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5 Tips By Successful Salesforce Consultants For Proven CRM Implementations

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Cloud computing is a buzz in the IT industry and Salesforce is the leading cloud-based platform that is taken as the must-have requirement for almost all multinational organizations. With the increasing demand of Salesforce CRM, the demand for Salesforce consultants has also become higher – PowerPoint PPT presentation

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Title: 5 Tips By Successful Salesforce Consultants For Proven CRM Implementations


1
5 Tips By Successful Salesforce Consultants For
Proven CRM Implementations
www.janbask.com
2
Cloud computing is a buzz in the IT industry and
Salesforce is the leading cloud-based platform
that is taken as the must-have requirement for
almost all multinational organizations. With the
increasing demand of Salesforce CRM, the demand
for Salesforce consultants has also become
higher. Salesforce consulting is not merely
about getting a Salesforce instance running. This
is all about incorporating a tool with your
business to change the way how it operates. Take
an example of the professor who makes you a
skilled person with the right efforts and
approach. In the same way, if Salesforce is
approached correctly, it will turn your business
into a powerful working so3lution itself.
www.janbask.com
3
Salesforce consultant is responsible to give you
the inside track of your business so that you can
get the most out through the implementation. They
will also identify the improvement areas that may
be a bottleneck to achieve the maximum ROI for
your business. Here, Salesforce experts with
consultancy experience are just the perfect
choice understand the business process well and
alert the areas that need rework to become a
better version of the product without any heavy
investments.By keeping all these thing in mind,
the top five tips are shared by the worlds
leading and most successful Salesforce
consultants for proven CRM implementations. When
you will go through the tips, you would be able
to understand how to prepare your Salesforce team
and business for a fresh salesforce
implementation and how to get most out of the
existing Salesforce instances.
www.janbask.com
4
  • Understanding the Powerful Salesforce Ecosystem
  • When there are a plenty of CRM options available,
    why Salesforce CRM is the right fit for your
    business. For this purpose, this is necessary to
    understand the powerful Salesforce ecosystem and
    its features optimized based on diverse needs of
    the business. IT has the capability to handle
    almost every aspect of the business from lead
    generation to reporting and the team
    collaboration.

www.janbask.com
5
2. Your business needs an expert Salesforce
Consultant Usually, you must have seen
businesses dont hire Salesforce Consultant until
they dont buy it. But this is definitely the
wrong approach because you should hire a
consultant before purchasing the Salesforce CRM.
Salesforce consultant will perfectly guide you
through the business process, working to define
the future scope and vision, prioritize the list
of key capabilities to check either organization
will earn expected ROI on implementation or
not. Leveraging a Salesforce Consultant with
your business before making final purchase saves
subscription fees and also data cleansing,
process mapping is done in advance.
www.janbask.com
6
Continued- Also, a Salesforce expert prepares
your data in advance for quick integration and
successful implementation too. Preparing your
team in advance for proper data handling and
training staff will make adoption so easier for
your business. In the final words, when
you are ready with organized data, processes are
mapped and prioritized the things, this is the
right time to buy a Salesforce product based on
your business needs. Making a purchase in the
planning phase will pay off and it guarantees a
healthy ROI on your investments in the end.
www.janbask.com
7
3. Salesforce Lightning is a Boom for small
business success As we discussed earlier,
AppExchange is an important part of Salesforce
ecosystem, navigating through thousands of apps
can leave you in confusion. At last, you may feel
that custom build is necessary to take your
business upfront. But experts advice you to opt
for available apps and customized them as per
your business requirements as much as possible.
Dont go for product development from scratch
otherwise it will exceed your project budget much
higher. For this purpose, you can use
Salesforce Lightning framework where app
customization is just a grad-and-drop task. To
become a successful Salesforce consultant in your
career, the hard is not necessary but you should
go for smart work to make the deployment faster
and much affordable. Think of the AppExchange as
the App store and Salesforce Lightning is a
framework to design friendly user-Interfaces
based on your business needs and targeted
audiences requirements..
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8
4. Follow best practices for Successful
Salesforce implementation You are strongly
recommended to follow the best practices to
implement the Salesforce otherwise your complete
project will fail in the end. Here, is the list
of best practices for proven salesforce
implementation that is used by top industries
worldwide.
www.janbask.com
9
Continued- You need to go through the process
step by step and we wish you luck for your future
Salesforce implementation and increased ROI for
your business. It will help you to take your
business to the next level and your team also
need not spend hours to know the right process to
perform their jobs. These four steps are
derived from extensive research and practical
experiences of worlds leading Salesforce
consultants worked on many Salesforce projects
for years. The only thing you need to do is
giving high quality and standardize training to
your team for quality performance.
www.janbask.com
10
5. Learn to Leverage Analytics The data stored
in Salesforce database is your biggest asset. It
can become more amazing if you know how to
leverage analytics in unique and unexpected ways.
It will forecast sales by analyzing your data and
helps to achieve maximum ROI for your business
before the deadline. Salesforce gives you the
flexibility to choose various automation tools
too helps in generating leads and new product
development too. As your data will grow, it can
be leveraged to make the meaningful decisions for
your business and driving revenues. In response,
you should use tracking tools for measurable
marketing results. This is the best way to stay
on the top of your industry and go ahead of your
competitors anyway.
www.janbask.com
11
Wrapping UP We are closing the discussion with
a bonus tip for the reader Use Salesforce as you
master data layer. When you have so many data
sources, Salesforce should be used a single
source for your master data layer where data can
be collected in different formats and analyze it
perfectly for meaningful business insights. The
users that can access master data layer should be
licensed users and you can set a limit as well to
promote the data security for your
business. With this bonus tip, you have
sufficient of information now to start with
successful Salesforce implementation and make
most out of the existing instance. Obviously,
Salesforce Consultant is your technology partner
that will help you to take your business to the
next level through a well-defined business
process and past experiences. The expert
Salesforce consultant, developers, and
administrators from JanBask will help you to
achieve success quickly and to avoid falling into
costly pitfalls.
www.janbask.com
12
Thank You
Reference https//github.com/williamhills/JanBask
-Salesforce-Services/wiki/5-Tips-By-Successful-Sal
esforce-Consultants-For-Proven-CRM-Implementations

1 571-777-9070
info_at_janbask.com
www.janbask.com
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