Being a Salesforce project manager is all about brainstorming, scheduling, planning, and monitoring Salesforce projects running in an organization. Salesforce project managers should be efficient in communicating both in technical and non-technical terms. They are the ones who need to ensure that projects are completed according to the mentioned specifications within the planned budget and time frame.

When it is about Salesforce implementation, all we hear about is Salesforce consultants, developers, and analysts. But to handle the Salesforce team, it is necessary to have a project manager. A project manager has a lot of responsibilities, whether the project is for Salesforce implementation and development, and no team can be complete without having one.

Responsibilities of Salesforce Project Managers

Managing any project within the Salesforce instance would require a proper set of skills that project managers should have. There’s no denying the fact that being a Salesforce project manager is a tough gig. Being the head honcho of the project, you would be having numerous responsibilities on your shoulders.

A project manager has to wear many hats and should be completely familiar with the Salesforce instance. We have listed some of the major responsibilities of Salesforce Project Managers when it is about handling any project. 

1. Requirement Gathering

Before starting with any project, an ample amount of time needs to be given to discovery and requirement gathering. This is something that the project manager will handle. Salesforce project managers are required to participate in client discovery sessions, working along with a technical team to identify a suitable solution for the client.

2. Project Delivery

From team enablement to sprint planning, all the tasks fall in the bucket of project managers. They need to confirm the technical team that will be skilled enough to handle a Salesforce project. After planning the team, the project manager would prepare different project phases while preparing an agile project management approach for incremental development and implementation. 

While the focus of the project manager would be on project success and delivery, the need is to put equal emphasis on risk management. They need to timely identify and mitigate risks by using strategies to minimize any impact on the project.

3. Reporting

Project managers should work on preparing schedules for projects and create status reports, and change orders accordingly. They should be able to report the internal management team assigned on the project about the project status, and also escalate issues where needed. 

While handling reporting, project managers should also be good at performing forecasting on Salesforce for project resources to achieve project completion.

4. Managing Client Relationships

Salesforce project managers need to stay updated with client requirements, so they could build and maintain effective day-to-day relationships with them. The need is to ensure client satisfaction for which, the team should be able to understand what the client wants. A project manager would also be responsible to provide support to clients throughout the Salesforce project and also managing the post-implementation process.

Hire Certified Salesforce Project Managers for your Next Project

With so many responsibilities of a project manager, the professional you hire must be certified and have experience with Salesforce implementation with different industry verticals. 

Talk to us and find out how our project managers are well-qualified for your upcoming projects and can provide you the right guidance and successful implementation.

Any company managing its work on Salesforce would have numerous processes and operations to perform and handle, getting its team too much occupied. In between all this chaos, it is possible to miss out on some of the important aspects which might reflect negatively on performance and sales. To avoid any such occurrences, businesses tend to hire the required help. They usually get attracted towards any company offering a full-service transformation, but sometimes that’s not what’s required. 

A full-service transformation might not be the solution to all business problems. You need to know what the issue is before getting along with a full-service company. You need to know what exactly you require, and sometimes a full-service transformation is not the answer you were looking for. 

Why you might not need a Full-Service Transformation?

Every business is composed out of ups and downs. It is common to face problems in business, but that doesn’t mean you need to get it completely transformed. Here we have listed some reasons that will ensure that a full-service transformation is not what you need.

1. Issues in a Specific Area

Anyone running a business with Salesforce would know that there are too many aspects that are required to be handled. While you manage one part efficiently, you might not be giving enough attention to others. But that doesn’t mean that the entire business operation is affected. 

Instead of high a full-service team, you just need to hire experts to handle the part in which you are facing issues. For example, you might be getting good attention on marketing but not enough results on sales. That’s where you need a Salesforce consulting firm to manage your sales to get you desired results. 

2. Budget

When you are facing trouble in a few aspects of business, hiring a full-service or boutique firm would simply cost you a lot. You have to pay a lump sum for the complete Salesforce services while you were meant to pay only for the areas that you need additional attention on. 

Budget can be a big constraint for any business. In such a case, spending more money without any reason would just be a rational decision. So, you need to make sure that you are only paying a full-service firm when your business required transformation. 

3. Need of Expertise

Whether it is about managing your marketing campaigns or Salesforce development, you would prefer to look for expertise. If that’s your call, then a boutique firm might not be what you are looking for. A full-service firm usually has people managing different aspects, but not any specialized expert.

If you want to get a Salesforce application developed, your preference should be to look for a certified Salesforce developer. In that case, a full-service organization is not what you need. 

Hire Salesforce Experts Instead of a Full-Service Transformation

Facing trouble in any part of your business or having difficulty managing your CRM, you need someone having expertise to handle whatever you are having issues with. Instead of spending a lot of a full-service transformation, hire Salesforce experts to look for specific issues and handle those.

Count on certified Salesforce experts at 360 Degree Cloud to help you with your business. Contact us to discuss your requirements and find out how we can support you.

For any company, choosing its consultancy agency can be a great decision. Although many would get attracted to full-service and boutique firms, the fancy exterior doesn’t mean that these firms can be the right choice for you. For any company moving over to Salesforce, it is important to hire a service that can handle the platform and align it with business objectives. But it’s a decision you need to take wisely. 

We might think of boutique firms as giants who know everything. But the question is that are they telling everything to you? These firms might be good as a show-off, but you don’t need that. You need someone that could be efficient to handle your Salesforce CRM and operations. 

Drawbacks of Going for Full-Service and Boutique Firms

You want the best for your brand and business, and that’s why you’ll look for someone who can deliver you so. The option of choosing a boutique firm might interest you, but you need to know that they might not be your best pick. Here we have listed some drawbacks of hiring full-service and boutique firms for services. 

1. Not Specialized in One Area

What makes these boutique firms attractive is that they offer a complete range of services that might be a time-saver for you as you would be getting everything under one roof. But this feature can easily act as a disadvantage for you as they won’t be having expertise in any particular area. 

Boutique firms can be considered as “Jack of all trades and master of none.” The professionals at such firms work with a variety of services but when you pick any particular service and demand expertise, they might not have any. With firms with different teams usually end up achieving specialization in any one segment. A firm handling all the aspects might end up compromising some aspects which can affect your business. 

2. Fewer Resources

Boutique consulting firms do not hold many resources and do no conduct frequent hiring, due to which they fail to attract experts. Although in some cases it is good to have fewer resources to maintain a good conversation between teams, but not having enough resources can even hamper project deadlines and customer service. 

Hiring a boutique firm might put you at the risk of missing your project deadlines and not getting enough attention from the customer service team. Now, what would be the need for quality if you have already missed the deadline. 

3. Lack of Transparency

When you need someone to work on your projects, you would expect to get a clear view of what’s being done and how far the team has reached on the project. With boutique firms, you might not get complete transparency of the work process. 

Due to fewer resources, the team usually stays caught up with the work and fails to send periodic reports and work progress on your project. 

Get Expertise with a Salesforce Consulting Firm

You won’t ever want to risk any of your projects or operation due to a lack of expertise or fewer resources. You need someone who can offer you the relevant expertise and stay in touch with you through the project. 

Get top-notch consultancy with 360 Degree Cloud with certified Salesforce experts. Talk to us to know how we can help you.

You might not know but the time taken by your customer service team to answer a call or the number of calls answered on an hourly basis are not always the most accurate metrics to analyze the performance of your customer support. It is not just about the numbers and complex equations on balance sheets. It is more about how much you have achieved customer satisfaction. That’s where it means a lot to deliver high-touch service when it comes to customer support.

Customers are happiest when they don’t have to wait for a longer period to get their issues resolved by the team. Thus, to speed up the service, companies are coming up with methods like tutorials, self-help services, FAQ pages, newsletters, and making calls proactively. But there’s a lot more when you want to deliver high-touch customer service. 

What is High-Touch Service?

As technology advances, customer support centers tend to adopt modern ways to resolve customer issues to enhance their performance and results. Although companies are providing features like self-help features and chatbots to handle customer service, human intervention is important when it is about connecting with people in a personalized way.

Companies are leveraging Salesforce CRM to make sure their customer service remains top-notch and they can analyze customer behavior to deal with them in a personalized way. All in all customer service is about connecting with customers through multiple streamlined touchpoints, giving them a unique and memorable experience. 

How to Create a High-Touch Service Experience?

Now you know what exactly high-touch customer service is, but the next question is how you will achieve that. Here we have listed some ways through which your customer service team can work on delivering high-touch service.

1. Try to Understand Customer Issues

To cater to the needs of the customers, you should have an understanding of what their goals are. Try to have a detailed conversation and let the client explain what he is facing issue with and how he expects the support and service to be. 

To deliver the best you need to know first what exactly you require to deliver. Show empathy towards customers and make them feel that you really care about them and are trying your best to resolve their issues.

2. Add a personal touch

Personalized communication is one of the most effective ways to deliver interactive customer service. Salesforce helps you by providing a centralized view of all customer details and previous communication histories so you know everything about them before interacting with them.

You can use personalization in your emails too, showing that you treat each customer individually and in a unique way. You need to cross the bounds of business-like interaction to efficiently connect with customers and deliver to achieve customer retention and satisfaction.

3. Commit to All-Time Human Assistance

This is another key to deliver high-touch customer service. Chatbots, FAQs, and tutorials are all fine, but when a customer is actually in some problem, the first preference would be to talk with someone from the team who can give a closer look at the issue. You have to deliver 24×7 customer service with live chat agents to offer instant query resolution to customers.

Since customers are paying for a service or product, they will always appreciate any effort you put in to make the customers feel satisfied. This may even lead to more business with word-of-mouth marketing by customers.

4. Follow Up

Once you have achieved what you wanted, don’t just consider it an end. Keep in touch with your customers regarding project delivery through follow-ups. Small things can have a big impact. So find a few ways to make people feel special like sending personalized messages.

Even if you have resolved the issue, don’t consider the work done. Make sure you stay connected with customers through follow-ups. These little talks can have a big impact on your business. You need to look for ways to stay in touch with your customers, whether it is through follow-up calls or personalized messages.

Deliver High-Touch Service for Utmost Customer Satisfaction

It’s not just about talking with customers, it’s about being empathetic with them, listen to their issues, and resolve them in the minimum possible time. You have to make sure that they don’t promise too much and deliver too little, which will simply lead to a bad impression and might lose you a lead. Implementing Salesforce CRM can simplify managing customer data and relationships to deliver high-touch service. 

Leverage Salesforce to deliver top-notch customer service. Contact us to know how Salesforce can enhance the quality and performance of your customer service team.

While Salesforce implementation can help an organization improve its processes efficiency, but if not done right, it can end up being disastrous for the business. Most companies make the mistake of leaving out the trouble spots of the business and only using a fraction of the full power of Salesforce. Because of this, they fail to make the most of their Salesforce implementation. Hiring the best Salesforce partners can solve the issue, helping you focus every spot where Salesforce can help your business grow. 

The process of Salesforce implementation can be stressful. You have to make a lot of investment and, any mistake can prove to be very costly for your business. Although Salesforce is a technology that can take you far, you need the right support so you can use it the way it can be fruitful for your business. Hiring experienced Salesforce partners is your way to gain the best out of Salesforce.

Everything That the Best Salesforce Partners do Differently

There can be numerous Salesforce-based services out there, but you need to be able to filter out the one that is going to lift your business with its expertise. Being able to find the best Salesforce partner can be tough, but once you do it, you get everything you had been looking for. Here’s how the Salesforce partners can be of great help to your business. 

1. Knowledge of Salesforce

It’s safe to say that efficient Salesforce partners speak Salesforce. They understand the semantics and terminology of the technology to implement it right. Salesforce experts are always aware of the nuances and ins and outs of Salesforce and can thus plan how Salesforce can work well for your business processes. 

An experienced partner would know the difference between a prospect, lead, and opportunity, how an internal approach will affect your cases and projects, and identify the customer elements that your business might need.

2. Process Perfect

The right Salesforce partner would not just know the way of working through Salesforce, but would also be able to identify how it will be helpful to the core of your business. It is advised that you look for a Salesforce partner who knows the best practices of your industry. 

Such a partner would dive into your business processes and connect the CRM technologies with your business objectives. This will help to implement Salesforce, keeping in mind your business process, goals, and target audience. 

3. Certified Experts to Handle it All

When hiring experienced Salesforce partners, you need someone who themselves would be able to identify what’s missing in your business process and fill those gaps with Salesforce implementation. 

Having the best partners would save you from the trouble to analyze and find out the loopholes of your business. The certified professionals would do it all, handling everything from requirement gathering to implementation and data migration. 

4. One Size Does Not Fit All

With Salesforce implementation, the concept of one size fits all is not compatible, and the Salesforce experts know it well. They help with workflows, lead scoring, and dashboards that are created uniquely for your business. 

Salesforce partners follow a tailored approach with Salesforce implementation and customization to make sure you are getting exactly what your business requires. 

Best Salesforce Partners for the Long Game

It is said that CRM will save your business money in the long run, but that’s only possible if you have someone who knows the CRM from the inside. The best Salesforce partners would stand by your expectations without any comprise with budget, timeline, or performance. 

Achieve successful Salesforce implementation with a Salesforce partner that can outperform your internal team to improve business returns. Talk to us and hire the best in Salesforce implementation.