How to choose the Best Salesforce Consulting Firms

s a small or medium Business, it is difficult to have a dedicated resource with the expertise to handle CRM. It is only reasonable to choose a service provider with the required technical expertise to get the maximum benefits of your CRM.

6 important things to look for in your Salesforce service provider:

Closer to your Location
With the service provider closer to your location, it is easier to have meetings while kick-starting or finishing the project, during UAT or for the end user training. For an SMB, a constant stay in touch relationship with the CRM service provider is quite essential.

Check Reviews
As the idiom goes: it’s best to hear it straight from the horse’s mouth, after you select a few potential Salesforce implementation consultants, check for their review and see what their customer’s opinion about them is. Some of the websites you can use are upcity.com or clutch.co to check reviews of your consultants online. Check for the consistency and the recency of the reviews to determine the company’s working patterns.

Matured Enough to understand your Domain
Your salesforce consulting firm should have an expertise in your business domain to understand the pain points of your business. With a strong domain expertise, your business can gain more automation.

Response Time
Choose a salesforce consultant who emphasizes with your business and needs. The consultant’s technical expertise and capabilities can be assessed by how well they understand your needs and address the crucial problems. Also, check for their responsiveness.

Customer Satisfaction
With a small business in hand, the following are the aspects a business owner should focus on to get the maximum benefits out of their Salesforce investment:

Quality than quantity
Efficiency
100% On-time deliverables
Customer Delight
Training and certifications
Choose a partner with multiple certifications to ensure that they are well trained and informed about the critical aspects of Salesforce which guarantees risk assessment from various angles, handling the complex environment and cost savings.

Choosing a Salesforce Consulting Firm
Now that you understand the aspects required in your Salesforce Service Provider, it is time to choose one for getting the most out of your business Salesforce. At Zivoke, we eat, sleep and breathe Salesforce. Your business, regardless of the size, can expect nothing but the best technical brains, responsive customer service, and professionalism from the Zivoke experts.

Zivoke redefines and enables your business to reach more customers. We’ll provide you with the best technical and customer support.

Not to overlook the other common hiccups of MS Excel Spreadsheet which includes data visualization, single pane of glass reporting, real-time data and inventory difficult to analyze with naked eyes. It may look appealing today, but it can cost you money in the long run.

To track customer interactions on an MS Excel Spreadsheet is simple when it involves two people but in case of an entire sales team, the process of tracking customer interactions on an MS Excel Spreadsheet turns into a havoc. Also, maintaining unrealistic long file names with version and date details separated with underscores is not feasible for large sales teams.

With faulty security in play, data and information such as social security numbers, compensation rates, and bonuses get visible to all the employees in an organization. Not only it causes harm to employees but it also puts your business in danger of a lawsuit or penalty.

An 8-year-old Swedish Milk company gained huge benefits by using best CRM Tool replacing MS Excel Spreadsheet. A microfinance company migrated 20 years of data nearly 30 million spreadsheets from MS Excel Spreadsheet to Salesforce. With the migration done successfully, the benefits were tremendous, employee time was utilized effectively and a lot more was accomplished. With multiple SaaS options available in the market, it’s easy to pick and choose the right software for your business or organization at low prices.

With the right set of tools in your hand, the amount spent on MS Excel Spreadsheets can be vastly reduced and you can do a lot more for your business. Try. With a change in process, any and every business face difficulty in accepting the new tools. It is important to grow your business and be a part of the growth. Embrace the change and move towards success.

Zivoke helps you choose the right Tools for your Organization. Make use of the “5 Hour Free consulting”

To understand how Marketing Automation is going to make your business smart, you need to know what is marketing automation and what can be automated and why?

What is Marketing Automation?
Marketing automation is a software platform that helps you to automate marketing and sales engagement to generate more leads, close more deals, and measure marketing success.

~Salesforce

Marketing automation is the use of software and Web-based services to execute, manage and automate marketing tasks and processes. It replaces manual and repetitive marketing processes with purpose-built software and applications geared toward performance.

~Techopedia

In a Nutshell – What could be Automated?
Email Campaigns
Lead scoring
Lead Nurturing
Inbound Marketing
Ads Management
Social Marketing Management
Marketing Analytics
Landing Pages
Closed-Loop Reporting
CRM Integration
Prospect Activity Tracking
Now that we know about Marketing Automation and what could be Automated, let’s

Understand if Marketing Automation is worth the hassle–
Moving to a marketing automation tool is painful and expensive
You will have to migrate data
Integrate with other softwares being used
Results Often Don’t Justify the Investment
People Who Buy It Rarely Use It Fully
Build processes and Get your staff trained
Most of all, can you imagine if you’ve picked up the wrong tool?
Let’s take Freshworks’ story for example.

They had to juggle between multiple tools to get the right data when acting on a Single Customer. E.g. CRM, Marketing Automation Tool, Mail, Calls, etc.

So, they ended up making a Single Software Freshsales which has all these features integrated in one Single Platform.

Likewise, what are the Tools you already have in place? Can this new Tool work in sync with the existing ones to make sense out of yourInvestment? Will it reduce man hours? These are the things you need to check before putting those extra bucks out. It is best to contact a System Integration Consultant to do a thorough analysis and recommend the ideal product for you.

Let’s say we have chosen the right Software. Yet Marketing Automation can make the business smarter only if applied right at all the layers.Many of the marketers I speak with have mistakenly invested in marketing automation before building up a sufficient funnel of traffic and leads to automate.

Need a Marketing Process
Having Enough leads to Nurture
Right Content for Demand Generation
Marketing Team’sCapacity
Once we get these basics right, marketing automation will empower your organization smarter by doing the following:

Check which part of your website has more views to help produce more of those contents and target similar customers
Segment Customers with common Behaviors, Interests and Locations
Integrate cross-platform user experience
Target offers based on website patterns
Add dynamic content based on an individual’s specific user profile
Track email send times, subject headings, and ideas for personalization
What is marketing automation and what can be automated are the two questions that we have tried answering above in a nutshell. But what comes next? Buying a automation software and requiring help to extract maximum benefits out of it? With Zivoke’s Salesforce, Pardot and Marketing Cloud Quickstart Solutions, we customize your business models to suit your marketing strategies, improve productivity and intelligence, management of leads and accounts, response rate tracking etc.

Zivoke redefines and enables your business to reach more customers. We’ll provide you with the best technical and customer support.

Identify your Ideal Customer
It is important to first understand who your “Ideal Customer” is. The Ideal Customer’s profiling should include their location, things such as the type of music they like, the social networking websites they use, lifestyle choices, the brands they prefer, where do they shop, how do they search for information, their beliefs etc. With in-depth profiling of your customer’s behavior, you can convert them into potential sales.

Focus on your Strength
As an owner of a small business, you tend to be the jack of all trades which helps you expand business with low profits. Instead of working on low costs for multiple projects, it is better to identify your strength and stick to it. This will help you save time, increase revenue and expand business more effectively.

Differentiator
No one knows your business better than you do. Find out the key differentiator that sets you apart from your competitors. Use this differentiator as your USP and let it become your brand Identity.

Competition Watch & Kill
In the early stages of business growth, it is easy to grow by following your competitor’s strategy which has been successful. You don’t have to start from scratch or break your head for customer acquisition. You just have to target your competitor’s customers who aren’t happy.

Embrace Digital
You have heard enough ongoing Digital and using Social Media Marketing for growing your business. But before going online, ensure that you are aware of the following points to taste success in online marketing.

Enable Mobility
Social Media
Facebook advertising
Google my Business
Google Ads
Twitter Ads
Instagram Promotion
Email Marketing
Content Marketing
Invest in Talent
You can only buy monkeys as employees with peanuts as salary. Hiring the right set of employees for business expansion and online marketing will be exhausting and time-consuming but always rewarding.

Write a Column
Trust factor can be established with your customers by advertising your brand on niche print media and online media, every now and then. Make your brand known or heard to them. It is also important to provide a good customer service to your customers and get feedback both good and bad. As they say: “No one can teach you better than your customers.”

Zivoke redefines and enables your business to reach more customers. We’ll provide you with the best technical and customer support.

Cloud Based Computing Services offers numerous benefits to investment firms. It helps businesses to share the resources in such a way that infrastructure planning becomes exceptionally easy. It provides highly scalable infrastructure to many organizations along with data storage facility. And above all, the overall cost of application hosting, content storage, computing, and delivery reduces drastically. Salesforce consultants ensure that a business utilizes its cloud-based computing services to the maximum.

Below are several incredible benefits of cloud computing:

Private, Public and Hybrid Cloud Computing
The private cloud offers high security to organizations through dedicated mode. Network, hardware and data storage, etc. can be designed as per the organizational demands. The private cloud provides high scalability and flexibility. On the other hand, many small businesses access applications from the public cloud also that offer a range of resources and most IT services. Public cloud deployments are majorly utilized in case of quality assurance services.

Hybrid cloud computing, on the other side, is the amalgamation of both public and private cloud computing to the industries. It offers public resources that can be integrated with private cloud services. This cloud computing provides better flexibility and additional deployment options to many companies.

PaaS and IaaS
Infrastructure as a service (IaaS) is the preferred choice of most businesses as this service is provided based on the pay-as-per-use plan. This helps companies to save a tremendous amount of money from spending on building, managing and maintaining their own IT infrastructure. For similar reasons, companies use PaaS so that faster development can be achieved in minimal time through an already existing platform that deploys applications quickly and effortlessly.

Data and File Storage
Cloud-based IT solutions allows you to store, access and retrieve your data and files via internet. These files can be accessed easily at any point in time and from anywhere. It offers improved security, scalability, flexibility, speed, and high availability, to the stored data and other resources through a web-enabled interface. While in this system, organizations are only paying for the storage, they are operating on the infrastructure without worrying about the management and maintenance of the IT infrastructure they are using. The data stored can be on either an offshore or onshore location based on the compliance regulations. The third party vendor offers hosting services as per the customer’s specifications.

Data Backup
Data backup is an intricate and time-consuming process. It is the process of keeping a duplicate copy of data in case of catastrophes or equipment failure. This process involves maintenance of drives or tapes, collecting and dispatching them to the backup site. Backup allows organizations to access their data from multiple connected but distributed resources at the time of requirement. It is a cost-effective way of saving valuable and confidential data.

In cloud-based data backup, data backup is scheduled. Data is dispatched to the backup facility in highly secured, environment with no capacity or availability issues.

Disaster Management and Recovery
Disaster recovery is another significant advantage of cloud-based computing. It offers quick recovery of data from various physical locations at the lesser cost. The entire data of your company can be backed up to an offsite data center and can be recovered quickly at the time of crisis or disaster.

Cloud-based IT Solutions for Testing and Development
Most businesses utilize cloud computing for developing and testing web-based applications with the help of cloud-based IT resources rather than hiring their own staff. It also saves the companies from applying for the various software licenses. In a way, cloud computing provides a hassle-free testing and development environment to many organizations. The virtual environment that cloud computing offers for testing and development is automated and cost saving.

Cloud computing provides development and testing environments as per individual business needs that include physical as well as virtual resources with no limitation.

Data analytics and Big Data Cloud Computing
Cloud-based computing services offer the capability to store, process and interpret huge quantities of data to many companies. It needs big storage spaces and businesses can easily manipulate all their data whether structured or unstructured. Cloud computing uses computational intelligence to convert Big Data into abstract information, which in turn, generates a knowledge base that is used to achieve the business objectives. Whether a small, medium or big organization, cloud computing makes data processing easier and accessible for every business through both quantitative and qualitative techniques. This does not only reduce the infrastructure cost but also improves the business productivity and hence ROI.

Conclusion
Cloud computing is an IT paradigm that offers IT infrastructure and various IT resources as service to numerous businesses across the globe. It uses best practices in the industry and higher level services along with well-established standards adopted by millions of enterprises in these industries. While its benefits are amazing, it offers cost-effective services through advanced applications and high-end server networking.

About the Author

Picture of Jebaraj Mohan

Jebaraj Mohan

Certified Salesforce Developer

You are just 2 minutes away from a great salesforce service.
captcha reset