Salesforce Consulting

Business meeting

Salesforce is a huge platform with a lot of features. It provides a comprehensive range of products and services that help businesses operate more efficiently and effectively. The advantages of Salesforce CRM are vast, earning it a reputation as the best of the CRMs available in the minds of many.

Salesforce’s breadth and robustness mean one thing: it can be extremely difficult to design, install, maintain, and use.

While it may seem appealing to save money by doing it yourself rather than hiring a Salesforce developer, it might be a disastrous decision in the long run. That is unless you make use of the services of a Salesforce consultant. Whether you’re a current user, a well-established business, someone considering acquiring a Salesforce product for the first time, or a startup still primarily based in a coffee shop, we’ve got you covered.

What is Salesforce?

Salesforce is a customer relationship management (CRM) cloud computing service as a software (SaaS) firm (CRM). Salesforce’s services enable organizations to better communicate with customers, partners, and potential customers by utilizing cloud technology. The software has risen to the top of the customer success rankings, allowing firms to track customer behavior, promote to customers, and perform a variety of other tasks.

Salesforce was founded in 1999 by Marc Benioff, a former Oracle employee, and is one of the first multinational organizations to successfully implement cloud-based CRM software. Salesforce has been able to take advantage of cloud technology to create a number of applications that help businesses better connect with their consumers and provide them with crucial information into their services via analytics and apps.

Analyzing sales
Analyzing sales.

Salesforce is not a single product though, there are a variety of software elements involved that can be ‘mixed and matched’ according to a business’s unique needs. They are divided into different ‘clouds’ and while this makes Salesforce very flexible, it also makes it very confusing.

Salesforce, in fact, comes with a set of prerequisites and a clear learning curve right out of the gate. If everything isn’t done correctly, you’ll be left wondering why this amazing platform that the rest of the world is raving about didn’t work out for you.

By working with an experienced Salesforce consultant, like those on the Pearl Lemon Consulting team you’ll get more than Salesforce implementation help though. We’ll guide you through every step of the process, from determining which Salesforce clouds your business really needs to ensuring that everyone knows how to use and make the most of them.

Top Reasons to Hire a Salesforce Consultant

Now that you know how likely it is that you will make a mistake with Salesforce, we can discuss why you should hire a Salesforce consultant like those we are proud to number among the Pearl Lemon Consulting teams and how they can assist you in achieving those magical CRM milestones that all that Salesforce advertising promises.

1. We Start With An In-depth Analysis of Your Company's Needs

From the start, Salesforce will offer you developer services to aid implementation. But Salesforce consultants differ from developers in that they aren’t solely programmers, and we don’t start there.

Rather, Salesforce consulting teams like ours are skilled in business procedures, KPIs, objectives, and requirements. We study your capabilities, appraise your business, and then recommend the optimal selection of products and features packages for you to get the best Salesforce experience possible. Only then do we suggest beginning the Salesforce implementation process.

Sales statistics
Sales rate

2. You Will Save a Significant Amount of Time Getting Started

Salesforce consulting firms like Pearl Lemon Consulting can supply you with highly skilled technical personnel that are experts in their field. They are very knowledgeable about all of the technical aspects of cloud service deployment and optimization. Having such assistance ensures that the Salesforce implementation process is quick and efficient, and you can start seeing ROI on the money you are spending on Salesforce products a lot faster.

3. More Efficient Customization

Over time, businesses evolve. Their objectives, limitations, and requirements are rarely the same for long. If you’re already a Salesforce customer, it’s possible that some of the cloud functions you’re utilizing aren’t essential. Or you might possibly require some additional Salesforce solutions that you haven’t considered yet to really get the most out of using it.

As your Salesforce consulting team we will be available as your long-term partners, and can regularly review your Salesforce set up and its performance to ensure that it still meets your needs.

Business Colleagues Discussing Sales Report
Analyzing sales

4. Stay on Top of Salesforce Updates

Salesforce itself stays aware of changes taking place in the business environment. As a result, Salesforce releases multiple product updates to keep up with said changes. You may or may not require those updates at this time. But how would you know if that’s the case?

Salesforce consultants are constantly connected to the Salesforce platform. As a result, they will be able to deploy upgrades in a timely manner, allowing you to stay ahead of the competition who may not even have noticed that there is a cool new feature available.

5. Maximizing the Salesforce Platform's Capabilities

Salesforce has some fantastic features. The number of functions it can accomplish thanks to automation and AI is astonishing. As a CRM it can be used in a huge variety of ways, from the very useful Configure-Price-Quote (CPQ) features to offering seamless customer care and much more.

As Salesforce Consulting experts the Pearl Lemon Consulting team makes it their business to ensure every client’s Salesforce implementation and their use of it is maximized at all times. Working with us you and your employees will never overlook a feature that could have been so very useful if only you had known about it.

Business meeting
Hand shake at business meeting agreement sales

6. Effective Salesforce Problem Solving

Salesforce offers a lot of data and a myriad of reports. It also necessitates a significant amount of strategy development. In many circumstances, those trying to use it effectively start to feel lost and overwhelmed very quickly. This is actually one of the biggest reasons that businesses give up on Salesforce: it simply gets to be too much.

As your Salesforce consulting team at Pearl Lemon Consulting, we can help ensure that does not happen. Rather than tearing your hair out looking for solutions and explanations, you can call us, and we’ll help you solve your problems with the platform fast.

7. User Education

Salesforce is, as we have been mentioning often, a vast platform, and even if you make use of just a few of its ‘clouds’, there are serious learning curves involved. As your Salesforce consultants, we will assist you and others in your organization who will be using the Salesforce program with every aspect of training.

Training with a Salesforce consultant is the most effective way to learn from someone with a high level of technical knowledge and competence. It also minimizes the likelihood of failures and frustrations.

Any SaaS product is only helpful if it is utilized. If you and your staff are so lost, or frustrated, with trying to learn its ins and outs, or trying to do so is taking away precious time needed to focus on other aspects of your job the chances are that you won’t use Salesforce for long, or won’t use it to its full potential.

As Salesforce consulting specialists we can offer group training, individual coaching for key departments and staff, recorded classes, and more. Basically, we will do whatever it takes to ensure that those people who need to use the Salesforce platform within your organization are able to do so confidently and efficiently.

Young Team in Business Meeting
Sales assistant attending business meeting on video call

8. Long-Term Partnership and Ongoing Salesforce Consulting Services

Successful Salesforce implementation and adoption isn’t something that happens overnight. And ideally, your use of it should not be static, it should change and grow as your business does.

At Pearl Lemon Consulting our Salesforce consultants are in it for the long haul. Even once the initial product selection, implementation, and training phases are over we’ll always be available to help. When it is utilized properly, and to its full potential, Salesforce deserves every bit of its storied reputation. We’ll help ensure that it lives up to its reputation for you.

Why Work with Pearl Lemon Consulting?

There are a LOT of Salesforce consultants out there, so why choose Pearl Lemon Consulting as your Salesforce consulting partner? The simple answer would be to say we are great at what we do, and we are, but that’s not the biggest reason.

The Pearl Lemon Group as a whole, of which we are a part, runs on one basic principle: we always overdeliver. Where others cut corners, offer standardized packages, or limit the hours they are available we always go the extra mile, offer bespoke services tailored especially to meet the needs of your unique business and are always just a phone call or email away. We’re as invested in your success as you are, and THAT is what really sets us apart.

We'd Love To Hear From You!

Ready to learn more about how our Salesforce consulting team can help you?

Contact us today and let’s get that conversation started.