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Customer Relationship Management (CRM) software is playing a larger role in business than ever before, and many companies turn to Salesforce, a leader in the sector, due to its outstanding reputation and its high level of customizability. But, even though it’s a powerhouse, that doesn’t mean it’s easy for everyone to handle the selection and implementation processes on their own.

Salesforce consultants provide businesses with a level of expertise that may otherwise be inaccessible, especially if you are interested in implementing a new CRM solution quickly. To help you see their value, here are four things a Salesforce consultant can do for your company.

  1. Gather Information for Roadmap Creation

A Salesforce consultant already knows what important questions need to be covered to truly recognize your needs and preferences. They understand the idiosyncrasies of the product as well as what approach is likely to provide you with the most value. They’ll apply their Salesforce knowledge to your project, making it easier to create an ideal roadmap to guide the implementation.

  1. Assist With Execution

Even though Salesforce is prized for being easy to operate, that doesn’t mean setting up the solution is a walk in the park, especially if you don’t consider yourself to be tech-savvy. By working with a Salesforce consultant, you can lean on their experience during the execution phase of the project, giving you access to their knowledge base during a critical time.

  1. Avoid Data Loss

When you are migrating data from another system, avoiding data loss is a top priority. Salesforce consultants understand the value of your data as well as what steps should be taken to ensure everything transitions properly. This helps preserve your data, making the transition smoother and less prone to errors.

  1. Offer Training Options

Whether you are moving from a legacy system or implementing a CRM for the first time, getting all your employees up to speed about the new processes can be cumbersome and complicated, especially if you don’t already have workers on staff who are familiar with the platform. A Salesforce consultant can help create crucial training documents and provide support to your team throughout the transition, allowing everyone to increase their comfort level more quickly and reach a point of productivity faster than may be achievable on your own.

 

Work With the Experts in Salesforce Recruiting!

If you’re interested in working with a Salesforce consultant during your implementation or would like to have Salesforce professionals join your team, Tech2 can connect you with your ideal candidate. Contact us today to see how our services can work for you.

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