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  • Writer's pictureCorey Schwitz

Salesforce Implementation Specialists: Blending Technology and Strategy in CRM

To say that Salesforce has an impressive reputation would be an understatement. The platform has been the top-ranked CRM for ten years running. It holds one-third of the market share, and 90% of Fortune 500 companies use it.

Put simply, everyone wants Salesforce on their sales team.

But, implementing Salesforce isn’t as simple as migrating your data to the platform and continuing on with business as usual. While this certainly is an option, you’d be missing the whole point.

To truly capitalize on the operational and financial benefits of using Salesforce, you need to develop a thorough strategy for customizing Salesforce tools to meet your unique needs and integrate them with your existing tech stack.

Luckily, Salesforce implementation specialists are well-versed in the intricate world of effective Salesforce CRM strategies and implementation best practices. By working with these experts, you can ensure a powerful CRM that engages your customers, boosts the visibility of your most meaningful sales data, streamlines workflows to free up valuable time, and drives success by aligning with your overarching goals.

How exactly do Salesforce implementation specialists integrate Salesforce with business strategy?

Now that we understand the who, let’s get into the how.

Salesforce specialists understand that your CRM's workflows, process relationships, integrations, and automations directly impact how your business operates. Depending on your priorities and business goals, your Salesforce partner will generate a custom CRM build for your business—all based on Salesforce products like Sales Cloud, CPQ, Marketing Cloud, and beyond.

And the benefits speak for themselves.

For instance, companies that use Salesforce experience a 26% increase in productivity. However, to unlock these benefits, aligning your Salesforce implementation with your business goals is critical.

How to ensure alignment between Salesforce and your business

When working with Salesforce specialists to launch your CRM strategy, start by outlining the objectives you want to achieve. Whether you’re hoping to reduce costs, enhance customer engagement, or become more efficient, your goals are the foundation of your CRM setup.

Additionally, identify which members of your organization will get the greatest use out of Salesforce and chat with them about their wants and needs. Even when outsourcing Salesforce implementation to a team of experts, you still need buy-in from your stakeholders.


  • Having a discussion about which aspects of your current tech stack work well and which act as barriers to success

  • Discussing the quality of your current sales and customer data and what steps you need to take to improve your data integrity

These insights are crucial for customizing and configuring a Salesforce solution that meets your operational goals.

After establishing your goals, consult your Salesforce specialists about the processes, tools, and customizations that can help you succeed. During this phase, consider the scope of your CRM project and how it will impact your Salesforce rollout to set internal expectations.

For instance, developing custom API integrations is a larger undertaking than configuring native Salesforce settings.

Regardless, investing in your Salesforce rollout's discovery and planning phase can help ensure thoughtful workflows that activate your data and align with your tech infrastructure and business goals.

Innovations in Salesforce technology solutions

One of the main reasons for Salesforce’s success is its ability to innovate. In fact, the Salesforce platform is home to an extensive suite of tools that leverage the latest technology to drive growth for your business.

By remaining at the forefront of CRM technology integration, Salesforce gives its customers the resources they need for continuous growth.

Here are just a few of their recent developments and why they’re so pivotal to the CRM landscape:

  • Salesforce Genie: If you rely on data from disparate sources and applications, you can consolidate within Salesforce Genie. Here, you’ll be able to visualize relationships between key figures and generate automated workflows based on your findings.

  • Einstein Copilot: Einstein Copilot is a generative, conversational AI helper that allows your team members to automate everyday processes and build custom workflows.

  • Prompt Builder: As a no-code prompt generator, Prompt Builder uses your business data to get better responses from your AI tools.

The future of CRM with Salesforce at the helm

With AI tools at the center of many new Salesforce innovations, we can expect Salesforce to continue leaning into the power of intelligent automation to lead the CRM market into the future (and further expand its own impressive reputation).

As Salesforce leverages AI to improve data management and refine CRM workflows, Salesforce implementation specialists will expand their customization capabilities to continue to promote seamless and strategic deployments for their clients.

If you’re ready for your own strategic deployment, the experts at Skydog Ops are your dedicated Salesforce implementation specialists. We’ll conduct an in-depth discovery phase to determine exactly which Salesforce solutions and customizations will supercharge your revenue operations before handling every aspect of your Salesforce rollout.

Plus, we offer ongoing maintenance and upgrades to ensure you always get the most out of your Salesforce system.

Reach out today to begin reaping the rewards of strategic CRM planning and Salesforce deployment.


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