SALESFORCE CONSULTANCY
For enterprise customers looking for a Salesforce release management, Salesforce data backup and recovery, and Salesforce security solutions, selecting the right Consultancy is a major decision that can have long-lasting implications on their digitized customer experience (CX) and the success of their company as a whole. After all, a “one and done” approach to Salesforce consulting is not conducive to long-term innovation and collaboration. To that end, customers must look for a partner that not only understands their customer relationship management (CRM) needs, but also can best realize their CX vision – ensuring their business survives and thrives in an ever-changing, competitive digital market. At its core, Salesforce offers a highly configurable cloud platform that allows companies to truly customize their CRM platform to their industry and company needs. As such, these customers require the assistance of a Consultancy that understands the salesforce environment and how it can be tailored to fit their data and processes. That means selecting a Consulting partner that has a deep knowledge of the Salesforce platform and is capable of providing the most efficient and effective outcomes - it’s not enough for the Consultancy to understand Salesforce, they must exce l in utilizing its power to deliver solutions that give their clients the upper hand in an ever-evolving digital landscape. So, what should customers look for? Ideally, an effective Salesforce Consultant will have an in-depth understanding of the core Salesforce capabilities (e.g., Sales Cloud, Service Cloud, Community Cloud, and more) as well as an expertise in customizing and upgrading the system according to their client’s specific needs. This should also includes experience in applied Salesforce security – a crucial prerequisite as the platform is an extremely large and distributed system that can be complex to secure. Furthermore, one should expect experience in Salesforce release management, data backup and recovery, and integration of third-party applications, as the majority of businesses have multiple sources of data. Not all Salesforce Consultancies are created equal – choosing the right fit is key! To ensure customers receive the highest quality support and services, they must select a salesforce consultancy that has a proven track record of successful Salesforce implementations so that their CRM platform is properly configured to meet their exact desires and needs. This means looking beyond a Consultancy’s experience in Salesforce services and into their data-driven approach to problem-solving. They must ask questions to find consultants that have optimized implementation approaches to ensure reliability and functionality while mitigating risks. To this end, customers should consider choosing a Consultancy that has an agile approach to consulting, offering comprehensive service packages that cater to their full customer experience needs – from delivery to maintenance and scalability to enable long term success. This includes elements of their core services, consumable service packages, productivity tools, and the agile approach to change management experience that offers value for customers, advises projects on their capabilities, and plans for future innovation. Such an approach ensures that customers have the most effective and efficient Salesforce decisions to enable their CX growth and success long-term. By seeking out a Consultancy that understands how to unlock the power of Salesforce and is willing and able to invest in their digital future, customers can build a long-term partnership with their partner – ensuring their business survives and thrives as the digital space continues to evolve.
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