Salesforce Consulting in Dallas, TX is a service I provide for business clients in the DFW area. I work with teams on a regular basis, whether with small businesses seeking to set up a new sales process or enterprises seeking a strategic adoption of Salesforce.com.

Working with Salesforce.com requires an intimacy with your business processes, culture and management.  Whether you are wanting to start an implementation of Salesforce.com or refine your current implementation, I will help you as a Salesforce.com advisor and consultant to help you achieve higher levels of success.

To review your requirements and scope project work for your system, feel free to schedule a complimentary consultation in my Calendly here.

During this time, we will map out your requirements in an initial online session.

I will seek to understand and help clarify your business processes to be implemented using Salesforce.com and the requirements that are important to move forward.

If you already have Salesforce.com up and running and want to examine how to make it work better, I work with clients on strategies for user adoption, sales management and increasing revenue.

Salesforce Consulting in Dallas – Fort Worth

I have worked with both local and national companies in the Dallas/Fort Worth metroplex since 2001. I often visit onsite to understand your team and management workflow and environment.

Many times, I can conduct Salesforce.com training at your Dallas office or we can arrange to meet at my WeWork office in either Dallas or Fort Worth.

For onsite training, I listen to your requirements and understand how your current company processes are set up. We can discuss what your goals are for using Salesforce and how we can achieve this with user and manager training or consulting.

I will create a custom proposal based on our conversations. Through this collaboration we can tailor a solution for helping you achieve the success you seek.

Users, administrators and managers often have inputs based on their need for custom fields, data objects, sales process design and management dashboards and reporting.

If interviewing key users is required, we can schedule these as part of our engagement via phone, web conference or onsite depending on your preference.

I like identifying and working closely with a Salesforce.com champion at your organization that can collaborate with me on talking to the right people and designing a consulting solution that will help you based on your culture. I seek to listen carefully, convert requirements to project tasks and deliver our agreed upon solutions.

Salesforce Change Management

If you are desiring to make the highest use of Salesforce.com to run your sales organization or your business overall, then it is important to have a strategy and plan for change management. Your people are likely working with a different set of systems and tools that they have become accustomed to. It can be challenging to move towards an integrated and powerful platform in Salesforce.com if this is a new way of working for many.

The benefits of having information accessible and consolidated in one database helps organizations grow efficiently. The ability to scale by having information captured and available for stakeholders across your organization in sales, marketing, operations, customer service, product development, finance and human resources reduces errors and increases speed for decision making and execution.

For those companies that need skilled change management towards digital transformation, we can work via regular meetings, an agreed upon strategy and careful assessment of progress to help you adopt Salesforce.com. Working onsite at your Dallas/Fort Worth offices to ensure stakeholders, users and managers are heard can be scoped to be part of our engagement.

My style as a consultant is to listen, advise and clarify with understanding on agreements. This approach has worked to ensure our collaboration with change management has agreement and moves along a timeline and pace of your choosing.

Salesforce.com Administration and Customization

Many companies I have worked with are seeking help administrating Salesforce.com. I can help to support your team with new requirements and regular reviews of your system. Furthermore, we can work together to customize fields, data objects, reports and integrations from the AppExchange over time.

Working in the cloud and monitoring key activities and metrics from your system can open up thinking about new requirements which can be implemented. I can advise you on any trade-offs and how to structure the data in Salesforce.com for user adoption and supporting your information workflow.

For example, your team may discover that they are re-entering data for proposals and contracts introducing errors and delays between selling and presenting a proposal. This can be a scenario where we discuss what information is important, where it needs to be captured in Salesforce.com records and what an output document or how communications for the customer needs to be delivered with speed and consistency.

In such a case, we may create a custom object or use the Opportunity records to populate merge fields in a document. From there, we can introduce an outputted DocuSign, Adobe EchoSign or other digital signature technology for easy tracking, review and deal closing.

The permissions, approvals and customer experience can be explored and designed from our Salesforce.com consulting work together. We can monitor the key performance indicators such as proposal conversions and volume of proposals per month. This example can help drive efficiencies and management insights for helping your team from customization and automation.

Of course, there are many other types of workflow and information management that can be set up besides this example. We can work on these as ongoing or separate initiatives based on your management goals and company culture.

Sales Pipeline and Lead Management

If your VP of Sales or Sales Manager needs help to set up team performance, we can design Salesforce.com with reports and dashboards for sales meetings and pipeline management.

Whether with inside sales or field sales executives, I can participate in, support or lead weekly sales team meetings and help to review, coach and advise on sales activities and opportunities.

Having a weekly sales meeting reviewing information in Salesforce.com for managing Leads and Opportunities from initial contact to conversion to deal closing with a robust sales dashboard drives revenue with consistent activity and methodology.

Defining the various sales stages and working with your team to help them with competition, objections and supporting prospective customers through your buying process.

Furthermore, forecasting sales via probabilities and opportunities can provide insights for strategic planning for your company.

Having momentum and supporting your sales management with information based on what your salespeople are doing in Salesforce.com empowers you to hire, train and drive revenue results.

Data Management and Integrations

Over time, many organizations seek to have increased functionality after using Salesforce.com in their everyday workflow. The AppExchange has thousands of apps that integrate with Salesforce.com. Furthermore, custom software can be developed via Apex to deliver specific automation or workflows based on your business requirements.

I can help you identify the business processes and map out what technical solution would meet the respective requirements. Furthermore, I can help drive the technical requirements with identified software developers to deliver, test and adopt new functionality within your Salesforce.com system.

The project management to drive success with new tools and enhanced options can be intensive and require strong coordination and leadership. Working closely to ensure there is an articulation of business to technical requirements can provide ease of use for your organization.

Marketing Automation and Lead Generation

We can work together to design or support an inbound or outbound selling approach in Salesforce.com. For an outbound approach, working with identified lists such as Hoover or LinkedIn and managing the activities to engage and convert leads with the best handoffs for sales closers can be confusing to coordinate. We can work towards how to manage calls, emails and overall follow-up as well as monitor activities within Salesforce reporting and dashboards.

For inbound selling approaches, integrating with marketing automation or email marketing platforms as well as social media outlets and landing pages on your website becomes an IT and marketing strategy initiative. We can work towards technology identification to support the overall customer journey and what demands sales engagement from your inside sales team through lead scoring and triggers.

Setting up data analytics with conversion metrics across your systems based on customer behaviors would be foundational to increasing the efficiency of marketing campaigns and funnels.

Your organization and market have targeted customers to engage and the overall strategy and design of your Salesforce system to ensure timely sales activities can be enabled within your Salesforce.com records.

Working Together

With many years of strategy and implementation of Salesforce.com, I will carefully listen and advise you based on your goals, company culture and market realities. My style as a Salesforce consultant is to clarify and drive action around our agreed upon requirements.

Let’s start the conversation. You can fill out the form above. Thank you.