Salesforce has been the #1 CRM for the last decade. Such is the significance of this powerful tool that it holds the majority of the CRM market share, 22.1%, as of 2023. Today, more than 1,50,000 companies, both small and big, are using Salesforce.  

The above stats clearly say that Salesforce has been the go-to CRM tool for organizations when it comes to handling their business. And why not? Salesforce is more than just another CRM tool. It covers all aspects of your business, allowing you to operate more effectively and efficiently.

As a CRM platform, Salesforce offers a plethora of opportunities. However, to leverage its unmatchable capabilities, you must know how to use Salesforce correctly. There are plenty of Salesforce Consulting Services, but there are a few that stand out as the consulting services that every company should know about.

In this blog, we’ll discuss about those 8 important Salesforce consulting services that every company seeking a Salesforce partner should know about.

1. New Salesforce Implementations

If you’re a new CRM user or want to switch to Salesforce, then a comprehensive implementation is something that your business needs. Hence, it is crucial to find a partner who is experienced, competent, and does the implementation right way.Implementation isn’t just about transferring data from your old CRM to Salesforce; it involves many more complex configurations and customizations that must be performed correctly to maximize Salesforce’s capabilities.

However, the task of your Salesforce Implementation Partner doesn’t end here. Once the implementation part is done, the partner is also responsible for testing and training to ensure the smooth transition of Salesforce into your business.

In addition, a new Salesforce implementation also includes leveraging the clouds offered by Salesforce. However, using these clouds is subject to your business requirements and needs. Together with your Salesforce partner, you must first assess your needs and requirements and accordingly lay a platform strategy to roll out various Salesforce clouds like –

2. Salesforce Classic to Lightning Migration

We often hear about the migration from other CRMs to Salesforce and the need for it. But what about Salesforce to Salesforce migration? Well, it’s not an easy task! If your need is to migrate from Salesforce Classic to Salesforce Lightning, you need a professional Salesforce consulting partner who can help you ace the migration process.

The upgrade from Salesforce Classic to Salesforce Lightning requires detailed research, planning, and testing. Thus, it could be a little difficult to carry out the migration process internally. An experienced partner who has done migrations before and knows the ins and outs of it can help you migrate effectively.

3. Enhancement Projects

If you’re already a Salesforce user, you may need to make some enhancements to the functionalities and features of your current CRM system. It could be:

4. Data Migration

Data migration from one system to another requires detailed attention and smooth implementation, especially if you’re migrating a large volume of data. Such a critical task requires professional attention from a qualified Salesforce consultant offering data migration services.

From planning, assessment, and consultation to migration, validation, and ongoing support, they will offer you everything under one roof. As a result, you can ensure effective migration to Salesforce without any bugs and complexities.

5. Mobile App Development

Look for a Salesforce consulting partner who is also well-versed in mobile app development. Wondering why? Well, Salesforce is a flexible CRM platform that allows developers to customize the system as per the business needs and requirements. The customization is done through configuration and custom codes.

In addition, the CRM also allows you to develop custom applications using Mobile SDK to enhance your Salesforce system and bring multiple features into a single app. Having the right Salesforce partner on your side can help you leverage this capability and use it effectively for your business.

6. Cloud-Based Business Intelligence and Data Utilization

Look for a Salesforce consulting partner who is also well-versed in mobile app development. Wondering why? Well, Salesforce is a flexible CRM platform that allows developers to customize the system as per the business needs and requirements. The customization is done through configuration and custom codes.

In addition, the CRM also allows you to develop custom applications using Mobile SDK to enhance your Salesforce system and bring multiple features into a single app. Having the right Salesforce partner on your side can help you leverage this capability and use it effectively for your business.

7. Merging Salesforce Instances

If you have multiple Salesforce instances existing in different departments, it would be ideal to merge them together to ensure smoother processes within your organization. To ensure the smooth merging, you should have a professional Salesforce consulting partner onboard.

8. Integrations and Single Sign-On

Despite having Salesforce as your prime choice of CRM for your business, you may need additional non-Salesforce technologies or platforms like Azure, AWS, external reporting and data visualization, and more. In such a scenario, a certified consultant will help you integrate the systems and make the best use of the integration.

Conclusion

So, these are a few crucial Salesforce consulting services that you should know. And if you could resonate any of these services with your business needs, Greytrix can help you leverage them. As a certified Salesforce consulting partner, we offer a gamut of Salesforce services that are tailored to meet your business needs and requirements.

Start your Salesforce journey now and ensure an ultimate business transformation. Give us a call on +1 888 221 6661 or click here to get in touch.