Advisory Services

How Salesforce Advisory Services work

SaltClick's advisory services help businesses, including dealerships, navigate the complexities of Salesforce implementation and adoption. By offering expertise and strategic recommendations, our team ensures you get the most value from your Salesforce investment.

We can:

Advise on best practices.

Customize Salesforce to fit your dealership's specific needs.

Connect Salesforce with other systems, like DMS and inventory management.

Train your staff on how to use Salesforce most productively.

Offer solutions to specific challenges or inefficiencies.

How do advisory service help dealerships?

Efficiency: Reduce time spent on tasks with our best practices.

Maximized ROI: Get more value from Salesforce investment. We ensure Salesforce is used correctly and fully. ‍

Reduced Errors: Prevent costly mistakes in setup or use with our guidance. ‍

Future-proofing: Prepare for future needs and scale without growing pains with our expertise.

Pitfalls for dealerships and how SaltClick's advisory services can help:

Dealerships, like any other businesses, can face Salesforce implementation challenges without an experienced partner who knows their industry. Some of those pitfalls include:

Misalignment with business processes: Without expert guidance, a dealership might set up Salesforce in a way that doesn’t mirror their sales or service processes. Our advisory services ensure the platform aligns with your business.

Data migration issues: Moving data from old systems can be time-consuming and riddled with inaccuracy. We ca an provide guidance or solutions to ensure data integrity.

Poor user adoption: If your staff doesn't understand or like Salesforce, they won’t use it. Our training and customization can improve user adoption rates.

Over-customization: While Salesforce is highly customizable, doing too much can lead to a complex system that’s hard to maintain. We can help find the right balance balance.

Lack of Integration: Dealerships might use other systems alongside Salesforce. Without integration, efficiency is stunted. We can recommend and assist with necessary integrations.