{"id":2442,"date":"2021-07-21T13:16:27","date_gmt":"2021-07-21T12:16:27","guid":{"rendered":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/?p=2442"},"modified":"2021-07-21T13:16:29","modified_gmt":"2021-07-21T12:16:29","slug":"salesforce-success-reducing-customer-effort","status":"publish","type":"post","link":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/salesforce-success-reducing-customer-effort\/","title":{"rendered":"Tips for Salesforce Success: Reducing customer effort"},"content":{"rendered":"\n

Developed by certified Salesforce consultants for experienced and consultants-to-be from around the globe, Supermums hosted the first ever Consultancy Dreamin\u2019 event earlier this July. <\/p>\n\n\n\n

Our very own founder and principal consultant, Paul Harris joined the \u2018Experience Tract’ line up to share his 18 year\u2019s worth of Salesforce ecosystem experiences on the ten things you might not expect as a Salesforce consultant. Over the next few weeks, Coacto will present the tips suggested in Paul\u2019s session in more detail so you can learn everything there is to know and focus on what to expect as a consultant.<\/p>\n\n\n\n

Reducing customer efforts<\/strong><\/h2>\n\n\n\n

It may come as a surprise that some customers don\u2019t always have the time to focus fully on their implementation project – but it is often a reality when offering up your consulting services to businesses who require assistance with their systems.<\/p>\n\n\n\n

In Coacto\u2019s experience, we have found this to often be the single most common reason for project delivery expectations coming under pressure. We recognise that the customer doesn\u2019t have the specific resources, or often sufficient time to do their day job and complete all of the tasks assigned to them as part of a Salesforce development project – that\u2019s why they bring in the experts like us!<\/p>\n\n\n\n

To provide an example of this, our team is currently working on an implementation project, where the planned go live date has been delayed for over four months. <\/p>\n\n\n\n

What are the reasons for this? They\u2019ve had members of staff move on to other opportunities so they\u2019ve had no choice but to recruit new staff, which presents a whole set of other challenges with onboarding and the time this takes, not to mention the development of a new system. What\u2019s more is the business has now entered into their very high season – which means they are at their busiest period. Taking these factors into consideration, getting users to engage and get the system user acceptance tested has taken much longer than anticipated.<\/p>\n\n\n\n

Setting objectives and expectations<\/strong><\/h3>\n\n\n\n

By offering our consulting services, there are aspects we always consider when preparing for a new customer project including:<\/p>\n\n\n\n