Salesforce CRM consulting and implementation

Salesforce is the #1 CRM in the world. But how do you make it the MVP of your sales team?

When should I consider Salesforce CRM?

Salesforce CRM is so flexible and customizable that virtually any B2B company can make great use of it. Having said that, it’s best suited for large companies with complex sales processes.

Why? Because smaller companies can usually get by with a slightly less robust piece of software. The only exceptions are startups who are experiencing hypergrowth. If that’s you, you may want to invest in your future by choosing Salesforce from the get-go.

Instead of obsessing over whether or not your company is big enough to justify Salesforce, you should consider more important variables like the need for customization and versatile reporting.

And because Salesforce is the #1 CRM in the world, both off-the-shelf and custom integrations to other systems are easy to come by. 

Overall, we think it’s safe to conclude that Salesforce is the Ferrari of CRMs. But how can you drive that thing into the sunset of bottom line growth? 🤔

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We’ll partner up with your sales team, not with your software

Captain Obvious called and told us that even the best CRM won’t make you happy if you don’t know how to use it.

What we’re trying to say is that Salesforce CRM is an amazing piece of software but it’s unlikely to work for your business without some serious customization.

This is where we come in.

We refuse to treat your Salesforce implementation as an IT project. Instead, we’ll help you iron out your sales strategy, sales process, and marketing-sales alignment before we dig into the technology. 

That way you can rest assured that your CRM works for you and not vice versa.

 

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Salesforce CRM Reboot: a new beginning for your old system

When your CRM no longer serves your sales team, it becomes a burden.

More often than not, the problem isn’t in the software itself but in the way it’s been set up, the way your sales processes have evolved over time, and the way your sales reps use the CRM. 

In those situations, getting a new piece of software would be a lot like putting lipstick on a pig. It may look good but that’s about the extent of the benefits.

That’s when you should call us. We can help you weed out your old CRM, clean up your data, and make your existing CRM into your sales team’s best friend.

If you’re interested in rebooting your Salesforce CRM, get in touch 👇

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Why Advance B2B?

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We 💖 Salesforce

We’re a registered Salesforce Consulting Partner and we’ve got the experience to match. Our team has worked on dozens of successful CRM implementations and consultation projects.

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We know sales

We have all the experience and expertise you need to make your CRM into the Sales Director’s best friend. We’ll talk about the needs of your business, your sales team, and your leadership first, and only then about technology.

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Sales + marketing = growth

Your sales team lives off of hot leads. We can help you with any challenges that have anything to do with B2B sales and/or marketing. Silos and titles aside, we’re here to help you grow — no matter the bottleneck.

At your service!

If you’re so much as considering switching into Salesforce CRM or cleaning up your old instance, you should definitely give us a call.

We know the software like the backs of our hands, and if nothing else, you’ll get a second opinion on what you should do next.

If that’s you, get in touch. 👇

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