matter how how innovative or easy to use a particular software may be, there will almost always be a few bumps in the road as your team transfers important information and learns to work with a new system. this transition can become significantly easier with  a dedicated Salesforce consultant helping your team get through this process.

A Salesforce consultant starts by meeting with your project team to determine your company’s specific goals and needs. This meeting and subsequent collaborations informs the software implementation process, while also ensuring that any needed custom applications are well-suited to your company. During the information gathering process, a Salesforce consultant can also help your team identify processes that can be streamlined and modernized to ease the transition to a more modern work environment. By placing the focus on the needs of your business, a consultant is better able to help your team understand the various software solutions available and help reach a clear consensus as to which options will be best for your company.

Each system transition is different, but a Salesforce consultant has the experience and technical know-how to guide your team through any situation. Whether you need to migrate huge chunks of data from your old application or integrate your CRM system with an ERP software suite, a certified Salesforce consultant will ensure that the proper steps are taken to prevent data loss or other problems.

Throughout this transition, a Salesforce consultant will establish clear milestones that enable you to track the progress of your software implementation. These benchmarks help guide the work so that the implementation is completed on time and stays within your budget. A successful CRM implementation will allow your company to avoid the potential losses in productivity and revenue that could occur when there are difficulties with the software transition.

Of course, the work isn’t over once a new CRM software has been put in place. The early stages of using your company’s new management system, Salesforce, can often be a challenge, especially when employees and managers are used to your old disparate system – typically no one likes change at the beginning. A Salesforce consultant and their team can offer crucial training and support to help staff members get answers to their questions and transition to the Salesforce. Training focuses on several important areas, including dashboard setup, Salesforce automation, and project tracking, but also takes the time to deal with unique concerns related to your customized system. Support services remain available to provide continued assistance to your IT team and other staff members as they learn to work with the new system.

With the help of a Salesforce consultant, your team will be able to experience a smooth transition to its new CRM platform, subsequently enabling a streamlined workflow that improves internal and external communications. This in turn will allow your company to reduce operational expenses, help gain clarity of CRM metrics, improve customer satisfaction, and be better equipped to face the ever-changing challenges of the business world.

Bob Paulson