7 Signs You Need a Salesforce Developer

Are you using Salesforce CRM to meet your business’s digital transformation requirements? Yes? But is it performing well without any disruptive workflows or automation issues? If not, it is a clear sign that your Salesforce org needs intervention from a Salesforce developer. 

A dedicated Salesforce developer customizes the platform for specific business needs, integrates it better with other third-party applications and systems, and ensures efficient data migration and management.

However, how do you identify the signs that your business needs a Salesforce developer? The blog below will shed light on these signs, helping you work with a developer and adding value to your business’s development needs.

Signs a business needs a Salesforce developer 

1. Manual and inefficient processes requiring automation

Problem:

Salesforce CRM is a leading platform for reducing manual processes. Yet, if your employees are filling in data manually or performing repetitive tasks, it is time to hire a dedicated Salesforce developer. Manual tasks are time-consuming and prone to mistakes, leading to delays in project completion or missing an opportunity to convert a lead, for example. 

Solution:

A Salesforce developer uses Apex language, Salesforce Flow, and other relevant tools to automate your workflow. The outcome? A workflow with no repetitive tasks and manual data entry ensures the project’s efficiency and saves resources, as repetitive tasks command more time and money. Moreover, with the automation of work, employees have more time to focus on building strategies or other high-value tasks, such as new product innovation or enhancing customer experience. 

2. Inefficient lead tracking and management 

Problem:

The end goal of a business is to enhance customer satisfaction and generate revenue. However, without proper lead management and tracking, improper workflow automation creates communication gaps between marketing and sales teams. Thus, resulting in forgotten or overlooked leads with no follow-ups. It leads to decreasing lead generation and conversion rates rather than matching the company’s revenue goals.

Solution:

A Salesforce developer can integrate the workflow with relevant Cloud Solutions for effective lead handling. 

Moreover, they also integrate the workflow of the sales and marketing teams, ensuring proper communication of important information, leading to better lead management. The result: an increase in conversion rate and revenue generation.

3. Employees are growing frustrated with the CRM

Problem:

Are your employees struggling with Salesforce's basic functionalities, like generating reports? Maybe they complain about the platform’s design and how it is challenging to work with. If the end-user is unsatisfied or has difficulty managing the systems, the company’s investment fails, impacting employees’ productivity.

Solution:

A Salesforce developer can help build a custom and user-friendly workflow for the users, allowing them to work smarter. They automate the workflow and integrate it with a third-party system for efficiency. Moreover, they provide sufficient training and workshops for the end-users to feel comfortable using the CRM platform.

4. The current Salesforce setup is not working

Problem:

A definite sign a business needs a Salesforce developer is a redundant Salesforce setup. If the setup crashes or integration fails when scaling or adding new functionalities or units, it is time for Salesforce optimization. Otherwise, it will be a bottleneck in business growth.

Solution:

A Salesforce developer addresses performance issues by reviewing the Apex code and Visualforce page to make relevant changes. They can identify issues with data management & models and enhance data finding by deleting excess fields. Furthermore, they make the Salesforce environment future-proof with Salesforce Optimizer, reviewing and deleting unused custom fields/objects, and aligning it with your future business goals. 

5. Concern about data security

Problem:

If your company is facing security challenges such as non-compliance with industry regulations like HIPAA or access-based control and data leaks, it is a problem. It causes reputational damage, while non-compliance can lead to hefty fines. Moreover, data breaches can impact customer’s trust in you. 

Solution:

A Salesforce developer audits the system to identify data security issues and find quick resolutions. They come with stringent security measures such as restricting IP addresses for third-party users or implementing Salesforce Authenticator to ensure no hacker can breach the system. Moreover, with the principle of least privilege, they secure sensitive data within the organization. Lastly, tools like data encryption, the Shield Platform, and other features secure data.

6. Integration issues with existing systems

Problem:

A company's Salesforce org works with multiple third-party systems, such as Google Workspace and Shopify. However, if the communication between these systems is inefficient, companies deal with siloed customer data. With data silos, business processes, and decisions are impacted and take more time, leading to missed opportunities for growth.

Solution:

A Salesforce developer has expertise in integrating Salesforce with third-party apps or legacy/existing systems a company uses. By using APIs, middleware, or MuleSoft, integrations do not fail, providing better efficiency and effective communication between different teams. Furthermore, they work with verified apps from AppExchange to make your system flexible and integration secure. 

7. Challenges with using real-time data insights

Problem:

If employees are still manually creating daily/weekly/monthly reports, it shows a problem with the Salesforce environment. They can invest this time better in making strategies or new product growth. Moreover, they are struggling to use real-time data for business decisions. Also, manual report creation leads to data inaccuracies, hampering the business process.

Solution:

A Salesforce developer builds dashboards and integrates Salesforce with databases for a real-time and complete view of user data, allowing for better decision-making. 

Conclusion

Salesforce development has multiple benefits for businesses, such as high sales with uniform data and reduced errors due to manual work. However, to implement these functionalities correctly, a  Salesforce developer is key. Their expertise, skills, and knowledge ensure an environment that suits your business needs and helps it grow. 

For your Salesforce development needs, choose Smart IT Staff, a reputable staff augmentation partner connecting you with experienced Salesforce developers. They have worked on over 900 projects, deploying immediately to aid your company’s development needs.