March 9, 2023

Salesforce Consultants | How They Can Help Your Business?

In Sales Cloud
By Mikael Petersson
Salesforce Consultants are problem solvers and consultants who help businesses solve their challenges. They listen to their customers' business aspirations, figure out what tools (in our case, Salesforce solutions) the customer needs to succeed, share their recommendations in easy-to-understand terms, and work with their customers to create a plan that maps to results. Here you'll find a guide, information, and general advice on Salesforce Consultants and how they can help your business.
What Is a Salesforce Consultant?
Salesforce consultants are experienced professionals trained in using Salesforce and are familiar with its many features. They can help you set up your account and configure it for your business’s needs. They can also train your employees to use it effectively so that they can easily access key information when they need it. A Salesforce consultant has a deep understanding of the Salesforce CRM tool. As a result, they can help you leverage the platform's full capabilities to improve productivity or quality while reducing costs.
A Salesforce consultant
  1. Listens to what their customers want to accomplish.
  2. Identify the tools (Salesforce solutions) the customer needs to succeed.
  3. Shares recommendations clearly and concisely.
  4. Works with customers to create plans that lead to desired results.
A Salesforce consultant has a range of technical skills.
  • AppExchange
  • Business fundamentals
  • Databases
  • Personal portfolios 
  • Relationship design
  • Salesforce CRM
  • Salesforce Platform basics
  • Salesforce skills and experience building
  • Salesforce user research personas
  • Technical project management
  • User experience (UX) research basics
A Salesforce consultant can help manage integrations, create custom tools, leverage the platform's full capabilities and provide recommendations for best practices.
Benefits of Having a Salesforce Consultant
A Salesforce consultant can help you take full advantage of the platform. You can better connect with customers and provide customized experiences for your clients and prospects. The information stored in the Salesforce cloud can help your teams better transition leads from one stage to the next, boosting your ROI and conversion rate. You'll be better equipped to provide faster support services and work with customers through their challenges and questions as a team.

• Provides Accurate Insights into Your CRM

A Salesforce consultant is an expert in the salesforce marketing cloud, which makes them well-versed in using it to its full potential. They can help you understand how to make the most out of your Salesforce implementation, which means that you can save time and money by avoiding mistakes or missteps that might have been made by someone who is not as knowledgeable about the platform.

• Provides Proper Implementation and Execution

A company’s success depends largely on its ability to execute efficiently. A Salesforce consultant will ensure that your implementation is done correctly and that your organization can effectively use the product to reach its goals. Not only will this help you avoid unnecessary rework, it will also save time in the long run.

• Provides Customer-Centric Strategy

Salesforce Consultants are experts at creating customer-centric strategies. They have deep knowledge of the Salesforce platform and know how to use it to create a customized solution uniquely tailored to your needs as a business.

They will work with you to determine exactly your needs, and then they will create a plan that outlines how to meet those needs using the tools in Salesforce. The result will be a strategy that works well for you and your customers!

• Can Fix Business Problems Without Delay

When you have an issue in your business, you want it fixed as soon as possible. You don't have time to wait for someone to figure out what's wrong and then come up with a solution. You need answers now! And that's exactly what a Salesforce consultant can provide. They work quickly, and they'll be able to tell you what the problem is and how to fix it immediately.

• Provides the Right Advice and Recommendations for Business Decision Making

When making business decisions, it can be difficult to know the right move. A Salesforce consultant can help you navigate the waters of business advice and recommendations to make the right call. 

Having a Salesforce consultant can help you make better business decisions. When you partner with a Salesforce consultant, they'll have the experience and training to understand your business and industry, what software solutions are available, and how to apply them to your business needs. This means that they'll be able to provide you with the right advice and recommendations for improving your business operations and increasing efficiency.

• Offers Large-Product-Based Support

Salesforce consultants offer large-product-based support. This means that they will help you with your needs, from designing and building your system to handling the day-to-day operations. They can assist you in any part of the process, from project management to communication between departments

The consultants will offer you maintenance, updating, and training services. This means that you won’t have to worry about the time-consuming task of taking care of your salesforce software yourself. You can focus on making money instead!

• Helps Your Business Stay Updated on the Best Salesforce Practices

The best part about working with a Salesforce consultant is that they can help you put together an actionable plan for getting your business up-to-date with the best Salesforce practices. In addition, they'll be able to look at how your business currently uses Salesforce and suggest ways you can improve it.

For instance, if you've never used Salesforce before or don't know all of its best features and capabilities, having a consultant will give you an expert perspective on what's out there. They'll also be able to show you how different tools work together so that you can get the most out of each one individually and as part of your overall strategy.

When you choose the right partner, everyone wins.

How eClouds Experts Can Help?
eClouds has more than 16 years of experience with the Salesforce platform. Our team of certified, experienced professionals is ready to help your business grow. We have worked with customers from different industries and gained deep insight into their unique business processes, which helps us provide optimal solutions.
eClouds has an excellent reputation among Salesforce customers, with a customer satisfaction rating of 4.9 out of 5, as reported by Salesforce Community members and gathered in project satisfaction surveys.
author avatar
Mikael Petersson