Why Our Salesforce Optimization Services?
According to a Salesforce report, sales reps spend 64% of their time on non-selling tasks.
You’ve heavily invested in Salesforce and its eco-system; However, front line adoption is low, management forecasts are unclear, and the CFO questions its ROI.
Salesforce optimization services can solve these issues, without breaking your budget.
Optimizing Salesforce Clouds with Our Salesforce Optimization Consultant
Common questions of our clients we solve while optimizing Salesforce Sales & Service Cloud:
- Is my forecast correct?
- Can I see where my sales team is struggling?
- Is there a clear path to move deals to close?
- Can I get a 360° view of every customer?
- Are we tracking warning signs for unhappy customers?
Bolt Today specializes in getting the most out of your instance without unnecessary customization. When we optimize Salesforce, “User-friendly” applies to everyone at your organization - front-line sales, customer success, management & executives. The data you need, right at your fingertips.
How to Improve the ROI With Bolt Today's Salesforce Optimization Services?
Working with multiple clients, we know that Salesforce is more than just a sales support application, and has become a lifeline for multiple stakeholders within your organization. Success is defined differently for every stakeholder. We understand that Salesforce delivers ROI results with the right sales success metrics, tech stack, and integration.
Few stakeholder success metrics examples based on our experience:
- Spend less time updating Salesforce and mobile-first design
- Reduce the number of fields and implement automation to update them
- Insights to understand the blind spots and guide them to close the deal
- Sales Management wants insights on deals so that they can guide the seller, and understand the risks
- Deal maturity, seller performance, and forecast accuracy have been the top requirements from the Sales leaders
- Service agents want to reduce the back & forth interactions with the internal teams
- Agents want Salesforce as the central place for customer service, including internal and external communication related to cases
- The managers need to understand the quality of customer service along with risks of churn, escalations, etc.
- Service department executives want to see Customer 360 View
- Reduced cost of Sales and Service
- Forecast driven from within Salesforce
- Pipeline information in real-time inside Salesforce with up-to-date information on customer payment, upsell/cross-sell opportunities, escalations, and CSAT
- Finally, CFOs want an ROI-led plan for spending any money on Salesforce implementation services or ongoing improvements
- Ensure re-use to existing IT systems, and avoid duplicate data entry into Salesforce
- Integrate with all critical IT systems
- Ensure data ownership is maintained across Sales, Service, Product, Partner Management, and Finance teams as per their roles and responsibilities
- Control data governance to ensure data quality and security
- The operating executives want to get customer 360 views in real-time and want to avoid custom XL based reports
- Keep a close watch on churn and understand the risks from customer service data
- Control the scenarios where Sales is discounting the products without reasons
- Understand opportunities in revenue uplift based on similar customers profile analysis
- Reduce the cost of sales and service, and achieve more with less
Bolt Today’s Salesforce CRM optimization address these and many other unique needs and can fine-tune your Salesforce quickly and effectively.
Business Metrics to Blueprint
We begin by identifying measurable business objectives to ensure all stakeholders agree on short-term and long-term goals, as well as methods to quantify and qualify success – the business metrics. Once the metrics that drive the business are understood, we conduct stakeholder interviews to model the current and future state as it meets the needs of changing business. Stakeholder interviews define specific user journeys for customers, employees, managers, and partners. In many cases, we build prototypes to enrich stakeholder conversations and facilitate decision-making.
At Bolt Today, we have adopted, leveraged, and mastered the industry-standard Business Process Model and Notation 2.0 (BPMN 2.0). BMPN 2.0 is a next-generation BPM technique that tackles the organizational complexities and provides the ability to keep these processes as living documents and provides a common vocabulary to all business groups. This lays the foundation to build the business blueprint that will drive the transformation.
Architectural & Integration Design
At Bolt Today, we believe that a well-architected & designed application can serve as a system of engagements for all things customers. As a Salesforce optimization consultant, our approach starts with understanding the current enterprise IT landscape. The documented business processes and customer journeys are mapped to this IT landscape, and decisions are made about which system will own which part of customer data. We then focus on integration architecture that will enable the customer 360 views into Salesforce. The final step is to decide on governance - the business groups that will own & manage different parts of the customer data.
This architectural blueprint (aka design specifications) ensures that the data flow will satisfy the business success metric. Identifying tools and technologies based on your enterprise IT footprint completes the Salesforce implementation architecture aligned to your business strategy.
ROI-Based Transformation Plan
CFOs in every organization and across the industries are questioning the high $ spend on Salesforce. The business value it brings to the table is not clearly defined. Our transformation planning maps to business success metrics and quantifies the productivity and operational gains it will generate. We have adopted and further modified the design-thinking methodology to achieve this. In addition to the four key questions (What Is, What If, What Wows and What Works), we have also analyzed human aspects of doing, thinking, and feeling.
The result is a set of initiatives that the organization can effectively implement in incremental, ROI-driven phases.
We begin by identifying measurable business objectives to ensure all stakeholders agree on short-term and long-term goals, as well as methods to quantify and qualify success – the business metrics. Once the metrics that drive the business are understood, we conduct stakeholder interviews to model the current and future state as it meets the needs of changing business. Stakeholder interviews define specific user journeys for customers, employees, managers, and partners. In many cases, we build prototypes to enrich stakeholder conversations and facilitate decision-making.
At Bolt Today, we have adopted, leveraged, and mastered the industry-standard Business Process Model and Notation 2.0 (BPMN 2.0). BMPN 2.0 is a next-generation BPM technique that tackles the organizational complexities and provides the ability to keep these processes as living documents and provides a common vocabulary to all business groups. This lays the foundation to build the business blueprint that will drive the transformation.
At Bolt Today, we believe that a well-architected & designed application can serve as a system of engagements for all things customers. Our approach starts with understanding the current enterprise IT landscape. The documented business processes and customer journeys are mapped to this IT landscape, and decisions are made about which system will own which part of customer data. We then focus on integration architecture that will enable the customer 360 views into Salesforce. The final step is to decide on governance - the business groups that will own & manage different parts of the customer data.
This architectural blueprint (aka design specifications) ensures that the data flow will satisfy the business success metric. Identifying tools and technologies based on your enterprise IT footprint completes the Salesforce implementation architecture aligned to your business strategy.
CFOs in every organization and across the industries are questioning the high $ spend on Salesforce. The business value it brings to the table is not clearly defined. Our Salesforce optimization and transformation planning maps to business success metrics and quantifies the productivity and operational gains it will generate. We have adopted and further modified the design-thinking methodology to achieve this. In addition to the four key questions (What Is, What If, What Wows and What Works), we have also analyzed human aspects of doing, thinking, and feeling.
The result is a set of initiatives that the organization can effectively implement in incremental, ROI-driven phases.
Data Strategy
We know that data is the key to success in this digital age, and organizations are struggling to redefine their business strategies around data. For years, the battle—or at least, the discussion—has centered on two approaches: “tearing down silos” and “creating a data-driven culture". Most organizations have struggled on both fronts. But the solution is not to tear down, or radically reinvent, the organizational structure of our data. Information tends to reside in the location and format relevant to its primary use. That won’t, and shouldn’t, change.
With this core understanding, we will define your data strategy including data migration, data Deduplication, data governance; leading to high quality of your customer data. Salesforce has evolved from just being a sales tool and has become the de-facto enterprise application for all things customer. Our Salesforce optimization services can leverage this evolution and implement the right tools and techniques; using External Objects, Files Connect, Salesforce Connect, or Custom API Integration to maintain data harmony.
Reporting and Dashboards
A “data-driven” culture is one in which data is used to inform every decision, in which every action is a strategic choice using the best available insights. You can’t use data to drive every action until you give every decision maker hands-on access to data and the tools to act on it. This is where our experience and expertise in Salesforce Reporting and Dashboards can significantly help you. We as a Salesforce optimization consultant will help you to work with the users and define the right dashboards for them. We have pre-defined templates across various roles in Marketing, Sales, Service, and Finance.
Adoption & Training
Adoption is the key tenant of any successful project. Like quality, the adoption must be baked in right from the beginning. Our design-thinking methodology lays the foundation for adoption, and we ensure that users are heard, their pain points are addressed, and they feel empowered during the transformation projects. As a Salesforce optimization partner, we work with users at every stage, fine-tune priorities and identify champions from every business group, which will further ensure adoption stays high.
Smartphones have raised the bar when it comes to user training. The conventional approach of classroom training no more works. Intuitive UX and short how-to videos is an effective way. Implementing In-App guidance is becoming critical with each younger generation. Our approach is to develop these videos leveraging the champions, keeping the costs low and user engagement high.
We know that data is the key to success in this digital age, and organizations are struggling to redefine their business strategies around data. For years, the battle—or at least, the discussion—has centered on two approaches: “tearing down silos” and “creating a data-driven culture". Most organizations have struggled on both fronts. But the solution is not to tear down, or radically reinvent, the organizational structure of our data. Information tends to reside in the location and format relevant to its primary use. That won’t, and shouldn’t, change.
With this core understanding we will define your data strategy including data migration, data Deduplication, data governance; leading to high quality of your customer data. Salesforce has evolved from just being sales tool and has become the de-facto enterprise application for all things customer. Our Salesforce optimization services can leverage this evolution and implement the right tools and techniques; using External Objects, Files Connect, Salesforce Connect or Custom API Integration to maintain data harmony.
A “data-driven” culture is one in which data is used to inform every decision, in which every action is a strategic choice using the best available insights. You can’t use data to drive every action until you give every decision maker hands-on access to data and the tools to act on it. This is where our experience and expertise in Salesforce Reporting and Dashboards can significantly help you. We as a Salesforce optimization consultant will help you to work with the users and define the right dashboards for them. We have pre-defined templates across various roles in Marketing, Sales, Service, and Finance.
Adoption is the key tenant of any successful project. Like quality, the adoption must be baked in right from the beginning. Our design-thinking methodology lays the foundation for adoption, and we ensure that users are heard, their pain points are addressed, and they feel empowered during the transformation projects. As a Salesforce optimization partner, we work with users at every stage, fine-tune priorities and identify champions from every business group, which will further ensure adoption stays high.
Smartphones have raised the bar when it comes to user training. The conventional approach of classroom training no more works. Intuitive UX and short how-to videos is an effective way. Our approach is to develop these videos leveraging the champions, keeping the costs low and user engagement high.
Salesforce optimization helps evaluate how your business is currently using the Salesforce CRM, where you're profiting, and where your pain points reside. Salesforce optimization is a medium to deploy strategies to get a competitive edge over your sales, project approaches, and workload management.
Your employees and procedures must have taken shape differently overtime now. But new opportunities demand new methods and tools. Your system may have been designed for how you functioned in the past. However, with the changes that have occurred, it may no longer be suited for how you operate now. If you want to reintegrate Salesforce into your system, then you may need a Salesforce Optimization Consultant to help you optimize your service data and teach your team.
The key factors involved in Salesforce Optimization are as follows:
The purpose of Salesforce Optimization is to grow your business based on the scalability and feasibility of your company. Businesses frequently overlook the upgrades and features in Salesforce that make the product seem unmanageable. The product should be flexible enough to avoid collapsing under all circumstances. This can be achieved by hiring a strategic Salesforce Consulting partner for Salesforce Optimization. Additionally, you can prioritize sales and lead prospects to increase scalability and improve business success.