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Salesforce Team
Oct 12, 2023 10:31:00 AM2 min read

The Challenges of Salesforce

Salesforce can be a game changer when it comes to automating workflows, tracking data, and maintaining a pipeline… if you know how to use it best.

As Client Development Director for Insight Powered, a division of Provisions Group, I see clients miss opportunities for their business in Salesforce every day. And it makes sense. Your team needs to prioritize what matters most – closing a deal, gaining a customer, or whatever your business does to generate revenue.

Salesforce can be like purchasing a car – there’s the initial investment, but you still need to have it serviced regularly to get the oil changed, tires rotated, etc. Maintaining a Salesforce environment that works well can be challenging when your team is focused on other priorities.

Let me break down the top four challenges I see working at a Salesforce consulting firm and why it makes sense to continue investing in your Salesforce org.

Challenge #1: Workflow process challenges

Your Salesforce instance is over-engineered and has become very complex. You may even have forgotten what you were building for in the first place! Internal processes were not created during the implementation, or maybe your business has changed since the initial implementation, and you need to re-evaluate workflows in the platform.

How can we help? We will turn your complex CRM into a simplified, easy-to-use version customized for your business and make sure internal processes are implemented with the platform. We don’t want your business to fit into the technology, we want to build the technology around your business.

Challenge #2: Data quality issues

You’ve imported data from another system, you have lots of duplicate data, and Salesforce is not the single source of truth for your business. Or maybe data is living in a different system and hasn’t been integrated at all.

How can we help? We’ll make Salesforce your go-to for all your business needs, but first, we’ll clean up what you have from your other system so your team starts with a clean plate.

Challenge #3: Limited user adoption

Managers are not using Salesforce to manage, so no one uses it. Maybe our team wasn’t properly trained, so they don’t see the value in the tool, or the initial build was too complex to adapt, or maybe they just are not ready to let go of those excel spreadsheets.

How can we help? We’ll help train your team! We take a “crawl, walk, run” approach to make the change management piece easier for users. When used correctly, Salesforce can increase revenue and decrease costs (and headaches). Leverage our expertise to increase efficiency.

Challenge #4: Inability to automate marketing

You have a whole database of leads and contacts, but now you need to run campaigns, bring in new leads, show results, and you don’t have a proper marketing tool to accomplish your goals.

How can we help? Whether your marketing is run out of Salesforce or in another marketing tool, we’ll help customize your Salesforce CRM to help in marketing for your business.

Do any of these challenges sound familiar to you? We get it. I’d love to meet you and discuss your business goals and see if we can help. If you’re interested in learning more, sign up for a free consultation here.