Leading Salesforce consultants who make a difference in their clients’ businesses specialize in customizing and optimizing platform implementations. They assist clients at each step of the process, from choosing the right tools to integrating them with existing systems. As experienced Salesforce consultants, here are four areas we focus on:
1. Product Selection
Organizations have various Salesforce solutions to choose from, depending on their goals and business operations. Our consultants help businesses find an option that allows them to connect with stakeholders, simplify sales processes, or improve customer service.
Here are four of the Salesforce tools we are most experienced with:
Sales Cloud
Sales Cloud helps businesses manage sales, track customer interactions, and streamline sales-related activities. It can be combined with other Salesforce tools like the Marketing Cloud to help your customer data go further. Integrating these two clouds enables businesses to enhance their marketing and sales efforts, leading to a more targeted strategy for connecting with customers.
Service Cloud
Service Cloud provides a platform for managing customer questions and concerns and improving customer support. Its functionality allows businesses to track and resolve customer service cases more efficiently. You can monitor key performance indicators, such as the average time required to resolve an open case. Coupling this with Experience Cloud also enables companies to offer self-service options to their customers, reducing the workload for support teams.
Experience Cloud
Experience Cloud focuses on allowing external users (e.g., users without standard Salesforce licenses) to interact with Salesforce data. You can use it for various parties, including customers, partners, and employees. These customizable portals allow different user bases to interact and share information seamlessly and allow stakeholders to have a comprehensive 360-degree view of the individuals they engage with.
Nonprofit Starter Pack
Salesforce Nonprofit Starter Pack (NPSP) delivers a customizable platform that integrates all aspects of a nonprofit’s operations, including donor management, fundraising, volunteer tracking, and program management. This integration helps nonprofits maintain a holistic view of their constituents, streamline their operations, and effectively track and analyze their fundraising efforts. All registered 501(c)(3) nonprofits are eligible for 10 free Enterprise licenses via Salesforce’s Power of Us program as well!
2. Solution Implementation
Our Salesforce consultants begin a project by learning more about the business’s specific needs, goals, and challenges. This evaluation helps our team determine which Salesforce solutions best align with the company’s objectives. Based on our findings, our consultants design a customized Salesforce implementation plan that fits the business’s workflows and helps them better serve their client base. We can also develop strategies, such as incentives and feedback loops, to simplify company adoption and make sure users are comfortable with the new system.
3. Software Integration
If a business uses additional applications or software systems to support its operations, our team can assess the best means of integrating with each platform. Salesforce offers many out-of-the-box integrations via AppExchange add-ons, as well as the ability to develop custom integrations with many third-party applications, including accounting, email marketing, and payment processing systems. Our Salesforce consultants are experienced in providing strategic and comprehensive integration services. We use our extensive knowledge to help companies reduce manual data entry, streamline communication, and minimize errors in their operations.
4. Platform Modernization
Consultants ensure client organizations are using the latest features and enhancements by upgrading to the newest versions of Salesforce products. They introduce and implement new Salesforce functionalities, such as AI-powered tools and advanced analytics, to enhance the platform’s effectiveness. For increased security, our consultants also assist you with developing and applying updated security protocols to protect your valuable company data.
Partner With Our Salesforce Consultants
At Soliant Consulting, we help businesses increase their competitive advantage by leveraging adaptable and scalable solutions on the Salesforce platform. We create systems that simplify data management, streamline stakeholder and department communications, and enhance customer relations. Contact our team of Salesforce consultants today to learn more about our services and optimize your implementation.
