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ROLES AND RESPONSIBILITIES OF SALESFORCE CONSULTING PARTNERS

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ROLES AND RESPONSIBILITIES OF SALESFORCE CONSULTING PARTNERS

“You are surrounded by simple, obvious solutions that can dramatically increase your income, power, influence and success. The problem is, you just don’t see them.”– Quote by Jay Abraham, an American business executive, conference speaker, and author

Salesforce Consulting Services are integral to the overall wellbeing of a company just as homemade Kadhas is for boosting the immunity of us human beings in these dark days of the pandemic Covid – 19. They provide the wind beneath the wings the company so desperately needs to be up to date, turn around their fortunes, and move ahead of the competition. 

Salesforce Consulting Partners primary role is to advise, implement the CRM edition and various tech tools as well as to manage them, so they perform smoothly. Thus, the client company can focus on its core and primary business, while it's CRM and customer engagement works their magic. Salesforce Consulting Partners' role is to implement, design, and maintain the databases to connect businesses with their clients. They ensure that the bond between clients and companies improve, strengthen over time. 

The Responsibilities of Salesforce Consulting Partners are: 

  • Ensuring an enhanced company – client engagement. This is the primary responsibility of a Salesforce Consulting Services company. They have to engage with the client at all times, find out their needs, provide and implement solutions as well as firefighting if need be, along with support & training after deployment/completion of the project. 

  • Creation and management of project plans.  Consultants are famed for planning the right project based on nature and scope. Constant engagement with the client along the journey is required to ensure that the client is happy at all times. 

  • Strategic decision-making ability. Companies these days are using consulting services that will aid them to make vital decisions resulting in business growth and operation. This definitely applies to Salesforce partners and their responsibility to their clients. 

  • A to Z of Salesforce. These consulting partners take away the headache and problems associated with designing, building, training, and deployment of your Salesforce CRM, various tech tools, and solutions. They provide hands-on training to various departments as well as after – deployment support & maintenance services. 

As you can see, there are many responsibilities of Salesforce Consulting Partners such as Codleo Consulting. They are enablers who bring value to their clients in a myriad way. Be it in improving customer interaction, automating mundane tasks, leveraging Artificial Intelligence, and so on. Contact us today for a telephonic chat to see how we can improve your processes, workflows and manpower hours. 

About the Author

author
RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of Salesforce.com & Salesforce.org. In his spare time, he immerses himself in travel, books and spirituality.

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