How Your Salesforce Implementation Partner Drives Business Value

The undeniable significance of customer data has businesses of every kind and size looking for ways to capture and employ relevant data effectively. Many are turning to integrated, access-from-anywhere solutions like Salesforce to enhance customer relationship management (CRM).

Salesforce is a cloud-based CRM that helps businesses manage customer data, sales and marketing. It provides tools like segmentation, data management and support for improving customer relationships. With a vast selection of third-party app integrations, Salesforce has proven to be a flexible and powerful business solution.

However, choosing the right Salesforce products, applications and configurations can be challenging. This is where Salesforce implementation partners can play a vital role. A Salesforce implementation partner is a certified expert or consulting firm, reviewed and approved by Salesforce, to help businesses deploy and customize the CRM. These partners often specialize in specific industries, products and applications, streamlining your Salesforce implementation every step of the way.

Salesforce partner benefits include managing the technical and administrative aspects of implementation, freeing your team to focus on operational excellence. With the right partner, you can streamline your setup and potentially begin Salesforce operations within two weeks.

Partnering with a Salesforce implementation team is essential for deploying the CRM successfully.

Why a Salesforce Partner is Essential for Long-Term Success

Salesforce is a highly versatile tool capable of transforming any business, but that versatility can make navigating its many customizations overwhelming. Instead of grappling with these complexities yourself, choose a Salesforce implementation partner to simplify the process and bring the following benefits to the table.

Expert Knowledge

Salesforce is a vast platform; mastering it takes years. While learning resources are available, they can’t replace the expertise of a certified Salesforce consultant. Hiring a certified partner ensures the right solution is implemented correctly, saving you time and effort.

Tailored Solutions

Every business is unique, and Salesforce can be fully customized to fit your needs. A Salesforce implementation partner streamlines this customization process by recommending and configuring features that address your needs. They analyze your current systems and tools and identify areas for improvement. As a third-party, they provide an objective perspective and, as experts, they know which features best fit your business and your industry.

Scalability

Salesforce frequently updates its features. A Salesforce partner helps keep your tech stack up to date and facilitates the smooth adoption of changes. Their work doesn’t stop after the initial setup – they help you plan for future needs and provide tools to scale your Salesforce solution. This way, you avoid wasting time and resources on outdated processes, ensuring your system grows with your business.

Minimal Downtime

Employee downtime during installations, coupled with the time required to learn how to configure new systems, can significantly reduce productivity, delay ongoing tasks and hurt overall efficiency. By partnering with a Salesforce implementation expert, you can minimize this impact. Your partner will handle the design and setup, allowing employees to focus on their core responsibilities. They’ll also provide resources and training to ensure a smooth transition to the new Salesforce system, helping your team quickly adapt and maintain productivity.

Seamless Implementation

Trying to implement Salesforce without expert help can lead to costly mistakes. Fixing these errors after the fact can be more expensive and time consuming than getting it right the first time. A trusted implementation partner makes sure your system is set up correctly, avoiding potential pitfalls and ensuring quality control from the start.

A Material Salesforce Integration Success Story

A leading leisure, travel and tourism company faced challenges with data silos, struggling to effectively manage customer interactions through the Salesforce platform. Their static website made it difficult to engage with customers or provide a seamless online experience for buying holiday packages. This lack of digital engagement left them disconnected from their audience and unable to meet evolving customer expectations.

What follows outlines their challenges and how Material was able to help them.

The Woes of Data Silos

Data silos can negatively impact business performance. Although the tourism company’s website was built on Drupal, a powerful content management system, the lack of Salesforce integration led to missed opportunities in effectively capturing customer interactions. One team managed Salesforce, while various separate call centers handled different travel packages. Inquiries and potential sales were routed to the appropriate call center but there was no tracking for online inquiries or feedback – which complicated their online business operations. They also ran multiple marketing campaigns across platforms such as Facebook, email and Google; but, unfortunately, campaign results were neither captured nor integrated with Salesforce, making it impossible to measure their success.

Unifying Systems with Salesforce

We stepped in to unify the company’s systems by integrating Drupal with Salesforce. This integration enabled them to capture all customer interactions in one place, from online inquiries to campaign engagement. As a result, they achieved a single, clear view of customer data, reducing fragmentation and improving relationship management.

We optimized the customer experience by allowing users to select holiday packages online. Inquiries were automatically routed to the appropriate call center, with all transactions recorded in Salesforce. This automation ensured that no lead was lost and that all inquiries were tracked.

Material also integrated our client’s marketing campaigns with Salesforce for comprehensive campaign management and monitoring. This enabled real-time tracking of results and provided valuable insights into customer behavior and campaign performance. With a 360-degree view of analytics data, they could monitor website hits, inquiries, sales and key metrics, including website traffic and package demand.

The results were transformative. User session duration increased by 1.8 times and organic traffic doubled due to better tracking and enhanced user engagement. Streamlined operations and a holistic view of their data empowered the company to make informed business decisions and improve overall customer experience.

Maximize Salesforce Value with Material

If you’re struggling with data silos or having other challenges related to Salesforce, reach out. As a proven implementation partner, Material can help you customize and seamlessly integrate Salesforce to maximize business value.