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Sailing Through Covid with Salesforce Offerings for Digital Transformation

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Jayarama Emani,

July 8, 2021


Sailing Through Covid with Salesforce Offerings for Digital Transformation

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Salesforce is not only about automating and improving your sales process. It is something that can bring digital transformation to almost any part of your business – be it a service, marketing, or collaborating with your customers. Salesforce primarily covers most of the tools that are used during the digital transformation.

Digital transformation is the buzzword. And without any doubt, digital transformation service providers worldwide want to position themselves as providers of services that assist businesses in carrying out digital transformation, which aligns with their business vision, business strategy, and business values. And, of course, their business commercials cannot be ignored.

However, most service providers do not know what a scenario like the one projected above looks like.

Considering the situation across the world that we have today, the fact is that coronavirus is a new reality, and in general, not everyone was ready for it. None of us realized that the coronavirus is going to affect the world so dramatically. And this is the reality that we currently live in.

Yet, whenever you face a terrible situation in life, you still need to find its positive sides. So, my question would be, do you see any positive outcomes of the current pandemic situation?

Digital Transformation and Its Benefits

The key benefit is that organizations are looking for alternative ways to do business. And this is where digital transformation comes bringing us four key positive points.

The first benefit of digital transformation is it brings your business transparency. Once you have fine-tuned processes, you do have clarity. However, you don’t have complete control and full visibility of what is happening within your business.

Well-executed digital transformation allows you to consolidate your processes and operations as long as you choose a digital tool to support them. All people involved in the sales, service, and marketing processes know how they work and how they’re set up, particularly for business.

So, no matter if the number of customers rises after the pandemic or you need to hire additional people, digital transformation allows you to maintain your business process and make it flexible. This is irrespective of the situation across the world or within your company. And digital transformation brings stability to your business. Because if you have a fine-tuned process supported by tools that help this process, it means you are already ready to handle them no matter what the challenge is once the customers are coming back.

Therefore, before going in for digital transformation, you need to rethink your business first because digital transformation is not about buying a tool that will do everything for you but rather support your business process. And without a friendly, fine-tuned business process, there is no sense to look for a tool that will help it so rethinking your business before any digital transformation is fundamental.

The next step, which I would like to cover, is not to digitize everything at once. It is crucial because undergoing digital transformation, like baby steps, gives you the ability to step back if you make mistakes during the digital transformation process. You can roll around, make another decision, and move forward.

Or, in case if everything goes fine with the specific part of the business where you underwent the digital transformation, you can have enough space to expand it to other parts of your company’s business. So, it is quite essential not to digitize everything at once.

The third tip is you need to invest in your in-house expertise. This is essential because the digital transformation process will lead you to an issue where you’re having lots of integrated tools at some point. But still, it is crucial to have a team of people responsible for the system that understands how it works to give you flexibility in terms of additional setup, adjusting different tools, and integrating them. And it is vital to have your team or at least multiple people depending on the size of your business and rely on the tools you’re using.

So, with your team, you will be able to operate much faster on the changes you would like to make during your digital transformation process.

You don’t need to leave your employees behind. So, with lots of tools coming into your business process, it is imperative to make sure that your people are familiar with the systems they’re using. So, providing regular training for what you’re using and paying attention to user adoption is very important.

And as the last point, I want to mention digital transformation is an ongoing process, and it’s not going to stop. With the business environment undergoing frequent changes many tools appearing on the market, you need to improve the way you’re doing business, and it is crucial to keep your hands on the pulse. The need of the hour is to bring back new and fresh ideas into the digital transformation process.

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Digital Transformation During COVID-19

So basically, what is the benefit of digital transformation during crises like COVID-19?

The first one is that you will have a smooth transition to remote work, by ensuring hassle-free communication. This is essential because if someone drops off from the business process, he needs to pass the mantle to another person in your team. Digital transformation hastens this process because it allows all information about your customers is stored in one place. Furthermore, it mitigates the risks associated with the customer journey.

Digital Transformation and Salesforce

Salesforce primarily covers most of the tools that are used during the digital transformation. However, Salesforce is not only about automating and improving your sales process.

Instead, it is something that can bring digital transformation to almost any part of your business – be it a service, marketing, or collaborating with your customers.

So basically, any part of your business process can be covered by Salesforce. And you might be interested as to how the digital transformation process with Salesforce looks like. But, of course, it is very individual for each company.

Here are a few steps that businesses usually follow during the digital transformation process with Salesforce.

  • Contact the Salesforce Service Provider (SSP) so that the SSP can create a specific plan for you.
  • Schedule a discovery session with the SSP to get 100% benefit from the system you’re using. Also, discuss your critical goals of digital transformation, and how your processes look like.
  • Request for a demo of Salesforce and ask the SSP to show you the value of Salesforce and the value that it can bring specifically for your business and specifically for the business processes.
  • As the fourth step, if you liked everything about Salesforce, ask the SSP to implement multiple measures, including a more detailed conversation with you regarding your business processes. This will help you identify the exact Salesforce tools that will fit into your business.
  • Once the system is ready, you can jump in and proceed with your work within the system. Once the system is configured, ask the SSP to assist you with the user training and their technical support along the process.
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About Solunus: Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enables us to deliver the perfect solutions that create the best value. Our unflinching commitment to quality and affordability has earned us a 100% Customer Satisfaction (CSAT) score from all our customers.