In a digitally-advanced world, small, mid, or large-sized organizations; everyone relies on data for better decision-making, a flawless customer experience, or efficient operations.
However, there are still many companies that face significant challenges because of the obsolete systems, fragmented workflows, and more. To overcome these challenges, every business needs reliable Salesforce consulting services.
They have the right set of experience & expertise in CRM strategy, implementation, and optimization. This way, businesses can easily overcome complex challenges and unlock new growth opportunities.
In this blog, we will walk you through the top challenges that businesses often face and how a certified Salesforce consultant can help you overcome them.
Top 7 Challenges Faced by Businesses That Salesforce Consultant Can Solve
Here is a list of some prominent challenges that Salesforce consultants can solve easily:
● Data Silos and Fragmented Systems
Challenge:
One of the prominent challenges faced by businesses is struggling with scattered data across various platforms. It leads to inefficiencies, duplication, poor performance, and more. This way, teams also work separately, which results in an improper unified view or customer interactions.
Solution:
Hiring an experienced Salesforce consultant can solve your problem as they integrate various systems into a unified platform. They leverage Salesforce’s robust API capabilities and middleware solutions like Mulesoft. It results in a seamless data flow, improved accessibility, and better decision making powers.
● Inaccurate Reporting and Analytics
Challenge:
When businesses don’t get real-time insights and rely on former tools, it often results in poor strategy and decision making. Due to the lack of data discrepancies or poor manual reporting, it slows down the decision-making process, resulting in missed opportunities.
Solution:
By availing of Salesforce Consulting Services, business owners can get accurate & actionable insights that drive data-backed decisions. Additionally, advanced analytical tools help forecast sales, track key performance indicators (KPIs), identify the latest (or ongoing) industry trends, and meet business requirements.
● Poor Customer Experience
Challenge:
If customer experience is not delivered properly, the chances of inconsistent services, frustration, and loss of customer loyalty reduce drastically. The support team cannot keep track of previous interactions without a centralized system, which leads to repeated queries and delays.
Solution:
With the help of an experienced Salesforce consultant, businesses get a 360-degree customer view, which results in personalized and flawless customer experience across multiple channels.
By leveraging features like AI-based chatbots, self-service portals, and case automation, empower customers and let the support team focus on other core tasks.
● Scaling and Customization Challenges
Challenge:
The business will grow with time, and so do the CRM requirements, which will require the functionalities of scalable solutions. And, if you have a rigid CRM system, there will be a limited expansion and fail to evolve with the business’s changing requirements.
Solution:
After hiring a certified Salesforce consultant, you can be stress-free because they will ensure that CRM solutions are scaling as per the changing requirements of the business. They will use Salesforce AppExchange solutions, and more. You’ll get to enjoy custom configurations to meet unique business needs and ensure the business flexibility.
● Low User Adoption Rates
Challenge:
No matter how powerful your CRM is, it will remain ineffective if employees are not well-trained and lack the proper usage. Improper or no training will result in low adoption rates that will further lead to the CRM’s underutilization; ultimately reducing the ROI.
Solution:
By availing of Salesforce consulting services, your teammates will get to enjoy personalized training sessions, work on strategy implementation, configure UI, and more. The proper training of employees will boost the user engagement and automatically maximize CRM adoption. The team will also help in customizing dashboards and workflows that will align with business goals.
● Inefficient Sales Processes
Challenge:
Without an experienced consulting partner, you might miss a lot of great opportunities, and one of them is an inefficient sales process. This way, businesses can lose leads and opportunities because of the inconsistent follow-ups, poor manual tracking, and less visibility.
Solution:
A consultant optimizes lead and opportunity management by implementing automation through Salesforce Sales Cloud. AI-driven insights, automated workflows, and smart lead scoring help sales teams close deals faster. Features like Sales Path and Kanban views ensure better tracking, while automated reminders keep sales reps on top of their tasks.
● Manual and Time-Consuming Workflows
Challenge:
Due to repetitive manual tasks, businesses might face a slowdown in operations, increase human errors, and reduce employee productivity. Processes like approvals, data entry, and customer follow-ups often take longer than necessary.
Solution:
Consultants implement automation using Salesforce Flow, Process Builder, and AI-powered bots to streamline approvals, task assignments, and customer interactions, improving operational efficiency. By automating repetitive tasks, employees can focus on high-value activities, leading to increased efficiency and accuracy.
Also Read: How to choose the right Salesforce consulting partner
Concluding Words
In a nutshell, hiring a certified Salesforce consultant can be a lot of help for your business because they will do more than just implement a CRM. They perform result-driven approaches by revolutionizing the digital landscape for your business and work on delivering smooth customer experiences.
If you are looking for a right Salesforce consulting partner for your business, you are just a step away. Contact us and our experts will guide you through everything that will fit the best for your business.