What Is The Role Of A Salesforce Consultant In CRM Implementation


Salesforce is a tool that has never compromised on its contribution towards improving the productivity of the workforce. It has always played a major role in building the relationships with the clients, which ensured customer satisfaction and the company’s level of success. Salesforce consultants are the key resources as they add value to a business. An experienced and efficient salesforce consultant can develop appropriate solutions, generate revenue and help in bringing value to the clients and analyze how changes impact business for the better.

role Of A Salesforce Consultant In CRM Implementation

Signs To Enlist A Salesforce Consultant

Doing it yourself with Salesforce implementation leads to question if Salesforce was the right choice. It’s challenging to understand all the capabilities of Salesforce if you are a first-timer. Here are some of the situations when enlisting the consultant becomes the best option.

  1. Your user adoption is weak
  2. You aren’t sure of the full capabilities of the system
  3. Your Salesforce projects aren’t getting done
  4. You struggle with integration of systems.
  5. You don’t have a complete view of your customers and prospects
  6. You are experiencing customer satisfaction issues.
  7. You don’t get enough reports to make meaningful business decisions
  8. You are not able to prove your Salesforce ROI
  9. Your Salesforce projects aren’t getting done
  10. Your sales are not converting.

Roles of a Salesforce Consultant

The Salesforce consultant works to design, implement, and maintain the databases that links the organization to the clients. The consultant ensures to manage relationships with clients, constituents, and funders from their skill set acquired from the experience.

The ideal Salesforce consultant will have the following skills:

  • Logical reasoning, Proactive and decision-making skills
  • Leadership qualities, and Good Communication
  • Ability to work well with others in coordination

The skills may vary as it based on the work profile, the roles, and responsibilities of a Salesforce consultant. It can vary depending on the specific field of expertise and organizational environment.

Related Post:  What is the best Salesforce Automation Tool - Pardot vs. Marketing Cloud?

Major roles and responsibilities:

  • Salesforce consultants must be competent on the Salesforce CRM platform.
  • Salesforce Consultants are hired for implementing constituent relationship management systems (CRM).
  • The consultant should be able to put in his knowledge gained with experience in fixing and improving a particular component of the business.
  • Should possess strong project management skills.
  • Should be able to educate business methods to employees, transfer the skills that increase productivity and generates more revenue for the company.

How a Salesforce consultant helps in CRM implementation

A consultant ensures that the end users and the organization understand Salesforce and its deliverables. Starting from using the tool, till troubleshooting, modifying, or simply maintaining any problems that arise. As a result, you are offered a professional deliverable, specific to your and organizational needs, designed with best practices and quality service.

Infographic What Is The Role Of A Salesforce Consultant In CRM Implementation

A Salesforce consultant helps deal with the following scenarios:

1. People constraints

How do you know if you have enough workforce to do the work? The resource constraints can proportionally affect the deployment. A consultant analyses the work and also the team required for the same. The project management, implementation, training, and rollout are taken care by the consultant, ensuring that your organization will not have to compromise on anything to get things done.

2. Time constraints

Sticking on to the committed timeline is as important as the successful implementation of Salesforce. In the cases when the team is not familiar with Salesforce, a consultant can come to the rescue with an ideal solution that tackles the tight schedule and configure the CRM for you.

3. Skill constraints

The consultant can provide you with a complete and thorough understanding of the problem and provide the suggestions as well. The consultant considers the resource skills, and analyses on who is best for the process. This provides the ease of not having to train people and lessens the waiting time.

Related Post:  Salesforce Acquires Beyondcore: How Will This Acquisition Help Smes?

4. Money constraints

In the most cases, when the implementation is done without the help of consultants its seen that, the software gets installed, but the users find it difficult to use, and the wait for the desired results becomes a never-ending process. Configuring everything yourself and failing by avoiding to hire someone considering the dollars that get associated with a can, in turn, increase the internal costs.

5. Test and choose the best option.

The ultimate goal is to get the Salesforce implementation done successfully, not compromising on the result after its implementation. But there are realities that you need to consider to make sure you make the best decision for you and your organization. You can right away hire a Salesforce consultant or there are also alternatives where you can choose the right decision when it comes to deciding whether to hire a consultant.

Option#1: Take a small project in which you can hire a consultant. Here the consultant can help you initially to come up the curve and provide you with all the necessary skills so that you are proficient in moving forward.

Option#2: You can hire a consultant on a one-time basis and get the work completed professionally.

Option#3: You can opt to hire a consultant as and when projects come up,  as they are not frequent enough to demand that you bring those skills in-house.


Every organizational need is different and Salesforce implementation is a broad area of interest which requires expertise with a track record of past accomplishments. Salesforce consultant’s expertise in different business models can be relied upon as they act as a trusted guide for taking a client’s Salesforce instance to the next level. Adding a professional touch by hiring a Salesforce consultant for the implementation will always be a beneficial decision.

Write a Comment

Notify of

Download & Learn from Our Whitepapers

Stop, read and acquire deep insights into complex issues