How to Be a Successful Salesforce Consultant in 2022

4 min readOct 7, 2022


How to Be a Successful Salesforce Consultant in 2022

Customer trust plays a major role in determining the success of a business. So every business diligently works to woo customers by employing a combination of marketing strategies including social media, digital marketing, and other brand strategies. Businesses spend a substantial amount of time and money to perform many activities to gain customer trust.

But the prime objective doesn’t lie in just attracting customers. Rather hold them for a longer time and turn them into repetitive buyers.

That is where Salesforce CRM (Customer Relationship Management) comes to your rescue. Salesforce is a powerful CRM system that works to strengthen customer relationships for boosting business performance.

However, to tap into the potential of Salesforce CRM software, you need to seek assistance from Salesforce consultants.

Before we go deeper to learn more about Salesforce consultants, let us first explore how Salesforce software helps with customer retention.

How Salesforce Helps Retaining Customers

Salesforce CRM contributes to customer retention in the following ways:

  • Ensures centralization of customer data
  • Facilitates recognition and repetitive engagement with inactive subscribers
  • Supports integration of customer service tools
  • Personalized communication with customers
  • Keeps track of customer interactions

What is a Salesforce Consultant?

A Salesforce consultant has adequate knowledge of the Salesforce system and its tools. He is a professional who acts as an advisor helping businesses make the most out of the Salesforce platform. They guide on how to use various Salesforce tools to optimize their growth.

In addition, they can either work as in-house personnel or be hired externally to support the business. Their primary function is to conduct business analysis and understand customer goals and objectives. They focus more on the client’s pain points and prepare a business strategy to achieve their goals.

Technically, Salesforce consultants have an extensive understanding of cloud solutions and work on implementing the same with several specialized back-end changes to the CRM platform.

What does a Salesforce Consultant Exactly Do?

To streamline the process of managing client relations, the role of Salesforce consulting services comes into play.

They are highly responsible for enhancing the value of any business. Therefore, the consultants must be proficient with the CRM system.

They must be well-versed with all the latest features of CRM and must know how to develop and implement them to solve any business problem quickly.

Listed below are a few roles and responsibilities of Salesforce consultants:

  • Project planning and management
  • Customer relationship management
  • Technical product configuration
  • Business process mapping
  • Gathering business needs
  • Strategic business decision making
  • Creating and managing project plans.
  • Working towards increasing the ROI on the business

Salesforce Demand as Per Market Survey

  • A recent survey has found that nearly 90% of employers believe that Salesforce is essential for their business growth. And by this year 93% of the respondents want to adopt it.
  • The demand is rising because it is an all-in-one SaaS solution. Using this tool, a company can do a lot, including connecting with customers, understanding their needs, and analyzing the success of customer-related initiatives.
  • According to Global Market Research 2022, it has seen a quantum jump of USD 13 billion from 2017 to 2022, with the highest CAGR of 14.4%, predicted to expand to USD 33.3 billion by 2029.

5 Successful Ways to Become a Salesforce Consultant

1. Be Aware of the Latest Technologies: A Salesforce consultant must be aware of several Salesforce concepts and functionalities.

He should have adequate knowledge of customer relationship management systems and should be proficient in the use of the latest technologies.

Therefore, he must be aware of navigating each platform from service to marketing cloud. More importantly, he must be aware of the new Salesforce features and improvements that are released each year and how they will affect the existing system.

2. Stay Updated with Salesforce News: Sometimes just taking online courses to update Salesforce skills is not enough.

You should stay updated with Salesforce news everywhere. This can be made possible by discussing best practices and socializing with like-minded people on online forums and community groups.

3. Salesforce Certification and Training Program: A Salesforce certification and training program imparts extensive and in-depth knowledge of the platform.

It acquaints with sales and customer relations. Gaining this expertise, a Salesforce individual can implement Salesforce-based tools to help businesses achieve their goals.

There are a few certification programs offered by Salesforce to help professionals validate their skills in Salesforce CRM.

4. Essential Analytical Skills: Enhancing their analytical and listening skills is a must for any sales force consultant.

It is because the knowledge they have gained through workshops and meetings can only help them deliver fruitful results.

They must have the ability to absorb ideas and showcase their skills and expertise in problem-solving situations.

5. Trust Your Experience: It involves a strong commitment to their learning experiencebeing a consultant.

The more a candidate avails new knowledge, the easier it will be for them to serve multiple clients of different industries.

Networking is essential for a consultant to connect with experts from other companies to gain support on their Salesforce career path.


Becoming a Salesforce Consultant is beneficial in itself. It promises a successful career with a good pay scale and stable career growth.

The Salesforce consultant profile in an organization helps fetch a leadership status, resulting in social fame and several lifestyle benefits.

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Originally published at on October 7, 2022.




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