10 Basic Questions You Must Ask Your Salesforce Consultant
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Search for Salesforce Development Solutions online and you will get a plethora of options, consisting of Salesforce consultants and companies. Although there has been significant growth in the number of Salesforce service providers in the past few years, the process of selecting the right one has become tougher and more complicated. No matter whether you are planning to implement Salesforce for the first time or simply need to optimize an existing system, finding a trusted partner is a tough row to hoe.  

You need to zero in on the one that can not only deliver customized solutions for your company but can also address all your questions easily. Having worked as a leading Salesforce Development Company for a long time, we know all the queries and doubts that clients face. Therefore, we have compiled a list of all the questions about Salesforce services. We assure you that you will get the answers to your queries here and the blog will help you select the right service provider for your company. Have a look:

Ques 1: What are the tools that you use for building custom Salesforce applications?

Salesforce offers various point-and-click tools to configure and customize apps under the Salesforce platform. They are generally called declarative tools and are quite powerful and effective, designed exclusively to enable your apps to run as fast as possible. No matter what industry you are in or what service you provide, we can help you store all your information on a secure platform. We offer Salesforce App Development service for integrated, native, and stand-alone apps that can be released on different app stores once the core components are ready. The platform development tools that we opt for depend on the type of application and target audience that you select. 

custom Salesforce applications

Lighting App Builder: This is used to make simple native Salesforce applications with custom pages through the drag-and-drop builder. It provides a Lightning experience, ensuring the users what they seek in one app. You can call Lightning App Builder a one-stop destination for configuring, customizing, and creating apps. From storing, manipulating, securing data to automating processes, managing users, and creating an interface, it covers all. 

SalesforceDX: It is a modern-cycle management tool for coding and works on the “build together and deliver continuously” approach. It is designed for building code-heavy Salesforce applications. With its integrated and end-to-end lifecycle, it is apt for high-performance agile development. 

Heroku: Heroku is an elegant, easy to use, and flexible platform that is designed for developing, monitoring, and delivering scalable Salesforce Applications. This is the fastest way to move from idea to URL hands down. We prefer this tool as it offers the simplest path to market the apps and also it provides the freedom to developers to focus on the core product eliminating all the distractions, such as managing hardware or infrastructure. 

Ques 2: How do you integrate a third-party system with Salesforce?

Third-party integration ensures a smooth experience and engaged users on the application. With robust tools and powerful APIs of Salesforce, we can integrate a third-party into your existing system in the fastest time possible while modernizing your operations. 

Direct API integration includes coding development. Our technical team, comprising Salesforce experts, implements and provides ongoing support. Considering the technicality involved in this phase, highly-qualified developers are involved in this approach while middleware integration is handled by a non-technical team.

Talking about middleware integration, it consists of licensing tools with connectors to various platforms, including Mulesoft, Heroku Connect, Jitterbit, Scribe, Cast Iron, Dell Boomi, Informatica, etc. It is easier and faster to develop considering the pre-built connectors. Also, it is convenient to make changes here as these tools are self-documenting. 

Once the integration is complete, we begin testing and reviewing the system to fix bugs, update features, and message the data in a separate application. 

Ques 3: How will salesforce help my business?

Salesforce is a leading Customer Relationship Management software that helps businesses to become more streamlined, effective, and organized. It not only enhances your relationship with your users but also manages the sales pipeline. We have been offering Salesforce Consulting Services for years, and have witnessed it evolved, delivering innovative and comprehensive solutions to all business needs. No wonder that it has emerged as a game-changer tool, helping companies to focus on the right opportunities by collecting critical and significant data.

Here is how seeking Salesforce Consulting Service will help your business grow further:

  • Accelerate productivity
  • Higher lead conversion rates
  • Enhanced productivity
  • Efficient reporting
  • Automated tasks
  • Improved customer services
  • Effective communication system
  • Informed decisions
  • Managed sales activity
  • Increased customer satisfaction
  • Greater efficiency for multiple teams
  • Increased customer retention 

Ques 4: What is the estimated cost to hire a salesforce developer?

Salesforce has become one of the most sought after services in the past few years and the one common question that we come across is how much does it cost for salesforce implementation. Well, no one can give you one accurate answer to this as there are numerous factors and features that are considered to estimate the final amount. We have been in the business for years and can tell you that you will have to spend around $40 - $350 per month, depending on the services you seek.

The first factor is the functionalities and features that you opt for. This is followed by the integration with all other cloud services. There are tons of additional apps of the AppExchange that you select from. Then customization and implementation are the next factors. Of course, the team involved in the Salesforce setup is also important as it involves highly proficient people. The overall cost can vary from $10,000 to well over $80,000 even.

Ques 5: How long does it take for Salesforce implementation?

Similar to cost, the time required for Salesforce set up depends on business to business. While offering Salesforce Implementation Services, we take various factors into account before estimating the total time required for the process. It involves installation, maintenance, upgradation, etc., which is different for each organization and sales team. For less complicated projects, sales configuration will take a few days or say a month. However, if we talk about complicated organizations with a large number of employees, then it can take 6 months or even a year. Yes, it may sound too much time but cutting the corners initially will only strain your budget in the future rather than helping you in any way.

The factors involved in estimating the time are:

  • Number of stakeholders
  • How organized and clean your data is
  • Size of the company
  • Number of CRM users
  • Number of integrations need to be set up
  • If your current data processes and naming conventions are in place or not, etc.

Ques 6: Which sales cloud edition is right for my business?

Salesforce is a massive world offering different editions and options. Well, understanding each of them is difficult, and selecting the right one for your business is even tougher, hence we have an expert team of Salesforce consultants to guide you and recommend the relevant solution.

To give you a brief insight into it, we have explained 4 major Salesforce editions: 

Salesforce Essentials: This is the first level of Salesforce offerings which is a stripped-down version of Salesforce with functionalities limited to small business needs. It is more sales and marketing oriented that allows you to store, manage, analyze data but no flexibility. If you want a complete out of the box CRM for your business that can be installed and run quickly, then this is the right option. One thing to note is that it allows only five users to manage sales, opportunities, customer cases. 

Professional Edition: It enables an unlimited number of users to manage the sales cycle with fully-featured functionality. However, it lacks the flexibility of advanced additions. There are basic sales and marketing features and you can also take care of marketing campaigns, orders, contracts, etc. it is simple with options like customization, administration, integration, etc. 

Enterprise Edition: As the name suggests, Salesforce Enterprise is for complex businesses having large scale operations and deployments. There is flexibility, customization along with options for marketing, sales, and executives. This Sales Cloud edition automates business processes with a tailored system for your company with custom record types. You can integrate it with any system using web service API and take care of complex sales tasks. 

Unlimited Edition: In this edition, you can an entire Salesforce product without any limitations. There is an unlimited online training, 24*7 toll-free support, 100 admin services, and more. Our Salesforce service providers will help you customize the system to fit your business requirements with unlimited tabs and apps.  

Ques 7: What are the core differences between Sales Cloud and Service Cloud?

Sales Cloud: This is Salesforce’s first product, designed to help the sales team accomplish their sales goals faster and smarter. It supports businesses to manage sales cycles by dealing with their contacts, leads, accounts, opportunities, deals, orders, quotes, etc., in one destination. Basically, it is a CRM that assists companies to keep track of customers and their relationships without any hassle. Sales Cloud also provides lead management, opportunity management, forecasting, product, and quoting functionality.

Service Cloud: This is another product of Salesforce Development that enhances customer services, cases, contacts, and solutions of the company. It is similar to the product that is at the top of Salesforce’s core CRM cloud. It offers support to companies with their customer service department and contributes to retaining exiting users. The functionalities include case management, entitlement management, knowledge bases, Email2Case among others.

Which one you select depends on your business goals and what area you are trying to improve. 

Ques 8: What is the Salesforce Implementation process that you follow?

We have a well-defined process that consists of various steps, each strategically designed to ensure successful implementation. Although this is our stringent and standardized process, it is flexible enough to adapt to your specific business needs and model.

So, here are the steps that we follow: 

  • Planning the Integration
  • Establishing a timeline
  • Defining the strategy and process
  • Set metrics for success
  • Determine the key players
  • Thinking over risks
  • Educate your team
  • Prepare and transfer the data
  • Set communication channel
  • Define individual roles
  • Roll it out in phases
  • Build a working prototype
  • Review and Assessment
  • Final implementation
  • Post-implementation Follow-up

Ques 9: What are the benefits of Lead Management?

Lead Management is the process of managing the leads equally and constantly. It tracks the leads successfully starting from the initial interaction until the purchase and beyond.

The benefits that your business can reap include:

  • Impactful lead nurturing
  • Efficient communication with leads
  • Customer engagement
  • Improved response time
  • More productivity due to automation
  • Enhanced team coordination
  • Real-time reporting
  • Better lead tracking
  • Filtered leads

Ques 10: What are the benefits of Opportunity Management?

Opportunity Management is a part of CRM software that enables the sales team to works smarter while generating leads, seeking opportunities, and closing sales. With opportunity management software, sales professionals can get an insight into the preferences and buying patterns of a specific customer.

  • Its list of benefits include:
  • Enhanced sales productivity
  • Real-time visibility & tracking
  • Efficient management of accounts
  • Improved win rates
  • Optimized workflow
  • Faster response time
  • Better opportunity insights
  • Better analysis of performance
  • Easy access to crucial customer information

Do you have more questions?

If there is still any doubt about Salesforce Implementation and integration, then do not hesitate to ask us anytime. Our Salesforce professionals are always happy to help you and answer your queries in the most efficient way. So, connect with us now and let us know how we can help you.

 

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Kartik Sharma

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