Overcoming Complex Sales Challenges with Custom Salesforce Solutions - Ad Victoriam Salesforce Blog

Overcoming Complex Sales Challenges With Custom Salesforce Solutions

Estimated reading time: 6 minutes

Business is tough, especially when it involves sales. You might have a great product or service, but getting leads into customers can feel like attempting to move a mountain. Your people struggle to keep on top of deals, or your customers have specific needs that dont fit into a one-size-fits-all approach. These are complex sales issues, and they can slow you down. But here is the good news: customized Salesforce® solutions can help you to overcome them and grow your business. We are a Salesforce Consulting Partner and have seen the difference the right tools can make. Allow us to show you how it all works.

Why is Sales So Challenging?

First, let’s discuss why sales can be tricky. Consider selling software to large corporations. Each corporation may require different features, have a lengthy decision cycle, or require additional support. Your sales reps need to manage all these intricacies while pursuing new leads and closing sales. On top of that, they may be operating with old technology, such as spreadsheets, or siloed systems that complicate things.

To complicate sales further, maybe your team can’t figure out which leads are most likely to buy. Or maybe they’re spending too much time performing tasks like data entry, instead of talking to consumers. These issues pile up and leave you in a bind. That’s where Salesforce comes in —and with tailored solutions, it gets even better.

Why Salesforce?

Salesforce is an ultra-smart toolbox for your business. It’s a system that helps you manage customers, keep track of sales, and have everything in one place. Think of it like a command center for your salesforce. Salesforce out of the box is powerful. It lets you store customer data, see where deals are, and even send emails from within the system.

But this is the thing: each business is different. What’s suitable for a small e-commerce store won’t be suitable for a company selling heavy machinery. That’s where custom Salesforce solutions are so useful. With the proper modifications, Salesforce can be fitted to your business like a glove, solving your most urgent sales challenges.

Overcoming Complex Sales Challenges Through Custom Salesforce Solutions - Ad Victoriam Salesforce Blog

How Custom Solutions Resolve Sales Problems

Let’s outline some common sales headaches and how custom Salesforce solutions resolve them.

  1. Managing Complicated Deals

Large deals can take months and involve a lot of steps, like meetings, proposals, and approvals. If your team loses its way, deals collapse. A custom Salesforce implementation can give every deal a clear direction. For example, we can create a system that shows every step, reminds you, and even nudges you if a deal has lingered for too long. 

  1. Handling Special Customer Requests

It’s common for customers to each have some different needs. One might need payment plans, and another needs to be called weekly. With a customized Salesforce solution, we can add fields and functionality to accommodate those needs. Your staff can monitor special requests and skim them over, so nothing gets lost in the cracks. This keeps customers happy and gets your staff closing deals.

  1. Saving Time on Busywork

Typing in the same data over and over again is a time-waster. Salesforce custom automation can take care of it for you. For instance, we can set it up so that when a lead fills out a form on your site, their info is typed directly into Salesforce—no extra work for you. 

  1. Knowing Who to Pursue

Not every lead is worth pursuing. A customized Salesforce dashboard can tell your team which leads are “hot” based on criteria like their budget or interest level. This enables them to focus on the most probable buyers, boosting your win rate.

Why Bring on a Salesforce Consulting Partner?

You might ask, “Can’t we do that ourselves?” You can try to, certainly. But Salesforce is a big system with lots and lots of options. A Salesforce Consulting Partner like us knows it inside and out. We’ve worked with businesses of all shapes and sizes, so we know what will do the trick for you. And, we spare you the trouble of doing it over by getting it right the first time.

We start with listening. Tell us your sales pain points, and we’ll tailor a solution around them. Do you need new features? Do you want Salesforce integrated with the rest of your applications? Or perhaps you simply need team training? We’ve got you covered. Our goal? To make your sales process simple so you can concentrate on growing.

Tips to Get Started

Ready to begin addressing your sales issues with Salesforce? Here are a few things to get you started:

  • List Your Pain Points: Take note of what’s holding back your sales team. Too much paperwork? Too complicated processes? This allows us to hit the right solutions.
  • Talk to Your Staff: Ask your sales staff what they require. They are the ones working with the system every day.
  • Start Small: You don’t have to fix everything at once. Select one big pain point—like deal tracking—and let us build a solution for that first.

Then, as you start, you’ll see how tailored Salesforce solutions can transform your business, sale by sale.

How AdVic Can Help

Complicated sales challenges—such as lengthy deal cycles, special customer requests, and idle time—can keep your business stuck. Custom Salesforce solutions provide an escape. With custom Salesforce, you can manage deals more effectively, accommodate customer requests, and empower your team to sell more. As a Salesforce Consulting Partner, we’ve helped companies like yours with real results such as reduced sales cycles and improved customer satisfaction. Start with your biggest sales headaches, and then let us craft a solution that fits. Well-tuned, Salesforce is not just a tool—it’s your secret to success.

Related Resources:

Salesforce Sales Cloud: 5 Reasons It’s a Game-Changer for Businesses

Salesforce Manufacturing Cloud vs. Sales Cloud: A Manufacturer’s Guide

Transforming Sales Strategies: The Power of Salesforce Sales Cloud

*Image courtesy of Salesforce

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