June 2025

The cut-throat business landscape calls the need for a robust and reliable solution that can help them deal with industry-specific challenges. One such solution that has transformed the way businesses conduct themselves is Salesforce – a cloud-enabled CRM, which has been trusted by organizations of different sizes and across different industries. Besides the wide range of features offered by Salesforce, its appeal lies in its versatility. While the platform is a powerhouse of possibilities, implementing and making the most of this platform might not be easy. In fact, several challenges might come up during the Salesforce project life cycle. This is where leveraging Salesforce Consulting Services will make a significant difference. All About Salesforce Consulting Partners Salesforce offers a lot of potential, yet, its true impact depends on a successful implementation. The right Salesforce Consulting Partner can turn a complex deployment into a seamless, business-transforming CRM solution. They are certified experts who assist businesses install, manage, and optimize Salesforce solutions. They bring a wealth of technical knowledge, process understanding, and industry experience. These partners address all the major issues faced by organizations when implementing Salesforce.   Challenges Faced by Organizations During Salesforce Implementation and the Solutions Offered Inefficient Implementations: The Challenge: Implementing Salesforce without careful planning and proper execution can lead to problems. Common issues include unclear objectives, ineffective project management, limited technical understanding, and misconstruing the complexity of data migration and system integration. The Solution: A reliable Salesforce implementation partner, follow proven methodologies to deliver successful implementations. They start by evaluating your business requirements, setting measurable goals, and creating a tailored roadmap. With deep knowledge of the Salesforce platform including all their cloud platforms, their certified experts ensure every component is configured properly. They also handle testing, user training, and post-launch support to ensure smooth adoption and long-term success. Inadequate Customization: The Challenge: The platforms out-of-the-box functionality might not support the unique processes of every organization. As companies expand, adapting the platform to meet their growing needs can become very difficult. This often leads to fragmented workflows. The Solution: Consulting Partners bring the expertise to tailor the platform around a business. Be it creating custom objects, automating workflows with Salesforce Flow, or developing Lightning components, they modify the system to fit your operations. They also build with scalability in mind, delivering flexible, future-ready solutions that grow with your business.   Data Migration Challenges: The Challenge: Shifting data from legacy systems to the Salesforce platform can be complex. This may lead to duplicate records, missing fields, and obsolete information, which can undermine user confidence and reporting. Without proper planning, data migration may lead to low system performance. The Solution: Salesforce Consulting Partners bring deep expertise in data migration and quality management. They clean, standardize, and validate data before migration while applying deduplication rules and integrity checks. Leveraging tools like Data Loader and other ETL platforms, they ensure a secure and accurate transition. Failure to Integrate with Other Systems: The Challenge: Many organizations rely on a mix of systems such as marketing platforms, ERP, customer support tools and more. All these tools need to work in sync with each other as without proper integration, data remains siloed, and employees tend to waste valuable time switching between these tools. The Solution: Salesforce Partners help unify your technology stack by integrating Salesforce with internal, as well as third-party applications. Whether it’s connecting with SAP, HubSpot, oracle or custom APIs, they ensure real-time data flow and streamlined processes. Poor User Adoption: The Challenge: Even a robust Salesforce solution can fail if users don’t adopt it. Common barriers include limited training, resistance to change, complex interfaces and a lack of perceived value for day-to-day tasks. The Solution: Salesforce Partners integrate change management into every phase of the project. They engage stakeholders, deliver specialized training, and design intuitive user experiences that align with how teams actually work. By creating smart dashboards and reports, they help users see the platform’s value in action. Ineffective Processes: The Problem: Sales and support teams often deal with scattered data, manual tasks, and slow response times. Without the right setup, Salesforce ends up being just a place to store contacts instead of helping teams sell and support better. The Solution: Salesforce Consulting Partners help improve these processes by using automation. They set up smart lead routing, outline sales stages, and create follow-ups with email templates and reminders. For support teams, they build tools such as case tracking systems, service level agreements (SLAs) and self-service portals using Service Cloud. This helps teams work faster and serve customers better. Data Security and Compliance Risks: The Problem: Salesforce houses sensitive data w.r.t customers and business. Without the right security measures, companies risk data breaches and non-compliance with global regulations. The Solution: Salesforce Partners help secure your system by carefully setting up user roles and permissions, so everyone only sees what they need to. They add extra layers of security such as encryption, audit logs, multi-factor authentication and more. For industries with strict rules such as finance, they ensure your Salesforce setup meets all necessary compliance standards. Failure to Keep Up with Salesforce Updates: The Problem: Salesforce releases three prominent updates each year, which includes new features and AI tools. But many companies are too focused on daily operations to keep up, missing out on powerful innovations like Einstein AI, Flow Orchestrator, or Dynamic Forms. The Solution: Salesforce consulting Partners stay updated with every release, and help businesses make the most of new features. They evaluate what’s relevant, use pilots to test new tools, and ensure smooth rollouts. This ensures your platform's setup stays aligned with your goals. They also offer support to keep your system updated over time. Final Words: Consulting Partners aren't just concerned with implementing Salesforce. Rather, they act as catalysts for digital transformation. Whether your organization is implementing Salesforce for the first time or looking to draw more value from an existing setup, a Salesforce consultant can help reduce risk, accelerate time to value, boost user adoption, and finally augment business outcomes. The right partner can turn Salesforce from being just another tool to a powerful engine for customer-focused growth.

Salesforce + Telephony: A Game Changer for Sales and Support Teams Have you ever thought about Salesforce telephony integration? Well. It’s a match made in heaven, and I’m not saying it out of nowhere because it really is. Having its core means you can easily handle all customer calls right from your Salesforce platform. That means: No more switching tools No more lost context No more wasted time on manual logging And that’s just scratching the surface as with Salesforce CTI; you can personalize, automate, and track every call for insights that actually move the needle. Here is more woven inside the blog about telephony on Salesforce. Consider reading further to learn more. How Telephony on Salesforce Supercharges Sales Team Speed, timing, and context are everything for sales teams. However, due to certain challenges, they cannot meet all of these essentials. That's where telephony for Salesforce comes in and takes all the manual overhead out of calling. Moreover, it replaces the bottlenecks with efficient and smart workflows. Click-to-Dial and Power Dialer It requires just one click for the sales team to call leads or contacts—that means, they don’t have to dial by hand or flip through contact lists. This saves them time and energy and lets them prepare for high-volume leads. And if we talk about the power dialer, it is one step beyond the click-to-dial. Because it also needs just a tap, however, what makes it different is its ability to breeze through call lists automatically. Example: A Saas SDR with Salesforce telephony system like GirikCTI, runs through 100+ calls daily leveraging both click-to-dial and power dialers, while Salesforce automatically log call notes, outcomes, and next steps, to streamline communication. Automated Follow-Ups Call done? Now it’s time to send follow-up emails to customers, assign tasks to reps, or even trigger drip campaigns. And guess what? Salesforce CTI helps ensure these too without letting the rep lift a finger. This kind of automation isn’t just convenient but a huge time saver and revenue booster. Moreover, it also ensures that customers always feel heard and seen, and no leads slip through the track at the moment. Example: The Salesforce telephony system automatically sends a personalized email and schedules a reminder for the next step after a discovery call just made. This allows reps to move to the next call, knowing that the follow-up is already handled. Real-Time Lead Insights On every incoming call, reps get instant access to the lead’s activity history—all via a screen pop-up feature of Salesforce telephony solution. This feature provides a glance into every insight like content downloaded, emails opened, deals in play, and others. This level of context and understanding about leads enables sales agents to tailor their conversation based on where the lead is in the buyer's journey, their past interactions, and their specific interests. Example: When a call is received, a rep on its system instantly sees that the prospect just downloaded a whitepaper and visited the pricing page. Armed with this insight, reps can skip the generic pitch and jump right into pricing questions during the call to close the deal faster. How Telephony for Salesforce Supercharges Support Team Now, let’s learn about how the support team thrives while quickly accessing the right information, resolving issues, and delivering a seamless customer experience, all via Salesforce + telephony integration. Intelligent Call Routing You know that frustrating time that used to be wasted trying to find the available and skilled agent to manage a customer call? That's history now. How? All credits go to none other than the Salesforce telephony integration that takes intelligent call routing to the next level. By leveraging real-time Salesforce data like case priority, language preferences, and customer status, it automatically routes incoming calls to the most appropriate agent. Thus, ensuring no more blind transfers and putting customers on hold. Example: When a premium customer calls in with a complex issue, the Salesforce telephony solution based on the account type and previous support history, automatically routes it to a Tier 2 agent who has deep product knowledge. This way, the entry-level triage bypasses and saves up to 15+ minutes for both caller and support agent. Automatic Case Creation and Logging This feature within Salesforce telephony solution automatically creates or updates cases in Salesforce, which is essential, especially for a high-volume support environment where every second counts. Moreover, the solution includes standardized fields and templates too, where every case is documented thoroughly and correctly. This allows agents to get immediate access to call logs and notes—without needing the customer to repeat themselves. The result? Improved agent focus, seamless support experience, and faster case handling. Example: Now, let’s understand it with an example of a customer who calls to report a bug. As soon as the call rings, Salesforce checks for open cases, auto-creates a new case, tags it based on the IVR input, and assigns it to the appropriate support queue. This allows the agent to focus more on resolving the issue and also it helps the next agent with all the information properly logged. Reporting and Coaching Tools Telephony on Salesforce provides reporting and coaching tools that enable managers to get full visibility into resolution times, customer sentiment, call volume, agent performance, etc., on the Salesforce dashboard. While peak hours let managers learn when the team is busiest, agent performance metrics help track down their productivity during the working hours, and customer sentiment analysis helps analyze the voice and tone of customers to detect their emotions during calls. Example:   When the calls related to a billing issue have an unusually long handle time and low CSAT, the support manager reviews the call recordings and discovers that agents lack clarity on a recent policy update. That's where he takes further plans like internal training to fix the resolution times drops at a specific percentage within a week. In a Nutshell! So, this is how telephony for Salesforce streamlines the task for both support and sales teams. However, if you are handling the customer service team, then again, the solution proves to be the best fit for you. Consider meeting with the experts who develop such tools and help businesses like you to connect with customers. Also, if you are looking for Salesforce telephony solution, then schedule a free demo with GirikCTI—your one & ultimate solution to seamless communication, smarter workflows, and happier customers.