Salesforce consultants are not one and the same as other application vendors that work on ERP systems. For example, there are components of the platform that are designed for legacy applications while there are components of the platform that are designed to be installed on the newest versions of the most popular software applications like Microsoft Dynamics GP and SQL Server. This article aims at providing an overview of what are the different roles and responsibilities of a salesforce consultant working on ERP system and how customization can help reduce cost and time.
Customization helps consultants to adopt the CRM solution and it is equally important for salesforce consultants to know what CRM solution fits the organizations and functions best. The role of a consultant and a CRM solution therefore is to provide organizations with solutions that address their unique business needs. For example, many organizations have sales and customer service functions but they have similar business processes. Some organizations have salespeople who can directly answer phone calls whereas others have clerks who are trained to fill out sales forms. In such cases the roles and responsibilities of the CRM consultant would differ. Hence it is important that the role of a consultant and a CRM solution vary accordingly and appropriately.
Another difference is the way in which consulting services are divided between organizations. While consulting services are sold to organizations directly, salesforce consultants work as partner to the organizations. As partner, salesforce consultants have access to the platform of the organization and its data but they do not have access to the source code of the CRM solution. Most salesforce consultants who are working on ERP systems are salespeople who have salespeople and clerks who are trained to fill out the forms and answer the phone calls of the customers. In such cases, the role of the consultant would be a little bit different.
There are two types of CRM service cloud consultants. One is the sales force consultant who works in close collaboration with sales and customer service staff of an organization. Such CRM service cloud consultants use the knowledge and skills of sales staff to help the organization make the most of CRM. The second type of CRM service cloud consultants are service cloud consultants. In case of such consultants, they provide only salesforce consultants training to the organizations. The role of the salesforce consultants working in support of sales staff is minimal and hence they are paid only on commission basis and have no direct access to the source code of the CRM solution.
Many organizations believe that sales force consultants are only helpful when they help in achieving business goals. However, this is not true. These consultants can also help to understand the business requirements of the organizations and suggest ways in order to achieve business goals by using existing resources. This also helps to bring about a change in the process or business process of an organization. This also helps to bring about business efficiency.
There are two common areas which CRM Consultants customize as well as tweak to meet the requirements of the organizations. One of these areas is customization of products and solutions and the other area is customization of services which are provided to the users. The customization of products per user and the customization of solutions per user are both two common areas in the domain of salesforce cloud consultant.
Customization of products per user means that these sales cloud consultants help organizations to make the most of their CRM systems by modifying it and adding more functionality to it. They can add new features which can help organizations to achieve their business goals. On the other hand, customization of services means that these sales cloud consultants help organizations to make full use of their CRM systems by customizing it. Here the focus is more on adding functionality rather than simply modifying the product or application. In other words, sales cloud consultants help organizations to make full use of their CRM systems and can help them achieve their business objectives.
The main goal of a salesforce consultant is to help the organizations by helping them understand their business needs and help them to develop it. However, these consulting experts cannot help organizations to realize their business needs unless and until they understand their own business needs. The role of salesforce consultants therefore is to guide the organizations by developing a strategy and planning it in detail. They help to align the organization’s business needs with the strategy. They can also help organizations by offering advice in areas where the strategy does not fit well.