Salesforce Consulting Services
When it comes to pursuing a job in any field, you must first understand what you are getting yourself into. Similarly, you must have a fundamental understanding of Salesforce to understand how to become a Salesforce Developer. Salesforce’s many products and services are used by IT-based corporations like Facebook and Google, as well as other small and medium-sized businesses, to solve their business difficulties. Surely there must be a rationale for its overwhelming popularity.
Salesforce, in addition to being a CRM company, is a tool that provides a variety of solutions as well as a platform for developers to create custom software.
Salesforce consulting services are intended to help you with sales, marketing, and customer service.
We leverage our extensive CRM consulting knowledge to help businesses in professional services, retail, IT, manufacturing, finance and banking, healthcare, and other areas reap the benefits of Salesforce implementation.
Because Salesforce is such a large platform with so many modules, there is no one-size-fits-all approach. Working with a Salesforce administrator has various advantages, ranging from their knowledge to their training abilities.
Salesforce adoption will be heavily influenced by your budget, needs, and organizational structure. We can assist you with Salesforce deployment services or upgrading your current Salesforce version.
Contact us to learn more about our Salesforce consulting services, which are designed to help you realize the full potential of the Salesforce platform.
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Benefits you get from Salesforce
360 customer view
Make informed and solid decisions based on the historical and actual data of your customers.
Access all the information you need in one system, starting from everything customers told you during the sale cycle or service line call to the marketing campaigns they read through.
Scalability
Scale up and down promptly as per your business needs.
A cloud-based Salesforce CRM enables you to accommodate increasing or decreasing workloads easily without impacting the performance of your system.
Increased agility
Digitalize your new business lines. Choose from a dozen pre-configured cloud designs that are well-suited for different kinds of businesses.
Improve your internal workflows with an out-of-the-box solution that works in an instant without complicated installation or configuration processes.
Faster time to market
Be the first to launch your products or services into the market. Meet the needs of your customers instantly.
The tools and features Salesforce SaaS offers make it the top choice platform for you to release your apps into production quickly.
Security
Get comprehensive protection for all your data, starting from backups and modern security standards up to complex compliance standards, like HIPAA, SOC reports, and others. Guard your applications against vulnerabilities and unauthorized access with Salesforce security schemes.
Digital transformation for the businesses
Move to digital at scale. Forget about Excel spreadsheets and lower the risk of errors, quicken your processes, and enhance different aspects of your business.
Transform your business operations and create new revenue streams.
Why choose Livyoung Realtech as your Salesforce consulting partner?
We possess the knowledge of a rich set of Salesforce functionalities and can design and develop a solid solution architecture.
We will provide you with a clear and comprehensive solution for the given business needs.
We are a #1 Salesforce consultant according to the Clutch Leaders matrix (as of Jan 2021).
We are proud of our 10-year plus experience as a Salesforce consulting and technology partner to industry-leading financial, pharmaceutical, and life sciences companies.
We have over 120 certified experts across Salesforce domains.
We’re not a Salesforce boutique consultancy, so we can offer a more in-depth analysis by leveraging our expertise in other technology areas.
We ensure the top quality of a delivered Salesforce solution by integrating quality assurance practices into every stage of a project.
What Our Salesforce Consultants Do
Salesforce Consultants help their clients integrate and improve Salesforce products in a way that is both effective and scalable.
Salesforce becomes like a block of plasticine to an organization when a consultant is involved, conforming to the exact way their firm functions.
We’re proud to have completed over 100 Salesforce projects for our clients, including several that were extremely complicated and advanced.
We have an established track record in sophisticated CRM implementation, integration, and optimization services across the Salesforce CRM, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and AppExchange solutions, thanks to the correct technology and the best of our professionals’ talents.
Our more than ten years of Salesforce experience demonstrates that we are capable of completing a wide range of tasks.
Livyoung Realtech’s solution architects are platform- and vendor-agnostic cross-technology practitioners who are ready to extend your system beyond Salesforce, if that meets your needs, to make it more mature and thriving.
Salesforce Consultants are certainly deserving of their pay; they perform a critical service that allows companies to achieve more value from their Salesforce investment.
With such a fulfilling career on offer, we’ve put together this tutorial to show you how to become a Salesforce Consultant.
This is the Salesforce partner ecosystem’s services arm. A consultant’s ‘product,’ you could say, is their expertise, which is marketed to clients as time and advice.
They could work for a Salesforce Consulting Partner (also known as a Solution Integrator), an agency, or as a ‘one-(wo)man-band.’
A Salesforce Consultant’s responsibilities might range from configuration tasks to work that needs emotional intelligence, such as obtaining requirements or keeping a project on schedule.
Consultants will become more active across the whole project lifecycle as they advance in rank, but will be less hands-on with configuration (Jump to Stages of a Typical Salesforce Project).
What Entry-level Salesforce Consultants do
As a junior Salesforce Consultant, you’ll set up and maintain your clients’ Salesforce org, usually under the supervision of experienced Salesforce Consultants (your overarching objective is to observe and learn from them).
Tasks could include
Configuration tasks with Salesforce's most common features (e.g. field configuration, Process Builder).
Building Salesforce reports/custom report types according to requirements.
Establishing rapport with the client-side project team.
Testing configuration with various business scenarios and/or overseeing UAT (user acceptance testing).
Simple data migrations, f. Data clean-up, g. Document solutions imp.
Progress to a Mid-level Salesforce Consultant
You will be classified as a mid-level consultant if you have 1–3 years of experience.
You’ll either be operating “Quickstart” projects on your own (with a limited scope and a list of activities to follow) or working on projects that go beyond “cookie-cutter” solutions.
You can operate independently at this point and are comfortable dealing with clients (requirements gathering/workshops/demonstrations).
The following are examples of possible tasks:
Presales engagement, in which a consultant uses Salesforce products and simple connectors to gather and confirm a potential client's requirements.
Be able to independently gather requirements and carry out business operations c. c. Analysis to gain a thorough understanding of the 'present state.'
Understanding of common Salesforce integrations, as well as the labor and risk involved.
What Senior Salesforce Consultants Do
As a Senior Salesforce Consultant, you’ll be in charge of all project stages.
While you won’t be as hands-on with configuration, you’ll receive a bird’s-eye view of the project and be ultimately accountable for it being delivered on time and within budget.
In most firms, you will have the opportunity to oversee a team of consultants as a subject matter expert (or build one).
The senior Salesforce Consultant function (commonly referred to as a “Lead consultant” or “Delivery Director”) begins to stray into Salesforce Architect territory — in fact, this is where the Consultant and Architect responsibilities intersect.
As the client’s escalation point, you’ll be expected to deal with client-side stakeholders from several business divisions. The following are examples of responsibilities and tasks:
Presales engagement entails a consultant gathering and validating a potential client's requirements using several Salesforce products and complicated integrations.
Identify the criteria for a cross-organizational transformation that will affect several teams.
Conduct a Business Analysis to gain a thorough understanding of the 'current condition.'
Multiple integrated systems are part of a "big picture" solution design. Recognize the factors that go into creating a solution (and therefore, concepts in the Salesforce architect domain).
Control the data model and system architecture*. Solution design
Stakeholder management is extensive, with the client's escalation point.
Managing large-scale deployments.
Controlling the release process.
What are the advantages if you hiring a Salesforce consultant over an internal admin?
- Brings a plethora of technological knowledge to the table.
Salesforce professionals, without a doubt, have better experience and knowledge of the Salesforce platform. A Salesforce consultant can assist firms in overcoming frequent roadblocks that they have when utilizing the software for the first time as well as regularly. Their knowledge aids in a smooth, rapid, and cost-effective transition to the system. Furthermore, they have improved soft skills, allowing them to better teach internal staff utilizing best practices.
- More up-to-date information on Salesforce updates
Salesforce consultants stay up to date on the newest Salesforce platform updates, patches, and best practices. They work with a large number of clients regularly and are well-versed in innovations as they emerge, keeping them updated on how to best use those changes to meet the enterprise’s goals. In summary, hiring a Salesforce consultant makes sense because they are always working on the platform and can maximize Salesforce capabilities.
- Makes Salesforce setup and customization a breeze.
A Salesforce specialist will have standard implementation plan blueprints that they may tailor to your specific needs. Furthermore, they have experience with high-quality Salesforce setup and configuration using tried-and-true techniques, which helps to speed up the Salesforce implementation process. They may also assist with any customization that may be required to match your business’s requirements.
- Fees for low-cost consultation services
Cost, maintenance, and human resources are all major determining elements that might result in a variety of charges. A Salesforce consultant does not have to work for your company full-time. You can employ Salesforce consultant(s) for specific project requirements, who are billed by the hour, whether you are a small business, a startup, or a huge corporation. You may then use the Salesforce consultant’s experience to your specific needs. Furthermore, this solution reduces the cost of retaining an inside staff member who must be given a full-time salary.
- Train your internal staff with Salesforce specialists.
Internal admins would require training to learn or maintain their knowledge of the Salesforce platform. With their experience and expertise in this technology, a certified Salesforce consultant may also train your internal team. Furthermore, your internal administrators will learn best practices for utilizing Salesforce’s features. A good consultant will also be able to assist you with future Salesforce projects, training, support, and issue resolution.
Salesforce Consulting Portfolio
Implementation
Regardless of the scale or breadth of your implementation, we will work with you to carefully design it.
We’ll then assist you in configuring and integrating your Salesforce products, as well as customizing them to meet your specific business requirements.
Enhancement
Salesforce’s value to your company will rise if you optimize your use of it. A Salesforce evaluation is one of the most effective techniques for identifying areas for development.
Our assessment is meant to help you fully exploit Salesforce’s capabilities, ensure that your technical setup is optimized and aligned with your business processes, and ensure that you get the most out of your Salesforce investment.
Execution & Delivery
Our Salesforce project engagements and managed services enable your business processes while allowing you to focus on your core business.
We deliver successful implementations, advance your current usage, provide outstanding technical expertise, and comprehensive operational support, allowing you to focus on your core business.
Incorporation
Salesforce integrations are required to get the most out of the platform across your organization.
We have extensive experience integrating Salesforce products with non–Salesforce ecosystem resources, such as Salesforce connectors, APIs, and third-party applications.
We’ve also built unique Salesforce integration solutions leveraging our Salesforce development skills and our clients’ existing enterprise service bus (ESB) tools, such as Mulesoft.
Data flows more efficiently and effectively across your organization when done right, empowering your business and enhancing Salesforce’s value.
5 Major Benefits of Hiring a Salesforce Consultant
Now that you know what Salesforce is and why you need to hire a Salesforce consultant, there are several advantages to hiring a Salesforce consultant in India, which will be covered below:-
- Get your company deals closed as soon as possible.
One of the most significant advantages of hiring a Salesforce consultant in India is that you will be able to get smooth and out-of-the-box robust solutions for any type of client problem you may be experiencing right now.
As a result, Salesforce consultants in India will assist you in saving a significant amount of time while concluding business agreements with your customers, allowing your company to be more productive.
- Keep track of your CRM implementation progress.
Another advantage of hiring some of the best Salesforce Consulting businesses in India is that a Salesforce consultant will handle all of the technical specifics of your CRM deployment, allowing you to watch its progress.
- Resolves all of your company’s problems
Whether you need to integrate your CRM system with other applications, migrate large volumes of data from one system to another, or implement a strategic plan, you can avoid data loss, make the best business decisions, and solve the most critical and urgent business issues by enlisting the help of some of the best Salesforce Consulting companies in India.
- Make wise choices
As your company grows and expands, you’ll need to take a proactive approach to all significant business choices, as well as improvements and adjustments to your current customer relationship management system.
However, if the proper direction is not provided, this may be a very challenging undertaking. Fortunately, there are some of the finest Salesforce consulting businesses in India that interact with the organizational team on a strategic level and design the implementation process to match the company’s needs.
These Salesforce Consultants in India help your organization implement Salesforce from the ground up, ensuring that each of the specified jobs is completed effectively and efficiently.
Aside from that, Salesforce consulting firms in India offer important training and assistance to help employees receive answers to their queries and make the transition to Salesforce.
Salesforce automation, project tracking, and dashboard management are the main topics of this class.
- Increase your Return on Investment (ROI)
Since many businesses make use of consulting services, they may surely help them make better judgments about their growth and operations. Investing in the top Salesforce consulting services in India will pay off handsomely in this way.
As a result, a Salesforce Consultant in India will not only design your system to have a high adoption rate but will also guarantee that all of your business objectives are accomplished and that you have the proper skills and strategy in place to run your organization effectively.
Where to find the best Salesforce consultant in India?
A Salesforce-based CRM system makes it easier for organizations to track customer activities accurately and understand their customers’ demands more precisely, from evaluating real-time market situations to connecting with customers more precisely.
When it comes to hiring Salesforce consulting services in India, however, the majority of company professionals are unsure.
While some claim to be experts when one evaluates their services, it becomes clear that they are not, and if you have been seeking a dependable and trustworthy Salesforce consulting service provider in India, here are some excellent recommendations for you.
Livyoung Realtech Services, for example, is one such company that provides the best Salesforce consulting services in India and serves as a one-stop-shop for all Salesforce needs for the following reasons:
- A team of certified Salesforce consultants
- A track record of supporting more than 100 top-tier businesses
- A minimum of ten years of Salesforce consulting experience.
Finding the proper business consultant in India can undoubtedly be the most challenging assignment for a company’s owner or management, as consultants must have a love for their work, a desire for perfection, and be tech and business smart.
Furthermore, the consultant must have a thorough understanding of Salesforce’s technical and functional aspects, which are just too tough to obtain in one place.
However, if one takes the correct approach and obtains the right help from a Salesforce specialist, it may be quite simple to make one’s business more structured, accessible, efficient, transparent, and resourceful.
We’re just a call away!
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