What Is The Need Of A Salesforce Consultant? - PowerPoint PPT Presentation

View by Category
About This Presentation
Title:

What Is The Need Of A Salesforce Consultant?

Description:

Choosing and implementing are two different things. Once you have decided that your organization will be using Salesforce as CRM platform, the immediate question that arises is who is going to implement or setup Salesforce in your organization. – PowerPoint PPT presentation

Number of Views:4
Date added: 1 November 2018
Slides: 6
Provided by: janbask
Category:

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: What Is The Need Of A Salesforce Consultant?


1
What Is The Need Of A Salesforce Consultant?
Choosing and implementing are two different
things. Once you have decided that your
organization will be using Salesforce as CRM
platform, the immediate question that arises is
who is going to implement or setup Salesforce in
your organization. Salesforce is a powerful tool
and currently one of the best CRM platforms
because of its ability to customize it through
an open API. Salesforce can be easily integrated
to nearly any system and it gives you the
flexibility to build custom mobile apps easily.
But all these flexibilities complicate the
process of Salesforce implementation in the
organization. Setting up sales force in your
organization can be done in-house or with the
help of Salesforce consultants. If you are
choosing the first option then you need to
analyze the criterion like technical
capabilities, the experience of implementing
Salesforce and post-implementation services.
Thats why it is recommended to seek the help of
Salesforce consultant.
2
Several benefits of having a good Salesforce
consultant Speed Diversions If you are
planning to implement the Salesforce on your
own, then you must understand whether your team
will be able to handle extra pressure and devote
extra time to this project or it will end up at
the bottom of their to-do list. This will delay
the implementation time of the project. Having a
Salesforce consultant on board will provide a
complete focus on the project with respect to
time and budget without increasing any workload
on your existing team. Learning time
Implementing any new product or platform is
associated with the learning curve. If you are
using your in-house team for the implementation
of Salesforce, they are not accustomed to the
3
interface, their complexities, and challenges.
Thus, they will consume more time and increase
the project completion date. Whereas Salesforce
consultants have already worked on several
implementation software and they are well
accustomed to it. Thus, they can work
effectively and efficiently. Planning time As
your team is new to the implementation of
Salesforce, they will take the time to organize
and map out a detailed implementation plan. That
might be simple in case if you have a Project
Management Officer (PMO) or if your group is
knowledgeable about overseeing CRM
implementation. If that is not the case then it
is likely that they will overshoot the estimated
project completion date. Experienced Salesforce
consultants can easily understand your
requirements and they have standard
implementation blueprints which they can modify
as per your requirement. Setup time Your team
can eventually learn how to implement Salesforce
in an organization but it very important to
understand the stakes and pressure associated
with it. Salesforce consultant with their vast
experience can easily understand the requirements
and the steps that need to be done to add custom
fields, modify your user settings and configure
security settings in such a way that each user
can see what you want them to see efficiently
within a short span of time. Quality Best
practices When utilizing an accomplished
Salesforce Consultant for your execution, you
are certain to get industry best practices for
utilizing, testing, and customizing the platform.
These prescribed procedures are learned from the
experience of finishing several similar
implementation projects and can put your
organization on the correct way to completely
optimize the system and what it has
4
to offer. Your Salesforce counselling group is
capable of providing you with tips and tricks
without putting extra pressure on your team to
learn the same with lots of hard work. Constant
support If your organization brings the right
Salesforce consultants onboard, they wont simply
vanish after the execution of the project. Even
if certain things like future training, support
and issue resolution are not be canvassed in
your underlying implementation contract, a
genuine Salesforce Consulting accomplice will be
there to help. Other than giving consistent
support to your Salesforce framework, your
consultants will be notifying you of future
releases and changes to your Salesforce
organization so you can remain up to date with
new features Return on investment The findings
say that The State of Salesforce 2017, where
77 of people were surveyed stated that their
organization could be accomplishing more with
their Salesforce investments. Thus, they feel
that the Salesforce model is underutilized. In
order to optimize the Salesforce environment, it
is important to let a Salesforce consultant
understand the business requirement and provide a
solution for the same. Self-implementation of
Salesforce tends to shift focus on merely
getting the system up and running without
understanding the consequences of the
implementation plan and whether it matches the
current business requirement and user adoption or
not. User adoption To get a better return on
investment, it is very important that the users
are adopting this system with ease. To precisely
comprehend regardless of whether your Salesforce
users have been adopting the new platform, you
will need to gauge their usage, information
quality, and business execution. It is important
to figure
5
out whether they are logging in and contributing
to the system by entering correct and complete
data. Adequate training and understanding of the
Salesforce platform can expand the user adoption
rate. Utilizing a Salesforce Consultant for your
implementation project can help you develop the
tools and skills necessary to keep up user
adoption rate. Continuous return on investment
For several organizations, progressing ROI is an
extensive factor in choosing whether or not a
venture has been justified, despite all the
trouble. To enable organizations to monitor
their continuous Salesforce ROI, Salesforce has
provided a CRM Benefit Calculator which is easily
available. Conclusion In order to get the
maximum out of Salesforce, its implementation
plays a vital role. Salesforce consultant with
their vast experience can easily understand the
business requirement and provide a framework
which can work suit our business environment. A
Salesforce consultant is well equipped with all
the procedures, tools and techniques required to
successfully implement Salesforce in an
organization. A good Salesforce consultant will
implement Salesforce within stipulated time and
budget along with good post- service support
system. Considering ROI as the main parameter, a
successful implementation and adoption of
Salesforce can easily compensate for the cost of
bringing a Salesforce consultant on
board. Reference- https//www.forcetalks.com/blog
/what-is-the-need-of-a- salesforce-consultant/
About PowerShow.com