The Truth Behind Salesforce Consultants

Jenna Trott | APRIL 12, 2024  |  5 Minute Read

Similarly to the confusion that plagued the Friends crew on what exactly Chandler Bing did for a living, there are some misconceptions about what Salesforce consultants do as well–and no, it’s not transponsting.

The technology sector continues to undergo seismic shifts and as companies navigate the complexities of modern markets, the expertise of Salesforce consultants emerge as a critical assets. Yet, despite their centrality to technological success, there are numerous misconceptions regarding the true value they bring and the breadth of their capabilities. Let’s take a look at a few of these misconceptions and uncover the truth behind Salesforce consultants.

Image from Screen Rant.

What are Salesforce Consultants – what do they do?

Before getting into what exactly Salesforce consultants do, let’s establish who and what they are. Highly skilled with a deep knowledge of the Salesforce ecosystem, Salesforce consultants excel in leveraging the advanced features of the Salesforce platform to enhance business operations, streamline processes, and propel growth. To become a Salesforce consultant, you need more than just a degree or a talent for technology. Sure, those things help, but what really sets someone apart are Salesforce certifications and consultants typically have an abundance of them.

Coupled with their experience, Salesforce consultants prove to be instrumental in assisting organizations in maximizing the potential of Salesforce for companies across industries and sizes to drive growth, streamline processes, and enhance customer experiences.

Debunking Common Misconceptions about Salesforce Consultants

Like many things you’ll read on the internet, discerning factual information from personal biases or negative anecdotes has become increasingly challenging. Let’s demystify the role of Salesforce consultants by breaking down some common misconceptions:

Salesforce Consultants are Not Necessary with In-House IT Teams
Contrary to belief, Salesforce consultants complement rather than replace in-house IT teams. They bring specialized expertise and experience that may not be available internally.

Salesforce Consultants are Disruptive
In reality, Salesforce consultants work in close collaboration with internal teams, gaining an in-depth understanding of existing processes, pinpointing pain points, and crafting customized solutions that seamlessly integrate with the organization’s operations. Their primary aim is to enhance productivity, streamline operations, and stimulate business growth without causing any unnecessary upheaval.

Salesforce Consultants are Only Used for Implementation
While Salesforce consultants do excel in implementation, their value extends far beyond! They also offer a wide array of services such as continuous support, comprehensive training, customization, and optimization. Consultants work closely with their clients to ensure that the Salesforce platform evolves alongside the organization’s evolving needs, adapts to industry trends, and consistently delivers value over time.

Salesforce Consultants Provide a One-Size-Fits-All Solution
“Generic solutions” is not a term in a consultant’s vocabulary. Salesforce consultants recognize that every business is unique and requires a tailored approach to Salesforce implementation. They invest time in assessing the organization’s specific needs, objectives, and obstacles before developing personalized solutions that align with the company’s goals and drive success.

Salesforce Consultants Provide Only Technical Solutions
Beyond technical aspects, Salesforce consultants offer expertise in strategic planning, business process optimization, and change management, all while staying up-to-date on industry developments, emerging trends, and cutting-edge technologies that can help organizations maintain a competitive edge and adapt to evolving market demands.

Hiring a Salesforce Consultant is Expensive
While the upfront cost of hiring Salesforce consultants may seem daunting, the benefits they bring to organizations far exceed the expense. Consultants help companies maximize the return on their Salesforce investment, boost productivity, elevate customer satisfaction, and stimulate revenue growth by leveraging the platform to its full potential and delivering tangible results.

Companies across industries can benefit greatly from leveraging the expertise of a Salesforce consultant, but specifically, financial services companies are positioned to excel with their guidance. Let’s take a look at how.

Forrester, The Total Economic Impact™ of Salesforce Professional Services

How Salesforce Consultants are Beneficial to Financial Service Companies

Amidst a landscape where 51% of customers reveal they’ve switched financial services providers in the past year due to lackluster digital experiences, the urgency for enhancing online services has never been more pronounced among financial service professionals. Salesforce consultants emerge as digital innovation leaders, uniquely equipped to address the industry’s nuanced needs and challenges. They offer:

Highly Tailored Solutions
Salesforce consultants provide customized solutions that address the unique needs and challenges of the financial sector, including regulatory compliance, data security, and risk management.

Expertise in Regulatory Compliance
Consultants help ensure adherence to regulations such as GDPR, HIPAA, and SEC requirements, by implementing robust compliance measures and staying updated on regulatory changes to mitigate risks. Check out Salesforce’s full list of financial services compliance certifications here.

Forrester, The Total Economic Impact™ of Salesforce Professional Services

Enhanced Customer Relationship Management
By leveraging Salesforce’s capabilities to optimize client interactions, streamline onboarding processes, and personalize services, consultants help foster stronger relationships and increase customer satisfaction.

Maximized Operational Efficiency
Salesforce consultants analyze deficiencies and strategically optimize workflows. They do this by automating manual tasks and improving data accuracy to streamline operations, reduce costs, and enable more effective resource allocation.

Drive Revenue Growth
Leveraging Salesforce’s advanced features, consultants identify revenue-generating opportunities, cross-sell and upsell products and services, and accelerate sales cycles, contributing to overall business growth and success.

In an age where the latest technological advancement will have four new updates by next week, Salesforce consultants are indispensable in helping organizations navigate these key changes and unlock the full potential of the Salesforce platform.

Forrester, The Total Economic Impact™ of Salesforce Professional Services

Getting Started with a Salesforce Consultant

Research highlights the profound benefits of leveraging a Salesforce consultant over a three-year period, as illustrated in the figure below. However, while embarking on a journey of digital transformation can be very exciting, it requires careful planning and consideration. The process typically involves several key steps to ensure a successful partnership and maximum return on investment.

First and foremost, businesses must assess their specific needs, identifying pain points, goals, and objectives to determine the scope of engagement. Once the groundwork is laid, the next step is researching and selecting the right consultant. This involves evaluating candidates based on their experience, expertise, client testimonials, and how well they align with the organizational culture. Once the consultant is onboard, it’s crucial to set clear objectives and expectations, establishing tangible goals, timelines, and deliverables to guide the partnership forward.

Throughout the engagement, fostering open communication and collaboration between internal teams and the consultant is paramount to success. Finally, to gauge the effectiveness of the consultant’s efforts, defining key performance indicators (KPIs) and regularly evaluating success metrics ensures that the partnership remains on track and delivers tangible results.

Forrester, The Total Economic Impact™ of Salesforce Professional Services

Why Access Global Group?

When it comes to selecting the right partner for technology integration and digital transformation, the experience of the company you choose is of utmost importance. Access Global Group is a Salesforce Summit (Platinum) level partner with nearly two decades of experience in Salesforce support, maintenance, and management services. Our team of certified experts knows Salesforce inside and out, meaning that when they come to you, no stone is left unturned and any conflicts are quickly addressed with agility and accuracy. With 5-star ratings on the Salesforce AppExchange and G2, our team offers a unique blend of global deployment expertise coupled with the agility of a boutique firm and a one-of-a-kind project methodology that places our clients at the forefront of every decision. Your successes are our successes, so we’re dedicated to providing solutions that align with your evolving requirements and aspirations.

We invite you to reach out to us with any questions or concerns regarding your Salesforce instance, we’d be happy to discuss a solution that best fits your needs at this time.

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A seamless connection between Salesforce and QuickBooks. With automation of key processes, this application works to eliminate manual and duplicative efforts to empower your team.



A seamless connection between Salesforce and QuickBooks. With automation of key processes, this application works to eliminate manual and duplicative efforts to empower your team.



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