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What does a Salesforce Consultant do?

Salesforce Consultant helps businesses identify ways to automate current workflows and streamline how work gets done using the Salesforce platform. Salesforce Consultant acts as a liaison between technical and non-technical staff to ensure all deliverables meet the client’s business needs. Salesforce technical consultant uses technical Salesforce configuration and coding to design and develop the right solution to exceed customer expectations, enable sustainable change, and drive results.

 Salesforce Consultant will help with:

  • Managing the Client Relationship
  • Create and Manage Project Plans
  • Mapping out Business Processes
  • Supporting People Through Change
  • Gathering Functional (Business) Requirements
  • Managing a Team of Technical Staff
  • Proposing Technical Requirements.
  • Technical Product Configuration
  • User Testing and Training

A good consultant is one who understands the platform but equally has good business analysis, project management and change management skills to guide people and organisations through a process to solve critical business problems.

There are a variety of considerations when deciding if companies should use a Salesforce Implementation Partner or an Independent Salesforce Consultant. Considerations include if it’s a fixed project vs. ongoing work, the degree of difficulty with the tasks to be done, amount of Salesforce strategy needed vs. hands-on production, amount of industry and domain knowledge required, and to what extent you have the ability or resources to oversee the deliverables internally.

Many businesses rely on Salesforce to stay organized and serve customers better. It allows access to all your business data in one place, making it easy to browse and search. With its wide range of CRM products, features, and tools designed for business owners who want more out of their company’s success.

The most common scenarios when Salesforce Consultants are hired is :

  • During a new implementation.
  • If you don’t know what to do with Salesforce next or.
  • When you’re trying to fill a full-time Salesforce position at your company and struggling with the search.

If you are implementing a new Salesforce instance for more than 250 users, you should engage a Consulting Partner to guide the strategy, design & architect the solution in accordance with platform best practices, and ensure you are setting the tool up to scale as your business evolves. The investment you’re making into technology is significant enough that you will want to find the correct Salesforce Consultants to help you maximize ROI.

Salesforce Consultants are a good stopgap for building out your full-time team. It can often take 90+ days to hire a Salesforce Administrator, Developer, or Architect as a permanent employee and project-based Salesforce Freelancers are a good temporary option to keep the projects moving while you scale your internal team. Customers can hire a Freelancer on a full-time basis (40 hours/week) or to complete smaller, urgent work part-time (5 hours/week and up).

How much does a Salesforce Consultant cost :

  • Fixed Cost: For a large-scale project, it is best to hire a salesforce consultant at a fixed cost as it creates certainty about the entire project and incentivizes the consultant to deliver their work quickly and efficiently.
  • Monthly Retainer: you pay a set amount per month for a certain number of billable hours from your Consultant.
  • Time & Materials: Customers pay-per-hour and only owe money for hours worked by Salesforce Consultants. Most common for Freelancers.


Exemplars dedicated Salesforce professionals will assist you brainstorm and apply the business transforming approaches that target on the customer journey and also on the user experience. You can prepare a plan for working with us for attaining long term business targets that can be arranged by the Salesforce Deployment taking along the creation of a more engaged customer base that attracts about an imperative impact on the business processes.

We provide a secure environment to our clients and developers to communicate and are also open to signing an NDA which protects your data, your application, your idea and you. Also, you will be having the IP rights to the code/application which our developers create.

If you are thinking of implementing Salesforce in your organisation, you can get in touch with Exemplars IT Services – a reliable and affordable Salesforce implementation, integration and servicing company.


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