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Salesforce consulting is not merely about getting a Salesforce instance running. This is all about incorporating a tool with your business to change the way how it operates. Take an example of the professor who makes you a skilled person with the right efforts and approach. In the same way, if Salesforce is approached correctly, it will turn your business into a powerful working so3lution itself.
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Cloud computing is a buzz in the IT industry and Salesforce is the leading cloud-based
platform that is taken as the must-have requirement for almost all multinational
organizations. With the increasing demand of Salesforce CRM, the demand for
Salesforce consultants has also become higher.
Salesforce consulting is not merely about getting a Salesforce instance running. This is
all about incorporating a tool with your business to change the way how it operates.
Take an example of the professor who makes you a skilled person with the right efforts
and approach. In the same way, if Salesforce is approached correctly, it will turn your
business into a powerful working so3lution itself.
Salesforce consultant is responsible to give you the inside track of your business so
that you can get the most out through the implementation. They will also identify the
improvement areas that may be a bottleneck to achieve the maximum ROI for your
business. Here, Salesforce experts with consultancy experience are just the perfect
choice understand the business process well and alert the areas that need rework to
become a better version of the product without any heavy investments.
By keeping all these thing in mind, the top five tips are shared by the world’s leading
and most successful Salesforce consultants for proven CRM implementations. When
you will go through the tips, you would be able to understand how to prepare your
Salesforce team and business for a fresh Salesforce implementation and how to get
most out of the existing Salesforce instances.
# Tip 1 – Understanding the Powerful Salesforce Ecosystem
When there are a plenty of CRM options available, why Salesforce CRM is the right fit
for your business. For this purpose, this is necessary to understand the powerful
Salesforce ecosystem and its features optimized based on diverse needs of the
business. IT has the capability to handle almost every aspect of the business from lead
generation to reporting and the team collaboration.
Contact, leads and opportunity management
Reliable Sales Forecasting and faster Deal Closures
Marketing Automation and Team Collaboration
Partnership Management, Data Analytics, and Reporting
In addition to the robust features, AppExchange in the Salesforce ecosystem is the
giant marketplace where you can explore more than 3000 apps as per your business
requirements. Also, Salesforce gives the flexibility to handle custom development
needs and integrate with your current Salesforce instance with the right guidelines as
given by the Company.
# Tip 2 – Your business needs an expert Salesforce Consultant
Usually, you must have seen businesses don’t hire Salesforce Consultant until they
don’t buy it. But this is definitely the wrong approach because you should hire a
consultant before purchasing the Salesforce CRM.
Salesforce consultant will perfectly guide you through the business process, working
to define the future scope and vision, prioritize the list of key capabilities to check
either organization will earn expected ROI on implementation or not.
Leveraging a Salesforce Consultant with your business before making final purchase
saves subscription fees and also data cleansing, process mapping is done in advance.
Also, a Salesforce expert prepares your data in advance for quick integration and
successful implementation too. Preparing your team in advance for proper data
handling and training staff will make adoption so easier for your business.
In the final words, when you are ready with organized data, processes are mapped and
prioritized the things, this is the right time to buy a Salesforce product based on your
business needs. Making a purchase in the planning phase will pay off and it guarantees
a healthy ROI on your investments in the end.
# Tip 3 – Salesforce Lightning is a Boom for small business success
As we discussed earlier, AppExchange is an important part of Salesforce ecosystem,
navigating through thousands of apps can leave you in confusion. At last, you may feel
that custom build is necessary to take your business upfront. But experts’ advice you
to opt for available apps and customized them as per your business requirements as
much as possible. Don’t go for product development from scratch otherwise it will
exceed your project budget much higher.
For this purpose, you can use Salesforce Lightning framework where app
customization is just a grad-and-drop task. To become a successful Salesforce
consultant in your career, the hard is not necessary but you should go for smart work
to make the deployment faster and much affordable. Think of the AppExchange as the
App store and Salesforce Lightning is a framework to design friendly user-interfaces
based on your business needs and targeted audiences’ requirements. So, you are
ready to take advantage of Enterprise-level apps, the certified Salesforce consultants,
Salesforce developers, and Salesforce administrators at JanBask will help you through
# Tip 4 – Follow best practices for Successful Salesforce implementation
You are strongly recommended to follow the best practices to implement the
Salesforce otherwise your complete project will fail in the end. Here, is the list of best
practices for proven Salesforce implementation that is used by top industries
Define the UX vision and
Focus on awareness and
and the process
engagement approach to
You need to go through the process step by step and we wish you luck for your future
Salesforce implementation and increased ROI for your business. It will help you to take
your business to the next level and your team also need not spend hours to know the
right process to perform their jobs.
These four steps are derived from extensive research and practical experiences of
world’s leading Salesforce consultants worked on many Salesforce projects for years.
The only thing you need to do is giving high quality and standardize training to your
team for quality performance.
# Tip 5 – Learn to Leverage Analytics
The data stored in Salesforce database is your biggest asset. It can become more
amazing if you know how to leverage analytics in unique and unexpected ways. It will
forecast sales by analyzing your data and helps to achieve maximum ROI for your
business before the deadline.
Salesforce gives you the flexibility to choose various automation tools too helps in
generating leads and new product development too. As your data will grow, it can be
leveraged to make the meaningful decisions for your business and driving revenues. In
response, you should use tracking tools for measurable marketing results. This is the
best way to stay on the top of your industry and go ahead of your competitors anyway.
We are closing the discussion with a bonus tip for the reader “Use Salesforce as you
master data layer”. When you have so many data sources, Salesforce should be used a
single source for your master data layer where data can be collected in different
formats and analyze it perfectly for meaningful business insights. The users that can
access master data layer should be licensed users and you can set a limit as well to
promote the data security for your business.
With this bonus tip, you have sufficient of information now to start with successful
Salesforce implementation and make most out of the existing instance. Obviously,
Salesforce Consultant is your technology partner that will help you to take your
business to the next level through a well-defined business process and past
experiences. The expert Salesforce consultant, developers, and administrators from
JanBask will help you to achieve success quickly and to avoid falling into costly pitfalls.