What are The Benefits of a Salesforce Consulting Firm
A Salesforce consulting firm has a lot to offer your company. For those of you unfamiliar with salesforce.com, the platform offers a full-featured contact management system that integrates with other popular accounting and consulting applications. Using it effectively means you need professional integration, sufficient training, and periodic maintenance performed by a company that is fully conversant with what Salesforce has to offer.
The benefits of a Salesforce consulting firm include:
- Guaranteed Professional Implementation and Integration
- Employee Training and Consultation
- Cloud Resource Management
- Setup and Tracking of Salesforce Reporting
A Profitable Salesforce Scenario
Your top salesperson was called to an unexpected meeting in a neighboring city. The meeting had to be attended in person, but the representative had other obligations that could not be put on hold. The rep does not know it yet, but that client is going to want to look at documents that are stored on your company network. A Salesforce consulting firm is the link you need to bring these considerations together.
The saving grace is that Salesforce has been configured to work with GoToMeeting and Quickbooks by your Salesforce consultants. With that, the sales rep can schedule other meetings to take place between the physical meetings when he gets some free time. With a few clicks, he can access the contact data of clients at any location, invite them at the appointed time, and hold business meetings from widely separate locations through cloud computing and video conferencing. He can even collaborate on documents during the meetings.
Back at the physical conference, the client wants to see those documents from the company network, which the rep can access because of Salesforce integration. After the deal is completed, an invoice can be created and printed in Quickbooks. And when the sales rep is done, he can follow up on new leads, potentially sealing new contracts from distant locations.
A Salesforce Consulting Firm Means Profits
Without a professional team to help your company get Salesforce running at full speed, that sales rep might have missed multiple sales, been caught off-guard when the client wanted to review data that was stored on the company network, and been forced to schedule another trip to the location to meet with clients created through the new leads. All of this can be avoided with the proper Salesforce implementation by a top notch Salesforce consulting firm.