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What is the role of a Salesforce Consulting Company?

Rajat Kesarwani

By Rajat Kesarwani| Monday, November 04, 2022 12:38 PM | 4 min read

With the evolution of technology and the use of the internet, especially for online purchases, the way in which companies come into contact with customers has also evolved. For this reason, the technologies related to the so-called cloud computing have grown very quickly. Among these is undoubtedly Salesforce, a CRM platform that allows companies to contact customers in an innovative way, in addition to optimising sales processes and marketing strategies, managing transactions, customer service and much more.
In this article, we will see what Salesforce is, what its functions are and what a Salesforce consulting company actually does. But to fully understand them, you have to first know the basics and understand what CRM is.

What Is CRM?

A CRM system, short for Customer Relationship Management, is an integrated software that can help businesses manage customer data. In practice, when someone in the company talks to a customer or follows up with a promising lead, they get data. All this data that was previously stored on paper and analogue media, or in digital systems that were not connected to each other, such as a notebook or an Excel sheet. Without a CRM, therefore, it's easy to forget or lose valuable business data. An example is being able to resume a phone conversation with the customer with an immediate understanding of the problem to be solved, or choosing which leads to focus your marketing activities on.
Given the arrival of the web and the large amount of data related to clients that companies have, the software has been designed to manage contacts and the data associated with them. This software is CRM. In essence, a CRM system is a kind of central node - a data collection and classification centre - where all the information collected on potential customers, existing customers, as well as suppliers or, in general, all the company's contacts resides.
A CRM system collects this data and makes it accessible and legible in a clear way. This data becomes useful information for the company, which can then be translated into billing. This is because CRM stores and links customer information from different sources and puts it into a single system.
In addition to that, a CRM system keeps track of every phone call, email, and interaction with physical stores if any, websites, social networks, call centres, online paid advertising and sales, creating a 360-degree view of the customer, analysing and storing their personal preferences to increase satisfaction (and consequently sales). In this way, companies, by having a database of profiled customers, can keep in touch with them in a simpler and more direct way, improving profitability in the future.

Salesforce CRM consulting services are gaining a lot of popularity in the present times. They are known to make lives easier, especially when a business has employees all around the globe or if its employees are on work from home. However, it is very important that you understand how a Salesforce consulting company works so that you can choose the best company that can offer you the right IT solutions for retail industry. In this article, we will discuss all the important aspects related to a Salesforce consulting company so that you can make the right call for your business.
To begin with, let us check out some of the many solutions that are offered by a Salesforce consulting company.

What are the Solutions offered by a Salesforce Consulting Company?

Web Development

Clearly defining your business objectives & how salesforce can offer support: It is very important for you to have clarity of your goals and business objectives before you start using Salesforce. It is possible that your aim is to have reports that give you increased visibility, automate your customer support processes, increase the efficiency of your email campaigns or others. Salesforce can help you address all these challenges in the most efficient way. However, you must have a clear picture of it before you actually start working with Salesforce.
Mapping your business objectives & aligning them with salesforce features: A Salesforce consultant can help you understand if you can use the default version or would require some customisation depending on your business objectives.
Automating customer support & sales: Salesforce can help you automate the entire process and create personalised journey for each customer. This way, you can have your advertising efforts done in a more targeted way. So, Salesforce can help you reach your business goals quickly and in an efficient way. Helping you build a good user adoption technology: It is possible that new users might take time to master the changes in your new systems. Therefore, a Salesforce consultant also offers iterative training for users that help them with the adoption of new technology. Apart from that, there is constant support to the users by the Salesforce admin. They also release regular rewards and notes for Salesforce users who have reached advanced levels.
Recommending the best version of Salesforce for your business: Based on your objectives and goals, a Salesforce consultant helps you find the right edition that can address all the problems and challenges faced by your business. There are a host of features provided by Salesforce but it is not necessary that all of them will be useful to you. Therefore, by understanding your needs, a Salesforce consultant can give you the perfect match that is ideal for your company and you don’t have to spend extra money on features that you will not use.

How do we help as a Salesforce Consulting Company?

We have been in the Salesforce industry for over 7 years now. We have successfully designed and implemented complex Sales Cloud, Service Cloud, Marketing Cloud, Pardot, and Force.com implementations for over 50 clients worldwide. We provide a new approach that seeks differential value for your organisation by improving the different business areas of your company. Moreover, we offer cloud solutions and our experienced and knowledgeable team is made up of certified Salesforce professionals. Finally, we will help you choose the Salesforce solution (Marketing, Sales, Service...) that best suits your company's interests because our services are highly flexible and customisable.

Rajat Kesarwani
About the Author Rajat Kesarwani is the CEO of Dreamstel Technologies. With over 15 years of experience in maintaining business relations with esteemed companies across the US and Australia, Mr. Kesarwani has earned an excellent reputation in the IT industry. He has been offering advanced technology services to businesses that require any kind of IT solution. His expert services at Dreamstel includes developing and introducing next-generation apps and spreading awareness about Salesforce. His objective is to reach out to companies in need of advanced technology solutions, and he has been successfully moving ahead in the right direction to do so, through Dreamstel Technologies.