As a certified Salesforce Partner and cloud consultant, at CloudMyBiz we are in the business of revamping and improving the system that our clients run their business on. However, it sometimes happens that clients come to us wanting to improve without really thinking about what all that means. You can’t always improve your business if you don’t look at what is working and what doesn’t, and then be willing to let go of what doesn’t work.
The folks at Salesforce know this better than anyone, as the CRM platform is specifically designed to be the single, lifetime solution that a business can be built on. Salesforce is so much more than just a Sales tool. With all of the various integrations, products and platforms, such as Pardot for B2B marketing or Einstein for AI analytics, you can do it all on Salesforce.
With all of that in mind, it bears repeating that if you are going to make the switch and investment in Salesforce, you may want to spend a bit of time thinking about how to adjust your practices for the better. After all, if you are getting a clean start on a new system, why would you want to import over all of your bad habits and ineffective practices?
The following blog post on the Salesforce Admin site, gives a quick and easy breakdown of the process: Build the Vision, Shape the Environment, Deliver the Results. While this article is aimed at Salesforce Admins, the general principles apply to anyone looking to improve their business process. Of course, if you would like to work with a Salesforce consultant to give you a more detailed vision of what you life could be with Salesforce (or how your could improve your current Salesforce) feel free to drop us a line and we would be happy to talk to you!
-Ryan and the CloudMyBiz Team
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CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.