Tag: Salesforce consultancy

Salesforce Consulting

Why you need the best Salesforce Consulting firm for your CRM Implementation?

Regardless of the industry you are operating, or the size of your business, customer relationship is a critical factor to achieve business success. Building and maintaining firm relationships with customers is one of the core business goals of any enterprise. The idea of a CRM (customer relationship management) system is certainly easy to agree with, however implementing it in your business model is a big leap.

When it comes to implementing the most powerful CRM system, it is an easy pick for any business to go for Salesforce, world’s #1 CRM provider. Salesforce CRM can supercharge your business by offering an intelligent approach to store and manage your customer and lead information. It supports your sales and marketing team to increase lead pipeline to acquire new customers quickly. This also helps your service team deal with your customers in a more efficient way to keep them engaged. In a nutshell, Salesforce CRM does it all in one integrated platform by keeping your entire business connected with a very minimum IT involvement and driving your business quickly towards growth.

As valuable a CRM system can be, implementing it into any business model can sometimes be tricky. This involves risk, time and cost. And that’s where the need of a top-notch Salesforce consulting firm comes in.

Salesforce CRM implementation involves multiple steps. You need enterprise-level expertise to follow these steps for a seamless implementation. A typical Salesforce CRM implementation involves below steps;

  • Planning the integration process
  • Educating your team
  • Preparing data
  • Migrating data
  • Tracking progress
  • Updating and communicating

All these six steps can be summarized in 4 processes: (i) Prepare, (ii) Set-up, (iii) Engage and (iv) Extend. Implementing any new software always face some bumps as it takes some time for a team to adapt. This transition becomes smooth with a registered Salesforce consulting partner firm who can help your business as well as your team to get through this process.

The implementation process with the best Salesforce consultant begins with exchanging ideas and setting up goals. The consultant meets with your project team to determine your company’s specific goals and requirements. It is very important to set your goals from the very beginning, as well as to make your Salesforce consultant understand what are your expectations from this implementation. This process is typically called an information gathering process. A Salesforce expert can help your team identify processes which can be streamlined or refurbished to ease the transition to a more advanced work environment. Only a Salesforce expert can better able to help you understand the various functionalities of the CRM and will help you choose the most suited features for your business.

Each system transition differs from business to business. Even the CRM features that one enterprise require may not be essential for some other enterprise. Only a Salesforce consultant has the CRM knowledge, expertise, industry experience, and technical understanding to take you through this journey. A registered Salesforce partner company or a certified Salesforce consultant can ensure relevant actions has been taken to mitigate any kind of risk involved during the data migration or CRM integration.

A certified Salesforce consultant will set clear milestones which will help you track your progress and this will also accelerate the work so that the implementation can be done within the predefined time. Once you are done with the implementation, the most challenging work for a Salesforce consultant starts. Initially it could be a big task for your team to work effectively with the new CRM. As we know no one like changes at the beginning, there is always a risk of losing productivity. A Salesforce consultant and his support team can offer crucial post-implementation training and support to help your team understand the CRM and its functionalities. This will help you accelerate the CRM adaption process and will make your team productive.

Salesforce consulting companies can help you in setting up the dashboard, automating the system, project tracking, email setup, lead management process etc. They can also help you customize features as per your specific requirements. The best part is the support service. An efficient Salesforce partner company offers support services which can help your IT team and admin tackle any kind of issues when occurred.

You can experience a smooth transition and get the best out the world’s #1 CRM with the help of the best Salesforce consulting firm. This will enable your company to enhance business efficiencies, reduce operational costs, improve customer service, and will empower you to face the complex challenges in today’s ever-changing business world.

CEPTES – A Registered Salesforce Consulting Partner

With our 10+ years of Salesforce platform experience and after delivering 250+ projects across the globe, we are the first choice registered Salesforce consulting partner for Salesforce CRM implementation for enterprises across varied industries. Our team of Salesforce experts has proven expertise and experience to manage complex implementation projects. With over 80% certified Salesforce professionals, CEPTES can help you in a smooth Salesforce CRM implementation. Get in touch today to avail a free consulting session.

salesforce consulting
General, Salesforce

Why Ongoing Salesforce Support and Service is Crucial

Salesforce.com (SFDC) can be a tremendous asset for an organization; however, without ongoing optimization, support, and service, Salesforce can quickly become an ineffective and costly line item on your financial statements. The truth is, that Salesforce is what you make out of it. Unfortunately for most organizations, they invest in the initial implementation and ramp up of Salesforce, but fail to continuously support and evolve their SFDC instance on an ongoing basis. This ultimately leads to aging systems and processes that no longer satisfy the needs of the organization, and can result in decreased in both efficiency and productivity.

This doesn’t have to be the case. With the right maintenance plan, Salesforce remains a core contributor to organizational success. Here’s why ongoing Salesforce support and service is crucial to achieving that success:

Optimization and Automation

Do you ever find yourself thinking “wouldn’t it be great if Salesforce did that?” If you have, then you need to invest in ongoing Salesforce service and support. Salesforce has nearly limitless potential as a core business system, but it won’t get there without continuous process improvement, effective optimization, and automation.

The reason SFDC has survived and thrived for so long as a business tool is that it truly is a flexible system. Entire apps can be built out to fit your team’s needs. If you’ve dreamt up an automation rule or other customization, chances are you can make that dream a reality. All you need is to find the right Salesforce professional to make those tweaks and modifications. With an ongoing service plan, those possibilities can be implemented at your request.

Things Change

Your organization should evolve over time. Your products and services will mature, your internal processes will become more refined, and your team’s skills should develop. Unfortunately, if your Salesforce instance does not evolve in tandem you run the risk slowing growth, restricting talented employees, and losing business opportunities. Change is one of the few constants in high performing organizations, and you must ensure that your Salesforce and other business systems can change and evolve as well. Having an ongoing support and service plan will ensure that your Salesforce instance evolves and remains an asset for the organization.

New Apps & Technology

One of Salesforce’s biggest differentiators is the expansive network of Salesforce application developers. The robust AppExchange marketplace makes it easy to find and install apps and extensions that can instantly enhance your instance. As developers build custom software that solves common business challenges they often productize it and add it to the AppExchange so that other organizations can utilize their technology.

In fact, CEPTES has done just that. Our XFilesPro and Encryptik products were built to solve the business needs of our clients, but are now available on the AppExchange so that many other organizations can utilize them to solve their storage and encryption needs.

Your ongoing Salesforce service program should support your organization’s evolution, and incorporating new apps or tools into your instance to help refine or reinvent processes is a great way to ensure growth.

No Admin or IT Team? You Can Still Gain the Benefits of Ongoing Salesforce Support and Service

An ongoing Salesforce support and service program is imperative to ensure you’re getting the best ROI for your Salesforce instance. You may, however, be asking yourself, “How do I start and maintain a support program with my current team and resources?” There are only two ways to ensure your SFDC platform is continuously being improved and optimized:

  1. Staff an internal Admin: Adding a full-time Salesforce Administrator to your IT team.
  2. Hire an outsourced Salesforce Support team: Outsourcing to an experienced team of Salesforce consultants

Having an admin on the payroll is convenient, but it is often hard to generate a desirable return from a dedicated Salesforce admin, especially for instances with fewer than 100 seats. That one Salesforce admin might have limited experience and bandwidth and may get distracted or pulled away from Salesforce to work on other projects. Hiring a trusted Salesforce consultancy ensures that you have the knowledge and experience necessary, as well as the bandwidth to marshall more or fewer resources based on your needs.

To learn more about starting an ongoing Salesforce support program, please request a free consultation with one of our Salesforce consultants.