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Salesforce is a top CRM platform enabling businesses to enhance their sales, marketing, and other customer-oriented processes while promoting operational efficiency, increasing competitiveness, and boosting revenue. Nevertheless, only a small percentage of organizations implement Salesforce independently due to its complexity, with 97% depending on Salesforce consultancies for assistance during their implementations, as reported in the State of Salesforce 2024–2025 by IBM.
By sharing their expertise and offering support throughout the project, Salesforce consultants assist organizations in maximizing the Salesforce platform and achieving quicker returns on their investments. Additionally, consultants aid companies in making their Salesforce-driven solutions more sustainable to ensure that the CRM continues to provide value for years to come.
Why Consider Future-Proofing Your Salesforce CRM?
Future-proofing Salesforce involves creating and executing a solution that remains effective and relevant for a company over an extended period.
There are several key reasons to future-proof your Salesforce CRM:
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Enhanced Competitiveness: A future-ready Salesforce system can easily integrate with new technologies and adapt to changing procedures, improving customer experience and maintaining competitiveness.
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Improved ROI: A future-proof Salesforce solution can address new business requirements and evolving customer expectations without requiring lengthy, expensive overhauls. As a result, future-proofing helps companies reduce long-term Salesforce costs and enhance overall adoption ROI.
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Superior Scalability: A future-proof Salesforce solution can maintain efficient operation even as data volumes increase, transaction complexities grow, or user numbers rise. Thus, a company can expand its Salesforce solution to fit business growth without sacrificing software performance or user experience.
4 Ways Consultants Can Help Future-Proof Your Salesforce Org
After discussing why preparing for the future is essential, let’s examine four key ways Salesforce consultants can help.
1. Creating an Effective and Scalable Data Architecture
Similar to how a structure’s stability relies on its base, the dependability of a Salesforce solution is significantly influenced by its architecture. A poorly designed data architecture can complicate Salesforce, leading to problems with maintenance, integration, data inaccuracies, and limited scalability.
As a result, it is essential to craft an architecture that can adapt and efficiently handle changes. Salesforce Consultants can assist organizations in this implementation phase by creating an architecture for the solution that emphasizes a coherent and functional object structure and optimal data flow to minimize unnecessary complications.
Additionally, Salesforce consultants can support a company in formulating and executing data archiving and cleansing strategies to maximize data storage efficiency in the long run. For instance, this strategy may involve employing Salesforce data management tools such as BigObjects, which aid in archiving data that is no longer actively utilized into separate storage solutions.
This approach allows a company to reduce data storage expenses while improving Salesforce's overall performance.
2. Offering Integration Guidance
To ensure their Salesforce solution remains relevant in the future, businesses should also ensure that it can effortlessly connect with other software applications, such as third-party ERP, BPM, or LMS systems. One approach to accomplishing this is using middleware—software that facilitates data exchange between different systems without needing direct connections.
Salesforce Consultants can assist a business in selecting the most suitable and cost-effective middleware tools, like MuleSoft, Boomi, or Zapier, tailored to its specific requirements and budget.
3. Assisting with Future-Proofing Custom Code
The Salesforce platform includes powerful configuration features, allowing businesses to adjust the CRM to their requirements by fine-tuning page layouts, processes, dashboards, and other solution elements using built-in tools like Lightning Process Builder.
Nonetheless, Salesforce’s configuration options are inherently limited, so they may not satisfy every user's unique requirements.
When a company reaches the boundaries of Salesforce configuration, it can enhance CRM features through customization or by developing custom code. However, if a business relies on poorly written custom code that is filled with mistakes or is hard to comprehend, it may encounter scalability challenges down the line.
Carelessly altering code could unintentionally disrupt existing functionalities and degrade the solution's overall performance.
Salesforce Consultants can discuss best coding practices with a company to guarantee that custom code is never an impediment to business success. Consultants may recommend breaking down code blocks into smaller chunks to boost code modularity, making it much easier to alter and reuse.
4. Conducting a Comprehensive Salesforce Audit
If a company faces errors and delays that prevent it from expanding Salesforce effectively, Salesforce consultants can help. They can thoroughly audit Salesforce to review the tools in use, check custom code, and investigate errors related to how the platform is set up or integrated.
They can also assist in resolving the identified inefficiencies or problems and offer suggestions on how a company can enhance its use of Salesforce.
Final Thoughts
Adopting Salesforce can provide numerous benefits to a firm, including increased operational efficiency, better client experiences, and higher service quality.
However, a corporation should guarantee its solution is future-proof to maximize the long-term return on investment from Salesforce usage and obtain additional business benefits.
Certified and knowledgeable Salesforce consultants are available to assist businesses in this area. They can help your organization create a scalable Salesforce framework, select appropriate integration tools, and prepare your custom code for future needs.
Salesforce Consultants can also conduct a comprehensive Salesforce audit and provide suggestions on future-proofing your specific organization and enhancing its scalability.
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