If you’re reading this post, it’s possible that you’re currently looking for someone to help you with your Salesforce CRM. In the few years I’ve been in this field, I’ve been on both sides of that issue; first as the guy needing help, and now as one of the guys giving it. But it never really occurred to me to stop and ask the basic question: just what is a Salesforce Consultant anyway? Why do we exist? What do we do?
To try and put it simply, a Salesforce Consultant is someone who helps you build and run your Salesforce CRM so that you can get the most of your investment. Think about those home improvement shows you see on TV. You know the guy that comes in, talks to the owners, figures out what they really want and need in their new kitchen, and then goes about setting it up? That’s us. But instead of helping you make a better kitchen, we help you run your business more efficiently.
The home contractor metaphor is also good because, just like in that situation, not all consultants have the same skill set or specializations. Some of us are especially good at the initial setup of the system; figuring out the client’s needs, finding their pain points, and setting up the system so that they’re getting the most out of it from the word go. Others specialize in more technical aspects, like custom system logic, or integrating Salesforce with outside systems. Some Salesforce consultants specialize in serving the needs of a particular field or industry.
So what if you’re not sure about the type of help you need? No worries; that’s part of what we’re here for as well. With a good Salesforce consultant, you don’t actually need to know anything about building or configuring Salesforce to get what you want from the system. We’ll work with you to identify your specific needs, configure your CRM to your required specifications, and teach you and your users how to get the most from the system.
Hopefully that serves as a good general introduction of what Salesforce Consultants are and what we do. If you’ve got any other questions, feel free to post them in the comments, or get in touch with us via e-mail or social media. Next time, I’ll look at some of the reasons why you might want to hire a Salesforce Consultant to help with your company’s needs.