Salesforce Consulting Services

A powerful CRM system can give a business a necessary boost, and Salesforce CRM software is unmatched in this area. But to get most of the operational capabilities and helpfulness of Salesforce, you need some experts to avoid the most common pitfalls in the setup and execution process.
Remember, the right decision will elevate your business, and the wrong one could lead to an internal business crisis. So, if managing customer relations has become difficult, you want to feel motivated with the Salesforce CRM solution but don't know how to get started.
Don't worry; our Salesforce Consultants are here for your help. For years, our Salesforce consultants have been managing business CRM, helping them understand their customers and operations more accurately. If you are also looking for reliable Salesforce Consulting Services or a Salesforce Consulting Agency, remember Kizzy Consulting LLP.

The Salesforce Consultation Process We Follow

  • 1

    Defining Business Objectives

  • 2

    Mapping Business Objectives into Salesforce Features

  • 3

    Clarifying the Most Suitable Salesforce Solution

  • 4

    Complete Salesforce Business Plan Evaluation

  • 5

    Providing Ongoing Support

Defining Business Objectives

The consulting begins with clarifying business objectives. Clients are expected to put forward every necessary detail related to their business and the reason behind using CRM software. For example – some clients want to reduce lengthy sales cycles, and some clients want increased business visibility. Consultants would want to understand how the whole business operates and the current working scenario so that Salesforce requirements could be classified.

Mapping Business Objectives into Salesforce Features

Being a client-centric Salesforce consultant, we don’t want you to end up paying anything extra of your budget for CRM implementation. Therefore, during the consultation process, we align business objectives with the most appropriate Salesforce feature & software that ultimately serve the purpose. 

  • Contact Management 
  • Opportunity Management
  • Lead Management
  • Forecast Management
  • Mobile CRM solutions for Business
  • Activity Management 
  • Pipeline and Forecast Management
  • Sales Automation
  • Partner Management
Clarifying the Most Suitable Salesforce Solution

How will a particular Salesforce implementation resolve a business problem, and how will your CRM department use the software? Organization adaptation, and future prospects of the Salesforce deployment, everything is clarified in detail to clients so that you make up your mind and let Kizzy Consulting LLP ultimately start providing its services that are popular across brands and enterprises.

 Complete Salesforce Business Plan Evaluation

The process might take a good amount of time, but the outcomes will be worth every single second. Simply put, since we are now fully aware of your business model, the core objectives, and the best Salesforce solution that is appropriate for your business at the current time, similarly, timelines and budget is evaluated. 

After conducting a brief assessment of everything to be involved in the process, a fixed price and time is given to the clients. Luckily, it won’t be stress-giving; Kizzy Consulting Services work systematically on some fundamental principles that mitigate delays and challenges entirely from the equation.

Providing Ongoing Support

Our team will stay in touch with you during pre-services and post-consultation. You can get all of your doubts clarified by us, including things coming in the Salesforce implementation process. Please connect earliest for any additions or changes as such actions can contribute to some unwanted issues for you and our experts. That’s why we recommend staying transparent, accurate, and loyal when having a Salesforce consultation.

Best Practices We Follow For Salesforce Consulting

360-Degree Perspective

Our consultants adopt a 360-degree view of your existing IT systems or Salesforce implementation to gain a comprehensive understanding.

Tailored Strategy

Post requirement analysis, our consultants craft a bespoke strategic blueprint, unique to each client and their business.

Efficient Data Management

We adhere to rigorous data governance to ensure the cleanliness and accuracy of your business data. By segregating different databases, we enable Salesforce to function as the ultimate ‘Single Source of Truth’.

Emphasis on Standard Objects

While Salesforce offers extensive customization, our approach aligns with the adage “If it isn’t broken, don’t fix it.” We prioritize the use of standard objects whenever feasible, reserving custom objects solely for distinctive business functionalities.

Frequently Asked Questions

What are Salesforce Consulting Services?

Salesforce Consulting Services are professional services provided by experts who specialize in Salesforce technology and applications. These services are designed to help organizations with various aspects of Salesforce, such as implementation, optimization, customization, integration, and support.

What is the cost for hiring Salesforce consultants?

The cost for hiring Salesforce consultants can vary depending on several factors, including the consultant’s experience, expertise, geographic location, and the scope of the project.

Typically, Salesforce consultants charge an hourly rate or a fixed project fee. Hourly rates for Salesforce consultants may range from $100 to $150 per hour, while fixed project fees may range from a few thousand dollars to several hundred thousand dollars.

What are the services offered by Salesforce consultants?

Salesforce Consulting Services can include a range of services, such as:

  1. Strategic Consulting
  2. Implementation Services
  3. Custom Development
  4. Integration Services
  5. Training and Support

What are the factors to consider when selecting the appropriate Salesforce Consulting Agency in the USA?

  1. When selecting the appropriate Salesforce Consulting Agency in the USA, there are several factors to consider, such as:
    1. Experience and Expertise: Look for Salesforce Consulting Partners with a proven track record of successful projects and relevant experience in your industry. Consider the partner’s technical skills, certifications, and overall expertise in Salesforce.
    2. Service Offerings: Evaluate the services offered by the Salesforce Consulting Partner and ensure they align with your organization’s needs. Consider the partner’s ability to provide end-to-end services, including assessment, implementation, customization, integration, and support.
    3. Industry Focus: Look for Salesforce Consulting Partners that specialize in your industry or have experience working with similar organizations. Such partners may have a deeper understanding of your industry’s unique challenges, processes, and requirements.
    4. Cultural Fit: Consider the Salesforce Consulting Partner’s culture and values to ensure a good fit with your organization. It is important to work with a partner who understands your organization’s goals, communication style, and work ethic.
    5. References and Reviews: Look for references and reviews from previous clients of the Salesforce Consulting Partner. This can provide insight into the partner’s level of expertise, professionalism, and ability to deliver quality work.
    6. Cost: Evaluate the cost of services offered by the Salesforce Consulting Partner and ensure they align with your organization’s budget. It is important to obtain multiple quotes from different partners to compare pricing and service offerings.