When You Should Need a SalesForce Consultant?

SalesForce Consultant

SalesForce has already become one of the important names for the businesses and companies. The CRM platform offered by the SalesForce has done magic for the business. This platform has helped the businesses to increase the productivity, and minimize the loss and errors. SalesForce platform is highly robust that a business should customize and implement accordingly. There are many companies that implement SalesForce by themselves, with the help of an experienced in-house administrator. However, DIY implementation often results in poor performance that even makes them feel that SalesForce is a bad choice.

There is no question about the efficiency of SalesForce when it comes to CRM application. This platform can simply transform your business in many areas such as customer service, marketing, ERP, CPQ and community portals. In order to get the best results of using the SalesForce, one must know how to properly use that platform efficiently. This platform has many features that are being constantly updated. The reason, why a company needs a SalesForce consultant is that he/she can make the SalesForce implementation very effectively and help the company to experience a jumpstart result and a training and certification from experienced Salesforce training centers in the area.

Without an experience, it will take lots of time for a company to implement SalesForce. Apart from time consummation, errors do happen more frequently, when implementation is done without an expert. Without an expert, a company has to spend a lot of time in fixing the system and tracking the process. There will be lots of opportunities missed with a DIY implementation. If you are into DIY implementation and do not whether you really need a SalesForce consultant, then check for the eight signs mentioned below.

Signs That Point Out Poor Implementation Of Salesforce

If the utilization of SalesForce results in the loss of information and inaccurate reporting, then it shows the SalesForce adoption is weak. This sign shows that the company badly needs a SalesForce consultant. As a company should have invested lots of money for SalesForce, it should take the matter of poor SalesForce adoption very seriously. A problem with adoption can happen due to many reasons. When a company has an expert consultant, it would be able to easily identify the problems, thereby helping the company to rectify its shortcoming quickly.

Why Proper Salesforce Implementation Is Needed?

Salesforce ImplementationLeveraging the complete capabilities and features of the system are very important if a company wants to get the maximum ROI with the SalesForce. Maximizing the functionality helps the business to organize the aspects of the business such as customer service, price quote configuration, marketing and many more.  With lots of SalesForce products and numerable applications in AppExchange, it is difficult for a non-expert to find out the best and suitable one for his or her business. An expert would be able to tell a business what is necessary and suitable for the SalesForce adoption and implementation.

Getting the SalesForce projects done on the time is very important. Those with the lack of experience and knowledge will definitely take more time and miss the deadlines. A SalesForce consultant is someone, who is trained and certified in SalesForce process, and this means he or she can help the company to have the projects finished on time. It is necessary for a company to have a 360-degree view of its existing and prospective customers. Often the companies find difficult to integrate the system with includes the customer details. In such case, a hiring a SalesForce consultant would be effective.

When a company faces unsatisfied customers in increasing numbers, then it is time to hire a SalesForce consultant. A fully optimized SalesForce system not only makes the managers and employees of the company happy but also the customers. The increasing number of unsatisfied customers can be a great sign of poor adoption of the SalesForce system. A SalesForce consultant would be highly helpful in this scenario. When a manager is unable to prove the worthiness of the SalesForce, then he/she might not get budget approval from the management. Inability to prove the worthiness of SalesForce happens when an individual does not know to utilize the SalesForce to the maximum.  

SalesForce platform helps to generate various reports on customers. This report helps to know how many customers have turned up and the list of emails that has performed well. Inability to generate reports simply tells the lack of knowledge on SalesForce utilization and adoption. When sales are stagnating and declining despite using the system, then you will need an expert SalesForce consultant.

You could earn more money by becoming a SalesForce consultant. This is mainly because many companies are using SalesForce, but needs some expert help. There are many institutes around the country to provide training on SalesForce. You can visit training centers, if you are serious of becoming a SalesForce expert. By undergoing proper training, you would be able to master the SalesForce platform. Being a certified expert helps to improve the job prospects. You can find the best institutes by going through the reviews on the Internet.    
Getting trained from the right institute matters a lot when you brighten your career prospects.

Read also Self Taught vs. Instruction Led Training: Which Salesforce Learning Path is Recommended for you?

Continue Reading

Self Taught vs. Instruction Led Training: Which Salesforce Learning Path is Recommended for you?

Salesforce Learning

In the present financial scenario, we live in an atmosphere where live training remains tough. It is an impossible and unthinkable task. It is best to stop thinking questions that many successful people throughout the world have gone through and overcome. Some questions that may pop like: How to advance my career? What knowledge is lack? Which is stopping me from getting a promotion? How does my colleague get a promotion? Do I need to get training on a course that my colleague knows? How to bring new ideas to the organization and take control of my success?

Knowledge is important. Luckily, we are living in an environment where it is easy to access and get information. It is easy to get Salesforce training from home or directly. When you open your laptop or desktop and browse the internet, you can get a complete list of details where to study and how to study. Technology has simplified the learning process in an excellent way. It can remain hard to find what you need to learn and where you need to learn on own. Once you research and take a decision, you can easily excel by applying in your work.

Self-taught learning is browsing and accessing information through various materials and contents like news articles, blog posts, YouTube videos and more. You have to get the information that is necessary for your requirement. If you have taken a decision to get experienced and knowledgeable in Salesforce platform, you have to research and get information on own. It is recommended for a group who is self-motivated and disciplined. Also, it is good for people who wish to learn at their own convenient time. Though this self-learning approach offers excellent value, learning from an experienced or teacher engaged classroom environment is recommended for Salesforce education such as the one followed in  Salesforce training centres across the globe.

Why Instruction Led Training Is Good?

Instruction Led TrainingInstruction led training offers you a lot of benefits. You will get to learn facts and details you have not heard anywhere or before. Moreover, when you learn virtually or personally in a classroom, you get a feeling of confidence to get experienced in that particular platform. Let us take an example. You are in need of Salesforce training. If you have planned to get training from a reputed service provider like Cloud Solutions, you can be sure about your future. An expert will lead you. Moreover, the expert who is leading you will have years of experience and real-time knowledge under Salesforce belt.

The syllabus and contents will be delivered in class. It will be updated from time to time. It would come in different forms like in-depth drills, usual slide decks, exercise guides, interactive activities, practice exams and engaging in discussions. Your instructor will ensure that you are getting maximum benefits and making use of a majority of the time. The main benefit of instruction led teaching is it is subjective. When an expert teaches you, he or she will offer his or her mentorship and expertise along with heaps of contents to enrich you with complete knowledge. It is pretty awesome which you cannot expect in the self-learning process.

Are you still confused which path is best for you? Here listing the benefits of instruction led and self-taught Salesforce training. Ensure to read the following benefits and know the differences of both.

Advantages Of Instruction Led Training

Advantages of Instruction Led TrainingScheduled class is possible in instruction led training. If you are a person who wants to complete a course in a fixed time, scheduled class is recommended. When you are learning on own, you will not fix time. Moreover, when you have to research and learn on own, it may take a long time. It is hard for you to complete the course in quick time.

Expert Instructor: An instructor is a person expert in that particular domain (Salesforce). They will mentor you even after you complete the course. You can call up and ask for doubts, suggestions, and solutions. In self-taught sessions, you will not have any particular instructor. You need to spend lots of time if you are fixed up in a problem. You have to research on own or Google to find the solution.

Manuals and guides: You will get sufficient reference materials before the day of examination. There is no need to get tensed to face the examination. The Salesforce instructors will train you in such a way that you face the examination easily and pass it. It is recommended to get training in a leading company. The instructors will help step by step throughout the program.

Exercises and activities: The instructors will aim to expand your knowledge by offering several activities and real time examples. You get motivated to learn when you have competitors in your classroom. You may try to excel them while learning.
In-depth grills: Expert instructors will lead you through drills. You will get to know how to use a tool in multiple ways. They will test your skills and knowledge by giving repetitive samples and examples.

Continue Reading

Some of the SalesForce Tasks That You Should Know


The application offered by SalesForce has been widely recognized by the companies of different sizes – small to medium to big enterprises. Though lots of people are aware of the benefits and advantages of this software, they are not highly proficient in using this application. The reality is that many people are unable to utilize the full strength of software due to the lack of knowledge in using the application. SalesForce is highly robust software and it is not possible to explain in benefits in a single, even a bigger article. You can use the tutorials to learn more about this software.

Now, let us look into some of the tasks that you can perform using the SalesForce. Though these tasks may look pretty simple, the fact is that most people are not aware of it. Activity history is a feature of SalesForce application that allows you see the list activities that you have performed on the application. Though you can find a brief on how things work with the Salesforce platform, it is best that you undergo a proper training to become well-versed at that. You can visit the websites of renowned Salesforce training centre such as Cloud Solutions in Chennai, Aptron in Noida, Third Sector IT in London, Aspira Tech in San Francisco, etc., to find out more about the SalesForce training. To see this history, you have to click the account tab on the top of the screen and then click the Activity History. This section could tell you the history of opportunity, lead, campaign or case in a single window.

Learning Salesforce

Learning SalesforceIt is true that you could learn the SalesForce on your own through experience. However, learning on your own through experience can cost you in terms of time and error. It takes a lot of time to gain knowledge through experience. Moreover, you will commit errors and mistakes during the experience. Such errors could cost your employer more and even cost your job. The best way to jump start you SalesForce experience is attending a training session at Cloud Solutions. There are many institutes to offer online and classroom training for SalesForce.

Most users navigate to the home page to open the new task activities. You can begin new activities by instantly clicking the Open Activities section. You can also create assign the newly created task to your colleague while having it linked with appropriate customer record. Additionally, you can also reassign the existing task to the new colleagues without any problem. By knowing all the features of SalesForce application, one could make the business operations quickly. As SalesForce application is complicated with a lot of features and options, it is quite difficult for the end user to grasp its ability quickly.

SalesForce training helps the end user to learn to use the application quickly and efficiently. The SalesForce application can be customized according to the requirements of the business. Sometimes, the chances are pretty much that your colleague may have missed to look at the new task assigned by you. In order to minimize such happenings, you can check the “Send Notification Email”, so that you will colleague will receive an email alert as soon as you have assigned the task. In case, if you do not find the check box for “Send Notification Email”, you can contact the SalesForce administrator to make necessary to actions to make the checkbox appear on your window.

If your SalesForce interface looks cluttered with many options, tabs, and buttons, then you can make your screen more organized by using the drop down menu on the right side. Using this menu, you can make display only the controls and options those are very important to you. You can create dashboards and reports for a list of tasks assigned to you. Similarly, the tasks that you have assigned to others are also reportable. The reports help to know the status of the task, thus helping the managers to track the job easily.

Benefits of Salesforce Training

Benefits of Salesforce TrainingWhether you want to improve your experience SalesForce or improve your productivity, attending SalesForce training can be highly helpful. There are many institutes around the country to provide training in SalesForce. But you should make sure that you get trained from any of the reputable institutes. Instead of choosing a training institute blindly, you have to do some research to find out the best one. There are many ways to find out whether an institute is good or not. You can ask your colleagues to find the training centers they have attended. They can provide reference or recommendations based on their experience.

A good training center should have good trainers, who are proficient in Salesforce and offering training. You should find out the list of certification offered by the training centers. Make sure that the training center offers certification and course that you need. The list of certifications offered by centers may from one to another. Before enrolling your name in a training center, log into its website to find its details. The website could provide various details like list of certifications, etc. See if the website has testimonials. You can find the contact details of the training center on the website. Contact them through the phone before visiting the institute in person.

Continue Reading