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freelance salesforce consultant

What a Freelance Salesforce Consultant Can Do for Your Small Business

Have you recently invested in Salesforce for your business, but unsure of where to start? Has your business had the CRM for a while but never enforced your staff to use it effectively? If so, then you need to consider hiring a freelance Salesforce consultant.

Doing so can help you figure out the CRM software, understand it, and identify ways to maximize its features with your business model. If you hire a Salesforce consultant, you can enjoy the experience of a trained professional.

See below for several ways that a freelance Salesforce consultant can help your company thrive with its CRM software usage.

1. Cost-Efficient Solution

Did you know that, on average, you should expect to pay 1.4 times the salary of any full-time employee that you hire for your staff? So if you pay someone a salary of $50,000, you should actually expect to pay somewhere close to $70,000 after benefits.

That’s not an expense that most small businesses can afford to make. While you realize the need for a Salesforce consultant, you can’t afford to hire one in-house.

By hiring a freelance Salesforce consultant, you can pay for years of experience and know-how without breaking the bank. You pay them for the work they do, not a collective salary.

This can help ensure that you get more bang for your buck. If you want them to lead a training session for your staff, you can pay them by the hour. If you need them to implement new campaigns in your CRM, you can pay them for their workload.

You’ll have more peace of mind, knowing that you have a Salesforce solution that fits within your company’s budget. Better yet, the results you get from hiring a freelancer will generate revenue for your company for years to come. Be sure to reach out and inquire.

2. Step by Step Guidance

Even though Salesforce is a relatively simplistic software, one of the most difficult aspects of it is memorizing the cadence for using a feature.

For example, say one of your sales associates wants to make note of a phone conversation they had with a client. They would need to remember to find that client’s account, press “log a call”, enter in the fields of information, then save it.

Is that overly difficult? No. Is it difficult to visualize if you’ve never done it before? Yes.

Having a freelance Salesforce consultant can help you with these cadences in two ways:

  1. They can offer you step by step guidance on how to use all of the Salesforce features that your company needs to capitalize on.
  2. They can teach you shortcuts to cut the time your staff wastes on mind-numbing tasks, such as the previously mentioned “log a call” process.

With every step, they’ll explain what’s happening on the backend. Why does Salesforce have you do it that way? Why should you customize your dashboards a certain way? How can you create a new call campaign for your employees?

The more you understand the process, the easier it will be to remember certain features and when to use them during the workday.

3. Effective Troubleshooting 

Like any other form of software, Salesforce can sometimes hit a wall. You might experience a few technical issues that affect the work of your employees who are relying on it to work.

Here are a few  of the most noteworthy issues that companies have had with Salesforce:

  • Dashboards not working or showing recent data
  • Problems with user permissions
  • Data is slow to integrate into your Salesforce software
  • Trouble with customization
  • Poor customer support from Salesforce’s team

All of the above can be solved by a freelance Salesforce consultant. They can use their knowledge of the software to troubleshoot any dilemma you’re having and fix it with relative ease. 

Once the problem is fixed, they’ll show you how they went about fixing it, just in case you need it for future reference.

4. Adds Experience to Your Team

Imagine buying a car for yourself, but not knowing how to drive. This is essentially what you’re doing with Salesforce if you purchase the CRM software without proper knowledge of it.

Not only will you get very little use of it, but it will also be ineffective or catastrophic if you try to use it without proper training and practice.

A freelance Salesforce consultant can add the experience to your team that you desperately need. To become one, they have to pass a Salesforce certification program and keep up with the latest technologies daily.

5. Flexibility

Truth be told, to hire a full-time Salesforce developer would be a waste of money for most small businesses that are just starting. There would be times where that developer would be twiddling their thumbs at their desk, getting paid for doing nothing.

A freelance Salesforce developer gives you more flexibility. You only pay for them when you need them most. 

Not to mention that outsourcing to a freelancer is more scalable. As your business grows and your needs get more plentiful, you can give the freelancer more work. It’s a win-win for everyone involved!

Hire a Freelance Salesforce Consultant for Your Needs

Now that you have seen all of the different ways that a freelance Salesforce consultant can help your growing business, it’s time to find the right fit for your needs.

Be sure to read this article for more information on the 5 powerful benefits of hiring a part-time Salesforce Administrator for your business.

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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crm for small businesses

The Best CRM For Small Businesses: Salesforce

Small businesses make up the majority of American enterprises. In fact, there are 30.7 million in the U.S., accounting for 99.9 percent of businesses and almost half of the employees.

That is a lot of competition for each and every customer. Research shows the future battleground for them won’t be over price or even product features. Instead, 89 percent of businesses expect to compete mainly on customer experience.

How are you supposed to do that exactly? This is where CRM for small businesses can prove its worth.

You need to be able to see your entire customer cycle to identify growth opportunities and uncover weak points where you might lose customers.

A CRM such as Salesforce can help you do this.

What Can Small Business Do With a CRM

If you think a customer relationship management system is just about sales, think again.

The key element of CRM often forgotten is “relationship”. This means managing relationships with customers, past, current, and potential. Which in turn means managing every touchpoint of your marketing, sales, and customer service funnel.

A CRM is far more than a database to help you remember client birthdays. The software has developed into a complete customer experience machine, taking prospects from curiosity to contact to customer to repeat customer.

The data you collect can help you determine why people buy from you and if there are consistent service or product issues you need to address. You can slice and dice your customer list to identify which are the highest value clients and which you should consider firing.

When choosing a CRM for a small business, you want to ensure you’ll have access to standard features such as lead generation, contact and opportunity management, sales forecasting, and workflow automation.

But start to think beyond the standard to a system that gives you one-stop customer experience management and coordinates the efforts of your employees from all customer-facing departments.

There are many options out there for small businesses. So what makes Salesforce the small business CRM of choice for them? Here’s a rundown of a few reasons that make it the number one CRM today.

Salesforce CRM for Small Businesses

Wait, isn’t Salesforce for big companies? It’s true that the powerful platform is used by 83 percent of Fortune 500 companies. But that is actually one of the biggest benefits for small businesses that choose Salesforce.

Salesforce is the market leader thanks to its highly customizable system, integration options, add-on applications, and regular upgrades and innovations. You can count on it to provide all the interaction tracking, reporting, and marketing tools you need just like it does for the big companies.

So what specifically makes it a top CRM for small business?

Grow with Me

Salesforce has a variety of levels and pricing packages that make it affordable for a small business now. As that small business grows, the use of the CRM can grow and morph with it.

You start with the best CRM tools for small business right from the beginning. Some you might not use or need right away. But as your company grows, they will be there to help maintain that growth trajectory. Despite its reputation as a big company solution, Salesforce is often ranked as the best CRM for growing businesses.

Set-up and Training

The top CRM for small business doesn’t help you much if you struggle to use it. Salesforce is known for being highly customizable to your specific needs and offer very robust training and support to help you meet those needs.

Once customized, Salesforce offers an intuitive interface you’ll find easy to work with. And its Trailhead online training environment and help you as you learn your way around. You might still benefit from having an expert administrator to work with on bigger questions, but overall, Salesforce is one of the easier CRM options to get going with.

Compatibility with Third-Party Apps

You’ve already invested a lot of time and money into the applications you currently use. Fortunately, Salesforce can connect with other systems to extend its capabilities through its AppExchange store.

Integration is important as it makes your CRM system your go-to resource for all information about your customers and business. You need it to be able to pull data from other sources such as social media accounts as well as connect with your e-commerce solution. The more connections you make, the more automation you can take advantage of.

AI Automation

Just about any CRM is going to do a decent job of interaction tracking and sales management. But smaller software players can’t give you the advantages of artificial intelligence and machine learning to make you smarter about how you use that information.

Salesforce calls its AI Einstein. It interprets gathered data to boost sales and productivity in ways you might not think of on your own. Machine learning is being used by big companies to reduce customer churn and identify more profitable customers.

With Salesforce, data science can score leads, so you know which to respond to the quickest. The system can let you know when it is important to escalate a customer service issue or automate a task. These kinds of CRM tools for small business help you figure out what to do next.

Get Started With Salesforce

Ready to up your customer experience game and stand out from the crowd? Salesforce is a friendly choice of CRM for small businesses to do just that. Its extensive features can meet the needs of a developing company with power and functionality that can scale with you over time.

If you still have questions about whether Salesforce is the right choice for you, our experts would be happy to answer those and help you make your decision. We manage the Salesforce installations of many businesses and can draw from our everyday experience for your specific use case. Contact us today to talk about whether Salesforce is right for you.

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hire a salesforce developer

How to Hire a Salesforce Developer in 6 Easy Steps

As more and more companies become more and more technology-driven, the need to complete online services and use the Cloud platform is increasing. Moving to Cloud offers businesses a more secure way to operate their business, sales, marketing, commerce, and other services.

More than 150,000 small businesses are aware they need to hire a salesforce developer with experience to handle customer experience and relationship (CRM) software. Salesforce is popular for a reason, and who you hire is just as important as the products your business uses. Keep reading to learn the 6 steps you should follow when you want to know how to hire a sales developer. 

1. Be Aware of Qualities You Seek

Before you start looking for people to employ, you want to understand what to look for in a sales developer. What are the qualities you seek and what are the qualities someone which the right experience should have? 

The answer to this question lies in knowing what you want. At a minimum, the right salesforce worker should already be familiar with Force.com, Salesforce’s original platform. They should also understand the Lightning App Builder and how to use the features.

Two other essential apps a salesforce developer should know are Heroku and Fuel. You can weed those who are inexperienced in the field out this way. 

2. Post the Position Online

The only way to get workers is to inform them of the position. The best way to reach out to professional Salesforce workers is to post the job online or directly on your website. You can also post an opening through job websites like Indeed. 

If you have a specific need for workers that often change depending on business needs, it will be better to work with a Salesforce consultant who can offer a customizable service. Words of mouth and referrals can also go a long way in helping you find the right person. 

Take advantage of social media as well. Sites like Linkedin are highly resourceful in finding the perfect candidates. It saves a lot of time too because you are able to view an applicant’s work related-background to see if they are a good fit. 

3. Get Their Resume

Resume screening is one of the most important factors you should always in the job process. This is where you will get detailed information on an applicant and see what credentials they have. A resume will also tell you how many years of experience they have in something. 

They also highlight an applicant’s strengths and will tell you the places they have worked before. If references are important to you, and they should as they help verify experience, be sure to mention you require it.

When you review a Salesforce developer’s experience, they all should have at least a Marketing Cloud, B2C Commerce, or Platform certification. As an option, you can ask for applicants to include a cover letter at their discretion. Cover letters can help you better determine whether or not someone is a good fit for your needs. 

4. Complete a Technical Screening

When you are doing the hiring, you will be in better control and have a better hiring experience when you divide the hiring process into several steps. You should always include technical screening too. Looking at an applicant’s resume alone is not enough. 

If you really want to gauge how competent a Salesforce developer is you want to include a test that will test their technical competencies and skills. It will also inform you of their strengths and weaknesses.

These tests will help you out too as an employer who may not be familiar with the tools and knowledge a Salesforce developer should know. You do not have to get anxious about having to create these tests yourself. There are various sites available that open their platforms for employers seeking coding tests. 

5. Do an Interview

Speaking with the potential Salesforce developer you will hire helps you determine how well they can articulate themselves. It can build a great rapport between the start of an employee-employer relationship. While it is crucial an applicant can understand CRM language and the tools it requires, having great communication skills is a must. 

You want to hire and work with someone who is able to speak about their work and what they are doing in a clear manner. Salesforces developers will need to be able to know how to talk to work well with others or assist someone. 

Personal interviews also allow you to evaluate an applicant on a deeper level. By talking, you are able to better assess their work ethic and determine if their personality fits your work environment. It is also the perfect time for applicants to express themselves and highlight certain qualities about themselves you didn’t see on paper or through technical screening. 

6. Test Their Skills With a Project or Probation

Even when you “hire” a Salesforce developer the hiring process is still not completely over. Before you offer a more permanent position, you want to test their skills first with a project. Alternatively, you can start them off on probation. That probation period could be one month or three months (often the standard). 

Sometimes you will decide to hire someone based on the belief they will improve and do better. Nor everyone will have the exact skills you want and sometimes giving them a chance will allow them to gain the skill and improve from there. If an applicant is a fast learner, for example, hiring them on probation or for a project will let you know if you want to keep them or look for someone else. 

Hire a Salesforce Developer for Your Business Easily 

When you want to hire a salesforce developer, you have to be willing to create a hiring process that involves several steps. Although it will take a while to find the right applicant or applicants, you will be happier with the selection(s) you make.

If you need help finding the perfect Salesforce developer for your business, you can also contact us for help. We can help you find the right package that fits your needs even when it changes.  

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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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part-time salesforce consultant

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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part-time salesforce administrator

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.

Conclusion:

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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freelance salesforce consultant

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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