+1-480-382-1320
+61-1300-332-888
+91 9811400594Our Blogs
To sustain in today’s competitive business landscape, businesses require maintaining amiable relationships with their customers. Today, as customers grow more informed, they expect prompt and personalized responses to their queries. To keep up with customer expectations, organizations require adopting robust software like Salesforce. As one of the world's leading CRM platforms and a market share of approximately 20 percent, Salesforce is being utilized by enterprises of varying scales and across diverse sectors for streamlining business processes and smooth management of operations.
However, to draw maximum value out of this platform, businesses must ensure its successful implementation. This is easier said than done and requires the expertise of one the most proficient Salesforce Consulting Partners. However, failing to choose the right partner for guiding an implementation can have a negative impact. Mentioned below are some fatal mistakes that organizations usually make when selecting a partner:
Failure to Consider Business Goals: When selecting a partner, an organization must have a clear vision of their business goals, as well as their pain points. It’s very important to understand the requirement of implementing Salesforce for operational efficiency and the problems it could address. If they fail to evaluate all these, they are perhaps wasting their time and money upon engaging the services of a consultant.
Engaging the Wrong Partner: Rushing into selecting a partner without thorough research isn't prudent. Rather than taking chances with an unfamiliar entity, organizations must invest their time in examining potential partners, comprehending their expertise, scrutinizing their previous projects, and gathering testimonials from former clients. The decision to appoint a certified and experienced Salesforce consulting partner can significantly impact the implementation process as engaging an inexperienced partner will result in wasting time, money, and effort, as they will be unable to offer optimal utilization of the Salesforce solution. Consequently, giving due diligence is crucial to selecting the right partner.
No Support from the Internal Team: To fully harness the capabilities of Salesforce CRM, the internal team of an organization needs to collaborate closely with consultants. When enlisting Salesforce development services and consultants, organizations should ensure that their executive team is informed and actively participating. This involvement is crucial as the time, effort, and engagement of the operational team are crucial for successful implementation.
This collaborative approach enables a comprehensive understanding of the implementation process, facilitating smooth integration of the Salesforce solution. Organizations should encourage their entire team to align with the Salesforce consultants and actively engage in utilizing their expertise. Once they grasp the workings of the Salesforce consulting partners, they can effectively maintain the momentum of the process.
Partnering with Consultants for a Short-term: A common mistake frequently made by organizations is assuming that the role of Salesforce consultants concludes immediately after the deployment of the CRM solution. This assumption is wrong. Rather, after the deployment of the solution, the project transitions into a post-implementation analysis phase. During this phase, expert support is crucial for conducting a thorough analysis.
This process ensures the seamless adaptation of the Salesforce solution and verifies that the platform has been appropriately configured. It's imperative to update the configuration after each Salesforce release to address any identified issues within the company's operational system. Engaging Salesforce consultants shouldn't be viewed as a short-term partnership, as their expertise will be indispensable for future customizations and enhancements within their CRM tool.
Prioritizing Cost Over Quality: Organizations desire a reputed and experienced Salesforce consulting firm that fits within their budget and offers services at low costs. The temptation often lies in opting for cheaper alternatives. However, selecting a low-cost option can result in unexpected expenses, project delays, or even failure due to potential cost overruns.
Hence, it is recommended to collaborate with certified developers to mitigate future complications. While this option may come at a higher cost compared to other alternatives, it significantly enhances the likelihood of achieving success.
Ignoring the Marketing Expertise of Salesforce Consultants: When seeking top Salesforce consultants, organizations should focus on finding individuals capable of adeptly managing customer relationships within their organization. This approach not only empowers marketers to analyze campaigns, gauge ROI, and monitor leads for revenue generation but also ensures comprehensive proficiency in digital marketing—an aspect not mandatory for Salesforce consultants.
To optimize their investment in CRM solutions, choosing consultants with digital marketing acumen is crucial. Besides facilitating CRM implementation, deployment, and customization, these consultants can effectively align CRM strategies with the digital marketing objectives of an organization. Thus, engaging an informed and skilled Salesforce consultant ensures efficient execution of tasks.
Unwillingness to Invest in a Salesforce Admin: Salesforce consulting partners often recommend assigning a Salesforce Admin to oversee the utilization, upkeep, and enhancements of the Salesforce solution within companies. However, many companies aim to minimize investment costs and ignore the idea of hiring a Salesforce Admin. Consequently, consultants deploy the CRM solution and depart from the company.
Effective utilization of Salesforce CRM demands knowledgeable oversight to unlock its full potential. Additionally, these solutions perform optimally with regular maintenance and functionality checks. Organizations and their team may lack the time to address CRM maintenance or functionality requirements.
Ignoring AppExchange Reviews: Failure to explore the AppExchange during the research phase for potential partners indicates a lack of due diligence. AppExchange customer reviews serve as an excellent method to assess customer satisfaction levels. Reading reviews is crucial for understanding both the strengths and weaknesses of a product or software. Moreover, independent websites also provide evaluations of businesses and their products, offering valuable insights.
The Bottom Line:
Investing in Salesforce marks a significant step, requiring meticulous planning to fully leverage its suite of services. Engaging the services of one of the best Salesforce consultants, free from misconceptions and with a clear understanding, is crucial for maximizing the CRM solution's potential.
About Author
Jaya is a content marketing professional with more than 10 years of experience into technical writing, creative content writing and digital content development. Her decade long experience lends her the ability to create content for multiple channels and across different technology verticals.
Share this post on:
