Warning: Do Not shift your business to Salesforce before answering these questions:
Salesforce is the #1 CRM in the world.
It can help your business:
Increase Productivity
Build Customer Loyalty
Generate More Revenue
See, I am a Salesforce Consultant. I can keep talking about the benefits of Salesforce all day long…
But the truth is, not every business needs Salesforce to grow & neither can Salesforce help every business out there…
But how do you know if your business is ready for Salesforce Automation?
Hint: It’s in the title…
By asking yourself the right questions!
Here are 5 questions every business founder should answer before shifting to Salesforce:
#1: What are your Business Objectives?
Before making a shift to Salesforce, clearly define what you’re looking for i.e. What will be the aim of this automation…
Maybe it’s improving sales processes or enhancing customer service or streamlining marketing efforts…
I’ll let you decide on this one.
#2: How does Salesforce align with your existing Processes?
Before you start the heavy lifting, think about how Salesforce will fit your current business processes.
Take some time and study your existing workflows, daily procedures, and employee habits
Now, explore the features offered by Salesforce.
Determine if these features align with your processes or if adjustments are needed.
If adjustments are needed… how much?
Is it worth the change?
#3: How long will it take for your team to adapt Salesforce?
Check out your team’s:
Tech Habits
Tech background
Familiarity with tools like Salesforce
Now study:
The level of complexity of the features to be implemented
What training should be provided to ensure a smooth transition
Addressing employee adoption and change management is essential for automation’s success.
#4: What Is Your Long-Term Strategy for Growth?
You’ve already been through the main features of Salesforce.
Plan out a rough growth trajectory for your business.
Now, do you think Salesforce at its fullest will be everything you need?
Take time to answer this question.
It’s a crucial one.
#5: What Are the Total Costs Involved?
Lastly, create a rough draft of your Salesforce Automation and find out how much will it cost.
Ask yourself if this deal feels worth the price…
Yes?
Welcome to Salesforce!
No?
Try creating another draft or maybe Salesforce is not an option for you.
The answer to these 5 questions will determine if you should go for Salesforce automation or stick to your normal processes...
This process might be boring for some, but it’s super crucial for your business.
If you don’t want to go through this process, you can get on a call with a Salesforce Consultant and they’ll be your guide.
I happen to be a Salesforce Consultant and I am pretty good at my job
So, if you are a business founder who wants their business to:
Consume less time
Generate more revenue
Book a consultation call with me.
Here’s the link:
https://calendly.com/jordanqnelson/25min
That’s it for this issue.
To learn more about Salesforce Automation, check out previous issues of my newsletter.
See you next week!
Jordan.