9 Ways a Salesforce Consultant Can Help Optimize Your Business Requirements

Companies implement Salesforce to improve productivity and gain insights from data. Configuring Salesforce to meet your unique business needs takes specialized expertise.

A Salesforce consultant partners with your business to optimize the platform for peak performance. Here are 9 ways a consultant can help optimize your business requirements:

Align Salesforce

A Salesforce consultant begins by understanding your business objectives and where you may be falling short of your goals. They may assess your workflows, revenue streams, customer experience platforms, or sales pathways. After getting to know your company, consultants can offer advice on how to best configure Salesforce for your goals. They can implement customized features on the Salesforce platform to help your business gather data, improve workflow efficiency, or enhance a customer’s experience on your platform. The right consultant optimizes Salesforce to support your business model.

Streamline Processes

Manual day-to-day tasks like record-keeping, follow-up emails, or leaving phone messages can take up much time and reduce employee productivity. A consultant helps you identify where automation programs can be implemented to save time. They set up workflow rules, approval processes, and Lightning Flow automation tailored to your business. Automating repetitive tasks and automatically assigning tasks to teams may boost efficiency.

Improve Data Quality

Accurate, consistent data can offer valuable insights. A consultant can deactivate unneeded standard fields cluttering your Salesforce installation and instead implement validation rules, required fields, and pick list values to standardize data entry. Master data management helps your business reporting and analytics remain reliable and may improve your decision-making process.

Customize Screens and Layouts

Out-of-the-box Salesforce platforms can have extraneous fields that may be overwhelming to new users or decrease maximum efficiency. Consultants analyze your team’s tasks and screens to customize layouts, remove clutter, add handy related lists, and create intuitive flows. Tailored screens can help users complete workflows faster.

Build Custom Apps

Some consultants may be able to develop custom apps that leverage Apex and Visualforce to extend your business’s platform capabilities. Whether you need specialized reporting, complex logic functions, or third-party integrations, the consultant handles technical build while aligning the app’s functions to your objectives. They provide ongoing support and updates to keep the app functioning optimally as your business evolves.

Sync Data Across Cloud Applications

Many businesses use integrated cloud solutions that require data synchronization. A Salesforce expert can implement tools like APIs, ETL software, and connectors that allow two-way data flows between apps. Seamless data exchange keeps workflows running as you scale adopted solutions. The consultant helps ensure data integrity and security throughout the synchronization process, safeguarding your business information.

Improve Visibility With Reporting Dashboards

Salesforce contains a wealth of data that unlocks insights for smarter decisions. A consultant helps build reporting dashboards tailored to your analysis needs. They track KPIs, trends, and anomaly detection using Einstein Analytics. Visually compelling dashboards make data insights accessible in real-time and easy for your team to read.

Implement AI for Advanced Insights

Artificial Intelligence can detect data patterns, and a skilled consultant guides you on high-value ways to utilize that knowledge. Some AI systems also include predictive forecasting, recommendation engines, and object detection in images. A consultant handles training data and model building for out-of-the-box or custom AI tools.

Enhance Security to Protect Sensitive Data

A consultant sets appropriate user permissions and profiles to limit access to certain records and fields. Automated compliance monitoring maintains security settings and helps detect anomalies in the system. To protect against potential threats, consultants adhere to industry-standard security protocols and best practices.

Partner With a Salesforce Consultant Today

A Salesforce consultant helps guide your company to productive solutions that integrate with your business strategy and improve interdepartmental processes. Working with consultants allows you to leverage all the features that are available within Salesforce. Let an expert take charge of the business goals of your company by hiring a consultant today.