3 Ways to tell if you Need Professional Salesforce Consulting and implementation

Mar 20 2014By Murray Grevious

Machine LearningSalesForce is the #1 rated client relationship management tool in the industry.  It’s used across more platforms than any other CRM program on the market.  Because it’s customizable and focuses on the client’s experience, it’s easy to adapt to the specific needs of your industry.

But there’s a difference between understanding the capabilities and possibilities of a program and maximizing its effectiveness. SalesForce has a lot of features and first-time users are often overwhelmed by the possibilities.  Converting an existing sales team over to super-SalesForce-users is a challenge that’s easily overcome by hiring a Salesforce consulting and implementation specialist. Here are three signs that you should enlist the help of a pro:

1. Your Sales Staff Is Afraid to Adapt
Changing the way you’ve done things is difficult, especially when your income is based on sales revenue.  If you’re working with a sales staff that’s resistant to change, then you’re not getting the most out of your SalesForce subscription.  Consulting with an implementation strategist helps you define specific ways to provide your staff with the training they need to implement the most powerful aspects of SalesForce, quickly.  One surefire way to get them to embrace the technology is with early, easy successes. That may mean saving time or preventing repetitive tasks or making contact easier.

2. You’re Not Seeing Results from SalesForce
There isn’t a situation where improving communication and streamlining activities isn’t useful.  If you’re not seeing results you can’t blame the tool. More likely, your staff isn’t using it or isn’t using it to its fullest capabilities.  Bringing in a consultant that can troubleshoot your application and customize an implementation strategy that maximizes your resources is probably the most effective way to start getting results.

3. What’s an Engagement Strategy?
The biggest thing social media has done for customer service is that it gives a voice to every client. A business with a haphazard or inconsistent method of communicating with the public risks letting the company’s entire reputation be defined by the most vocal tweet.  While a sales team shouldn’t be the company’s only force to manage online reputation management, it should never be forgotten that the clients who might complain the loudest might also end up being your most vocal advocate if they’re handled with care.  Having a strategy for engaging with customers throughout the sales process ensures that they always feel like you’re attending to their needs and they don’t need to shout their concerns into the wind.

If you’re concerned that your team isn’t getting the most out of your SalesForce subscription, contact us to figure out why. We can look specifically at your experience, resources and needs to come up with an implementation strategy that makes the most of your team’s skills and helps you work smarter.



  • Anthony V Turpin

    For freelancers it is very critical to manage multiple clients, projects, finances, and also being productive at similar time. I’ve recently discovered a new tool, it is Talygen. You don’t need to install a separate tool for invoicing, time tracking, project management, CRM since Talygen offers them all collectively.

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  • Anthony V Turpin

    For freelancers it is very critical to manage multiple clients, projects, finances, and also being productive at similar time. I’ve recently discovered a new tool, it is Talygen. You don’t need to install a separate tool for invoicing, time tracking, project management, CRM since Talygen offers them all collectively.