How to Increase Your End-of-Year Sales as a Salesforce Consultant
Tick-tock, tick-tock! Can you hear it?
It’s almost 2024! Does your revenue look the way you expected it to? If not, we have a few great tips for Salesforce consultants to make the most of the end of the year and the beginning of 2024.
Why the End of the Year Is a Great Time to Make More Sales as a Salesforce Consultant?
It’s a weird time — we’re anxious about our forecasts and our plans for next year, but also about the holidays and eager to get a break. Everyone’s jaded and looking for a way to cut back on their workload.
As a Salesforce consultant, you’re in a perfect position to help them do just that. So:
- Show Them How Working with You Will Mean Less Work for Them Next Year
If your clients are already using Salesforce, you can show them how to make the most of it and how to automate more of their tasks through it.
If they’re not using it yet, it’s the perfect opportunity to show them how Salesforce can save them dozens of hours every week.
- Everyone’s Planning and Budgeting
So you should make sure a contract with you is part of that budget. It’s your perfect chance to show how you can help them maximize their investment.
CRMs have an incredible ROI of over $8 for every $1 spent. If your leads aren’t there yet, it’s the perfect time to swoop in and show them you can maximize that ROI for them.
- Even If You Can’t Sell More, You Increase Your Brand Awareness
Not every sales call turns into a sale — you know that as well as I do. But if someone is willing to take your call, it means that they’re already a Salesforce user, and they know they need help leveraging it.
Perhaps they’ll become your client next year. Or perhaps they’ll refer you to their friends.
OK, I’ll stop here, I know you don’t need any more reasons to focus on sales. You need ideas on how to make those sales.
Here they come.
4 Ways to Increase Your Year-End Sales as a Salesforce Consultant
SyncApps is the preferred Salesforce integration platform for Salesforce consultants, so we know a thing or two about how they sell and how they leverage integration to attract more clients.
Ready to get inspired by the best Salesforce consultants out there? Let’s go!
- Go Beyond Salesforce — Tell Your Clients about Salesforce Integrations too
Salesforce is a powerhouse on its own. But it’s not the only solution in your clients’ tech stack.
They probably use Mailchimp, Constant Contact, Active Campaign, or another email automation platform. And they leave a lot of money on the table because their data is siloed between email and CRM.
Any Salesforce consultant can help them use their CRM. But you can do more than that: you can help them triple their ROI by setting up their Salesforce integrations, too.
Here’s how Nexell, Swiss Salesforce consultants, use SyncApps in their own business and for their clients as well. Their go-to integration for clients is Salesforce and Mailchimp because Mailchimp is what most of their clients use.
- Use Social Proof — You Can Never Have Too Many Testimonials or Success Stories
Promises are nice, but you know what’s great? Social proof!
Buyers trust their peers more than they trust you, the seller. They want to see real results.
On your next sales call, make sure you have all the client stories and testimonials at hand. If you can show numbers that prove working with you has an excellent ROI, feature them prominently.
For an even better impact, choose stories that your prospects can relate to. For example, Data Geeks Lab is a Salesforce consultant that works with nonprofits. They help nonprofits implement the Salesforce and Mailchimp and Salesforce and Constant Contact integrations.
You can read their full story here (in case you need additional inspiration).
If they had a sales call with a new prospect next week, their best success story is one that features the exact integration their prospect needs. For bonus points, they could choose to feature a nonprofit that has a similar mission to that of their prospect.
- Help Them Improve ONE Thing in Their Salesforce Account — For Free
Redpath is a Salesforce consultant and integrator on a mission to help their clients get more out of every tool they use.
They love SyncApps so much that they have a dedicated page for it on their own website. This is one thing that they do for their clients completely free, without even gating their content: they point them to an integration platform that’s affordable and reliable.
You can do the same thing: offer free (valuable!) information or go the extra mile and fix something for your prospects during your sales call. Helping them with no strings attached is the one thing that increases your chances of closing the deal even more than relevant social proof.
Final Thoughts: Focus on Helping Rather than Selling
Counterintuitive, I know.
Here’s the thing: your prospects can sense that you’re trying to close one last deal before the clock runs out in 2023. Instead of being extra-salesy, try this:
- Discover whether you’re a good fit: showing them that you offer more than Salesforce consulting (integration with other platforms, too, for instance) is an excellent way to gauge their interest — are they really interested in your services? Are your services a good fit for them?
- Social proof can help you sell in a non-salesy way. “Here’s what we did for a company that’s just like yours. Would you like similar results?” — This is an excellent way to start an honest conversation and set realistic expectations.
- By helping them improve one thing in their Salesforce strategy, you don’t just prove your expertise. You also show them that you’re already in their corner and that you’ll go above and beyond for them.
Speaking of going above and beyond, did you know SyncApps has special perks for Salesforce consultants? You get a free developer SyncApps account, strategy sessions with our own consultants, implementation support, and much more.
Test our Salesforce integrations out for $0!
