Salesforce Advisory and Consulting Services – All You Need to Know


It’s well-said customer is the king. As the business landscape becomes increasingly competitive, companies across the world must deliver excellent customer service with minimal expenditure to build a loyal base of clients and grow rapidly in a profitable manner.


But how can businesses delight their clients? What does it take to make optimal use of resources to ensure a healthy bottom line? One of the key aspects they need to focus on is using a robust Customer Relationship Management (CRM) system. A good CRM system helps organizations connect effectively with customers and make the best use of marketing and customer data to take the right decisions in a timely manner. Check out this interesting post to know more about the benefits of using a CRM system.


Salesforce is the most widely used CRM system; according to a study by International Data Corporation, the popular IT platform is used by nearly 19.5% of the world’s businesses. The wide array of powerful features of Salesforce coupled with its high levels of user-friendliness make it the perfect choice of the corporate world. According to a report, users of Salesforce CRM are able to make decisions 38% faster, improve their revenues by 25% and enhance customer satisfaction levels by 35%.

Today, we will see the significance of good Salesforce advisory and consulting services and discuss how you can select the right Salesforce consultant.


In This Blog We Will Cover

  • Why You Need Effective Salesforce Advisory and Consulting Services

  • Things to Remember While Choosing a Salesforce Advisory Services Provider

Selecting the Right Salesforce Partner

Why Your Company Needs Effective Salesforce Advisory and Consulting Services


Considerable Amounts of Time and Money Can Be Saved

A good Salesforce advisory and consulting services company can help you develop highly efficacious, out-of-the-box solutions to overcome your business challenges, rapidly, at the lowest cost; highly experienced Salesforce consultants possess the right knowledge, skills and abilities that enable them to implement the CRM system with high efficacy, resulting in excellent productivity.


Business Requirements Can Be Evaluated Comprehensively

One of the key benefits of hiring an experienced Salesforce advisory services provider is that it helps you carry out a comprehensive assessment of business requirements. Based on the results of this assessment, the provider will help you to develop very effective business solutions. Furthermore, you can utilize their expertise to get excellent support from Salesforce AppExchange.


Valuable Assistance to Provide Delightful Customer Service

Another key advantage of using Salesforce advisory services is the ability to provide top-notch customer service. Salesforce is power-packed with many useful tools that facilitate seamless automation of marketing and sales activities and quick resolutions to customer issues. Salesforce advisory service providers also help you find the right information pertaining to the following.

  • Comprehending and analyzing the needs and habits of customers

  • Ensuring the use of appropriate applications to enable highly effective management of client data

  • Understanding market trends in a clear, timely manner

Specialist Help to Choose the Right Edition of Salesforce

Salesforce comes in several editions, and the choice of the right edition plays a key role in enabling you fully harness its novel features. However, at times, zeroing-in on the appropriate edition of the CRM system can be difficult. Salesforce consultants can help you resolve this problem by working with you to identify the edition that meets your business goals. As stated earlier, they carry out a thorough analysis of your requirements and challenges and help you select the right edition of Salesforce, thereby enabling you to get the highest ROI on Salesforce.


Let us now proceed to look at the key aspects you must consider to hire the right firm that can provide the best Salesforce advisory services.


Selecting the Right Salesforce Partner – A Few Points to Remember

Choose a Firm that Follows a Robust Implementation Approach

Using the right implementation methodology plays a critical role in ensuring the success of a Salesforce project. Make sure the firm you engage follows an incremental agile framework to implement the CRM system. The benefits of using an agile-based framework are two-fold. Firstly, the project is implemented in phases, enabling you to complete the project without time and cost overruns. The second benefit of this framework is it helps ensure excellent coordination between your company’s IT team and the firm’s Salesforce consultants.


Make Sure the Partner Has a Good Communication Plan

This is a very important (and unfortunately, the most neglected) aspect in choosing the right Salesforce advisory services provider. Make sure you ink a deal with a firm that has a proven track record of working smoothly with its clients. You also need to check whether the firm has a robust plan to communicate with your team; a proper communication plan helps the Salesforce consultant to interact with you in an effective manner and understand your requirements very clearly.


Verify the Qualifications and Experience of the Company

You must select a Salesforce consulting firm that has people with relevant certifications and experience serving companies in your domain. Salesforce certifications enable you to verify whether the firm has people with the right knowledge and skills needed to execute your project with high efficacy. Likewise, you must make sure the firm you hire has considerable experience in providing end-to-end services to companies in your industry; the experience will go a long way in enabling the Salesforce partner to handle various challenges in the implementation of the CRM suite of applications.


Last but not the least, don’t forget to ask the prospective partner to provide credible references of companies in your industry it has worked with.


As you can see, hiring the right Salesforce advisory services provider will play a vital role in helping you unleash the immense power of the CRM system in a hassle-free, cost-effective fashion. At Solunus, we work with you to help you make the best use of Salesforce to get the highest value for your business. Our rich experience working with companies in multiple industrial sectors coupled with our strong emphasis on comprehending your unique needs will empower us to ensure your Salesforce project is a grand success.


Hope you enjoyed this post. How do you plan to choose the right Salesforce consultant? We’d love to know.

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 for IT and business analytics firms.

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