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Hire Salesforce Developer: How To Hire For Your Small Business

Are you looking for someone to help you with your Salesforce system?

Salesforce can be a fantastic tool for you and your small business. It helps you and any employees manage your company’s relationship with clients and anyone else you contact on a routine basis. 

It also gives you the ability to work on your marketing and customer management from anywhere you prefer to work. However, Salesforce isn’t meant to just be implemented and left alone. That’s why you should hire a Salesforce developer.

Yet, how do you know how to hire a Salesforce developer? After all, not all Salesforce developers are equally good at their jobs, and you need to be able to find one who works with you. 

What Is Salesforce?

For many companies, the Salesforce platform constitutes an excellent opportunity to oversee and manage business relationships with customers. 

As a customer relationship management (CRM) system, Salesforce puts all of a company’s digital marketing and customer relations information in one place. It unifies the various departments of your team by using Customer 360 to power apps crucial to their customer-facing work. It also stores information on your customers, such as contact details and the last time they made a purchase.

Want to know something even better? Salesforce is available anywhere your employees have internet. All they need is a username and a password, and they’ll be able to log into their Salesforce accounts and view and interact with crucial data. This type of online software enables you to use it no matter where you and your employees work. 

Whether your team members are in the next cubicle or on another continent, your small business can use Salesforce to effectively work together and better engage your clients. 

What Is a Salesforce Developer?

Before we get into how to hire a Salesforce developer, let’s first answer the question, “What does a Salesforce developer do?”

In short, a Salesforce developer uses the Salesforce platform and customizes it to your individual needs as a business. They can be either a freelance Salesforce developer, a part-time Salesforce developer or someone you bring on to your staff in a full-time capacity.

But why do you need a Salesforce developer? Wouldn’t it be just as effective to buy into Salesforce and just let your employees work together on the platform?

Not necessarily. Salesforce was built to be highly tailored to your own needs. Because of this, you aren’t getting your full money’s worth out of the software unless you have someone who knows how to adapt it to your company.

Salesforce developers can help you further your use of Salesforce by making the software suit your needs exactly. They can develop new apps for the software and automate your workflow processes. This will help you be able to focus on connecting with and serving your clients.

What to Look for in a Salesforce Developer?

So, you want to hire Salesforce developer services. How do you go about it? What should you look for in a Salesforce developer?

Let’s get into all of that in more detail. Below, we’ll discuss the various aspects you should consider.

Picture Which Type of Worker You’d Like to Hire

First of all, you should think about what you envision when you think of someone working for you on your Salesforce services. 

Do you want someone available to work on your Salesforce account throughout the day? Do you think you have enough work for a full-time Salesforce employee, or would you like someone to work for you on a more part-time basis?

If you don’t think you have enough work to hire someone full-time or part-time, consider hiring a freelance Salesforce developer. Instead of paying this person for a certain number of hours of work per week, you’ll pay them by the project. 

Should you decide you want a part-time Salesforce administrator or part-time Salesforce consultant, let us know. For a monthly fee, we’ll provide you with these services. 

Look at Their Credentials

In this day and age, anyone can respond to an online job ad or create an internet profile. This means that while there are fantastic Salesforce consultants and administrators out there, you might need to wade through candidates for a little while to find the best match.

Want to know one of the best indicators of a qualified worker? Look at their credentials. 

Many people who work with Salesforce for businesses try to amplify their Salesforce knowledge and expertise by getting certified as a Salesforce developer.

When looking for someone to help you with your Salesforce platform, search for certified candidates, as they have professional training and knowledge of the subject.

Check Their Experience 

While it’s unlikely you’ll find many candidates with multiple decades of Salesforce experience (Salesforce itself has only been around since 1999), you can still look at their past work as a way to find quality workers.

Ask anyone applying to work for your company to send you a resume complete with their work history. Ask them about any previous Salesforce clients they’ve worked for and see if any of them are similar to your company.

This will give you a good idea as to how prepared they are to work with businesses like yours.

Read Reviews

Before hiring a Salesforce developer, read reviews from other clients. 

Whenever possible, look for reviews of the worker or company outside of their official web page. Why? 

Web page administrators often hand-select reviews. While these reviews do come from actual clients, most people don’t post any negative reviews on their website.

For a more thorough understanding of the quality of someone’s work, look for reviews on separate sites.

Ready to Hire a Salesforce Developer?

Are you ready to hire a Salesforce developer?

When hiring a Salesforce developer, it’s important to know what to look for. Knowing whether or not someone has good reviews, a lot of experience, and the proper credentials will assist you in finding the right candidate.

Do you want workers who have all three? Then check out our Salesforce administrative and development services. Our trained professionals are ready to help you make the most out of your Salesforce journey.

Contact us today to learn more!

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What To Look For In A Part-time Salesforce Consultant

Salesforce is one of the most effective customer relationship management tools in the world. It can help you stay on top of your game by guiding all your customers and prospects through the various aspects of your sales cadence.

However, for it to render desirable results for your business, you have to understand the inner workings of the software. It takes understanding what you’re trying to accomplish and what Salesforce features can help you accomplish it.

If you’re not sure where to start, then a part-time Salesforce consultant can help you out. Be sure to see below for an in-depth guide on what to look for in a Salesforce consultant.

1. Communication Skills

What’s the use of hiring someone to help you with Salesforce if, when they leave, you don’t understand it any more than when you hired them? You need someone that can help guide you and inform you.

You can judge this on the initial call you schedule with them. Ask them as many questions as you can in order to gauge their communication skills and whether it works for your needs.

Do they seem to be beating around the bush with their answers? Are they using too much Salesforce and IT jargon while explaining things to you? Are they too short or too long-winded with their answers?

Ideally, you want a part-time Salesforce consultant that can guide you through how to maximize Salesforce for your company rather than just doing all the work themselves without showing you step for step.

2. Return on Your Investment

Too many business owners make the mistake of searching for a Salesforce consultant and hiring the one with the lowest price that they can find. In doing so, they sabotage their own success in using Salesforce.

Not only will searching for the lowest price inhibit you from learning, but it will also cause you to spend more in the end, since you’ll most likely be hiring another one.

Start by creating a budget for the part-time Salesforce consultant you want to hire. This will help you have more accountability as you search for a consultant to hire.

Once you have that monthly budget created, you can look into the finer details of the services that they offer for the price. Those details can help you find the price point with the highest return on your investment.

For example, say your budget is $2,000 per month. You come across Cutopia and see that we offer two services that are around your budget. One for $1,000 per month and one for $2,500 a month.

The $1,000/month package offers up to 50 Salesforce users, 2 advanced admin requests, 10 basic admin requests, and a 48-hour turnaround.

By adding only $500 more to your monthly budget, you could get 100 more Salesforce users, 3 more advanced admin requests, 10 more basic admin requests, 2 developer hours, (not included in the smaller package), and a 24-hour turnaround.

In that case, you may find that raising your monthly budget to $2,500 a month will give you the return on investment that you need.

3. Salesforce and Consulting Experience

You could hire the biggest tech genius in the world for your need, but if they don’t know Salesforce or they don’t have any consulting experience, they won’t do you much good.

You need someone with both. Someone that has the experience and know-how to audit your Salesforce CRM’s current setup, your business model, and find out how the two can best collaborate.

Be sure to ask questions about their specific experience before you hire them. How many Salesforce projects have they completed in their career? Have they helped a client of your size before? What projects have they done that was similar to yours?

Don’t be afraid to ask them for stories, either. Ask them to tell you about a time or two where they helped a company similar to your size or industry. While they might not give away specific details, you’ll get a glimpse of how they can help you.

4. Positive Online Reviews

Any time that you’re looking to hire or outsource a need for your business, you should be referencing online reviews. These give you a peek behind the curtain.

Be sure to keep an eye on both the ratings and the comments. Do the clients seem satisfied with the service they receive? How long have they been working with them? What were the Salesforce issues they were having and how did the service solve them?

Look for keywords such as “knowledgeable”, “professional”, “dedicated”, and “informative” while you search. These are the intangibles you need to find in the part-time Salesforce consultant you hire.

5. Passion for Their Work

There’s a fine line between those that are highly-knowledgeable on Salesforce’s inner workings and those that have a passion for helping your business thrive off of it.

The part-time Salesforce consultant that you hire should have a customer-first approach in their work. You can tell when a consultant genuinely cares about teaching your business how to take advantage of Salesforce and when they’re just trying to collect a paycheck.

Get to know the consultant service a bit. What background do their employees come from? How are they teaching their staff to assist their customers? 

Find the Perfect Part-Time Salesforce Consultant for Your Needs

Now that you have seen several key factors to look into a part-time Salesforce consultant, it’s time for you to find the perfect fit for your company’s needs.

Start here by reading our 10 Salesforce tips for small businesses. There you’ll learn more about how to simplify your CRM to achieve optimal results.

For more inquiries, please feel free to reach out via our online contact form and we will be happy to assist you further.

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5 Benefits of Hiring a Part-Time Salesforce Administrator

From customer service to marketing, there’s little Salesforce can’t do. After all, there’s a reason it’s consistently voted the world’s best CRM.

But with all that power at your fingertips, how do you guarantee that you’re getting the most out of the features on offer? How do you even know that you’ve discovered them all?!

That’s where a freelance, part-time Salesforce administrator can help. By outsourcing your Salesforce administration to a professional, you can ensure that your small business makes the most of its subscription.

Keep reading to discover how much difference a part-time administrator could make to your organization!

First of All, What is a Salesforce Administrator?

A Salesforce administrator handles the overall management and maintenance of your Salesforce platform. It’s a varied role that encompasses many disciplines, which is why it’s best to hire an experienced professional.

Your Salesforce administrator will do everything from adding users and creating reports to fixing bugs and designing automated workflows that simplify repetitive tasks. Depending on your requirements a professional administrator could also help with:

  • Training new staff
  • Gathering feedback on user experience
  • Customizing page layouts
  • Arranging data back-ups

As most businesses rely on Salesforce for essential operations, it’s important to find a freelancer that’s experienced in the areas your business uses most. For a more detailed look at how to hire a freelance Salesforce administrator, check out this handy hiring guide. In it, we share what to look for in a candidate and tips for the interview process.

Why Hire a Part-time Salesforce Administrator?

Deciding whether to outsource your Salesforce administration isn’t always easy, particularly if it’s your first external hire. However, once you’ve taken the plunge- you won’t look back. Here’s why:

1. Lower Operational Costs

Hiring in-house staff can be time-consuming and costly. According to Glassdoor, the average cost of hiring a new staff member in the US is a whopping $4000. Not only that, but it takes an average of 52 days to fill the position- that’s a lot of lost time.

On the other hand, hiring a freelance Salesforce administrator doesn’t require any leg work. You’ll ditch the hiring cost completely and instead pay an affordable monthly fee, according to the size of your business. Freelancers are usually more flexible on start dates too, so you won’t need to wait around for work to start.

2. They’ll Hit the Ground Running

The sheer amount of features Salesforce provides requires time and practice to understand fully. For new hires, who are likely to be new to CRM systems and taking on extra tasks within their role, it can take time to be brought up to speed.

For these candidates, formal Salesforce training is essential. It’s costly but the only way to understand the intricacies of the system. At the basic level, Salesforce training starts at around $300 and it rises depending on the skills required.

Professional administrators won’t have these issues. In fact, they can get stuck in on day one! Salesforce is their bread and butter so they’ll have completed their Salesforce training and will keep up to date with the latest updates and features. You won’t need to wait for them to go through a lengthy onboarding process before they get to work, so they can make an impact from their first day on the team.

3. Internal Employees Can Focus on Revenue Creating Activities

Outsourcing your Salesforce administration to a remote, part-time administrator will free internal employees to focus on growing your business! After all, day to day management of Salesforce can be time-consuming, particularly as your organization grows.

Your internal employees understand the core of your business, so why waste their talents on repetitive tasks like adding new joins to your Salesforce database?

Instead, let them make an impact by selling your services, talking to clients, and developing stellar marketing plans that get you noticed. And if they need insights from Salesforce to help them in their efforts, they’ll be able to get the information they need, from your part-time Salesforce administrator. There’s no more waiting around for insights and accidentally pulling the wrong reports with a qualified professional on board!

4. Gain Years of Expertise

When you hire a freelance Salesforce administrator you are hiring an expert. Your administrator will have worked with businesses facing similar challenges to your own so they’ll be able to make suggestions based on their knowledge of what has been successful in the past.

A part-time salesforce administrator is able to combine their previous experiences with knowledge of your business objectives to deliver an optimized user experience that helps you reach your goals.

5. Get More Bang for Your Buck

When you hire a specialist Salesforce administrator, you don’t just benefit from that individual. More often than not, if you are working with a consultancy firm, there’s a whole team of Salesforce experts behind the scenes who can jump in at any moment.

This means you gain the experience of the entire team, rather than just the administrator working directly with you. This becomes even more important as your company grows. As you expand and hire more staff, the functions Salesforce is required to perform become more complex. Custom workflows and dashboards can be lifesavers and having an administrator that can refer to a team of Salesforce developers and consultants guarantees you get the best from your platform.


Hiring a part-time Salesforce administrator benefits your business and your employees. You get expertise and efficiency at a fraction of the cost of an in-house staff member. Employees get freedom from repetitive admin tasks and more time to focus on their core roles. Let a professional handle your Salesforce platform so that you can grow your business.

Cutopia offers part-time Salesforce administration and consultancy packages for businesses of all sizes. Contact us today to discuss the specific benefits outsourcing could have for your business.

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What Does a Freelance Salesforce Consultant Do?

The demand for qualified Salesforce experts will create 3.3 million jobs by 2022. Businesses want professionals who know how to use this powerful software.

Salesforce helps organizations manage their customer relationships. A freelance Salesforce consultant provides these benefits and more. They create plans that give your customers what they need.

As the demand for Salesforce professionals rises, so does the number of candidates. If you’re a business owner looking to hire one, you need to know what to look for.

Read on for a freelance Salesforce consultant guide. You’ll learn what they are, what skills they require, what their responsibilities are, and where to find one.

What Is a Freelance Salesforce Consultant?

You must become familiar with the Salesforce platform. It’s the first step in understanding any position related to it. Consultants use it daily in most of the tasks they complete.

Salesforce is the most popular CRM or customer relationship management platform available today. It controls 19.5% of the market share, almost double that of its largest competitor.

Salesforce has several benefits over its competitors. There are several reasons it dominates the market, including:

  • Portability
  • Accessibility
  • Easy integration with most major apps
  • Easy management of customer data
  • Customizability
  • Quality customer service from Salesforce professionals

Once you understand the platform, you can understand the positions it creates. You can see this in a complete Salesforce consultant description. It shows you how professionals use it in their daily lives.

A Salesforce consultant is also known as a Salesforce implementation consultant. They help a company use Salesforce to achieve their goals.

The benefits of adopting Salesforce are clear. Despite this, business owners may not see why they need to hire a consultant to help them manage it. They make the mistake of assuming they can handle the platform on their own.

Salesforce can be difficult to use for the uninitiated. A professional can better utilize the program to manage data and create solutions.

There are several benefits provided by consultants, including:

  • Fewer tech professionals to hire
  • Better CRM solutions
  • Training for other employees
  • Better business models
  • Higher ROIs or return-on-investments

A freelance Salesforce consultant provides all the same benefits from a distance. The main difference is that they work outside of an organization. They may be at home or in the office of a freelance Salesforce consulting company.

Hiring a freelancer can be a more affordable way to get the help your business needs. It’s easier and cheaper than hiring a designated staff member.

What Skills Does a Freelance Salesforce Consultant Need?

There’s no definitive set of requirements for becoming a freelance Salesforce consultant. There are skills and prerequisites that make for a more attractive candidate.

Skills that Salesforce consultants need include technical knowledge, certification, experience, and communication abilities.

Every Salesforce consultant needs to be adept at using the platform. Its complexity is one of the main reasons why businesses hire consultants in the first place.

Knowing Salesforce isn’t enough to become an ideal candidate. Related technical knowledge such as programming, Visualforce, and Apex helps as well.

A freelance Salesforce consultant with technical knowledge can create more complete CMR plans. They can also step in to fix any technical problems that arise.

Certifications aren’t necessary to become a freelance Salesforce consultant. They do present you as a more qualified candidate. Learn as much as you can and take as many courses to become familiar with the platform.

There is no required amount of experience for working as a Salesforce professional. Having more experience makes a candidate more likely to be hired. It shows they have the necessary skills to perform their responsibilities.

Many nonprofessionals don’t appreciate the connection between technical jobs and proper communication. It’s essential to the position of a freelance Salesforce consultant.

A Salesforce consultant communicates with customers. They must speak with and manage data about them to make their experience the best it can be.

Communication in the workplace is also important. Even freelance Salesforce consultants must get along with their fellow workers. They must also explain their plans to ensure they get implemented.

Choose with care when looking for the right freelance Salesforce consultant. They should know the technology they’re using, have experience, and communicate well.

What Does a Freelance Salesforce Consultant Do?

The responsibilities of a Salesforce consultant are wide-ranging. Their actions affect every aspect of an organization.

The task list for a Salesforce consultant depends on what type of organization they work for. Options include meeting with customers, developing plans, making proposals, and examining organization information.

A Salesforce consultant must create and implement CRM solutions. This includes finding the best ways to use the Salesforce platform.

A newly hired Salesforce consultant should begin by examining the organization. How are they using the platform and how they could improve?

A Salesforce consultant should always create a detailed plan for every practice they hope to implement. Each one should always include a budget, timeframe, and provisions for staffing.

Following the plan should help workers perform their tasks. It should increase efficiency and provide the best possible results.

The consultant should communicate their plans in detail to every member of the staff. They should also train them in how to perform each step if necessary.

Salesforce consultants also help maintain a friendly relationship with customers and/or clients. They communicate with them and use Salesforce to collect data about what they want and need.

Where Can I Find Salesforce Consulting Services?

Salesforce is the most successful CRM platform available today. It provides various benefits over its competitors. Its popularity makes it a valuable skill in the modern workforce.

A freelance Salesforce consultant performs all the duties of a Salesforce consultant remotely. They’ll talk to customers and manage data about them. They’ll also create plans that help a business use Salesforce.

Choosing the right Salesforce consultant is important for business success. You need one with the skills and experience to help your business. We offer quality remote options from anywhere you need them.

Check out our Salesforce consulting services and contact us today for more information.

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8 Spectacular Reasons to Hire a Freelance Salesforce Developer

Are you thinking about hiring a freelance Salesforce developer? Good, because it can be very advantageous to your business. 

In many cases, hiring a freelance developer is more cost-effective, result-oriented, and personalized to your specific needs. 

In this article, we will cover 7 reasons why you should hire a Salesforce consultant who is not part of your in-house team and works for you on an as-needed basis.

So if you’d like to ensure that your Salesforce tasks are taken care of, keep reading.

1. Cost-Effective

One of the greatest benefits of hiring a freelance Salesforce developer is that it will usually cost less than if you were to hire somebody for a full-time position. 

With a full-time employee, you need insurance, pension, and other benefits. When you delegate your work, the agency might assign a team to work for you, and you will end up paying each of them.

On the other hand, if you hire a freelance for the duration of the project, the pay is usually scaled on an hourly basis. But it can be arranged on a per-project basis as well.

2. Qualification

Freelance developers are usually better qualified for certain tasks. This is considered the greatest benefit because you can choose freelancers who specialize in a certain part of Salesforce.

You might be hard-pressed to find full-time workers who can accommodate the projects you need in the same period of time a freelancer can perform. The sheer variety enables developers to understand your needs and create an appropriate plan quickly.

Freelancers land their gigs based on certifications and qualifications. Therefore, you will find that they up-to-date on their abilities and knowledge.

3. As-Needed Assistance

Hiring a full-time worker is a waste of resources, especially if you need to develop one single thing. 

Similarly, you might need a Salesforce developer to personalize your CRM, and after that nothing else. In both cases, the freelancer is the ideal choice because you can simply stop working with them after the job is done.

Freelancers only work when they are necessary. Once they’re done, they move on. They can help with minor changes on an as-needed basis. 

4. A Freelance Salesforce Developer Has A Dedicated Approach

Freelance Salesforce developers include personalized services. With a freelance developer, you work with one person whose goal is to deliver the best work possible to you. 

Most freelancers get their work via references. Freelancers can maintain work only if the clients are happy. Freelance Salesforce developers provide service that is unmatched by full-time workers or even other agencies.

5. Updated On Current Advancements

The tech world is ever-changing. It seizes rapid advancement each day. Freelancers have to maintain their reputation by being up-to-date with the latest changes. 

They must also incorporate the newest features into their projects. You can be sure that with freelance developers, you are getting the most secure and recent tech features.

The same cannot be said for full-time workers. There’s simply not enough motivation to keep them engaged in learning. Employees will perform tasks once at a time, but they might be clueless about new features that can make their work even better. 

Often leaving you on the hook with a terrible outcome. And that’s certainly not something you want to happen.

6. Timely Delivery

Freelanced developers who are reputable always deliver on time. They usually handle a project at a time so that they can dedicate themselves fully. The sooner they finish, the sooner they can start a new project.

Freelance developers have to ensure they retain their clients and complete many projects so that they can maintain their income.

Not to mention, an impressive portfolio. With freelance developers, you can be sure that your Salesforce project is delivered on time or even before. Some exceptions apply because freelancers are people and things happen to people. But most freelancers work diligently to be time-efficient.

7. Diversity

The diversity of hiring a freelance is dumbfounded. Diversity is critical to creativity. A diverse workforce leads to many solutions to a single problem. 

With full-time employees, most of them are local to you. With geographic limitations, diversity is subsided. The same cannot be said for freelancers. 

With the possibilities of the web and the latest tech advancements, you can hire freelancers from any part of the world and get access to their diverse and specialized skill sets.

8. Lack of Burnout

Full-time employees will always burnout at some point. They get overstimulated and too involved in the project so they find it very challenging. This can make it hard for them to recognize the faults and flaws of their work. 

Freelancers work on each project for short bursts of involvement. The variety of projects ensures that they don’t get overstimulated, thus avoiding burn out. 

Most freelancers work on their own terms, and they are not afraid to take breaks. All of these ensure they are mentally alert when they are working, and that they can provide the best possible results for you.

Salesforce Consulting for You

Now that you have discovered the most important reasons for hiring a freelance Salesforce developer, you are well on your way to begin your search. In any case, whether you hire one or not is your choice, and you will make it right.

But what if we told you that you don’t have to look any further? Well, that’s the case, at Cutopia, we provide part-time Salesforce consulting services to suit whatever needs you might have. 

So get in touch with us and we will happily accommodate your needs. 

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5 Top Signs You Need to Hire Salesforce Consultant

Has your business struggled to comprehend the different features of Salesforce? Are you wondering how you can maximize the return on your investment for it? If so, then you need to hire Salesforce consultant for the job.

Doing so can help you figure out how your company can best use the software and when it’s a good idea to start looking for direction. When done right, Salesforce can help you nurture your clients at every step of the process, you just need a Salesforce consultant.

See below for all of the signs that it’s time to reach out to Salesforce consulting services to learn more.

1. Your Staff Isn’t Using It

Believe it or not, there are some of your staff members that will elect not to use Salesforce at all if they don’t fully understand it. Even if they do, they’ll perform the bare minimum to get their manager (and you) off their back.

You might think that’s on them, but it isn’t. While you might not think it, their intentions are actually good. 

If they never received proper training on how to use Salesforce with their daily work schedule, then they’ve no clue where to begin. Rather than waste a substantial amount of time figuring it out, they stick with the way that they were using before.

For example, rather than keeping track of their book of business on Salesforce, one of your sales reps might elect to use an excel spreadsheet.

2. Sales Numbers Are Suffering

When used correctly, Salesforce can help you see a higher source of revenue from your client base. By using its many features, you’ll be aimed at nurturing your leads, building that relationship, and helping them build customer loyalty with your brand.

Make no mistake about it, these results won’t be instantaneous. However, you should start to see a slow climb.

If it’s been a few months and you still aren’t seeing measurable results, then there’s something that needs to be fixed. This could go back to the previous point where your workers aren’t using Salesforce or their lack of training is slowing their performance.

In any case, something needs to be fixed. You and your workers need to be shown the features of Salesforce that can be destiny-altering for your business. Be sure to reach out to and hire a Salesforce consultant right away.

The consultant will look at your company’s business model, then help your entire staff (including you) understand how to best use Salesforce to see the best results.

3. You’ve Never Had a CRM Before

If you’ve never purchased customer relationship management (CRM) software for your business before, then you’re already behind on the times.

By purchasing Salesforce, you’re on your way to giving your company the advantage that they need. But you aren’t out of the woods just yet.

If this will be the first time that your company is adopting a CRM system of any kind, then you have your work cut out for you. Odds are that you and your staff have some production-killing habits to cleanse yourselves of.

These habits might be wasting company time or not giving the clients the attention that they need. Salesforce can help get you there, but you have to make the conscious effort to implement it. 

The sooner that you hire a Salesforce consultant, the better. The expression “you can’t teach an old dog new tricks” certainly applies here. Once your workers have adopted a certain (wrong) way of using Salesforce, it will be hard to buck that trend.

Get out in front of that problem by hiring a consultant to teach your staff as soon as you purchase the CRM software. 

4. Your Customers Are Unhappy

Imagine the horror of spending the money to integrate Salesforce for your business, then finding out that your customers are starting to get unhappy. The dramatic shift can put a dent in your company’s customer support efforts.

If you leave your workers to figure out Salesforce for themselves, then it might cause them to take more time to get back to the client.

If they don’t know how to log a call in Salesforce, then they might forget key information that they and their customer previously discussed.

Don’t let your customer’s satisfaction falter. Hire a consultant to teach your staff how Salesforce can prioritize and improve customer support, not harm it.

5. You’re Getting Frustrated

Simply put: Salesforce should never lead to frustration for your business. In fact, it’s sole purpose is to provide the opposite: satisfaction for you, your staff, and your clientele.

So if you aren’t seeing that after adopting Salesforce as your CRM, then you need to make changes right away.

Perhaps you’re frustrated because you don’t understand where to start. Maybe your staff is frustrated because they feel like they were forced to use this new system, but never received proper training on how to use it.

You wouldn’t let them drive a company car without a driver’s license. You wouldn’t want them making cold calls without a sales script. Why let them operate your customer relationship management software without proper training and knowledge?

Hire Salesforce Consultant for Your Needs Today

Now that you have seen several different signs that it’s time to hire Salesforce consultant help for your business, be sure not to ignore the signs.

Be sure to read this article for several Salesforce tips that we recommend for small businesses to use. There you’ll understand why keeping it simple is so important in the way you use Salesforce moving forward.

For more inquiries, please feel free to reach out via our contact us page and we will be happy to assist you further.

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Flexible and Affordable: 5 Reasons to Hire a Part-Time Salesforce Developer

Are you a small business that’s just purchased Salesforce for your staff? Do you want to learn the ins and outs of the CRM software and how it can help? If so, then you need to look into outsourcing to a part-time Salesforce developer for your business.

Doing so can help you learn about the different benefits and features of Salesforce. When done correctly, it can help you nurture leads in a way that you never though possible.

See below for an in-depth guide on why outsourcing a Salesforce developer is so advantageous for your small business and its workers.

1. Save Money on Employment

Many companies choose to hire a Salesforce developer to their staff to have them constantly working on the service. They could help add new leads, build new campaigns, and customize the layout however you see fit.

However, being a small business, you have to find ways of saving money. Research has shown that hiring an employee for your staff will cost you anywhere between 1.25 to 1.4 times their total payment for the year, even for part-time hourly workers.

Fortunately, you can get the benefits of a Salesforce developer without actually hiring one for yourself. By outsourcing to a trusted Salesforce CRM consultant, you’ll be saving your small business thousands of dollars.

Better yet, you’ll get immediate help for your software. Rather than hiring an employee that needs time to learn the system, outsourcing to a Salesforce consultant will give you access to a knowledgeable source right away.

There are many benefits of Salesforce, you just need the right consultant there to guide you through them.

2. Quick Reaction Times

Just because there’s a need for you to learn more about Salesforce and troubleshoot its problems doesn’t mean your operations will slow down for you. You still have clients that need to be serviced and daily tasks that need to be accomplished.

Because of that, you need your Salesforce questions and problems answered as quickly as possible. 

By outsourcing to a Salesforce consultant, you’ll gain access to a service with quick turnaround time. You can call them at any point to ask them various questions and they can solve them for you quickly. 

For example, maybe you’re trying to integrate a few of your small business’s favorite apps with Salesforce. You might be trying to fuse your WordPress site, Marketo, Microsoft Dynamics, Slack, and so on.

Your Salesforce consultant will be there as soon as you call, ready to walk you through the process. They can help you and your staff learns the process in real-time, saving you from experiencing setbacks in your office’s operations.

3. Teaching Proper Habits

Many small businesses purchase Salesforce, but hardly any of them unlock the true potential of its capabilities. They never take the time to train themselves or their staff on its features, and elect a “sink or swim” learning curve right away.

Not only will this provide a setback for your staff’s daily tasks (such as cold calls, emails, etc.), but it can also lead to some bad Salesforce habits. 

For example, if your sales staff doesn’t learn how to properly log a call under their clients’ accounts, then they won’t have that information to reference the next time they speak with them. This can lead to miscommunication between your workers and clients.

A Salesforce consultant can learn the operations of your staff and teach all of you how to properly use the CRM software to optimize your daily activities. 

After seeing the operations of your staff, they can also make suggestions on apps you might want to integrate or ways to customize your Salesforce layout to further help your workflow.

4. Training for Your Staff

You wouldn’t send a sales representative out on a business meeting without proper training. You wouldn’t start a business without learning what it takes to do so. Why force your staff to use Salesforce without any proper training?

Doing so can lead to a very disorganized database. They may never learn how to log their touchpoints or tract the activity of their prospects/clients, which means your Salesforce account is harming your business more than it’s helping you.

A trusted Salesforce consultant can train you and your staff on the ins and outs of the software. They’ll learn about your daily workflow, then give you and your staff recommendations on how to improve it.

5. Knowledgeable Troubleshooting

Like any other CRM system, there will be times when you experience technical difficulties with Salesforce. All of a sudden, it may have difficulty connecting with other services such as HubSpot.

Imagine having to troubleshoot an issue like that on your own. To solve the problem efficiently, you need someone that understands the back end of Salesforce.

An outsourced Salesforce consultant will be on-call any time that you need them. They can quickly diagnose the issue and solve it as quickly as possible.

Better yet, they’ll walk you through the problem so that you can learn how to fix it by yourself in case it ever happens again.

Outsource to a Part-Time Salesforce Developer Today

Now that you’ve seen all of the ways outsourcing a part-time Salesforce developer can help your small business, it’s time to find the right consultant to work with.

Start by reading this article for more information on 10 Salesforce tips that small businesses should consider when learning the CRM software for the first time.

For more inquiries, please be sure to reach out via our contact us page and we will be happy to assist you further.

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Easy Admin: How to Hire a Freelance Salesforce Administrator for Your Business

Are you a small business using Salesforce for your CRM software? Is your sales team struggling to keep up with updating your software? Or, are you unsure if they’re using it the most effectively?

If so, then you could benefit from hiring a Salesforce expert. But what if you can’t afford to bring on a full-time expert? Then consider hiring a freelance Salesforce administrator instead.

Don’t worry if you don’t know what to look for or how to find the best expert for your situation. We’ve got you covered, keep reading to learn exactly what to look for and how to know what you need help with.

What You Need to Know to Hire the Best Freelance Salesforce Administrator

You love using Salesforce for your customer relations management software, but how can you be sure you’re using it to the fullest potential? Salesforce has so many amazing features you don’t want to miss out on any of them. To make sure you’re getting the most you can out of it, you need an expert to help your sales team learn everything they need to do their job well.

There are three key questions you need to answer before you can hire a freelance Salesforce administrator to help your company.

1. Know Your Budget

As a small business, you need to start with your budget. You don’t have deep pockets, but you also know you need to invest in your CRM to ensure growth for your company. Your sales team is only as good as their understanding of your CRM. So, you’re willing to invest in a professional to offer their insights and training.

However, if you know you have a certain budget you can make other decisions to help control costs. As you answer the other two questions, you might find you don’t need help in everything about your Salesforce CRM. You might only need help with one piece of the puzzle or one area of expertise.

By knowing your budget up-front you can then use the next two questions to pinpoint where you need help. And then you can stay within your budget while also focusing on your priorities.

2. Know What Areas You Need Help In

Salesforce is an amazing, all-encompassing CRM software. However, your team might have a handle on some areas while they have many questions on others. Take the time to narrow down where you need help.

This way, when you hire a freelance consultant you can point them in the right direction to help you. Three key areas you can begin to assess include:

Customer Information

Does your customer database have duplicate or incomplete customer profiles? Do you need help with importing new leads into Salesforce? A quality administrator can help show your team how to do this so they can save time, which will save you money.

Do you have former team members who still have access to your database? Don’t risk security breaches, a quality administrator can act as your gatekeeper to your important and sensitive customer information.

Systems Maintenance

Nothing will slow down productivity like unreliable duplicate data. A great Salesforce administrator can run a deduplication tool to scrub your database regularly.

A great Salesforce administrator can keep you up-to-date on the amazing new features offered regularly by Salesforce. Don’t miss out on new features because you didn’t know about them or how to use them.

Hire an expert to keep you abreast of each new feature as they’re released.

Database Reports

How can you know how well your team is doing without the right data. Your freelance administrator can run regular reports for you and maintain a healthy database.

You can have your new administrator run profile reports, field utilization reports, and more. A great administrator who is an expert in Salesforce can get you the information you need to run and grow your business.

There is no sense in paying them to train your team in an area they are already comfortable with. So, take the time to do this before you start hiring so you can get the right expertise you need.

3. Know What Skills You’re Looking For

Once you know your budget and problem areas you can now narrow down on the skills you’re looking for in the perfect administrator to help with your Salesforce questions.

Some skills to look for are:

  • problem-solving skills
  • database management
  • attention to detail
  • specialize in Salesforce software products

Now, you’re ready to start looking for the perfect expert to help your company. You know your budget, what areas your team is having the most problems in, and what skills you’re looking for. You are sure to find the right expert for you with this information in hand.

Hiring Freelance Consultants Doesn’t Mean You Can’t Hire the Best

When you know what you’re looking for you can still find the best help in the right freelance Salesforce administrator for your company. Don’t think that because you’re hiring a freelancer you need to skimp on expertise. And don’t think you need to spend a fortune to get the best, you can have the best while staying within your budget.

Hiring a freelancer gives you flexibility and freedom from hiring a full-time employee. But it doesn’t mean you can still hire the best and get the most for your money. Use the information in this article to find the best systems administrator you can and give your sales team the information and help they need to be successful.

For more information on how we can help you with your Salesforce needs, contact us today.

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5 Tips to Hire a Salesforce Administrator Perfect for Your Business

Implementing Salesforce is already transforming your business, but who’s going to maintain it? If you’re new to Salesforce, managing licenses, running reports, and automating tasks can leave your head spinning.

Even if your IT team pushed for Salesforce, that doesn’t mean they have the experience to manage it on their own. That’s where a Salesforce administrator comes in. A specialized Salesforce administrator can help you get all the benefits of Salesforce without the headaches.

To hire a Salesforce administrator, you need to know what you’re looking for. If you’re not familiar with Salesforce, hiring the right person can feel impossible. However, finding the right administrator for your small business doesn’t have to be hard!

You can find a great Salesforce administrator that won’t break your budget. Here are our top 5 tips for hiring the right Salesforce administrator for your small business.

1. Soft Skills are a Must

Having good people skills is an absolute must for a good Salesforce administrator. Your Salesforce administrator is a key part of your technical support team, so they need to work well with less tech-savvy employees. User management is a significant part of your CRM manager’s job, so make sure to ask questions to gauge if your job candidate is good with people.

Salesforce isn’t useful to your team without a high adoption rate. If adoption is lagging, a Salesforce administrator may need to show employees how to use Salesforce for daily tasks. In this case, having someone patient and friendly can make a big difference in encouraging employees to use the platform.

Great soft skills can help your administrator gain insight into your employees’ needs. If your consultant is easy to work with, they may get a better sense of which processes you need to automate.

2. Check for Training Experience

If you plan to build on the platform with apps from the AppExchange, you’ll need an administrator that can help employees use a new app. Training and change management experience will help employees adjust to changes in the platform.

A good Salesforce administrator provides strong backend support and answers frequently asked questions. Working with a developer may not be useful if you’re still looking to get team members to use the platform. The right administrator will make adopting new technology easier for your team.

Hire a Salesforce consultant who can explain the platform to trainers, employees, or even C-suite execs. Even if they aren’t hosting training sessions, they’ll be able to give walkthroughs on new features.

3. Ask For Examples of Automated Workflows

Small businesses rely on Salesforce to make running their business easier. Automating tasks can reduce human error and help your employees be more productive. Salesforce runs best with robust automated workflows that take many manual tasks off your team’s to-do list.

Setting up automation is one thing, but a good administrator can help you identify tasks that need improvement. During your interview, ask what types of business problems your admin has helped solve. This offers a good idea of what can be accomplished with automation.

A good Salesforce administrator can help you see where automated workflows will benefit your business. Plus, the right hire can set up automated reporting with complex data sets to give you a better look at how your business is performing. Even if you aren’t sure what to automate yet, an administrator can identify and put in place automated workflows that help your business.

4. Get Help with Customization

With so much information available in the Salesforce platform, it’s important to show only the data your team needs. Customizations can help your teams get the data they need without getting distracted.

Salesforce is all about making day-to-day business activities more convenient. Having the data your team needs readily available will make your team more inclined to use the software.

Different dashboards and layouts can help each department do their job better. Your Salesforce administrator can help create the right customizations for each department. During your interview, ask your candidate what types of customizations they’ve made.

Before going into an interview, talk with your teams about what data they want to collect and see. An admin may be able to recommend the right customizations for you, but they are not the expert on your business. Share your data collection and reporting needs to see if you need custom fields, page layouts, or dashboards.

5. Screen for Passion

Salesforce is an evolving platform, and a good administrator is always looking for something new to help your business. Keeping up with the latest and greatest in Salesforce technology can help your business take advantage of the platform.

While almost anyone can get a Salesforce administration certificate, that doesn’t mean they’re the best person for the job. Looking beyond certifications can help you find the right admin support for your needs.

A passionate Salesforce power user may not have the tech background you would typically look for in a software administrator. Their experience with what your company needs and their passion for the platform are more important than certificates.

Ask if your candidate engages with the Salesforce community and if they are continually growing their skillset. If they’re passionate about Salesforce, they’ll have a lot to say on this topic.

Understand Your Goals Before You Hire a Salesforce Administrator

Some mid-size companies may need custom coding or complex integrations. However, most small businesses need help maintaining the platform, answering questions, and managing permissions. Before hiring someone, it’s important to understand what your administrator will be doing.

If you’re searching resumes for extensive technical chops, you may hire someone who isn’t right for your company. Many small businesses may only need a part-time administrator to meet their needs. Sit down with your IT department to help create goals and better understand what tasks call for a Salesforce administrator.

Most small businesses don’t need full-time, internal administrators to meet their Salesforce goals. At Cutopia, we offer the part-time support you need at a price you can afford. Contact us today to hire a Salesforce administrator for your small business!

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Salesforce for Small Business: 5 Awesome Benefits of This Popular Platform

Is your company in need of a new customer relations management (CRM) software? Are you looking for ways to set your small business up for success? If so, then you need to consider Salesforce, one of the best CRM programs out there!

It allows all of its customers the same benefits while offering customizability for your small business’s operations. Using Salesforce is easy and it’s accessible from almost anywhere. In fact, you can unlock all the benefits by hiring a Salesforce consultant.

See below for the many benefits of Salesforce for small business. Be sure to consider how your company can benefit from all of these perks.

1. Accessibility for Your Staff

Imagine the horror of paying for a CRM software for your business, then only having access to it when you’re in the office or using a company desktop. Not only is that inefficient, but it can also put quite a damper on your staff’s daily operations.

Think of your sales reps, for example. In the office, they need access to different sales campaigns in order to cold call and prospect B2B sales. However, they might also need to pull up the CRM before an out of office meeting with a client to go over talk points.

Thanks to Salesforce, your small business’s CRM is only a login away. Salesforce is a cloud-based service, meaning you can access it from any device, anywhere in the world. All you need is the login credentials for your company’s specific page.

No matter whether you’re traveling for a business convention or going door to door to generate more leads, Salesforce will be at your beckoned call.

2. Ability to Integrate With Major Apps

Think of the setback that your small business would have from the get-go if you invest in a CRM software that can’t integrate helpful apps. You and your team would have to use each app individually, which can be a huge time waster.

Fortunately, Salesforce can integrate with many different well-known apps that can help your company in its daily operations.

Apps such as WordPress, Marketo, DocuSign, and MailChimp are just a few of the apps that can streamline your operations. Now your lead generation, sales conversions, and call/email campaigns can all be tracked from one source.

Salesforce allows you to integrate the apps you desire so that you aren’t paying for certain aspects of the CRM software that your company has no need for.

If you want to learn all the capabilities that Salesforce has for your small business, then be sure to reach out to a Salesforce consultant to learn more. They can point you in the right direction of apps you might consider integrating into Salesforce to achieve your company’s goals.

3. Customer Management Made Easy

As the name (CRM) would imply, Salesforce’s main task is to help you organize, control, and nurture all of the contacts that you get your hands on. That could be B2B prospects, returning customers, business partnerships, leads from events, and so on.

It offers you different tools to keep track of your touchpoints, make notes of the conversations that you’ve had, set appointments, and streamline your customer service.

You can build many separate call campaigns, divide leads for your sales staff, and receive highly-informative analytics on performance. For managers, it can also help you keep track of your team’s daily output with calls, emails, meetings, and so on.

All of this equates to better customer experience. By organizing your customers in one central hub, you’ll find it easier to nurture each contact.

If they call, you can pull up their account in a matter of seconds. If you’re on your way to a meeting with them, you can pull up notes from previous conversations to pitch new products without sounding like a broken record.

4. Customizable With Your Preferences

Ask 10 small business owners how they prefer to organize their leads, and you may very well receive 10 different answers. Everyone has their own ways of organizing contacts and projects within their company’s walls.

Salesforce allows you the chance to organize all your contacts in one central hub for every department. However, it doesn’t force you to use certain layouts, you can customize it however you so choose.

Your company can edit things such as the layouts of each page, processes for documenting activity, and only integrating the apps that you find valuable.

5. Customer Service For Your Company

If your company is going to spend money and pay for CRM software, you want to know that the provider has your back.

You might run into an issue with login credentials, managing workflow, installing new applications, or learning more about a particular portion of the CRM.

Salesforce’s customer service is well-regarded as one of the best in the industry. They offer 24/7 customer support with a well-trained staff that can troubleshoot your problems.

Of course, you’ll find those calls unnecessary if you’re well-trained in the art of Salesforce for yourself. By simply hiring a Salesforce consultant, you can unlock all its potential and learn how to read the analytics that is provided to you.

Salesforce for Small Business: It’s a No-Brainer

Now that you’ve seen all the different benefits of Salesforce for small business, it’s time for you to unlock the perks for your company today.

Be sure to read this article for more information on the Salesforce1 mobile app and all of its capabilities, as well as how it benefits your company.

For more inquiries, please be sure to reach out via our contact us page and we will be happy to assist you further!

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