Digital Transformation

The Best Advice System Integrators Can Give Clients Before a Digital Transformation on the Salesforce Platform

Julia Salem
Senior Content Marketing Manager
March 8, 2019

Help your clients one-up their competition by mapping out a customer-focused digital transformation strategy, with Salesforce at the epicenter. A digital transformation will require you and/or your client’s leadership team to take a brief time-out and regroup on the company’s strategic direction. After that, it will likely require changes to their technology infrastructure. Before updating internal systems and optimizing customer interactions, you and/or your client should evaluate which processes should be changed in a way that will enable better decision-making, initiate game-changing efficiencies, or offer a better customer experience with more personalization.

Developing a Digital Transformation Strategy with Your Client

After meeting with your client to discuss their digital transformation strategy and goals, you’ll likely come up with an implementation plan that includes new integrations and business applications. These are some of the most effective tools for incorporating, analyzing, and coordinating customer data, which makes them absolutely vital for organizations embracing a digital transformation. Some of the applications you could recommend will need to be custom designed to meet the data needs of your client’s specific business. Other business applications, some of which are available on the Salesforce AppExchange, include solutions for marketing automation, CPQ, finance management, sales process optimization, etc.

The applications and integrations you could recommend to your client could span across all departments.

  • IT department applications and integrations for licensing management, help desk, and intellectual property

  • Marketing applications and integrations for digital ad management, automation, and analytics

  • Sales applications and integrations for tracking sales team performance, distributing leads, and keeping opportunities up-to-date

  • HR applications and integrations for candidate management, social intranets, and application tracking

  • Operations applications and integrations for managing deliveries, supply chain, and inventory

  • Finance applications and integrations for billing management, reporting, and forecasting

  • Customer service applications and integrations for tracking customer interactions, automating responses, and monitoring customers on social media

With all of these applications and integrations, double check with your technical team that they understand exactly what data is being updated and any workflows or triggers that could fire off. These products are incredibly powerful, but if you are not familiar with how they work, you could potentially update hundreds, thousands, or even millions of records through automated processing. This leads us to the best advice you can give your clients to out-score the competition...

Establish a Solid Data Protection Foundation

The best advice you could give your clients before a digital transformation on the Salesforce platform is to establish a solid data protection foundation. Transformative technologies rely on your client’s business data to work properly. The client needs to protect all the key data that keeps their applications and integrations running smoothly. Salesforce provides an incredibly high-functioning platform for its customers to house data and to drive innovative initiatives. Yet, like most cloud-based platforms, Salesforce is not responsible for protecting customer data from user-inflicted data loss and corruption.

Your client is responsible for building a complete technology foundation that includes comprehensive backup and recovery.

The potential of technologies that offer tailored customer experiences is huge. You can help your client use these to create a seamless experience for their prospects and customers, using data to target the right person at the right time with a relevant ad, and even making a sale with the help of a chatbot. Your client’s data could help to predict the individual needs of their customer, as well as frame the interaction in the most effective way. But unless your client’s business actually has its data house in order, they won’t get the results either of you desire. If you want to help your clients successfully implement a digital transformation, you must first help them consider how they plan to backup and recover all of their data.


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