Must have qualities in a Salesforce Consultant

Who is a Salesforce Consultant?

A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business.

Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.

Before finalizing a Salesforce Consultant, you should check read this article as it will give you an insight about the qualities of a Salesforce Consultant. After all, it is about giving the CRM admin to a person who will work & manage your CRM to improve sales of your business.

Qualities to check in a Salesforce Consultant:

Erudite & experienced in Salesforce:

A certified, knowledgeable and skilled Salesforce consultant will always add value to your business and propose out-of-the-box solutions for your CRM to boost sales figures. Their expertise in the field of administration, implementation, documentation, coding, testing, etc will be a boon for the technical team which will help in coming out of any tricky situation.

Hands-on Salesforce products:

A Salesforce Consultant also needs to have knowledge about Salesforce products like Einstein Analytics, Pardot, etc., so that they can use them when their organization needs its functionality.

Updated with new releases of Salesforce:

A Salesforce Consultant must be aware of new Salesforce features, fixes which releases every year and how it will affect the existing system.

A good communicator:

One of the important skill of a successful Salesforce Consultant is communication skills. The way they present their ideas, solutions, guidelines to the team, to the client is important. They have to propose the solution keeping in mind the impact on the client’s business flow and other functionality. A Salesforce Consultant with good communication skills is a bridge between the clients and the technical team.

Having Logical reasoning ability:

A Salesforce Consultant should be logical and before calling for any decision, must think about the outcome of that decision for the users and business flow. Only having IT knowledge is not sufficient for being a good Salesforce Consultant. Thinking logically is also an important factor.

OWith the help of Salesforce Consultant’s experience and knowledge, one can analyze the requirements and suggest what is best for the organization. They are the one who is ready to tackle the complex Salesforce custom requirement and suggest best solution in critical times.

That’s all folks for today. That’s all for this article, in case you need Salesforce Consultant then please feel free to reach out to us at sales@girikon.com

About Author

Nirupama Shree

Nirupama Shree is currently working as a Business Analyst at Girikon, managing projects related to Salesforce. She has work experience in requirement gathering, blogging, maintaining client relations and has experience in technologies like Salesforce, Magento, Opencart. In her leisure time, she loves listening to music.