Salesforce consultants are today’s main business tools as they bring efficiency and productivity to businesses through their customized sales and marketing strategies. As their business tools, salesforce consultants excel in various fields like market study, training, analytics, technology integration, government contracts, and offshore manufacturing. By honing their skills in various fields, they are able to solve business issues quickly and provide comprehensive solutions. In turn, salesforce consultants contribute to the growth of sales, which improves the company’s bottom line. They are widely accepted business tools because of their versatility, expertise, and adaptability.
Salesforce consulting services come with a wide array of solutions. The most common types of consulting services provided by salesforce consultants include: Lead generation and marketing, Sales and customer service, Customer relationship management, accounting, communications, technology integration, and business development. These services are offered by professional salesforce consultants who have years of experience in every field. They do not restrict themselves in any particular vertical. Therefore, they are capable of offering solutions to all business functions through their complete range of consulting services.
To cater to the needs of different business needs, salesforce consultants have several tools at their disposal. One of these tools is the Microsoft Dynamics GP. This platform provides the basic platform to all consultants, who need to integrate themselves into the business needs. The customization options available in this platform facilitate the seamless integration of new practices and better tracking of sales. Another tool is the Microsoft Dynamics SL. The customization options available here include advanced reporting and data integration options, navigation of information, customizing fields and accounts, as well as analyzing, modeling, and predicting trends.
CRM solution from Microsoft is another important tool for salesforce consultants. The CRM suite from Microsoft consists of Microsoft Dynamics GP, Microsoft Dynamics SL, and Microsoft Dynamics CRM. This package enables the sales and customer relationships to be improved. With the help of this software, sales professionals can make better relations with customers and win over the business.
Another tool for salesforce consultants is the Microsoft Cloud. The Microsoft Cloud runs on the back-end of several applications, such as the Microsoft Sharepoint and Microsoft Dynamics GP. The cloud storage and collaboration tools provide improved collaboration among various users across the organization. The main advantage of using the cloud for business needs is the monthly cost that is incurred for its usage. Therefore, the amount of investment required for installing the tools for the cloud has a minimal impact on the organization’s total budget.
In addition, the appexchange comes as another important tool for salesforce consultants. Appexchange is a data connection tool that makes it easier for sales professionals to connect with the clients. It lets the users to connect from any device and access any information regarding the client. The users can get an overview of the clients, their services and contact details. With the help of appexchange, it is easy for sales professionals to create new clients, as well as, delete or modify the existing clients. Furthermore, the consulting partners also get access to the appexchange which allows them to access the customer database of MS. The partners get the ability to view the account history, purchase histories and contacts of the MS users.
For full-time MS developers and Consultants, it is essential to have a developer ID and password. Without these credentials, the consultant cannot create custom applications or distribute applications. Furthermore, without proper development tools and SDK, the consultant cannot publish applications and develop the solutions on his own. Sales force consultants should use the SDK provided by the vendor in order to publish the application and make it available for end-users.
The final piece of appexchange functionality for salesforce consultants is integration with the customer relationship management (CRM) platform of the consulting partner. When a salesforce consultant deploys the appexchange platform, he will be able to gather client demographics information, sales and pricing data, and other important information about the clients. In turn, the appexchange will allow the consulting partner to build and maintain the client profile. The final step is to create a client profile which includes contact information, sales history, skills sets, and capabilities.