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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