Salesforce is now a complete platform that can handle every aspect of your business, not just a CRM. If done correctly and according to your business, it might be the only system you require or take care of most of your needs.
Although it began as a customer relationship management system (CRM), Salesforce Consulting Companies in the USA has evolved into a platform to address many business-related issues, such as marketing (Marketing Cloud), sales (Sales Cloud), customer service (Service Cloud and Communities), eCommerce (Demandware), and AI/Business Intelligence (Einstein Analytics).
It is a very comprehensive platform with limitless potential, and if adequately leveraged, it can impact your company's future. To navigate and make the most of the investment in this comprehensive set of solutions and platforms, partnering with a company that provides the Best Salesforce Consulting Providers can ease your mind.
You might not be aware of the Salesforce consulting services your business requires because there are many of them available. To assist you in deciding which services would be helpful, take a look at each description listed below.
1. New Salesforce Implementations
Several tasks must be completed for a seamless transition if your business is moving from another CRM to Salesforce. The most important thing is to pick a partner who knows how to implement this system properly.
Before considering custom coding, taking advantage of the numerous configuration options and pre-installed features offered by the Salesforce platform is advisable. Lacking the proper partner will raise your implementation costs, ultimately increasing maintenance costs and ownership costs.
In addition to simply transferring your data from your old CRM to Salesforce, implementation typically necessitates configuration and custom development. A good partner will test everything after it has been put in place, make sure that everything has transferred correctly, and ensure that everyone on your team has received Salesforce training.
Given the variety of solutions Best Salesforce Consulting Company provides and the potential size of the brand-new implementation, going all-in at once can be alluring. We always advise that you evaluate your requirements and establish an overall CRM and platform strategy, but adopt a phased approach for adopting the platform and implementing different Salesforce clouds.
Marketing Cloud: Integrating marketing tools create a seamless customer experience at all contact points.
Sales Cloud: You can thus find clients, complete transactions, and expand clientele.
Service Cloud: This cloud aids you in giving your customers better service because it was designed to enhance customer support.
Community Cloud: This cloud, which is excellent for use internally and with customers, can be used using a template or custom code, depending on your requirements.
eCommerce Cloud: Enables you to build seamless, intelligent digital commerce experiences for use online and in physical stores.
2. Projects for Improvement
Your business might need an enhancement project if you already use Salesforce but want to enhance its functionality or add new features. There may be areas for improvement in:
introducing new app exchange products or extra custom features
They are making solutions flexible or scalable or enhancing current ones to serve growing business needs better.
Integrations to add more information and operational capabilities to Salesforce by bringing data from other systems, as well as custom development to adapt your approach to your business's needs and go beyond the limitations of the core platform
Support for the platform and ongoing management
your employees' training
3. Migrations from Salesforce Classic to Lightning
The transition from Salesforce Classic to Lightning is not simple for organizations, and it's unlikely that you will want to handle this project internally.
Without enough time or knowledge, conducting the necessary research, planning, and testing might be challenging. This is when a partner comes in who has managed migrations in the past and is familiar with the procedures to follow for a successful migration.
4. Merging Salesforce Instances
Best Salesforce Consulting Companies with multiple Salesforce instances, whether due to an acquisition or multiple instances existing in different departments, may find it beneficial to merge those instances to help processes run more smoothly within your organization.
5. Data Migrations
Data transfer from one system to another necessitates meticulous planning and the confidence that everything will go according to plan. This is a chance to reuse or clean any old data, as well as to remove duplicates and standardize the data, especially as you move a large volume of data.
Efficiency factors like focusing on the right lead to pursue and getting in touch with the right decision-makers can be significantly influenced by the data quality. To avoid harming current users and use cases, it is also crucial that data integrity be maintained during migration. Planning, data preparation, and dry runs are essential for large data volumes.
Suppose you decide to work with a consultant who specializes in data migrations. In that case, they will offer technical assessment, planning, migration, validation, and advisory services in addition to ongoing maintenance and support, which is especially useful if the migration requires a few fixes after all is done.
6. Integrations and single sign-on (SSO)
Although your primary CRM and/or platform of choice may be Salesforce, it's possible that your business still needs other non-Salesforce technologies and platforms, such as Heroku, AWS, Azure, external reporting, data visualization solutions, and other in-house applications.
7. Mobile Application Development
Fortunately, Salesforce gives developers the freedom to modify the system to build mobile applications through configuration and custom code on the platform. Still, it also offers a way to develop wholly unique applications using Mobile SDK and Heroku, combining various data sources and features into one app.
The question of whether to create mobile apps that are HTML5-based or native to a given device is frequently discussed. Various tools and solutions are available to make the best solution for your business. Your mobile strategy can be significantly impacted by choosing the right partner.
8. Cloud-Based Business Intelligence and Data Utilization
The final step in fully utilizing your Salesforce data is data analysis. Using business intelligence, you can unearth important data that ultimately affects your decision-making, enables cost savings, and reveals areas that need improvement.
A consulting partner can build, run, and modify reports through Salesforce, enabling you to quickly analyze data and choose your company's best course of action.
Are you prepared to move on?
AwsQuality is one of the Top Salesforce Consulting Companies would be delighted to speak with you to discuss how we might be able to enhance how Salesforce is used within your business if any of these services strike a chord with the requirements of your organization. Contact us right away to set up a consultation.
