Customer-centric experiences are the cornerstone of business, and to be truly customer-centric, you have to know your customers’ preferences and the context in which they engage with your organization. Today’s CRM tools are stacked with features that foster collaboration and accessible data to drive smart decision-making. The right tool should enable companies to target diverse audiences, design intelligent automation based on a prospect’s activity, and proactively manage relationships. The advantages of CRM software are evident: It keeps all historical data in one place, making it easier to manage customer relationships. A CRM software should offer limitless possibilities to organizations to proactively engage teams, collaborate on goals and deliver powerful customer-centric experiences. Salesforce does all that for you, and much more.
The Salesforce platform is a framework with amazing capabilities and virtually endless possibilities. It truly has the power and flexibility to do exactly what you want it to do. And on most occasions, effortlessly. It is only normal to be intimidated by the technology and its possibilities offered by the World’s No 1 CRM platform. Hence, it is imperative that you find the right Salesforce Consulting Partner to walk guide you on your stairway to success.
Here are a few areas where the best Salesforce Consulting Partner can help you:
Improve Business Performance
Salesforce CRM is designed with the customer in mind, empowering organizations to break new ground with customers, address concerns, resolve problems, and provide value. Your Salesforce Consulting Partner will help you to put customer success first, and in the process, focus on your own business performance improvement.
Improved customer visibility
Salesforce provides a user-friendly platform for managing all of your customer-related information, thereby enabling you to prioritize every customer as though it were the only one. By understanding your customers better, you'll be empowered to better forecast their future actions.
Superior time management
Salesforce combines all of your agents' activities, calendars, schedules and helps make those engagements better serve customers. This means less downtime and significantly lesser deadline-related stress.
More efficient sales pipeline
Salesforce allows you to track individual prospects effortlessly, including their pain points, their expectations, and any other information that might be useful in working with a potential customer. You will always be able to see exactly where a lead is in your pipeline, as well as know what their next step should be. The end result is improvement in your overall sales.
Enhanced collaboration
Having a cloud-based, cross-department platform means that any and every authorized user can work together to ensure customer success. With multi-device access capability, Salesforce allows your teams to access relevant data across departments, communicate efficiently, and collaborate together to provide a seamless customer-centric experience.
Better support
Salesforce provides excellent support, and with the entire platform based on the cloud, maintenance can be done remotely, avoiding the expensive costs associated with in-person maintenance visits.
Increased efficiency and productivity
Between automating time-consuming tasks, enabling collaboration, and eliminating the need for micro-management by line managers, Salesforce trims away at unnecessary processes and wasteful effort, setting up a supremely efficient system that will deliver real value to your organization and your customers, consequently driving up organizational productivity.
Faster Decision Making
With Salesforce’s powerful data modeling and visualization tools like Einstein Analytics and Lightning, teams can have access to sales and service KPIs. Your Salesforce Implementation Partner can empower you with a deeper insight into market trends and opportunities. Customer analytics can help you blend science with data to make decisions that enable you to stay ahead of the curve.
There are way too many features in Salesforce and it's just not possible to list them all. However, with a top Salesforce Consultant, you can maximize the use of its power and flexibility and send your organizational productivity into overdrive. Get a distinct advantage over your competition with the World’s most complete CRM platform. Take advantage of the best security, the most-effective customization options, the highest-quality apps, and the most innovative business solution, all at a cost that will delight you.
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Today, Salesforce is the world's no 1 CRM platform, and for good reason too. Companies all around the globe are moving their business applications to the cloud and the world’s no1 CRM platform provides the power, flexibility, and intelligence that businesses need to drive productivity, efficiency, and growth. Salesforce not only eliminates the erstwhile need for maintaining expensive development and support teams but also the cost of outages due to failure at the hardware, software, or application level.
And while there are thousands of organizations (whether for profit or not) who have benefited immensely from the deployment of Salesforce apps, the reality is that a high percentage of them are not getting the most out of the CRM platform. In fact, a substantial number of these projects fail.
Having said that, there is one thing that all the successful ones did right. And that was choosing the right Salesforce Consulting Partner.
And this is precisely what we are going to assist you with today. How do you get maximum value out of your investment into Salesforce? How do you choose the best Salesforce Consultant? And how good a fit is that choice of partner for your business? With hundreds of partners listed on AppExchange, how do you decide which one is perfect for you? These questions and many more are at top of the minds of all new adopters of the world’s no1 CRM platform.
Our teams of experts have shortlisted top 8 qualifiers that will answer these questions for you and guide you on how to choose the right partner for your business.
Identify needs and expectations – Let’s get one thing straight. Before looking for someone to solve your problem, you need to very clearly identify what that problem is. And once you have done that, you need to set your expectations. Identify very clearly the support goals you want to fulfill and what qualities you are seeking from your partner. Very clearly spell out the key variables – budget, results, scope, and timelines. Collaborate with your teams. There is no point in implementing a new solution if your teams are not inclined to use it and or they haven’t been involved in the whole decision-making process. Once you have your needs and expectations worked out, and your teams on-boarded, start looking.
Experience – This is the most important criteria for shortlisting a prospective partner. After all, you are expecting them to re-invent your business, or at least a part of it. Find out if they have a great experience not only in the salesforce domain but have they worked with customers like you. From your industry. Solving problems and challenges like the ones you currently have. Are they Gold Partners? How long have they had a dedicated salesforce practice? How have they grown? What size are they today? Understand their journey as a Salesforce Consultant.
Reviews and Feedback – A partner is doing great work if their customers are saying great things about them. There is no greater testament to success than genuine customer feedback. Salesforce AppExchange is a great place to find such reviews on prospective partners. Besides reviews, you will also get to know many other important aspects about the company like key people, experience, certifications, areas of expertise, awards, etc.
Implementation Methodology
Implementation Methodology – When you are looking to work with a Salesforce Consultant, it is important you understand the consultant’s implementation approach. Look up their website, go through white papers and case studies and understand how they approach the problem. Choose a partner who adopts a collaborative approach with customers and is not afraid to get creative with them. Ask them specifics like what tools they use, their familiarity with the latest updates in the salesforce platform. What training approach do they adopt? And very important- What is their collaborative review and iterate methodology? Do they have a Customer-Centric Culture?
Involve your key team members and request a demo of their experience and approach.
Support – Like any other software, Salesforce implementation is not a one-time affair. Businesses evolve, and particularly in today's context, they are ever so dynamic. Software needs to keep up with these changing times. And your Salesforce Implementation Partner needs to stay on top of all updates. Before you sign on a Salesforce Consultant, discuss with them about how will they support your business post implementation? Your business needs a partner that can support you 24/7. Someone who treats your business like his/her own.
Understand how they are providing post-implementation support to their existing customers. Ask them to share case studies. Make sure they don’t prioritize larger projects over yours. Work with someone who has a Salesforce Managed Support Program as part of their implementation methodology.
Pricing
Ensure that you have a clear understanding of their pricing structure. Ask them questions like
What are the charges for understanding your needs and recommending a solution and designing an appropriate implementation strategy?
Do your hourly rates include all charges or are there separate charges /extra fees on top of that?
What are the itemized support fees?
What is the fee structure for the different consultants deployed on the project? Or is it a blended tariff?
Make sure the overall pricing fits into your budget and keep sufficient margins for spillovers.
Passion
This is a little hard to come by and perhaps even harder to quantify, but it’s important. You want your Salesforce Consultant to treat your business like their own. You want them to work in close collaboration with your teams to work towards achieving common goals. After all, once you sign up, you are all on the same side of the table. Make sure the partner is passionate about technology and believes strongly in its ability to drive performance, productivity, and growth. In short, they must see your success as their own.
Location
Borders are almost non-existent in the digital landscape today, especially so in today’s context where physical business meet-ups are the last resort. The world has moved to online collaboration across continents. However, providence may be in working with a Salesforce Consulting Partner that is geographically close to you. Not only will this eliminate the challenges of communicating across time zones, but it will give you the opportunity to work more closely with the consulting team.
Once you have identified the right partner, work on developing a long-term engagement strategy. Collaborate actively involving your teams to exchange creative ideas and unique experiences you both have. Talk about what direction you want the business to take. Like in any other relationship, trust your partner to identify risks, establish possibilities, and envision potential.
At Girikon, we strongly believe that technology is a very potent driver for growth. Using the tools and features available to us through the Salesforce platform, we can help your teams transform not only the way you manage your business but also the way you look at it.
Who is a Salesforce Consultant?
A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business.
Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.
It is a worldwide truth that Salesforce is World’s number one CRM. It will be quite obvious for the business owner to go with Salesforce CRM for their business. If you need clarification on why you should go with Salesforce CRM, then please check out my previous article here.
Let us now assume that you will use Salesforce CRM for your business for the sales management. Now, its functionality is not limited to sales management only, you can expand its functionality depending upon your business model.
Salesforce CRM will not only boost your sales process but it will also display the loopholes in your business process like cold leads, lost opportunities, contact or leads having insufficient data, etc., through “Reports & Dashboards”.
You can generate a lot of reports based on different parameters and apply various filters and know what needs to be fixed to improve the efficiency. Like this there are many features of it which can improve your process.
To offer timely services, you can make use of case management, where you can set the priority of the case and assign to the concerned agent. So, for every problem there is a solution available with the Salesforce.
Can I implement Salesforce on my own?
The answer is easy. Yes!!! For sure you can configure and setup Salesforce CRM for your business. But to take the full advantage of such a good CRM you will also need assistance from a Salesforce Consultant.
A Salesforce Consultant has comprehensive knowledge & experience in Salesforce and knows every in and out of it. You can bring the hidden features of the CRM on your table so that you can juice it and bring maximum profit.
How hiring a Salesforce Consultant can help you?
So, you can implement Salesforce CRM on your own but for making use of its full capacity, it is also recommended to hire a Salesforce Consultant.
Save the time of your colleagues: When you implement a new system and need immediate result then you have to learn to operate it quickly so you attend training of that system. Now, this training part is newly added to your old routine so now your colleagues will provide undivided attention to training and normal job responsibilities.
Now, hiring a Salesforce Consultant is beneficial in this case. If there was no deadline for achieving result, then you could have gone with the training and invested a good amount of time. But, now you need result soon so Salesforce Consultant can do the setup, customization to yield a solution and your team can focus on their job.
Going with Coding standards: Hiring a Salesforce Consultant also means that whatever customization they are doing is following the best practice which means your system is protected from web hacking, making your software stable and the quality of the software is also improved.
Fast Support & Maintenance: After implementation, customization your system was working really well. Now after some time, you start facing some issue which is hampering your production and efficiency. So, with the help of Salesforce Consultant, you can always rely on them for support.
How hiring a Salesforce Consultant Increases ROI?
Adapting New System: You have implemented Salesforce CRM for your business. Now after proper training and guidance when your employees will start using that system then it will improve their efficiency, redundant data will get reduced, you can track their work (leads, opportunities), know their pipeline.
You will have a better idea of your business flow. You will come to know about the issues faced by your employees and then you can also work on it. So, this is also increasing your Return on Investment.
That is all for this article, in case you need Salesforce Consultant for any Salesforce related work, then please feel free to reach out to sales@girikon.com
For any sized business, one should have a robust and efficient CRM (Customer Relationship Management) software solution to increase the productiveness and revenue of your organization.
Now the question comes to one’s mind is which CRM to choose for your business? Selecting an ideal CRM is utmost crucial for your business as with the help of this tool you will manage your leads, customer services, sales, etc.
According to the Gartner Report, the Customer Relationship Management Software Market Grew 12.3 % which means people all around the world are relying on CRM for managing their business.
There are abundant of CRMs available to serve your business needs but one should be careful while selecting the right CRM for your business.
Before proceeding towards an ideal CRM, let us understand few important parameters which you should check before selecting a CRM.
Available for any (small/mid/large/) scale business or Non-Profit Organization.
Pricing
Features like lead to opportunity management, Reporting Management, Customer Service Management.
Automation of the CRM as per the need for Workflows, Approval, Flows, Triggers, etc.
Report Generation, Sales forecast, etc.
Integration with Social Media Platform, Email Marketing Platform.
Ability to implement a new feature on CRM by installing 3rd party tool or by customization.
Overall security of data.
Compatibility with all devices and available as an app for the mobile user.
As per the recent article “Best CRM Software 2018”, it is understood that Salesforce.com’s Customer Relationship Management (CRM) service is the best CRM for your business and it matches with the above mentioned parameters as well.
In this article, I will be explaining to you why you need Salesforce Services for your business and how it will help you in the long run.
Talking about the Salesforce CRM, it helps in the lead to opportunity management, getting reports by taking various parameters into consideration. If you need any particular feature in your CRM which can enhance the process, then you can also install a third-party app from the AppExchange.
You can also take help from Salesforce Consultants who can assist you in guiding and developing a complex solution in Force App Cloud.com. These solutions make your CRM even powerful.
Salesforce also offers Community Cloud with the help of which you can connect and collaborate with your clients, vendors, employees to form communities. You can handle articles, FAQs for your portal easily and your customer can find the solution to the general problems on your portal itself.
Your customers can also create cases from your portal (community) and that case can be assigned to the agents or the case can be escalated based on the workflow. With the help of Community Cloud, you can offer the best customer support services to your customers and boost up your sales.
Next we have Salesforce Marketing Cloud, with the help of which you can manage various email campaigns, Social Media Marketing, Advertising, B2B Marketing Automation for lead generation, product promotion on various social media platforms, and much more. You can shoot emails for different purposes and track their report.
It is always beneficial to have some forecast, logical recommendations with an explanation, about your business so that you can avoid taking the wrong decision which can affect your sales figure. Einstein Analytics does the same for your business by prediction. It analyses the data in the system and then gives you the recommendation for your business.
Now we have come to the end of this article, I hope this will help enlighten you about the Salesforce Services and how it can benefit your business.
In case you need help in any of the above Salesforce Consulting Services, then you can surely contact us. We are a Salesforce Consulting Partner and offering out-of-the-box solutions.
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Salesforce Consulting Services
200+ Salesforce Consultants
400+ Salesforce Certifications
Salesforce Partner Since 2015
Average rating 4.9/5
Contact us for a NO COST Consultation
Salesforce Consulting Services augment the efficiency of your sales, marketing, and customer support teams. Our CRM consulting methodology helps organizations innovate faster on Salesforce and plan for long-term sustainable success.
As a Salesforce consulting company, we have helped organizations across industries embark on a digital transformation journey by providing them guidance on technology, business, and strategy.
With expertise in Sales Cloud, Marketing Cloud, Pardot, Mulesoft, EDA, CPQ, and Lightning Architecture, our architects use innovative design thinking by adopting a customer-centric approach to help you unlock valuable insights from customer data.
Our experts work closely with your teams to develop a deep understanding of your business while providing the best guidance and support to maximize your Salesforce ROI.
Schedule a free consultation
Why choose Girikon as your preferred Salesforce Consultant?
Complete accountability
Our experts can help you maximize your Salesforce ROI through focused their focused approach.
Expertise
We strive to delight our global clientele through our vast experience.
Faster innovation
Get access to the latest upgrades and innovate rapidly.
Faster outcomes
We help you turn your vision into reality while being committed to your long-term and sustainable success.
Talk with an Expert
Girikon’s Salesforce Development Services Portfolio
Salesforce Advisory
Get guidance on your digital transformation journey and build a customer-centric roadmap for innovation.
Talk with an Expert
Salesforce Implementation
We provide implementation services on major Salesforce products, all tailored to meet your unique business needs.
Read More
Salesforce Support
We also assist with platform maintenance, product upgrades and enhancements, solution optimization and more.
Free Assessment
Salesforce Managed Services
We provide a flexible, on-demand solution to fully manage your Salesforce instance.
Let us show how to save $$$
Salesforce Customization
We help you with complete customization needs of your Salesforce instance to best align with your business goals.
Talk with an expert
Salesforce Integration
We help you integrate your Salesforce instance with third party systems to give you a unified 360-degree view of your business.
What to know how?
Salesforce Development Services
Our technical specialists work with your teams to design and develop custom apps that significantly improve operational efficiency.
Talk to a consultant
Salesforce Lightning Migration
The move from Classic to Lightning is tricky and our experts help you with seamless transition from one platform to another.
Let us show how to save time
Salesforce Products
Salesforce Sales Cloud
This cloud platform provides features for managing contacts, forecasting sales, and managing pipelines, empowering sales teams to accelerate closure of deals.
Salesforce Service Cloud
This customer service platform by Salesforce offers functionalities for efficient case tracking, social networking plug-ins, and customer self-service. It assists businesses in delivering personalized support across various locations and devices.
Salesforce Marketing Cloud
Dedicated to digital marketing automation and analytics software, this platform offers a comprehensive solution for establishing marketing relationships with customers. It offers a range of tools for email, social, mobile and digital marketing.
Salesforce Commerce Cloud
Designed for e-commerce, this platform ensures a consistent customer experience across several commerce touchpoints, encompassing social, web, mobile, and in-store communications. It is equipped with tools for predictive intelligence, order management and fostering customer interaction.
Salesforce Community Cloud
Focused on community engagement, this collaboration tool allows businesses to build branded communities for customers, employees and partners.
Salesforce Analytics Cloud
This business intelligence tool is optimized for data visualization and mobile access. The analytics platform enables users to visualize data through an intuitive interface while providing valuable insights accessible to every user irrespective of the device they are using.
Salesforce Health Cloud
Designed specifically for the healthcare industry, this cloud platform helps in building patient engagement and provider relationships in a more personalized way.
Salesforce Financial Services Cloud
This cloud platform empowers financial service institutions to deliver experiences that build strong customer relationships and loyalty.
Salesforce Einstein
This Artificial Intelligence platform, can be leveraged by businesses to streamline processes and enhance customer engagement as it offers predictive insights.
Salesforce AI Cloud
This cloud platform empowers organizations to enhance customer experiences, as well as the overall business productivity using the capabilities of generative AI.
Education Cloud
Salesforce education cloud improves the student experience by understanding and predicting their needs throughout their education journey.
Salesforce CPQ
Salesforce CPQ is a sales tool that organizations can leverage to provide accurate pricing with any product configuration. Salesforce CPQ Developers at Girikon have experience developing several custom enterprise-level Quote-to-Cash solutions for clients across different industries.
MuleSoft
The platform offers several tools to build automation and integrations. The team of MuleSoft consultants at Girikon has experience in developing integration strategies that have helped businesses get desired business outcome.
Tableau
It is a business intelligence tool leveraged by businesses for reporting and analyzing large volumes of data. The tool allows businesses to derive valuable insights from their data.
Beyond Providing Salesforce Consultation
We will work with you to discover and resolve the challenges that you might face while using Salesforce. Some of the common areas that we work on with our clients include:
Aligning Salesforce configuration with business processes
Driving user adoption
Improving page optimization
Augmenting customer engagement with an enhanced digital experience
Third-party system integration to provide a 360-degree view of your data
Implementing reports and dashboards that deliver actionable insights
We help you unlock the actual value of your Salesforce investment with our extensive experience in delivering purpose-built solutions.
As a Gold Certified Salesforce Partner, Girikon has a proven track record of providing superior service to customers across the globe. We have walked the digital transformation path and provided clients across different industries with personalized solutions.
FAQs
Why do You Need a Salesforce Partner?
Salesforce is a powerful platform with a plethora of features and tools. However, most Salesforce implementations fail due to unrealized potential and poor management. It would be wise to partner with a certified Salesforce Partner who can help you realize the true potential of Salesforce.
What is the Role of a Salesforce Consultant?
Salesforce is the best-in-class robust, scalable and flexible technology platform that has digitally transformed businesses across industries around the globe. However, without adequate expertise and experience, you will not be able to realize its full potential to maximize success. A certified Salesforce Consultant can help you successfully implement and optimize Salesforce in a way that meets your unique business needs.
Why Should We Hire as a Salesforce Consulting Partner?
We have delivered success to many customers across the world. Our purpose-driven approach enable us to keep our customers at the centre of everything we do. Our service engagement brings in the best combination of cost and value for our customers, which results in long-term success for them.
Which Industries do You have expertise in?
Our Global operations empower us to provide Salesforce Consulting Services in Education, Financial Services, Government, Automotive, Pharmaceutical, HealthCare & Life Sciences and Energy & Utilities industries worldwide.
How can a Salesforce Consulting Company Benefit Your Business?
To unlock the true power of Salesforce, you need a professional who understands your business, as well as Salesforce and its nuances. From aligning with your vision, planning and ensuring smooth implementation to adoption of your CRM while providing training and support to your staff, a Salesforce consultant can provide necessary assistance throughout your business transformation journey.
Can a Salesforce Partner help to Assess Salesforce Org Health?
A Live Salesforce instance requires regular maintenance and performance audits. Businesses can use the Security Health Check tool from Salesforce to assess the operational efficiency, as well as the security of their CRM. With the help of a Salesforce Partner, you can get a deeper view of the Salesforce deployment, including vulnerable areas such as password policies, network access rules, and session settings. Post a health check-up, the partner will submit a detailed report of assessment of the state of the system along with recommendations.