How a Salesforce Consultant Can Improve Your Business

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Many businesses turn to Customer Relationship Management (CRM) software to help improve their revenue as well as customer experience. Salesforce is often at the top of the list, thanks to its stellar reputation and the fact that it is easy to customize. Even though Salesforce is a great solution for many organizations, a systems integrator is essential to ensure an efficient deployment. Over 70% of Salesforce implementations are conducted by consulting partners, 20% by Salesforce themselves (mainly for large complex enterprises) and 10% try to go it alone. Of that 10%, the majority end up using a system integrator in the end as they did not possess the specialist knowledge in house to maximize their investment.

Systems integrators provide organizations with informed options as they hold a broader view of the Salesforce ecosystem. To help you understand the value they can bring, here are some of the ways a specialist consulting partner adds value.

Roadmap Creation

A skilled Salesforce consultant is an expert, they ask the right questions to guarantee that your true needs and preferences are identified. They also understand the idiosyncrasies associated with the solution as well as how to approach a project of this nature to ensure you receive the most value from your implementation. Their ability to gather pertinent information creates an efficient roadmap to guide your project.

Craft an Ideal Solution

From experience, Salesforce experts know just how powerful the product can be, which is incredibly valuable based on the level of customization the software provides. By working with a specialist, you gain access to their expertise, allowing you to get an ideal solution based on your company’s unique wants and needs. They also make sure that any extraneous features are bypassed, and crucial segments are treated with extra care. They also ensure that your priorities are addressed early, giving you a functional solution as quickly as possible.

Implementation Assistance

Even though Salesforce is favored for its ease of operation, that doesn’t mean the implementation phase doesn’t come with its own set of unique challenges, particularly if you aren’t tech savvy and don’t have access to a strong IT team. By partnering with a systems integrator, you can rely on their experience to guide you through the implementation and execution phases, ensuring you have access to their knowledge base when it is most critical.

Data Migration

When it comes to data migration, companies often make this a top priority. A skilled Salesforce consultant understands how valuable your current data is and can ensure the right steps are taken for a proper transition. This safeguards your information and reduces the risk of errors.


Getting your employees comfortable with a new CRM is an essential part of the process, and a Salesforce consultant can make this process much more manageable. They can provide critical training documents and additional support throughout the transition or implementation, giving everyone a chance to adapt more quickly and become productive as soon as possible.

If you are interested in working with a skilled Salesforce consultant, the professionals at Solving IT can help. Contact us to see how our services can help your business succeed.