In my role as Business Development Manager at Soliant, I often talk to clients who are considering Salesforce. We know that Salesforce is not a one-shoe-fits-all solution, but something that must be customized to fit our client’s needs. With the help of Soliant’s Salesforce team, we create not only the solution our client has always dreamed of for their business, but often times introduce additional features the client had no idea were possible in Salesforce.
Salesforce has always been known as a CRM that can manage client contact information, sales opportunity tracking, and a way to help management forecast sales and overall revenue, but did you know that it can also integrate with many third-party applications (i.e. QuickBooks and Outlook)? This is a huge capability, as we can, in many cases, put a whole company on one platform, working within one single application.
When we engage with potential clients looking to bring Salesforce into their business, we often begin by defining some clear goals of what the client wants to get out of the application. We bring our experience to bear in this space by starting with a needs analysis, creating a need-to-have vs. nice-to-have list, and understanding if we’ll be able to integrate specific third-party applications with Salesforce before we write even a line of code. This process helps to set the stage for a successful project with clearly defined deliverables.
Salesforce has become a core technology for Soliant because of these powerful capabilities. A software application that can transform a company into a leaner, meaner organization will bring more consistency and continuity to workflow, dismantle the silos separating departments, and provide more transparency to the entire business. I feel that these elements are key to an organization seeking company-wide growth and prosperity.
