The 9 Signs That Your Business Needs An Expert Salesforce Consultant

Have you recently implemented a Salesforce CRM only to discover you’re struggling to understand all the different features? Do the constant updates make your head spin? Are you seeing a less than impressive ROI? If you answered “yes” to any of the above questions, then it might be time you hired an expert Salesforce consultant.

With a wealth of technical expertise and hands-on experience, a Salesforce consultant will ensure your CRM is aligned perfectly with your business needs. This means no more backtracking, no more stress, and no more missed opportunities. Instead, you’ll have the CRM system you always wanted.

Here are the 9 reasons why you should an experienced Salesforce consultant:

1. Running a proper implementation is beyond your capacity

When most companies implement their CRM, they do so with one thing in mind. More sales.

However, just like anything in life, a CRM requires time, planning, training and testing. Only then can it deliver the expected results. When companies skip these steps to save time or energy, their CRM is not going to be operating to its full potential.

2. Your team is struggling with Salesforce User Adoption

Does your team complain about the new system or have trouble navigating it? If the answer’s yes, then you’ve got a problem with user adoption.

Poor Salesforce user adoption should be taken very seriously as this will prevent you getting full value from your Salesforce CRM. You might experiment with different adoption strategies on your own, but Salesforce consultants will help you reach success much faster, and will able to pinpoint any problem that is preventing you from getting full value from the platform.

3. You don’t have in-house Salesforce expertise

Salesforce is designed for businesses to be able to look after themselves. However, without at least some basic technical knowledge, this is a tall ask.

This is where an experienced Salesforce consultant can come in handy. They’ll help to impart their knowledge and create a customised CRM solution that’s right for your business. As a certified Salesforce Partner, the Cloud Industry team is just a call away.

4. Your CRM has missing and/or bad data

If your CRM has duplicate records or data gaps, then you’re in trouble. Until this problem of “bad data” is fixed, it’s nearly impossible for you to achieve the ever-important 360-degree customer view.

5. You don’t have time to manage your Salesforce environment

The worst thing a business can do is to ‘set and forget’ their Salesforce CRM. Only with significant investments of time into the ongoing management of your Salesforce CRM will you ever get the best out of this dynamic system.

6. You want the perfect CRM system but have no idea what that is

Investing in a Salesforce CRM and adding on extra software is the easy part. Creating a fully-functional and effective CRM platform is where it gets tricky, especially if you don’t have a plan. A Salesforce consultant can help you build a strategic roadmap for your company, and then work with you to determine where and how the new technology should come into play.

7. Salesforce is confusing your existing business processes

Implementing a CRM should complement your current processes. If this is not the case, customers will become frustrated and may even look elsewhere for business opportunities.

8. You’re still running other customer data management systems

Different members of your team are still referencing customer data from different sources. It’s only a matter of time before this catches you out and you end up cold-calling an existing customer.

9. Your Financial Department want proof of ROI

Even if you’re happy with the performance of your Salesforce CRM system, you need solid figures to show how you’re getting an ROI.

Salesforce implementation can bring a lot of benefits to your business. However, implementation is not as simple as ‘plug and play’. With so many variables and a range of challenges across companies of all sizes, working with a certified Salesforce consultant is the fastest way to get you back on the right track and your Salesforce solution delivering its full potential.

After taking the time to learn the specific needs of your business, a Salesforce consultant will work with you to design a strategic roadmap that will get your company moving in the right direction. With their in-depth knowledge of the entire Salesforce ecosystem, a certified Salesforce consultant will ensure your CRM is customised to suit your unique situation and help your team achieve their targets more efficiently and effectively than ever before.

Contact us to discuss how we can make sure you’re getting the most from your Salesforce solution.

2018-11-01T14:13:41+00:00September 20th, 2018|