Salesforce Partners

Home / Blogs / Why Do Salesforce Partners Focus on Long-Term Value, Not Just Go-Live? 5 Signs Your Business Has Outgrown Spreadsheets and Needs Salesforce [wpcode id=”7147″] Small businesses mainly rely on spreadsheets as they are the easiest, reliable, and cost effective choice. During the earliest stages of any business, spreadsheets work well to do most of the tasks including lead tracking, managing customer list and even monitoring revenue. As the business group from small to the medium and to the large, spreadsheets.work as good as they used to be. In fact, spreadsheets often act as a bottleneck rather than a helpful ally once the business has grown. Employees of any business cannot spend all of their time managing data in these spreadsheets. Due to spreadsheets limitation, managing data may get harder and opportunities can split through cracks causing millions in lost revenue. If this has been your story then you are not the only one out in the world. Many organisations in the world start with spreadsheets and move to different platforms such as Salesforce once they start to grow. In fact, Salesforce has become one of the game changers for a lot of businesses in the world.  In today’s article we will explore the five biggest signs your business has outgrown those old spreadsheets and is ready for the next chapter. Sign #1: Data Is Scattered and Hard to Trust Businesses usually maintain different spreadsheets for different departments such as the sales team, marketing team and finance team. At first glance, this may not look bad, but once you start to grow, and your data gets bigger, you do not see the whole up to date version of the truth. You end up with multiple versions of the same file which are harder to maintain, comprehend. For example: As a result of all this, you may lose trust in the data, and time reconciling spreadsheets, and take critical decisions on incomplete or outdated information. How does salesforce solve this confusion? Salesforce is a dedicated platform which is designed to act as a single source of truth for all departments of a company. Every team, every department and even every employee of a company works on the same real time data which is automatically updated. For example, as soon as a sales person updates a lead, the marketing team instantly sees the change and acts accordingly. This goes on and on for every single department of the company, and even the leadership can oversee the latest and updated data in real time. Sign #2: Collaboration Is Slowing You Down In practicality, spreadsheets are built for Solo work, not real-time collaborations in a business environment. Though solutions like Google sheets allow multiple editors to work on a single spreadsheet at one time, in practice, these collaborations cause a lot of chaos. There can be hundreds of different problems with collaborated sheets such as overwritten formulas or conflicted edits. Even with this collaborating technology, the businesses are not seeing many changes in the activity, collaboration, and reporting. Can salesforce solve this confusion? Yes, Salesforce can solve this problem as the platform is designed for collaboration at large scales. The platform is designed in a way so that different teams from different departments can work simultaneously without overriding each other with role-based permission controls.  Employees with a specific role or higher control options can control who can view or edit the data. Even track all the changes made by the different employees so that the company will know who updated, what data was updated and when did that happen. Sign #3: Reporting Takes Hours Instead of Minutes Creating reports out of data pulled from multiple spreadsheets can be time-consuming and challenging. Businesses usually require dedicated employees to create those reports by cleaning the data which also comes with different challenges such as managers of different departments spending hours preparing those reports rather than analyzing them, or The data gets outdated even before the reports are ready for the management to see. How can Salesforce help with this problem? The Salesforce Platform is designed to help solve all these problems as it comes with a real-time dashboard and reports management system. Not only can management track your reports, but the management can also track the key performance indicators including conversation rates, case resolutions, and pipeline velocity. In fact, all these reports and key performance indicators update automatically so that the leadership and the management has the latest picture. Experience Salesforce the right way with Avatu – your partner for long-term success! Start Today! Sign #4: Customer Experience Is Inconsistent Inconsistency in customer experience is the prime reason most businesses struggle while working with the spreadsheets. No two teams are able to work on the latest data due to each of those teams maintaining their own sheets. Marketing and sales teams usually miss follow-ups and have inconsistent communication with the customers.  In fact, studies have shown that customer retention is harder in businesses without any centralized system to provide better customer experience. Any inconsistency with the customer experience can erode the trust in your business and make it look like an unprofessional and rogue organization. Can Salesforce Improve Customer Experience? Yes, Salesforce can improve customer experience as the whole product is designed putting customers in the center of attention. Every interaction can be tracked at the platform from the lead to all the way to a closed deal. The platform offers a 360-degree customer view, which ensures seamless hands-off and consistent experience throughout the journey. Accelerate your Salesforce success with Avatu’s long-term value strategies! Let’s Talk! Sign #5: Growth Feels Like Chaos Instead of Opportunity As soon as a business starts scaling, spreadsheets are not able to catch up with the world. Instead, it feels like chaos and a headache. In this case, the business is not able to catch up with the world. Instead, it feels like chaos and a headache.  For example, a rising business will add new territories or sales

Home / Blogs / Why Do Salesforce Partners Focus on Long-Term Value, Not Just Go-Live? Why Do Salesforce Partners Focus on Long-Term Value, Not Just Go-Live? [wpcode id=”7147″] When businesses decide to implement Salesforce, the excitement often grows at the thought of the “go-live” moment, i.e., the big day when the system is launched, and users finally get hands-on with the new platform. While this milestone is significant, it is only the beginning of the journey. The true value of Salesforce lies not in its deployment, but in the continuous alignment of the platform with your evolving business requirements.   This is where reputable Salesforce partners can make the biggest impact. The best partners know that long-term value and not just short-term wins define a successful Salesforce implementation.   In the following blog, we will explore why the top-notch Salesforce partners focus on long-term value and not just the “go-live” moment. Let’s dive in!  What Makes Salesforce Partners ‘Great’? First and foremost, you need to realise that not every Salesforce partner is made equal. Some provide the technical basics, while others deliver strategic foresight and business empathy that move you towards sustainable success. In such a scenario, a great Salesforce partner is characterised by the following attributes:   Business Alignment First, Technology Second: They don’t just ask what features you require; rather, they dig deeper into why you require them. Their solutions are consistently linked to your business goals.  2. Proactive Problem Solving: Instead of waiting for issues to escalate, great partners predict challenges and craft systems to avoid them.   3. Customisation Without Complexity: Top-notch Salesforce partners customise Salesforce to fit your workflows but ensures it remains scalable and manageable.  4. End-User Focus: Adoption is as essential as configuration. Top partners invest in training and change management to ensure your team leverages the platform efficiently.  5. Commitment Beyond the Launch: Perhaps most importantly, great partners see go-live not as the end, but as the start of an evolving journey with Salesforce. In short, a great Salesforce partner like Avatu Private Limited acts as an extension of your business and not just a mere vendor.   Experience Salesforce the right way with Avatu – your partner for long-term success! Start Today! Short-Term Wins vs. Long-Term Value It’s natural for organisations to get caught up in the immediate benefits of Salesforce: faster reporting, enhanced lead management, simplified workflows. These quick wins are critical, but they are only the tip of the iceberg.   Consider this: deploying Salesforce is like planting a tree. In the beginning, you’re excited to see green leaves sprouting, but the real value comes years later when it offers shade, oxygen, and fruits. A short-term-focused partner will only enjoy those first leaves. However, long-term-focused Salesforce partners will nurture the tree so it grows strong and continues delivering value year after year.   Now, long-term value in Salesforce comes from:  Continuous Optimisation: Your Salesforce configuration should adapt and expand as you expand the business you run.  Integration with New Tools: Great partners help you connect Salesforce with other systems as your tech stack evolves.   Scalability: They design your Salesforce environment to handle expansion without requiring frequent revisions.  Data-Driven Decisions: By helping you use analytics and AI features, they ensure insights are actionable, not just reports.   To cut it out, the difference between short-term wins and long-term value is the difference between a one-time project and a lasting competitive benefit.   Read More: Maximize ROI with the Right Salesforce Sales Cloud Solutions  How Top Salesforce Partners Ensure Ongoing Success? Going live is exciting, but what happens next? Imagine investing in Salesforce only to witness enthusiasm fade, data pile up, and users slip back to old habits. That’s where the best partners step in. They don’t just launch your system; they make sure it keeps evolving with your business, delivering long-term value since the beginning. So, how do they make it work? Here’s what sets them apart:   Keeping Systems Healthy: Regular health checks and audits make sure that Salesforce runs seamlessly, stays compliant, and adapts as your needs evolve.   Empowering Users: With continuous training and assistance, they ensure that your team actually leverages the platform efficiently and benefits from Salesforce’s latest features.   Planning Ahead: Instead of reacting to challenges, they help develop a scalable roadmap, aligning Salesforce with your long-term business objectives.   Protecting Data & Building Trust: Strong governance and security practices reduce risks as you evolve.   Driving Innovation: By introducing AI, automation, and new capabilities, they make sure that Salesforce keeps you ahead of the competition.   Hence, the best Salesforce partners like Avatu Private Limited help turn Salesforce from a tool into a growth engine, one that grows with your business instead of holding it back.   Accelerate your Salesforce success with Avatu’s long-term value strategies! Let’s Talk! Red Flags To Look For When Choosing a Salesforce Partner Ever met someone who seemed perfect at the first meet, only to realise later that they weren’t what they claimed to be? The same can happen with Salesforce partners. While many promise quick results and seamless implementations, not all are built for the long term. Therefore, identifying the following warning signs might help your company avoid a lot of hassles while saving time and money:  Disappearing Act Post-Go-Live: In case their proposal doesn’t include post-launch support, that’s a big warning sign.   One-Size-Fits-All Approach: Beware of partners who insist on rigid templates without understanding your unique processes.   Overemphasis on Speed: The phrase “we’ll launch in record time” sounds intriguing, but if it sacrifices scalability or user adoption, you’ll pay the price later.  Lack of Training Support: If a partner doesn’t offer structured onboarding and training, user adoption will suffer.   No Long-Term Vision: Ask them to share the future roadmap planning. If their answers end at go-live, you must reconsider your decision to move ahead with them.   Remember, a reliable Salesforce partners should care about your success in five years, not simply five weeks.  Evaluating Your Partner’s Long-Term Commitment Did you ever wonder if your Salesforce partner is truly in it for