Hey there!

It is time to tell the truth, though: the process of integrating a CRM such as Salesforce is somewhat similar to purchasing a sports car that is fast and powerful. It is smooth, strong, and loaded with possibilities. However, when you do not have a map or know how to change gears, then you are simply sitting in a very costly driveway.

Far too frequently, Salesforce is seen as a project by businesses that is completed once. They install it, transfer some data, and wait. The magic is in the fact, though, that it is when you look past the now and begin to plan the next. It is here that a sound 3-year roadmap comes in.

Developing a long-term plan is a guarantee that your technology keeps up with your business. You do not need to do it on your own. The key recipe to making a software tool a growth engine is teaming with a Salesforce Consulting Partner.

Why a 3-Year Roadmap?

Consider your CRM roadmap as a trip. When you attempt to do it all simultaneously, you will burn yourself and your budget. Breaking it down allows you to make sure that each feature that is rolled out is genuinely of value.

• Year 1: Developing the Foundation: The first year is all about the foundation of getting things right. This involves Salesforce implementation that is flexible to your workflow. Pay attention to data cleansing, user adoption, and ensuring that your team does enjoy using the platform.
• Year 2: Automation and Integration: When you feel comfortable in your team, then it is time to step up. Year two is about efficiency. We are talking about the automation of those monotonous jobs that suck up your afternoon and the combination of your CRM with other applications (your marketing or accounting software). This forms one source of the truth for your whole company.
• Year 3: Innovation and Scalability: In year three, you are all set to be in front of the pack. This is where you roll into high-level analytics, AI-powered features, and bespoke Salesforce development to develop features that your competitors have not yet.

The Reasons Why You Should Have a Salesforce Consulting Partner

You may be thinking, can we not do this ourselves? Salesforce is easy to use; however, it is so powerful because of its complexity. A Salesforce Consulting Partner takes hundreds of other builds to the table. They also assist you to avoid pitfalls that are common, save you money by choosing the correct licenses, and also make your system scalable.

You can either require someone to assist you with a new installation or with continued Salesforce managed care. Having an expert at your side, you can do what you are best at, which is running your business, and leave the serious technical parts to the expert.

Final Thoughts

Your CRM must be a living and breathing element of your success story. When you are planning three years away, you are not just responding to the market; you are looking ahead to it.

Tech9logy Creators is a Registered Salesforce Consulting and ISV Partner Company with over 11+ years of experience. We have a certified team of developers with extensive knowledge about Salesforce AppExchange and provide you with the best-in-class personalized apps. Our dedicated Salesforce experts help you bring the best out of your CRM and ensure your business operates at its highest potential.

Are you ready to begin creating your roadmap? Let us make that “sports car” a champion. Contact a reliable partner today and we will be in action!