Unleashing the Power of Salesforce as the preferred CRM Solution

Introduction

Business strategies have evolved beyond a boardroom huddle and ‘trial and error’. Immense load of data needs to be crunched, measured and evaluated to arrive at successful strategies for growth. CRM platforms are a necessary ally every step of the way, and of these, Salesforce rules the roost. 

Now you’re asking yourself -How can a software be tailored to accommodate distinct business processes and specific requirements? How will the staff adopt this software suddenly? How can we really get Return on Investment? 

The answer is simple - subject matter experts a.k.a Salesforce consultants! They help you to work the software into your processes, hand hold you through overcoming any challenges and struggles you face and then exit when you’re ready to let go. 

Here’s how it all works -

Optimizing Workflows for Efficiency

Many businesses start using Salesforce with basic ways of working. But as they grow, things can get complicated. CRM consultants help simplify these processes. They look at how a business works, find problems or slowdowns, and suggest roadmaps that are effective & customized to business needs. With their help, information can move smoothly, tasks can be done faster, and teams can focus on what's important. This saves time and money.

The CUBE84 approach:

Sleepsafe Beds had a unique sales approach, emphasizing directly on quotes and orders rather than the more conventional opportunity-driven processes. Recognizing their distinct needs, we customized the Salesforce Sales Cloud model to perfectly align with their workflow. This tailored solution not only mirrored their original process but also significantly enhanced efficiency. Over the course of a year, we provided consistent guidance, transitioning Sleepsafe Beds from initial implementation to a state of smooth, independent operation, all while boosting their operational efficiency.

Training Employees for Proficiency

A system’s ROI relies heavily on how well its users make the most of it. At CUBE84, this is a mantra we practice with all projects. Our consultants provide trainings tailored to what a user needs. This helps employees use Salesforce more effectively, from basic tasks to more complex ones. When teams know how to use the platform, they can get better insights about customers and make smarter business decisions.

The CUBE84 approach:

Sun Management faced the daunting task of transitioning from their legacy system—a move that demanded a technological shift, change of mindset and effective user adoption. Understanding the intricacies of such a transition, we worked closely with their stakeholders & leadership to roll out a multi-tiered training approach. 

At first, training was conducted for the Sales team (approx. 15-20 participants). Then as they were divided into smaller groups, more focussed & hands-on training was provided based on each team’s needs. At the final stage, 1:1 training was conducted to help users in their specific roles and challenges. The entire process was also supported by detailed user manuals.

This meticulous approach, combined with our hands-on implementation, drastically enhanced user adoption, positioning Sun Management confidently for their new chapter. The success is attributed to Consultants working closely with all stakeholders to ensure that the software works efficiently and effectively for them.

Harnessing Advanced Salesforce Functionalities

Salesforce has some amazing features that many businesses might not know about or use. CRM consultants show businesses how to make the most of these. Features like AI predictions, creating custom apps, or third-party integrations can be very beneficial. Using these features, businesses can understand their customers better and give them a great experience.

The CUBE84 approach:

We crafted a portal for "HA Connect", Hawaiian Airlines' (HA)  groundbreaking NDC solution for travel agents and technology partners, leveraging Salesforce’s advanced functionalities, to deliver improved customer experience and to give partners access ot the best indirect content available . The public portal or microsite displayed information about HA’s Approved Technology Partners, HA Channel, Support, FAQs and more. A customized registration form for technology partners was also built into this site. Through the login function, users can raise trouble tickets, view their status and engage with custom content (videos, knowledge share etc). This portal gave HA’s agents and partners the opportunity to understand the process of HA’s troubleshooting & support process.

Conclusion

Maximizing the potential of tools like Salesforce is pivotal in modern business. Through the real-world examples provided, we see how CRM consultants optimize processes and amplify team capabilities. Simply put, Salesforce isn't just a tool—it's a transformative force, and consultants are instrumental in steering that evolution.