Salesforce consulting refers to the professional services provided by experts to assist organizations in optimizing their use of Salesforce, a leading cloud-based customer relationship management (CRM) platform. Salesforce consulting firms or consultants offer their expertise to help businesses implement, customize, and leverage the full potential of Salesforce to meet their specific needs and goals.
Salesforce consultants possess a deep understanding of the Salesforce platform, its capabilities, and best practices. They work closely with organizations to analyze their existing business processes, identify areas for improvement, and design tailored solutions using Salesforce’s extensive suite of features and tools.
The primary objectives of Salesforce consulting include:
Implementation: Salesforce consultants assist in the initial setup and configuration of the Salesforce platform. They work with organizations to define their requirements, map out business processes, and configure Salesforce to align with their unique workflows. This involves activities such as data migration, system integration, and user training.
Customization: Salesforce provides a highly customizable platform that can be tailored to fit the specific needs of an organization. Salesforce consultants help businesses customize Salesforce by creating custom objects, fields, workflows, and reports. They also develop custom applications and integrations to extend the functionality of Salesforce and integrate it with other systems.
Optimization: Salesforce consultants analyze and optimize existing Salesforce implementations to improve efficiency, productivity, and user adoption. They review system configurations, processes, and data quality to identify areas for enhancement. By streamlining workflows, implementing automation, and optimizing data management, consultants help organizations maximize their return on investment in Salesforce.
Integration: Many organizations rely on multiple systems and applications to manage their operations. Salesforce consultants specialize in integrating Salesforce with other software platforms, such as ERP systems, marketing automation tools, or customer support software. Integration ensures seamless data flow and enables organizations to have a unified view of their customer data across different systems.
Training and Support: Salesforce consultants provide training and support services to help organizations effectively use Salesforce. They conduct training sessions for users at various levels, including administrators, managers, and end-users. Consultants also offer ongoing support to address any issues, provide guidance, and ensure the smooth operation of Salesforce.
Salesforce consulting offers numerous benefits to organizations, including improved customer relationships, enhanced sales and marketing effectiveness, streamlined processes, and data-driven decision-making. By leveraging the expertise of Salesforce consultants, businesses can harness the full potential of the Salesforce platform and achieve their strategic objectives in a more efficient and effective manner.
We offer two different approaches to tailor your Salesforce solution, each varying in complexity, cost, and the level of modification to the platform.
These approaches are configuration and customization.
Configuration: Configuration involves modifying Salesforce’s default capabilities using point-and-click tools. It is a relatively simpler and more cost-effective method to customize the platform. With configuration, we can make adjustments and settings within the existing features and functionality of Salesforce to align it with your specific business requirements. This approach is ideal for making minor modifications or enhancements without the need for extensive development work.
Customization: Customization, on the other hand, is a development process that allows for deeper tailoring of the Salesforce platform. It involves utilizing Apex code, Salesforce’s programming language, to make large-scale changes and create custom functionality. Customization offers a higher level of flexibility and allows us to build unique features, workflows, and integrations to meet your specific business objectives. While customization provides a more extensive level of modification, it may require additional time, resources, and expertise compared to configuration.
Our team of experts will assess your business needs and determine the most suitable approach, whether it involves configuration or customization, to deliver a Salesforce solution that perfectly aligns with your requirements while considering factors such as complexity, cost, and the level of platform modification needed.
We specialize in performing integrations to ensure seamless connectivity between your Salesforce solution and third-party systems. By integrating Salesforce with systems such as ERP (Enterprise Resource Planning), e-commerce platforms, and document management systems, we enhance the visibility and efficiency of data flows across multiple applications.
Our integration services enable real-time data synchronization, allowing you to access and update information across various platforms. This means that data entered or modified in one system will automatically reflect in Salesforce and vice versa, eliminating the need for manual data entry and reducing the chances of errors or discrepancies.
Our goal is to create a seamlessly connected ecosystem where data flows efficiently between Salesforce and your other business-critical systems, providing you with a comprehensive and unified view of your operations and customer interactions.
We specialize in seamless data migration to ensure a smooth transition to your new Salesforce solution. Our migration process is designed to prevent data loss, corruption, system downtime, and minimize any impact on your business processes.
Prior to the migration, we analyze and structure your legacy data, ensuring it remains well-organized and ready to use once it is migrated. This preparation phase helps maintain data integrity and facilitates a smooth transition.
To ensure data quality even after migration, we develop rules and guidelines for data structuring. This includes implementing duplicate rules to prevent duplicate records and maintain data consistency within Salesforce. These measures help optimize the quality and accuracy of your data within the new Salesforce environment.
Our goal is to ensure a seamless migration experience, allowing you to leverage your data effectively in the new Salesforce solution while minimizing any disruptions to your business operations.
We offer comprehensive Salesforce training programs to promote user adoption and assist users in adapting to the capabilities of the Salesforce-based solution we deliver. Our training aims to empower users to make the most out of Salesforce’s default and custom features, ultimately enhancing employee productivity.
Our training programs are designed to cater to various user levels, from beginners to advanced users. We provide hands-on training sessions that cover key functionalities, workflows, and best practices within Salesforce. This equips users with the knowledge and skills needed to navigate the platform efficiently, leverage its features effectively, and optimize their daily workflows.
By providing Salesforce training, we ensure that your employees are equipped with the necessary expertise to utilize the full potential of the Salesforce solution. This boosts user confidence, promotes engagement, and ultimately drives higher user adoption rates. Our training programs are tailored to your specific business needs and can be delivered through in-person sessions, virtual workshops, or self-paced online modules, depending on your preferences.
Our ultimate goal is to empower your team with the skills and knowledge they need to maximize the benefits of the Salesforce solution, improving overall productivity and driving the success of your organization.
After developing and testing the custom Salesforce-based solution in the development environment, it is migrated to the User Acceptance Testing (UAT) environment. There, representatives from your company can try the solution’s functionality and ensure it meets your requirements. If approved, the solution is launched into the production environment, making it available to your employees for everyday use. Our experts handle the deployment process to ensure a smooth transition without disrupting your business operations.
Our goal is to provide a reliable and optimized Salesforce solution that empowers your team and integrates seamlessly into your business environment.
We have 20 years of Salesforce experience, an inherent love of color-coded schedules, and a passion to do what’s right for our customers. Only one of us has a British accent. Whether you’re looking to implement Salesforce, customize an existing deployment, or expand your use into the far reaches of what’s possible, we’re here to help.
We would love to hear from you. Let’s Engage