How Do You Choose the Best Fit UK Salesforce Consultancy for Your Organisation?
Publish Date: April 24, 2023
How Do You Choose the Best Fit UK Salesforce Consultancy for Your Business?

How Do You Choose the Best Fit UK Salesforce Consultancy for Your Business?

Engaging a Salesforce consulting Partner may be the answer if you are a UK business owner looking to improve your Salesforce customer relationship management (CRM) system.

A Salesforce specialist assists businesses in realising the full potential of their Salesforce investment by providing services such as implementation, customisation, and training.

Salesforce, with over 150,000 customers, is one of the world’s largest cloud-based CRM platforms. However, installing and utilising this powerful technology may be challenging without the proper experience. This is where a knowledgeable Salesforce professional may assist.

Working with a Salesforce consulting firm in the United Kingdom can provide your company with expert advice on how to properly use the platform to improve customer experience and drive growth.

In this article, we’ll cover what Salesforce consulting involves and how it may benefit your organisation.

What Is a Salesforce Consulting Partner, exactly?

A Salesforce Consulting Partner is a company that provides organisations with expert advice and assistance in using the Salesforce platform. Salesforce is a customer relationship management (CRM) cloud-based service that helps businesses manage client data, automate operations, and collaborate with customers.

An experienced consultancy can advise and guide businesses on how to best use the Salesforce platform, assist businesses in setting up and configuring the platform, explain when to use third-party apps to extend Salesforce’s capabilities, provide users with training and support, and develop a solution tailored to your specific needs.

Application development, system integration, analytics, user experience design, deployment, and maintenance are just a few of the areas in which consultancies specialise.

Typical results achieved should include increased productivity and efficiency, reduced costs, time saved, improved data quality and higher customer satisfaction.

The Benefits of Using Salesforce Consultants

You may be wondering why you should work with a Salesforce consultancy. There are several benefits that can ultimately help your company succeed.

To begin with, hiring a consultant can result in increased efficiency. By assessing your current procedures and systems, an expert can identify areas for improvement and implement solutions that can streamline your operations. This can save both time and money in the long run.

Secondly, Salesforce experts provide bespoke solutions that are tailored to your specific business needs. They have the knowledge and experience to understand the specific challenges that businesses in various industries face and how to effectively handle them. This means you’ll get a solution that is personalised to your specific requirements rather than a one-size-fits-all approach.

Finally, engaging with a Salesforce expert can improve data management and customer experience. Consultants can help you optimise your CRM system so that all data is accurate, up to date, and accessible at all times and from any location. Customers will be happier and more loyal if they receive prompt and personalised service.

Services Provided by Salesforce Consulting Firms

Consultancies offer a wide range of services to help businesses of all sizes optimise their Salesforce experience. For example, our team is dedicated to developing personalised solutions that are adapted to the individual needs of each client with a strong focus on using 3rd party apps rather than coding.

We recognize that every organization has specific requirements and procedures, and we collaborate with our clients to create a tailored solution that fits their needs.

Our implementation process helps you make the transition from your current system to Salesforce as smoothly as possible. We follow a methodical approach that includes examining your current procedures, designing the new system, customising it to your specifications, thoroughly testing it, and training your employees on how to use it effectively.

Furthermore, we provide continuing support to ensure that your system continues to function effectively.

Our training sessions are designed to provide your employees the knowledge and skills they need to properly leverage Salesforce.

How to Choose the Best Salesforce Consulting Company for Your Organisation

Choosing the best Salesforce consulting firm can be tough, especially with so many options available. However, by following a few basic methods, you may find the best match for your company’s needs.

The initial step is to establish your criteria. Consider what you need from your Salesforce consultant and the areas of expertise that are important to you.

Once you’ve selected your criteria, conduct an expertise evaluation. Look for consultancies with a track record of success in the areas that are important to you. Examine their portfolio to see if they have worked with companies similar to yours and dealt with similar issues.

For example, here at Rephrase, we utilise a low-code first philosophy when designing solutions for clients. Low-code tools aim to reduce (or, in many cases, eliminate) the amount of manual coding required to construct and maintain Salesforce solutions. Low-code tools are gaining popularity because they enable businesses to quickly build and deliver apps with little to no coding.

A Salesforce consultancy can use these tools to bring significant value to clients by streamlining the development processes. Low-code solutions can make development more agile by allowing for iterative adjustments, letting clients evaluate and feedback on functionality as soon as it is available.

Following these procedures and thoroughly studying possible consultants will allow you to make an informed decision on which one would best fit your business objectives. Hiring the right consultant takes time, but making an informed decision is crucial for long-term success.

Using Salesforce’s Power to Reach Your Objectives

Now that we know what Salesforce is and its advantages for businesses, let’s see how you can use it to achieve your goals.

One of Salesforce’s key advantages is its automation capabilities. You might use this to automate repetitive tasks, simplify workflows, and increase productivity throughout your entire business. Thus freeing up your team’s time to work on more strategic tasks.

Aside from automation, efficient data management is essential for Salesforce success. By ensuring that your data is correct and up to date, you can make smart decisions and promote growth. Salesforce offers a variety of tools and capabilities to help you manage your data, including custom fields, reports, and dashboards.

Another major feature of Salesforce is its customisation features, which allow firms to tailor the platform to their own requirements. Custom objects, page layouts, and 3rd party apps which extend its capabilities are all options.

Furthermore, integrating Salesforce with other systems through various integration methods such as APIs or middleware can boost the platform’s value.

User adoption is critical for reaping the full benefits of Salesforce. It is vital to educate users on how to operate the solution effectively and to help them include it into their daily routines. This will result in increased productivity and maximise your investment in Salesforce.

Remember that successful implementation takes time and effort, but with patience and determination, you will be able to achieve your goals.

Questions for Prospective Salesforce Partners

The following five questions will help you assess the suitability of the Salesforce Partners you evaluate to help on your project:

1) What is your level of Salesforce experience, and what types of projects have you previously worked on?

2) Can you provide references or case studies demonstrating your ability to deliver solutions similar to what we are looking for?

3) What factors impact your pricing, and how do you approach project scoping and costing?

4) What is your solution design and development process, and how will you ensure that our specific needs are met?

5) What kind of continuing support do you provide, and how do you handle solution additions or modifications over time?

By analysing multiple partners through this lens might assist in identifying the best match based on experience, technique, and overall value.

Let’s speak

Please contact us if you believe we may be a good fit for your next Salesforce project.

We would be delighted to have a conversation with you to hear about your needs and explain how we operate.

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