If you are looking for a Salesforce consultant, you must choose the right one. Before making this decision, many factors must be considered, including a budget, the type of tech support needed, and the expertise required. It is not just about choosing a Salesforce consultant but also putting your business needs and requirements at the forefront and ensuring that they blend seamlessly with the consultant at the end of the day. So in this article, we will look at choosing the best Salesforce consultant for your business.

How To Choose The Best Salesforce Consultant For Your Business

How To Choose The Best Salesforce Consultant For Your Business

A consultant is a professional who helps companies with the implementation of Salesforce, including:

1. Helping With The Selection Process

A good consultant will walk you through what you need to do to get started with your project and guide you through each step so that all your questions are answered and any concerns are addressed.

2. Creating Custom Solutions For Specific Needs

Some consultants specialize in one area, such as cloud migration or mobile app development; others offer more general expertise on how best to use Salesforce for their clients’ businesses (e.g., technical support).

How To Choose The Best Salesforce Consultant For Your Business

How to Choose the Best Salesforce Consultant for Your Business

1. Consider Your Business Goals

Before choosing the best Salesforce consultant for your business, you must consider what you want to achieve. The goal and desire of every business are to make a profit through their services. Hence ensure you specifically outline the following;

  • What are your business goals?
  • How much money are you willing to invest in the project?
  • What is the timeline for this project?

The above pointers will guide you in choosing the best Salesforce consultant for your business.

2. Budget

Another thing to consider when choosing the right Salesforce consultant is estimating your company’s budget. To do this, you need to know how much your business spends on marketing and advertising and what percentage of that money goes toward direct-response campaigns like email blasts, websites, and landing pages. Once you’ve determined how much money it will take for a particular kind of campaign, break out all the costs like;

  • Legal fees
  • Design fees
  • Printing materials
  • Postage costs
  • Mailing lists, etc.

Then add them up along with other expenses related to these campaigns (like hiring an ad agency). You’ll want these figures because they’ll help determine whether or not they can afford to hire someone as an advisor or consultant. After figuring out how much time each kind of campaign will take up during its lifetime cycle, from conception through launch, subtract three months from that number, so you are only talking about, for instance, six months’ worth.

3. Type Of Tech Support You Need

The type of tech support you need is a big decision. If you’re looking for someone to come into your office, train your team and provide ongoing support for the next few years, then a full-time consultant might be right for you. But if all that is required is basic troubleshooting and quick fixes when an issue like a user error.

Then an in-house solution could be more cost-effective than hiring one person who carries on as an outsourced resource after they’ve finished their work with you. If there’s any doubt about what kind of support will best suit your needs, it is essential to discuss this with your sales team before deciding who should handle what tasks on which projects.

Ensure to work with them closely throughout the engagement process so that together as a business, you can determine exactly where each party fits into your larger strategy plan and whether there are any gaps in coverage due to overlapping responsibilities between Salesforce consultants who aren’t yet able or willing enough yet.

4. Level Of Expertise You Require

When choosing a Salesforce consultant, knowing how challenging they will be is essential. If you are an expert in your field, you’ll have no problem implementing your consultant’s recommendations. However, suppose you’re just starting and need help with the basics or getting started on something new for your business, whether learning about Salesforce or using it as part of an overall marketing strategy.

In that case, you may consider hiring someone with more experience than just teaching others how to use Salesforce. This is where things get tricky: There are many consultants out there who can teach beginners but don’t have any experience implementing their recommendations themselves. Even worse, they are not very good at doing so.

5. Length Of Contract

When choosing a Salesforce consultant for your business, it’s essential to consider how long the contract will last. The ideal length of time is 3-5 years. After that point, if you want to renew the contract and continue with their services, it’ll cost more monthly than if you were doing it all from scratch again.

However, if this isn’t an option because perhaps they are not offering any discount, then there is always a chance that they could charge even more when re-upping. In addition to considering how long your contract should last or whether or not there are plans for renewal after its expiration date has passed or even before.

It’s also worth considering what happens during those interim periods between renewals: will everything stay as-is? Or will changes need to be made? Are there any additional costs associated with these changes? Keeping track of the length of the contract will go a long way in guiding you when choosing a Salesforce consultant for your business.

6. Outline Project Scope And Requirements

It’s essential to outline the project scope and requirements. What is the overall goal of your project? How long do you need to complete it? How many people will be involved, and how will you measure success? Once again, it is not just about choosing a Salesforce consultant but also choosing the right one that suits your business needs.

7. Ask For Case Studies, References, And Examples Of Work

When choosing the right salesforce consultant for your business, it’s essential to ask for case studies, references, and examples of work. You can also include testimonials from previous clients if they’re available. A good salesforce consultant should be willing to provide these documents in their proposal so that you know what kind of person they are before agreeing on a contract.

8. Pricing Structure And Payment Terms

Another essential factor you need to consider when choosing the best Salesforce consultant for your business is to ask about their pricing structure and payment terms. Consultants charge three common ways: monthly, quarterly, or annually. These options can be based on the number of users your company has (for example, five users equal a certain amount or the amount of data stored on Salesforce).

If you are looking for a more flexible option than paying monthly but still want to ensure that your company pays what is fair for its services, consider an hourly rate instead of monthly payments. This will allow them to take on as many clients as possible while ensuring that each client gets an accurate estimate at all times.

If a client wants something done more quickly than usual because they are currently working on something else elsewhere in their organization, then all parties involved can agree upon how much time needs to be allocated before starting work again, and this way, everyone knows exactly what needs doing upfront.

If none of these options sounds appealing yet, don’t worry too much because there may still be room within those limits depending upon whether someone else wants some help with something off-site, such as using Salesforce without access beyond essential functions such as creating records, etc.



Talking to someone who understands the type of project you are working on and the challenges ahead will make the process much easier. With the above directions on choosing the best Salesforce consultant for your business, you can make an informed decision about who to work with and quickly get started on your next project.

When you have happy costumes, you are bound to make a profit as a business. You even garner more customers, so ensure to implement as directed above and watch your business blossom with the help of a Salesforce consultant.

Salesforce takes the number one spot for cloud customer relationship management (CRM) solutions. Salesforce Service Cloud is one of its three main components. It helps companies manage their service relationships with customers by streamlining essential customer support functions such as tracking and resolving cases and issues.

A Salesforce Service Cloud consultant is that factor that brings the needs and requirements of your customers as a business to reality. The Service Cloud aids customer retention and longevity. As with any other Salesforce component, implementing Service Cloud requires expertise in configuring the software to match specific business requirements around the case and issue management. Salesforce Service Cloud enables businesses to:

  • Reduce costs by reducing manual tasks such as entering data into your CRM system or calling an employee over the phone with questions about a case or issue.
  • You have smooth workflow automation, which makes for efficiency in your team.
  • Salesforce Service Cloud enables you as a business to create a self-help service centre for your customers, making attending to their needs effortless.
  • The Service Cloud is equipped with customer service tools like case management, agent workspace, Omni-Channel Routing, and many more.
  • Improve customer satisfaction through faster ticket resolution times and fewer wrong calls. This can happen when trying to resolve a problem versus having it escalated to an expert in your organisation who knows their way around everything related to that specific problem/case type/project etc.
  • The Salesforce Service Cloud is equipped with tools for customer management and built-in assets.
  • Enables your team to gain speed when it comes to service analytics.
  • This cloud creates a seamless and connected flow of customer inquiry into a ticket-generating system.

What Does A Salesforce Service Cloud Consultant Do?

What Does A Salesforce Service Cloud Consultant Do?

The Salesforce Service Cloud consultant handles the collecting and implementing of customer needs and requirements. They proffer Service Cloud solutions and use them to solve customer problems. Service Cloud consultants possess the needed knowledge and skills in the contact centre domain. They know how to manage the various tools that come with customer relationship management. This, in turn, makes the process of integrating customer needs smooth.

Salesforce Service Cloud consultants undergo training and undergo testing to equip them with the various knowledge and skills they would need to handle the uniqueness of the Service Cloud. To be a Salesforce Service cloud consultant, you need knowledge of web services, Apex, Visualforce, digital engagement, data mapping and integration, and firsthand knowledge of Salesforce management and administration.

From understanding project lines in Salesforce to possessing problem-solving skills, cloud computing and cloud management, database concepts, analytic skills, and project implementation in Salesforce, you need to have the above skills in the bag as a Service Cloud consultant. The Salesforce Service Cloud consultant role comes with several responsibilities:

  • Develops new solutions for customers using the Salesforce Service Cloud platform.
  • Provides ongoing technical leadership on projects that span multiple teams across an organisation or industry vertical (such as healthcare).
  • Works directly with clients to identify pain points in their business processes, then creates innovative solutions that address those needs while helping them achieve operational efficiencies through automation or other means, all while ensuring compliance with regulations like PCI DSS (Payment Card Industry Data Security Standard).

As with all other areas of Salesforce consulting expertise, a Salesforce Service Cloud consultant needs to have a deep understanding of how the product works and how it can be leveraged to solve business problems in a customer-centric way. The following are some of the typical areas that a Service Cloud consultant would work on with their clients:

  • Designing and implementing solutions for their clients using Salesforce Service Cloud.
  • Maintaining these solutions through periodic updates or fixes as needed by the client’s team members.

What Does A Salesforce Service Cloud Consultant Do?

What Does a Salesforce Service Cloud Consultant Do?

1. Fosters Customer Satisfaction

The Salesforce Service Cloud consultant handles and attends to customer needs (this cannot be overemphasised). Hence they boost and foster customer satisfaction. The tools and excellent features of the Salesforce Service Cloud enable these consultants to achieve the best and bring to life the specifics of your customers.

As a business, when you have happy customers, you can make more profit, retain existing customers, and garner more customers. The Salesforce Service Cloud consultant is that bridge that connects your customers to the point where they can gain confidence in your business and your services. Consultants give expert advice and solutions, creating a more productive space.

2. Implementation or Re-Implementation Of Tools For Service Case Management

One of the things that a Salesforce Service consultant does is implement or re-implementing new tools for managing their service case management process. A case management process is how a business handles customer service cases. It involves moving customers through a series of stages, starting with the initial contact and ending with a resolution. It can include things such as:

  • Assessing each case to determine its priority level (1-10).
  • Prioritising cases based on their severity and urgency.
  • Creating an action plan for each case, including its next steps and deadlines for completion.

A Salesforce Service Cloud consultant can help implement or re-implement these processes by using advanced technology like; ChatterFeeds™ integration, and Salesforce1 Platform components such as;

  • ChatterSearch™
  • Flow Builder™
  • Lightning Experience™

These development tools help to streamline your organisation’s operations by;

  • Automating tasks related to managing customer issues across channels like email support or phone calls.
  • Automating internal processes, such as prioritising issues based on time spent resolving them.
  • Tracking progress throughout the lifecycle.
  • Collect data across platforms (SAP) systems, so you know precisely where every step has been taken in resolving each issue and when another person needs assistance.

3. Migration

A Salesforce Service cloud consultant aids the migrating from an existing set of customer service tools to Salesforce Service Cloud. If you are moving from another system, it can be helpful to know what each option does so that you can choose the best one for your needs. You may need to import customers from an existing CRM into Salesforce Service Cloud and then export them out again when they leave.

Or perhaps there is data stored in Salesforce that needs to be migrated to the new service cloud. This process involves exporting all this information and importing it into another system like Microsoft Dynamics 365 or Oracle Sales Cloud (formerly Oracle Business Intelligence).

There are also options for migrating data between two different versions of Salesforce: one version being on-premises while another is hosted by one of their partners. The Salesforce Service cloud consultant makes these migration processes seamless and effortless.

4. Optimisation

The Salesforce Service Cloud consultant handles the optimisation of existing processes within the Salesforce platform. A smooth blend of your business tools, product, and services is imperative as a business, and you can achieve this with Salesforce. A Salesforce Service Cloud Consultant can help optimise your existing processes using the features of Salesforce. You can do more and get more with Salesforce Service Cloud.

For example, they might be able to upgrade or integrate related products within the Salesforce ecosystem, e.g. Knowledge Base or third-party applications that integrate with Salesforce, e.g. Help Scout, Kustomer, Zendesk, Zoho Desk, etc.

5. Upgrading And Integration

As a Salesforce Service Cloud consultant, you will also be responsible for upgrading or integrating related products within the Salesforce ecosystem, e.g. Knowledge Base, or third-party applications that integrate with Salesforce, e.g. Zendesk. It can include:

  • Upgrade of existing functionality and add-on modules to support new functionality.
  • Migration data from other systems and databases into Salesforce by importing it into Apex classes and processes.


The Salesforce Service Cloud is a powerful tool for any organisation that needs to manage customer service relationships. Whether it’s an employee onboarding process or an automated case management system, Salesforce can help you streamline your processes and make them more efficient.

The Salesforce Service Cloud consultant is the backbone for deploying solutions, providing design solutions, attending to customer needs, and using Salesforce’s exceptional solutions. The incredible thing is that Service Cloud consultants are certified and equipped with the experience and expertise to handle, integrate and implement Salesforce cloud solutions with customer requirements.

With $21.25 billion in sales revenue in 2021, Salesforce has emerged as a leading CRM solution, extensively used for customer relationship management by all-sized organizations across the globe. This cloud-based platform improves business operations, increasing profits, longer customer retention, and superior customer satisfaction.

Are you seeking to invest in Salesforce professional services? You are making the right choice because you can enhance your customer interaction in an agile and collaborative environment which is needed for rapid growth and enhanced customer satisfaction. Let us understand more about how this professional service boosts your journey.

How Salesforce Professional Services Can Benefit Your Business

Benefits of Utilizing Salesforce Professional Services

1. Save Time by obtaining an accurate business solution

Time is valuable for businesses to gain a competitive edge, from defining organizational objectives and establishing measurable goals and growth strategies to task delegation and execution, retaining and acquiring customers, and providing after-sales support services.

With Salesforce professional services, organizations obtain tailored and robust solutions to boost their productivity while acquiring new or more customers. Since consultants are experts in the salesforce implementation process, hence they can assist you in establishing milestones for achieving your organizational goals by tracking the progress of CRM implementation.

2. Manage Sales Pipeline with High Efficiency

The sales pipeline assists sales teams in identifying activities that contribute to higher sales and revenue generation. Thus, it’s essential to streamline and automate it. Subsequently, your sales team must collaborate with advisory Salesforce professional services to drive the pipeline for faster lead generation and customer acquisition.

3. Evaluate Strategies and Processes

A strategy can make or break a business value chain, hence it must be regularly evaluated and iterated for profitable outcomes. Organizations today receive colossal data sets from digital and offline activities, often leading to delayed actions, as sorting and analyzing the data for meaningful insights takes time.

However, with assistance from Salesforce professional services, organizations can learn how to interpret data better and utilize it for their benefit. Salesforce consultants train business users on the CRM features, leading to better analysis of the marketing and sales strategies, which can be altered to gain more customers and profits.

4. Complete Customer Information

The Salesforce CRM offers quality and quantity information. This CRM stores all details of opportunities, events, tasks, and accounts for end customers. Thus, a sales executive can extract information on a specific customer or account to approach them more confidently, as they can now better evaluate their customer’s unique challenges and suggest perfect solutions.

Additionally, the CRM allows information sharing, i.e., which sales representative is assigned to a specific account or client. So, if the professional is on vacation and the customer wants an upgrade on the offered product/service, other available team members can be assigned the task to convert the opportunity.

5. Team Management

Transparency between the employer and the employees is the key to a successful business. Often, several businesses fail due to a lack of sharing of client information across the organization. Hence, only a few team members hold privy to customer information while others are searching for it.

To help organizations gain transparency in their teams, Salesforce professional services come to the rescue. The feature salesforce chatter enables teams to discuss customer information and tasks to be completed for winning and/or closing the deal. This feature thus allows sales executives to focus on their goals, automatically increasing productivity.

6. Create applications quickly

Salesforce initially launched its CRM in a simple, easy-to-use platform. However, with the launch of salesforce lightning in 2014, professionals could create applications that they could use across their portable devices quickly and efficiently.

7. Custom email marketing

Personalized email marketing campaigns are the unique feature of this powerful CRM. Since the information of each customer/account is readily available on the CRM, sales executives can create personalized campaigns for their targeted customers/audience to take the desired action that culminates in enhanced business visibility and increased sales.

How Salesforce Professional Services Can Benefit Your Business

What are the Benefits of Hiring a Salesforce Consultant?

1. Quickly close your business deals

Salesforce consultants offer out-of-the-box solutions for your business challenges. Since they have technical and strategic expertise across industry verticals, they can suggest unique and tailored solutions to your organization for greater productivity.

2. Easily track progress with the CRM Implementation

Salesforce professional services are responsible for the technical maintenance and support of your CRM post-implementation. Hence, the consultant will provide regular updates on the project’s progress and allow you to track it.

3. Take profitable decisions

For the growth and expansion of your business, you need a proactive approach during decision-making for making essential upgrades to the existing CRM. However, successful execution of system upgrades can occur with assistance from Salesforce consulting company. They collaborate with your executive team at a strategic level to design and implement processes that match your business requirements.

They upgrade the CRM system from scratch, which enables your organization to execute specific tasks efficiently and accurately. Further, they provide training and technical support to help your employees speed up to the new system. Training involves Salesforce automation, dashboard management, and project tracking.

4. Increase Return on Investment (ROI)

Often, organizations hire consulting services to assist them with better decision-making for business operations and growth. By hiring a Salesforce professional services Consultant, your CRM has a high adoption rate across your organization while your business objectives are successfully met with tailored strategy and correct skills that contribute to prolific business operations.

Additional Read


Salesforce CRM software, with its greater agility, higher adaptability and usability, and quick learning curve, makes it a popular and promising software. It can now be deployed on physical servers and the Cloud. With its rapidly gaining popularity and better job prospects, people are focused on obtaining Salesforce professional services certifications.

Valon Salesforce consulting services help your sales, Customer services, Marketing, and Technology teams, Translate vision into technology solutions, and Change behaviour, not just technology.

error: Content is protected !!