Salesforce products and services can positively impact business performance, from increasing sales to improving employee productivity. Salesforce consultants help you determine which software options may make the maximum impact for your company. Experts provide in-depth knowledge of the platform and can tailor its functions to your organization’s needs. Here are some products and services that consultants may use for your business:
Sales Cloud
A Salesforce consultant might use Sales Cloud to optimize rep productivity, accelerate deals, and increase successful outcomes. The tool can manage comprehensive data to help your business track and manage leads. A program that can generate the best leads and manage your sales pipeline creates more opportunities for your sales team to focus on building client relationships and closing deals. By monitoring data, your sales team may be able to forecast sales, identify potential bottlenecks, and make efficient decisions to maintain workflow.
Salesforce consultants might also use the tool to set up customer activity management systems to centralize client information. This could assist marketing teams with tracking each stage of a sale, from initial contact to post-purchase follow-ups. With all the customer data in one place, you could anticipate your customers’ needs and promote loyalty.
Experience Cloud
With Experience Cloud, a Salesforce consultant can connect your customers, employees, partners, and vendors with key data. Real-time data allows you to quickly adapt to a customer’s needs or preferences and deliver personalized content, potentially drawing more sales. Consultants can use Experience Cloud to create knowledge bases, portals, or AI chatbots to enable customers to quickly find the answers they need.Â
With a consultant’s expertise, Experience Cloud may help increase employee efficiency. Training portals can be added to the platform, creating an opportunity for self-paced learning as company policies change or new software is adopted. This may improve employee performance and confidence.
Service Cloud
When Salesforce consultants implement Service Cloud, you are providing a single source of truth for your customers that can quickly address their needs. The platform features an AI-powered workspace that helps your customer service team manage support cases, major incidents, or jobs in the field. Quick and accurate data retrieval on each customer could help decrease agent handling time, improving your team’s overall productivity.Â
Service Cloud also supports appointment scheduling. The software’s Setup Assistant can easily configure locations, hours, and the right resources for each customer. Consultants can develop a self-service portal that allows customers to edit appointments as needed. If a customer is unavailable, AI systems can promptly recommend sources that the agent could forward to the client.
Get Your Company a Salesforce Consultant
A consultant aims to help your company fully reap the benefits of Salesforce software. Sales Cloud, Experience Cloud, and Service Cloud allow your business to interact with potential customers at every stage of the buying process. By simplifying your sales system, providing your staff with key data, and streamlining customer assistance, you could increase company productivity and drive more sales. Call a Salesforce consultant today and get the right guidance to make the most of the platform.
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