priyasharma

Salesforce – an extremely robust and innovative CRM platform has become the go-to platform for a wide array of businesses. Over the years, Salesforce has evolved from being a meager CRM to a complete platform that can address different aspects of a business, including Sales, Marketing, customer service, and more. Offering endless possibilities, the platform, if leveraged correctly, can make a significant difference to an organization's bottom line.

However, utilizing Salesforce isn’t easy and requires a certain level of expertise. It’s prudent to partner with a company that offers Salesforce consulting services so that you draw maximum value out of this innovative platform. Let’s take a quick look at the services, which your business might benefit from:

New Implementation: If you are switching from a different CRM to Salesforce, many activities need to be accomplished to ensure a smooth transition. Besides transitioning data from old CRM to Salesforce, new implementation requires configuration, custom development, and testing. The new implementation may also include several clouds such as Sales cloud, service cloud, marketing cloud, community cloud, and eCommerce cloud. While it can be tempting to take a big bang approach, it's recommended to take a phased approach when it comes to platform adoption and rolling out of Salesforce clouds. 

Salesforce Classic to Lightning Migration: If you are preparing to upgrade your user interface from Salesforce Classic to Lightning, it’s important to remember that it requires research, planning, and testing, which might not be possible without adequate time or expertise. This is where the need for a reliable Salesforce consultant arises as he/ she knows the steps to be undertaken for a successful migration.

Data Migration: Migrating data from one system to the other requires attention to detail and the assurance it will be accomplished smoothly. It is indeed an opportunity to indulge in data cleaning, de-duplication, and standardization, especially when it involves migration of a huge volume of data. Since data quality and data integrity plays a significant role during migration, it’s essential to partner with a consultant that can provide the necessary planning, technical assessment, recommendation along with ongoing support and maintenance when migration requires few fixes.

Development of Mobile Apps: Salesforce allows the development of mobile apps as it allows customization of the platform through custom coding and configuration. It also enables the development of custom mobile apps using Heroku and mobile SDK, thus bringing together multiple sources of data into a single app. A right partner can help businesses create the right mobile strategy, which also includes choosing whether to go for the development of native apps or HTML based apps. 

Business Intelligence: Data analysis is an important part of utilizing all the data present in Salesforce. Through business intelligence, valuable insights can be drawn out, which impacts decision making, save costs, and identify areas of improvement. With a reliable Salesforce implementation partner by your side, you can efficiently and easily evaluate data and plan the next move for your company.

Conclusion: 

Whether you’re looking to make a full migration to Salesforce, make enhancements, or merge instances, utilizing Salesforce isn’t easy. With a reliable partner by your side, you can smoothly navigate the challenges that might arise in your Salesforce journey.