CRM Salesforce

What Is The Role And Responsibilities Of Salesforce CRM Consultant?

The Salesforce CRM consultant platform is a suite of features and services that helps improve sales processes and customer relationships within the enterprise. The set of services helps in improving sales lead conversion processes and revenue turnover for a company. Although different companies may specialize in different products and services, the bottom line is always sales.

When the sales process is optimized, it creates better revenue and customer satisfaction. In using Salesforce CRM, the role of a Salesforce CRM consultant is a major one. The consultant helps identify the sales process and work structure gaps and extends advice about where the solutions can be implemented. In this blog I’ve discussed various roles and responsibilities of a Salesforce consultant.

What Are The Constraints The Salesforce Consultant Has To Address?

There are some resource constraints that the consultant has to address in the Salesforce CRM solutions deployment process. The building of Salesforce CRM solutions is a resource-dependent process. Therefore, the Salesforce consultant must address the resources needed before creating and deploying the solutions for long-term applications.

1. Workforce Constraints

The Salesforce consultant needs to be aware of the workforce restraints that exist in the company. The company and the consultant have to know how much of the workforce can be used to create the solution. On the other hand, the solution has to be designed and created keeping the workforce size in mind. The consultants analyze the work and responsibilities of each worker so that the solution can suit and optimize individual and collective work. The implementation, training, and launch process also consider the people’s constraints.

2. Time Constraint

Every solution is designed under a certain deadline and for a specific purpose that needs to be fulfilled at the earliest. The solutions have to be designed and created according to the deadline for the implementation process to go on without an issue. The consultant has to stick to the deadline so that the solution is relevant and useful. The solution should not add delays to the schedule. Instead, it should optimize the existing schedule for speed and efficiency.

Also Read: Understanding Salesforce Digital Engagement: Benefits and Setup

3. Skill Constraints

The Salesforce consultant has to understand the existing skill gaps in the workforce. The designed CRM solution should be usable by the workforce, but it should also close the skills gaps for better productivity. Therefore, the interface should be simple but effective, targeting the skill base.

Roles of a Salesforce Consultant

The Salesforce CRM is a complex suite of features and tools that need to be implemented properly for maximum profits. The CRM software features can be customized for maximum effect and higher profits. Several Salesforce consultants can help know the areas of customization so that the implementation is smooth and fruitful. However, the company has to first identify which processes it wants to optimize and customize with the help of a Salesforce Consultant and his services. The Salesforce consultant might specialize in certain business areas and extend those services to the company. Below mentioned are the Salesforce Consultant’s basic roles and responsibilities for better understanding.

1. Client Company Relationship Management

The Salesforce consultant can be a key dependency in the client company equation. The Salesforce consultant provides the organization with a value that can be extended to their client companies. Salesforce Consulting services help assess the changes in the sales process and how they affect the clients for the better.

Clients are the main business touchpoints that generate sales opportunities and revenue. The client’s relationship with the company makes or breaks the sales deal. It is important to create and maintain client company relationships of mutual trust and ethical business for continued revenue generation and profits.

A good Salesforce Consultant can use the features of the sales cloud to help clients and generate more sales opportunities. The Salesforce consultant studies client-company relationships and advises the company on how to improve the relationship by changing multiple parameters. The Salesforce consultant uses the various features of the Salesforce platform to create a better business process with transparency and innovation. The client feels like he is an equal partner in the business process. In many companies, the Salesforce consultant acts as the first point of contact for the clients.

2. Organize Meetings And Status Updates 

The Salesforce consulting partner is a human contact point for clients and client companies. Even though companies prefer automation and smart, feature-rich platforms, they want to meet and discuss with a human contact point that coordinates all the features of the CRM platform extended to the user. The Salesforce consulting services also encompass organizing meetings with clients and sharing status updates. Status updates on multiple projects from a singular dashboard of the Salesforce CRM platform are easy, but a consultant makes sure sharing is accurate and periodic with the users.

3. Project Detail Requirements Communication

Another area where the Salesforce development services can be used is the clear communication channels for client project detail requirements. The top Salesforce consultants possess excellent communication and coordination skills to maintain proper communication with the clients about project requirements, progress, and outputs.

The Salesforce CRM data can be complex for clients, and they might feel it difficult to understand. In such cases, a Salesforce CRM consultant steps in to resolve the issues with his communication skills. He simplifies the data and insights for the clients and conveys the project requirements accordingly.

Moreover, the project requirements often change as the project progresses. The Salesforce consultant takes care of the communication part even then. The specialized services of the consultant come to use here. Their excellent technical and in-depth knowledge of the Salesforce CRM solutions helps maintain a client’s consistent communication and interpretation channel.

4. Building and Implementing Salesforce Configuration

The main role of the Salesforce consultant is to build and deploy customized Salesforce solutions for the company and its clients. After fulfilling all his responsibilities, the consultant still has to use his technical knowledge to create deployable, precisely customized solutions for his own company and the clients. Developers have to look into the design’s details and the deployment scope. On the other hand, after its development, the Salesforce consultant also has to train the other employees or the clients’ teams to use the solutions.


These are some of the roles and responsibilities of top Salesforce CRM consultants in companies. The consultants consider many factors before providing advice to clients and designing solutions for their companies. If you have any questions, please feel free to contact Nlineaxis IT Solutions Private Limited


Divya Srivastava

Leave a comment

Your email address will not be published. Required fields are marked *