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Salesforce Consultant

You have bought the Salesforce CRM for your organization. Now you have to leverage the platform for maximum benefit. In order to do that you have to have an inhouse Salesforce consultant or hire the services of an external Salesforce Consultant. We look at the desired qualities of a Salesforce Consultant.

  • Should be certified- You should be sure that the Salesforce consultant is competent. Otherwise it can lead to costly mistakes or unsatisfied requirements. Asking for certification is absolutely necessary. Also check the validity of the certification.
  • Should be capable- Have a list of questions ready beforehand to ask the potential consultant. Ask for references and conduct background check. You should entrust your work to a trusted and reliable source.
  • Excellent communication skills – The consultant will be required to interact with clients as well as staff from different departments. He should be clear in his oral and verbal communication. Ideally, he should possess above average inter-personal skills and should be a team player. The consultant should know how to lead a team, have every one on board as well as be able to motivate team members to do their very best.
  • Updated with technology – You don’t want redundant skills. The ideal candidate should have knowledge and expertise in the latest technology as well as releases.
  • Domain expertise – Your company may have a niche domain such as finance, retail or healthcare. Hire a consultant who has prior experience as well as expertise in your organization’s particular domain. This way he shall be aware of potential future problems as well as fixes for any issues that arise in the implementation of Salesforce in your organization.
  • Ability to comprehend the organization needs- The consultant should be able to understand the structure and activities of the entire organization. He should be able to anticipate and meet the various organizational needs. Only then he will be able to successfully implement Salesforce for your organization as well as harness the full power of the Salesforce platform.
    • Ask relevant questions- These are as follows:
      • Do they have experience in leading any project?
      • Have they any experience in making presentations to clients?
      • Do they have experience in research and development?
      • How many departments they have interacted for previous projects?
      • Have they handled similar projects before?

Brainstorm with your colleagues and HR department to come up with a list of important questions from the potential consultant. This way you will be able to evaluate the capability, experience and quality of the candidate.

There are many Salesforce consultants in the market. But finding the right one is necessary. Keep in mind your organization’s long-term goals as well as present needs and don’t be in a hurry to hire a suitable Salesforce consultant. Remember that patience fetches good rewards.

Salesforce Integration Services

The requirement for data integration in the present IT-driven world has turned out to be just principal. With each business producing and processing enormous volumes of data, the requirement for an approach to synchronize the data being created has developed manifolds. The information produced by organizations is not only critical for the activity of the organization; it also serves as an incredible asset for the research and development of the organization’s future contributions. This is why every notable name in the business spends a considerable part of their revenue created on solutions aimed at enchaining the overall profitability and productivity of its data management system.

Manually managing the information is a tedious procedure and is fundamentally hampering both profitability and development of an organization. Since managing huge amounts of data are gradually turning into a time-consuming task, the demand for proficient data integration services is on the rise. The cloud-based SaaS application provider offers customized Salesforce connector that helps organizations in a maintaining huge database, records, importing sales leads and exporting data and producing reports for analysis and assessment, on day by day, week by week or month to month basis. Utilizing the integrator, you can raise more accuracy in your work, minimizing the utilization of paper and sparing valuable time.

With the emergence of Salesforce Integration services, now organizations have the choice of limiting the expense of their data management system while actually expanding their proficiency and feasibility by an extraordinary edge. By picking Salesforce integrations services, organizations can now make optimum use of their data resources regardless of their physical locations. As the integration tools offered by Salesforce are hosted on a web-based server, the user has the opportunity of accessing, downloading, and modifying basic information even from the remotest locations.

How Salesforce Integration Services Benefits Company?

Salesforce Integration services are the best options for any organization utilizing cloud-based solutions, where they need to manage the huge amount of data. It offers a moment and perfect procedure in managing and channelizing information with different sources utilized by the organization. The integrator offers various organizations and businesses, the much-required independency as well as adaptability for executing their activities in a consistent way. By utilizing a cloud-based arrangement, organizations can offer their employees, a chance to access a huge range of data applications online, hence avoiding all the circumstances that are caused owing to geographical restrictions.

In this way, the Salesforce integration services have opened up newer ways for organizations to minimize the whole operational and administrative expenses, while improving the overall performance and effectiveness. As the Salesforce connector comes embedded with the cloud-based solution, you will no more need to spend additionally for availing the services.

Nonetheless, for taking your organization or business to statures, choosing the best service provider, which offers effective Salesforce integration services, is also very essential.

salesforce-implementation

Maintenance of business data can be hard. You should prioritize putting systems in the cloud which will save you precious time and money which you otherwise would be spending on maintaining hardware, software, security etc. Salesforce being one of the premier cloud companies you can use salesforce apps to make sure that you have no problems using salesforce. These free apps are a blessing into helping you make sure that you never have any problems with Salesforce. Below mentioned are top 5 must have business apps free as well as paid for you to add to your salesforce implementations.

1. Config Bench

This app by Tech9logy Creators allows you to easily manage your configurations. It offers users a trial version before investing trust and money in the pro version. This app allows the user to download and completely organize the configuration workbook in excel with optimum ease. This app will allow the user to customize objects in bulk. Moreover this app will also allow the user to have unlimited access to the bulk custom fields. This app usage is also functional in providing the salesforce user field as well as object level security by providing unlimited access to view/ update unlimited profiles in a single go. User will also have unlimited access to view/update Object Level Security (OLS) of multiple profiles (ALL) on single page. Lastly, you will be able to manage the validation rules of any standard or custom objects with optimum ease.

2. Bulk Object- Field Creator

This App by Tech9logy Creators allows you to easily imports objects fields from CSV or XLS file to Salesforce.
It helps Administrators and Developers to create multiple fields of 16 different types in single go. (It’s a Limited version; user can create only 5 fields) By default, the application supports both Standard and Custom Objects.

Within 5 minutes of configuration, it can easily add as much number of fields in Standard or Custom object in your organization. It can add up to 500 fields in single go in single object. In FREE version, user can create only 5 fields. For Unlimited access, visit: https://store.tech9logy.com

3. A Free App By Versatile Capitalist, Inc.

Mass Edit + Mass Update + Mass Delete
This app usage allows you to easily update your records and maintain a cleaner up-to-date data record.

4. Yet Another Free App By Versatile Capitalist, Inc

Mass Update Tasks + Activities Tab + Create Multiple Tasks
This app is especially imperative when you have a team working for you and you need to assign tasks to each team member. This free app will surely make your task easier.

5. Salesforce 1 for iOS and Android by Salesforce

This is the Salesforce free mobile app that will allow you to be productive on the road and will save you from the torment of not knowing where your client is Located. With the power of Salesforce on-the-go app, you can easily pull up contacts’ records, give them a call or map to their location. It’s damn easy! You will not need to scramble through your email again to find the address in your clients email signature.