SaaS Requires a New Kind of Salesforce Consultant

We've all been there. You need help with something complicated that you don't fully understand. For me, I think about bringing my car into the shop when it starts making a funny sound (and yes, I try to do my best vocal impersonation).

There's clear evidence that somethings up, but I don't know the cause, the severity, or how to fix the problem. It's an incredibly vulnerable place to be, especially when I have to trust someone else for help.

While trying to decide where to bring my vehicle, questions start racing through my mind:

• Who is an expert for the brand of car I own?

• Are there any limitations to the services they can provide me?

• Can the shop I visit help to explain the "Why?"

• What happens if I choose the wrong technician?

These are the same kinds of questions SaaS business owners should ask when deciding who will guide their Salesforce & RevOps decisions.

SaaS Specialized

LTV. ICP. NRR. To some consultants these are just acronyms, but we all know the importance of speaking the same language. Having a Salesforce consultant that understands your business goals and the levers to pull to reach them is half the battle.

Far too often technology is setup in cookie-cutter fashion. It's easier to offer a one-size-fits-all implementation, but at what cost? You need a customized plan that was architected for your unique business needs, not the business next door.

Tech Stack Approach

Most consultants today focus on one specific tool and are generalists to all kinds of businesses: technology, transportation, healthcare, etc. The beneficiary of this model is the consultant, not the business:

• It allows them to limit the scope of the support they provide

• Makes hiring & training their employees simpler

• Gives them an out when a connected tool is acting up

"Sorry, we can't help you with your Gmail integration issue, we only support Salesforce" 🙄

You know the old saying, "A jack of all trades is a master of none, but oftentimes better than a master of one?" Well, this is especially true when it comes to CRM systems. The average SaaS business has more than 25+ integrated tools. How could supporting one of them offer a complete solution?

Explaining the "Why?"

The "Why" is always more important than the "How." Consultants have a responsibility to document their work and help educate stakeholders along the way. They need to explain why each solution:

1. Satisfies the original business request or problem

2. Is the best option for today and the future

3. Benefits the their business and supports their goals

You invest valuable resources and capital trying to improve your team's efficiency. It's important for you to understand what you're getting for each dollar in return.

Choosing the Right Expert

Whether you're just getting started or you've been at the game for awhile, you need the right Salesforce expert guiding your technical decisions. Not only does it cost money to backtrack and rebuild, it costs time. Time spent:

• Identifying and troubleshooting issues

• Retraining employees on technical processes

• Coming up with temporary fixes while you find a new solution

Choosing the right Salesforce expert is an essential step in turning your go-to-market team into a revenue generating machine.

RevOnyx is Built for SaaS

RevOnyx is a new kind of Salesforce consultant. We focus on your industry and understand what makes SaaS businesses successful. By supporting the entire tech stack we can create simple, scalable solutions that work for every system. We explain the "why" and make decisions with you, not for you.

For me, car problems are complicated and hard to fully understand. For you, Salesforce no longer has to be.

Say hello and let's discuss how RevOnyx can help you reach your SaaS goals.

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