Did you just invest in Salesforce? Congratulations! As the king of CRM platforms, Salesforce is a holistic solution. However, with a wide range of services, Salesforce may seem complicated at first. After the initial investment in this robust platform, it may be tempting to save money. While Salesforce brings a lot of value to your business operations, you should resist the temptation of a DIY approach.

Salesforce offers a lot of robust services. Here are some of the categories:

  • Sales
  • Services
  • Marketing
  • Community
  • Data
  • Manufacturing
  • Analytics

To leverage the full value of the platform, you’ll need to manage implementation, maintenance, development, and more. Sounds complicated? Consider hiring a Salesforce partner.

1. Get it Right

If you invested in Salesforce, it’s safe to say that you’re looking to save time and money. That’s what CRM platforms are for, after all. However, Salesforce might feel easy to mess up. Learning a new platform is a process of implementation, botched efforts, fixes, and course correction. Let’s face it—that learning curve gets ugly!

When you hire a Salesforce partner, all that stress goes away. They’re up to date on the latest Salesforce updates, how to best leverage it, and how to avoid damaging the relationship with your customers through making mistakes.

2. They Know What They are Talking About

Salesforce is a robust CRM platform that is constantly innovating. In fact, they release three updates a year! Constant waves of innovation and information are invaluable to a CRM platform. However, that doesn’t mean they’re easy to keep track of! As a business owner, you have plenty of innovations and updates to track within your industry. How are you supposed to keep up with all the documentation and updates associated with a new platform?

That’s what a Salesforce partner is for. It’s their job to select the right updates, apps, innovations, and custom options available to innovate for your business.

It’s their job to know what they’re talking about. They will continuously iterate upon your Salesforce setup, especially when it comes to identifying future issues, needs, and opportunities. This will help increase the value of the investment you made in Salesforce. Your Salesforce partner will also help you avoid unnecessary purchases or customization requests. They’ll know what’s coming so that you can iterate seamlessly.

3. Spare Your Team

Your team is a top-notch, well-oiled machine. It’s taken a lot of time, training, and energy to achieve the dream team!

They’ve spent a lot of time cultivating their expertise. The same is true for your Salesforce partner and their team. With their expertise, Salesforce can integrate and impact all your business processes.  This allows you to reap the benefits of your investment, without treating Salesforce like a siloed solution that won’t let you profit off the robust CRM platform that you invested in.

This will allow your team to reap the full benefits of Salesforce once implementation, customization, and data migration are complete. Once it’s ready, your Salesforce partner can help your team with it.  Here are some of the benefits of letting the Salesforce experts take over:

  • Crystal-clear communication
  • Streamlined workflows
  • Improved productivity
  • Reduced costs
  • Improved customer service experiences
  • Increased security

These are all concrete benefits that your Salesforce partner can provide for you.

4. They Identify Flaws

Being able to accept the flaws and gaps in your current business model takes courage. It also takes an unbiased eye.

Employees who have worked for you before often have blinders. They’re used to current processes, workarounds, gaps, and other issues that have become commonplace. Meanwhile, issues could range from security breaches to customer service gaps to communication issues.

That’s why a third-party Salesforce partner can help identify gaps. They have an unbiased birds-eye view. This will allow you to plan, develop, and implement strategic plans speedily, with the bonus of an impartial opinion. A skilled Salesforce partner will be able to implement these plans without data loss, security gaps, or other errors that could be dangerous for your business.

5. They Help You Successfully Adopt Salesforce

Have you ever invested in a great new tool? Maybe it was a software platform, a new laptop, new hardware, or a different process. While this shiny new thing was initially your pride and joy, the initial burst of interest died.

Maybe it was too hard to understand or implement. Or maybe, old habits simply die hard. It can be difficult to get your team to adopt a new platform, which is why change management is so crucial. You can’t just drop a new CRM platform on your company and expect them to independently learn how to use it, alter their processes, and implement best practices.

Instead, a Salesforce partner can help you uncover your business priorities, identify gaps that Salesforce will fill, and how they can help your employees transition. Good Salesforce partners provide training, support, documentation, and more. This will help Salesforce impact your whole company, rather than simply working as a siloed solution off in a corner.

Choose Wisely: Hire the Right Salesforce Partner

Ready to reap the rewards of a robust CRM platform that impacts all your business operations? It’s time to pass the reins to an experienced Salesforce partner. If you’re looking for a top-notch Salesforce partner, we can help! See the results we’ve accomplished for other clients.

Ready to Chat With Affirma's Certified Salesforce Team?

Comments are closed.