August 2025

Envision a turbocharged sports car which is sleek, effortless in motion and engineered for endless possibility. But, instead of hitting the road, it sits idle with no destination, no plan, and no fuel. That’s what it is like to invest in Salesforce without a well-thought-out strategy brought in by Salesforce implementation partner. Being the most powerful CRM platform, Salesforce’s real value isn’t just in the features it offers, it’s how you put those features to work for your business goals. That’s where strategy comes in. No matter if you are startup looking to scale fast or an enterprise streamlining global operations, the different between Salesforce becoming your underused tool and the most valuable asset—boils down to how intentionally you implement it. So, explore the blog throughout and learn why Salesforce strategy is absolutely essential to your success.   Benefits of Having Salesforce Implementation Strategies When implemented effectively, Salesforce becomes your secret weapon for productivity, growth, and customer delight. It offers an exceptional range of benefits and some of them are provided below: Streamlined Customer Support Process Salesforce supports agents in many ways that ultimately result in unified customer interactions. For instance, it enables agents to access relevant data such as resolution process and case history from the unified customer interaction, thus leading to faster response time. Moreover, the AI service planner will give a step-by-step case resolution, thus keeping your team streamlined on customer support. Collaborate and Communicate Better While different applications are used by businesses for various tasks, Salesforce implementation enables them to conduct various activities and access updated customer information in real-time from the same platform only. Moreover, it provides such real-time and social collaboration tool that allows users to communicate, collaborate, and share information about projects on the go. Targeted Marketing and Lead Management Salesforce implementation allows the marketing team to segment the audience based on attributes to develop highly targeted and personalized campaigns. It also lets marketers focus on interests to weigh high-potential leads. It even provides sales forecasting tools to analyze historical data and customer behavior, leading to improved opportunity management.   Top Strategies for Successful Salesforce Implementation These are the key measures you should steward for the Salesforce implementation specific to your business needs. Drive Organizational Alignment with Involved Stakeholders One key to ensuring success in the Salesforce implementation is keeping alignment between all stakeholders involved across organizations on different parts. So, ensure that you build trust between those who will be directly influenced by the implementation by letting them understand the reason for implementation and how it is going to influence the team members. Configure Human Centric Experience While implementing CRM with the help of Salesforce implementation partners, it is essential to craft a human-centric solution by considering the end users is essential. It lets you build such a solution that is intuitive, adaptable, and aligned with real user needs. Therefore, you must ask your end users about the common pain points to eliminate them entirely in providing customer satisfaction. This will not only drive higher adoption but lead to long-term success and productivity. Leverage the Full Potential of Your Data Today, a large number of organizations make critical choices using outdated and unrealistic information. If you belong to the same, it’s time to change your approach by relying only on the clean data. But how will you do it? By accumulating all customer data from distinct systems into Salesforce. This will let you create a complete picture of each customer by eliminating duplicate records and maintaining the data accuracy. Types of Salesforce Implementation Strategies to Adopt Knowing what Salesforce deployment approach you must adopt, lets you make the best choice. So, let’s explore different strategies below: Big Bang Approach The Big Bang strategy, also known as large-scale implementation, includes a complete execution of the process and existing system into a single process. Most startups, small businesses, and medium-sized organizations use the strategy to move all users to the Salesforce. Because it is faster and cheaper than other approaches. Also, it provides a higher ROI as all resources are focused on change management at the same time. Managed Approach In this approach, the Salesforce managed service providers take complete responsibility of the project—no matter if it is about planning, data migration, configuration, use training, and going live. Leveraging the approach, you can easily get in-depth implementation from Salesforce implementation partner. Moreover, it helps you eliminate all risks and complexities, fostering faster processes. Self-Managed Approach Within the self-managed approach, organizations have the sole responsibility to manage the implementation with their technical expertise and resources. As this type of implementation comes under the businesses with full control and results, this can prove to be more cost-effective, but with more delays and implementation issues. Phased Approach Just like the name suggests, it enables businesses to implement the existing Salesforce platform in different stages, which is helpful for larger enterprises that want to gradually shift to a new platform. However, its long procedure makes it more expensive and time consuming in nature. Also, teams require to gain more knowledge with each stage to enhance configuration and implementation. Hybrid Approach Hybrid approach is the combination of self-managed and managed strategies. That means businesses are allowed to manage some aspects on their own, while Salesforce consultants are responsible for only the specific parts of implementation. This allows businesses to make the most of technical expertise while considering team knowledge over specific phases of the projects. In a Nutshell! From aligning Salesforce implementation partners to creating human centric experiences and choosing the right deployment strategy, your approach should always reflect your unique business challenges, goals, and user needs. That’s why you must consider taking a phased route or striking a balance with a hybrid approach. So, how? With the help of Salesforce implementation experts that will have you put your users at the center of every decision, thus setting the foundation for stronger customer relationships, lasting success, and future-proof CRM.

table tr td{ padding: 10px;} SMS open rates are at a staggering 98%. Email, on the other hand, stands at 20%. Your marketing, sales, and support teams cannot rely on legacy communication channels anymore. If you are now looking into SMS for Salesforce, you have come to the perfect place. This post cuts through the clutter and demonstrates how GirikSMS's native Salesforce app provides faster responses, tighter compliance, and AI-driven ROI, all without intermediary technologies or hidden costs. Native App vs. External Connector – The Simple Version What is a "native" application? A software bundle that you install directly from AppExchange and runs entirely within Salesforce, with no additional logins required. What is a Third-party connector? A third-party package is one that resides outside of Salesforce and communicates with your organization via an API. Why It Matters Native App (GirikSMS) Third-party Connector Setup Installation takes approximately 15 minutes. Setup takes time -involves API keys, web-hooks, and point-to-point mapping. Data Storage All messages saved in Salesforce Messages stored on third-party servers Automation Works seamlessly with Flow, Process Builder, and Apex Need additional steps to invoke external endpoints Compliance GDPR/TCPA logs secure in Salesforce Data is outside Salesforce, subject to legal audits Ongoing Maintenance Managed automatically by Salesforce updates Manually handle tokens & version upgrades In comparison, a native app is a plug-and-play solution that is faster and easier to deploy, automate, and manage compliance. Third-party connectors add moving parts, which take time and manpower to maintain. That is why businesses choose GirikSMS's native Salesforce messaging app. GirikSMS Highlights for Salesforce SMS Feature Business Impact Bulk & 1:1 SMS + WhatsApp from any record 98 % open, 5× more replies AI Chatbot Auto-qualify leads, handle FAQs, reduce  human handling time by up to 40% WhatsApp – SMS alternative Don't miss a single notification Flow, Apex & Triggers Zero-code reminders and alerts Real-time dashboards View delivery, click-through, and campaign ROI within Salesforce 2025 Compliance (GDPR, HIPAA, TCPA, SOC 2) Full transparency and audit trail Transparent pricing, free SMS credits No hidden carrier or other charges Compliance (2025 Rules) Standard How GirikSMS Covers It GDPR / Opt-in Automated consent and “STOP” handling HIPAA PHI encryption and audit trail TCPA Quiet-hours handling and opt-out suppression SOC 2 Data stored in Salesforce for external audits Powerful Capabilities of GirikSMS One-to-one conversations Start texting with SMS or WhatsApp from any Salesforce record, including contacts, leads, opportunities, and custom objects. Multiple chat views Respond to contacts using the Chat manager. Manage all of your conversations in one place, pin custom labels, utilize templates, send multimedia files, schedule messages, enable auto replies, and do much more. Bulk messages Do you want to quickly send or schedule SMS and WhatsApp messages to a large number of people? Not a problem; using GirikSMS, you can do it via List Views, Reports, or Campaigns. Send personalized messages or utilize templates and bots. Advanced Automation Trigger built-in automation tools to send texts over SMS or WhatsApp. Confirm appointments instantly, send reminders, special promotions, and more. Send scheduled text messages based on time zones. AI Chatbots Automatically interact with prospects and customers. Escalate to human agents for complex issues or based on rules. Automate appointments, customer service tasks, lead nurturing and qualification, feedback surveys, and much more. Benefits of GirikSMS Built on Salesforce. GirikSMS is a multi-channel AI messaging solution created and built specifically for Salesforce. User-friendly software with excellent support Our customers find GirikSMS to be extremely user-friendly. However, if you ever have a problem, our customer support staff is always available to help. Quick and easy setup. Software implementation does not have to be a lengthy and tedious procedure. GirikSMS gets you up and running in minutes. Furthermore, our customer onboarding team will fine-tune GirikSMS for your specific use cases and train your people on the app. Affordable. GirikSMS has simple and reasonable pricing. There are no hidden charges. There are no charges for unsuccessful messages. Pay solely for the messages delivered and the platform subscription. Best-in-class compliance with GirikSMS GirikSMS is the premier Salesforce-native SMS app for compliance, trusted by enterprises across the globe. Here’s why it is the ideal choice: AI-powered Compliance Monitoring GirikSMS's AI technology analyzes texts for SHAFT content, ensures opt-in compliance, and flags violations in real time. In short, it gives you peace of mind that manual checking cannot achieve. Seamless 10DLC Registration GirikSMS automates 10DLC registration. This means your numbers are approved by carriers within 24 hours. Unlike some platforms that require a week for approvals, GirikSMS ensures that there is minimal disruption in your campaigns. Privacy-First Design GirikSMS provides a non-server approach, with messages going directly to the network provider and being saved solely in Salesforce, ensuring compliance. Meanwhile, other rivals store data outside, prompting privacy worries among companies with stringent norms. Transparent Pricing GirikSMS starts at $3 per user per month, with no additional charges for compliance or automation. However, many other systems charge extra for crucial functionality like automation or message routing, making compliance expensive. 24/7 Support GirikSMS provides free 24/7 assistance with quick response times (less than 4 minutes). Similarly, unlike other competitors who have reported delays or sluggish customer service, GirikSMS ensures you are never in the dark. AI-Powered SMS and WhatsApp Drip Campaigns with GirikSMS With inboxes full and attention spans that are diminishing by the day, forward-looking businesses are moving away from heavy email campaigns. The true connection occurs when people spend time on their phones. The future of communication is mobile-first over WhatsApp and SMS. But vanilla messaging will not suffice. Today's users want quick, tailored, and intelligent communication. That's why businesses are increasingly turning to AI-powered, Salesforce-native message flows that go well beyond basic automation. Why AI is the future of SMS drip campaigns Traditional drip campaigns, particularly those based on email, frequently deal with low engagement and delayed responses. SMS open rates are a stunning 98% compared to 20% in the case of email. However, Salesforce users often have to deal with: Complex interfaces to navigate messaging tools and CRM. Developer-intensive setups with low visibility (e.g., high costs for undelivered messages) No backup plan in case WhatsApp fails. No automation or AI logic incorporated into communication flows. GirikSMS offers advanced functionality for: Personalized drip campaigns. AI-powered message flows Multi-channel fallback (WhatsApp and SMS) Leverage Salesforce flows and automation You can: Send out a text every time a form is submitted on your website or app. Wait for 2-3 days for a response. If there is none, send a WhatsApp follow-up. If they click, alert your sales team and record it in the contact record. All of this occurs within Salesforce. No switching tabs and no developer reliance. AI-Powered Engagement: The GirikSMS AI Agent GirikSMS's AI agent is its standout feature: Learns response patterns over time. Triggers outbound messages at the most opportune times. Personalizes message tone and copy based on audience segmentation. Dynamically adjusts the flow in response to user involvement. This implies that your campaign gets smarter by the day, without the need for manual involvement. GirikSMS's AI Messaging offers an unrivaled competitive edge. Feature GirikSMS Advantage Native Salesforce Integration No latency, 100% native, supports both custom and standard objects. Unified Messaging Interface Centralizes SMS, WhatsApp, and MMS. Flow, Apex, Process Builder Full automation with minimal or zero code WhatsApp/SMS Fallback Ensures delivery if any channel fails. AI Chatbot & Smart Agent Contextual responses Analytics Dashboard Delivery, open, clickthrough tracking Global Compliance GDPR, HIPAA, TCPA, SOC2-ready Transparent Pricing From $3/user/month, no fees on undelivered messages Ready to get started? Messaging from Salesforce should not be static. It needs to be intelligent, scalable, and secure. GirikSMS turns your outreach from a simple activity into a potent conversion engine. Whether you work in healthcare, real estate, education, financial services, or nonprofits, you can now connect with your customers in a more meaningful way, regardless of where they are in the world. AI messaging from Salesforce is the future of personalized engagement, especially when combined with GirikSMS' powerful capabilities. Begin developing conversations, not campaigns. Request a demo today!

One of the most pressing challenges faced by businesses in this highly competitive digital era is upgrading their legacy system without losing crucial business data. This is where the need for a robust system arises. Salesforce – one of the most widely adopted platforms has become one of preferred choice of organizations across different industries for storing and managing their data besides modernizing business operations and customer engagement. However, transitioning from legacy system to Salesforce is a straightforward process especially when legacy systems are ingrained in a company’s operations. This is where organizations should consider getting in touch with one of the best Salesforce Consultants. With a combined expertise of strategic planning, technical acumen, and in-depth understanding of the IT ecosystem, these consultants play a vital role in integrating antiquated systems with Salesforce. Let’s take a look at how organizations manage this task:   What is the Need to Replace Legacy Systems? Legacy systems are old and outdated platforms that play a vital role in supporting core operations of a business. These may include CRM or ERP solutions, as well as obsolete systems used for managing various functions such as HR, accounting and more. While these systems are reliable, they pose challenges due to the absence of advanced APIs, defined cloud compatibility, and outdated security frameworks. Integrating them with robust platforms like Salesforce is often risky, as any slip-up could disrupt essential business functions and impact overall stability. Challenges Faced While Integrating Legacy Systems with Salesforce Before exploring how consultants handle integration challenges, it’s crucial to recognize the key obstacles involved: Data Silos: These systems store data in secluded databases with minimal adjustment. This absence of uniformity complicates the process of data extraction, transformation, and loading into Salesforce. Limited APIs: Outdated systems aren't often designed for integration. Besides lacking modern APIs, they rely on outdated protocols, and offer little to no documentation. This makes connectivity and data exchange a significant challenge. Performance Demands: Businesses require seamless operations and minimal disruption. Integrating outdated systems with Salesforce must be done without sacrificing performance or causing downtime. This ensures that routine activities continue without interruption. This makes low-impact integration approaches critical to meeting operational and service-level expectations. Security Concerns: Old systems often rely on authentication, obsolete encryption, or data storage methods. Addressing these issues require integration with Salesforce to ensure secure transfer of data and maintain compliance with global regulations. To protect sensitive data, robust security measures are vital throughout the integration process. Resistance: Users and IT teams are usually accustomed with legacy systems often resist shifting to Salesforce. They may be unsure to change set processes or adopting new tools, fearing trouble or increased complexity. Overcoming this defiance needs clear communication, training, and showcasing the advantages of modernization and enhanced workflows. How Salesforce Consultants Use Legacy System? Salesforce Consulting Partners use a phased approach to manage the integration of legacy systems. Discovery and Evaluation: The process of integration begins with a discovery phase. In this stage, consultants work closely with IT, as well as business participants to get a clear understanding of existing business processes, system architecture, and more of the legacy systems. Through conduct workshops to review the current infrastructure, assess the data flow diagrams, and find all the systems involved in the integration. From determining the nature of integration needed to batch processing to whether it should be unidirectional or bi-directional, it includes everything. Additionally, consultants also evaluate the criticality of the data to be integrated besides taking note of any compliance requirements. This initial step ensures that each system, use case, and business requirement is thoroughly aligned before moving into the technical implementation phase. Defining the Integration Strategy: After the evaluation is completed, consultants develop an integration strategy that is tailored and aligned with the needs and technical environment of an organization. This strategy defines the type of integration needed be it real-time, using middleware, or using ETL processes. It also defines the extent of integration, stipulating which modules, business processes and data sets will be associated with Salesforce and the legacy systems. Consultants regulate how often data should be coordinated, whether it’s based hourly or daily. The technology stack is also carefully chosen at this stage, which could involve native tools such as middleware solutions and more. This strategic planning ensures the integration is both efficient and aligned with business priorities. Data Mapping and Transformation: With the integration tools in place, the next crucial step is detailed mapping of data and transformation. Consultants begin by mapping fields from the legacy system to equivalent objects and fields. They also identify inconsistent, outdated and duplicate data, cleansing it to ensure precision and reliability. Business rules are used to verify data and ensure quality standards through the process. Attention is given to altering key elements such as currencies, date formats and picklist values to align with the CRM’s structure. Consultants design fallback mechanisms to manage potential integration failures, ensuring the system is stable. Testing the Integration: The integration between outdated systems and Salesforce is built and thoroughly tested. Consultants begin by developing APIs or configuring middleware connectors to allow seamless communication between systems. Authentication protocols are implemented to ensure secure access. Data pipelines are then created and tested within sandbox environments to identify potential issues early. Training: Successfully integrating outdated systems with requires preparing the organization for change. Here, consultants play a key role by training employees on how to use Salesforce within the new environment. They develop a detailed process guides and clear documentation to help teams navigate the system assuredly. Key stakeholders are included in UAT to ensure the solution meets expectations. Apart from this, consultants provide ongoing support during and after the post-deployment phase. This helps teams smoothly adapt while ensuring minimal disruption to routine operations. Maintenance: Once the integration is accomplished, ongoing maintenance is essential to ensure long-term success. Salesforce consultant’s set-up systems to ensure smooth running of integration. Real-time dashboards are employed to track the health and performance of the integration. Final Words: Integrating antiquated systems with Salesforce requires a right balance of technical acumen, strategic anticipation, and change management. Salesforce implementation partner brings together these capabilities, ensuring organizations not just modernizes their technology infrastructure, but also augment operational efficiency, as well as their overall customer experience.