How We Built A Salesforce Consulting Business And Grew It To $30K/Month

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Published: December 17th, 2022

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Founder, SP Tech Inc

$30K

revenue/mo

Founders

Employees

SP Tech Inc

sptechusa.com

from Cumming, GA, USA

started November 2015

$30,000

revenue/mo

Founders

Employees

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Hello! Who are you and what business did you start?

I am Bhanu Kommula, co-founder of SP Tech. We are a Salesforce Certified consulting partner focused on helping clients from the Healthcare and Financial domain.

Salesforce is the number 1 CRM software that helps businesses to manage their customer data. It offers features like sales automation, customer service management, and marketing automation. However, its complex interface can be hard to navigate for new users.

That's where our company comes in. We are a Salesforce certified consulting partner that helps businesses get the most out of the software. We have a team of experienced consultants who can help with everything from implementation to customization. We also offer training and support services.

Whether you're just starting with Salesforce or looking to take your usage to the next level, we can help. Also, we started our business almost a decade ago with a special focus, expertise, and understanding of the Insurance as well as healthcare sectors.

We are slowly getting to understand the pain points of our clients and trying to reach out to them with the best solutions we have for them. We are hoping to grow our brand with all our efforts and hard work in the near future, along with staying the best service-offering company to our customers.

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What's your backstory and how did you come up with the idea?

We are proud to share that we have 57+ customers across the globe, and 150+ completed projects, with a 92% success rate. And a robust team of 45+ Salesforce Trailblazers.

It all started in the year 2015. During the initial days, we (cofounders) were doing our respective jobs and were simultaneously building our new company. When we started, we had no idea what kind of IT projects, web development projects, mobile apps, or project trading apps we would deal with in the future. You can say, we were still figuring out various things.

And eventually, after spending a few years researching our business, we realized that we need to work on creating a niche. That's when we decided to put all our effort into one technology.

Then we dug more into it and we decided to work in Salesforce Technologies. That's where we built our expertise around Salesforce. We educated ourselves in Salesforce even though we had many years of background with Microsoft Technologies in our careers. We upskilled ourselves and jumped into Salesforce.

It was a lot of learning how to build a business with Salesforce. And that's how it all started and then slowly and gradually, we started getting clients who wanted to implement Salesforce.

And then we started working. We started with smaller clients, mid-level, mid, mid-size businesses but eventually we ended up getting an enterprise level of clients. So that's how.

We have been successful in impacting more than $ 4.3 million in revenue across the globe. Our contributions are quite evident in our customer success stories, especially in Healthcare, Insurance, Mortgage, Real-Estate, & Financial Services.

We have expertise in Salesforce Consulting Services, Salesforce Sales Cloud implementation, Salesforce Service Cloud Implementation, Salesforce Marketing Cloud Services, Salesforce Pardot Implementation, Salesforce Health Cloud Implementation, Salesforce Financial Cloud Implementation, Salesforce Healthcare services, Salesforce Financial Services, Experience Cloud, Platform Services, Analytics Cloud, Third-party app integration, AppExchange Services & more

We are proud to share that we have 57+ customers across the globe, and 150+ completed projects, with a 92% success rate. And a robust team of 45+ Salesforce Trailblazers.

We are a Salesforce consulting partner. We started our business almost a decade ago, in the early days of cloud computing. As co-founders, salesforce certified developers, and administrators, we saw this new technology's potential and started building custom solutions for clients. As the demand for salesforce consulting grew, we added more certified consultants to our team and expanded our services.

Today, we are one of the leading salesforce consulting firms in Atlanta as well as the USA, with a team of highly skilled professionals who are dedicated to helping our clients succeed. Whether you're looking for help with implementation, customization, training, or support, we can assist you in achieving your goals. Contact us today to learn more about how we can help you take advantage of the power of Salesforce.

Take us through the process of designing, prototyping, and manufacturing your first product.

We came up with the idea of services that we offer, to our clients and solve their problems.

While we work to offer solutions to businesses, we come up with a lot of best practices in implementing Salesforce. Also, there are a lot of other product ideas which we work on (Apart from Salesforce implementation).

Currently, we have created a product where we can integrate Salesforce with DocuSign. We have implemented this for a number of our clients.

So, it's basically, having exposure to so many different implementations for our client side. We have worked with several insurance clients, mortgage clients, healthcare clients, etc. And while coming up with the solution for our clients, we develop our expertise and strive to implement Salesforce using all the best practices and processes.

We offer Salesforce consulting services to our clients for Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Health Cloud, Salesforce Financial Service Cloud, Pardot, Salesforce Implementation, and much more. The pricing varies from Project to project depending on the complexity of the project.

Describe the process of launching the business.

The process of the launch was the result of our hard work. We worked on our website with the help of the experts on our team. Finally, the website came out and after almost one year, we worked on building website traffic.

Gradually social media helped us grow, and over the period we started getting clients of course through B2B social media platforms. However, cut to present times, we are getting good traffic to our website and some promising leads too from the website itself.

It was a lot of learning how to build a business with Salesforce. And that's how it all started and then slowly and gradually, we started getting clients who wanted to implement Salesforce.

And then we started working. We started with smaller clients, mid-level, mid, mid-size businesses but eventually we ended up getting an enterprise level of clients. So that's how.

Since we are a SAAS-based company, we got most of our traction after the launch of basic websites and official social media handles. LinkedIn has helped us a lot in growing, as we are B2B.
We ran many campaigns online on websites as well as social media handles to gain the attention of probable clients and help them utilize Salesforce in the best way possible.

We started our journey with Salesforce, but at this point now we are top-rated on AppExchange, we are top-rated on many other reputable sites like Clutch G2.

Since launch, what has worked to attract and retain customers?

Our clients say it all! Well, just to mention a few, we provide a dedicated project manager to our clients. We focus on daily meetings or say Daily tag-ups and constant communication. Another thing that makes us special is our competitive pricing processes.

Configuration, customization, and other technical labor are required to use Salesforce CRM to automate your client relations, listing management, client information, advertising, and other business activities.

Our experts believe in checking the system thoroughly to ensure that it follows the agreed-upon strategy and does what it is supposed to. We make sure to go ahead with implementing your Salesforce solution and ensure that your staff has an easy time using it. Our collaboration does not end with the official launch of your new CRM. We will continue to collaborate with you and assist you in growing the system so that it can provide you with even more value in the long run.

We would say that social media, especially LinkedIn as well as website traffic helped us grow our brand. We ran paid campaigns and reached out to potential audiences, we are still working on growing our official page and its audience base. Hoping to get more traction in the near future.

How are you doing today and what does the future look like?

We started our journey with Salesforce, but at this point now we are top rated on AppExchange, we are top rated on many other reputable sites like Clutch G2.

Our team of experts, who have expertise in sales, cloud service, cloud and marketing cloud, Pardot. And alongside, we have developed our industry expertise in financial services and the healthcare domain as well.

We would like to see ourselves as the leading Salesforce consulting company, especially in the Healthcare and Insurance domain.

Through starting the business, have you learned anything particularly helpful or advantageous?

I would say it will be understanding all the business use cases. Sometimes we have observed that clients themselves know their business, but they don't know how to put together all the use cases and maybe the community.

And lack of communication may be another challenge. Yeah, lack of communication and no defining proper requirements.

### What platform/tools do you use for your business?

We mainly use Salesforce but use a bunch of platforms depending on the need of the clients and businesses.

For example, we use insurance raters, and other insurance related platforms to help our clients with insurance. And in the same way, we use platforms specific to the healthcare domain to help our clients in the healthcare domain.

What have been the most influential books, podcasts, or other resources?

Salesforce is a powerful customer relationship management (CRM) platform that can help businesses streamline their operations and boost their bottom line. However, with so many features and options, it can be difficult to know where to start. Fortunately, there are several great books, podcasts, and other resources that can help you get the most out of Salesforce.

One of the most helpful books on Salesforce is "The Definitive Guide to Salesforce" by Matt Kaufman. This book provides a comprehensive overview of the platform, including how to set up your account, customize your settings, and use all of the various features. It also includes real-world examples and tips from experts, making it an invaluable resource for anyone looking to get the most out of Salesforce.

Another great option is the "Salesforce for Dummies" podcast. This podcast series covers everything from the basics of using Salesforce to more advanced topics like marketing automation and community management. Each episode is packed with information and tips that can help you make the most of this powerful CRM platform.

Whether you're just getting started with Salesforce or you're looking to take your usage to the next level, these books and resources can help you make the most of this powerful platform.

Advice for other entrepreneurs who want to get started or are just starting out?

If you're thinking about becoming an entrepreneur, there are a few things you should keep in mind. First, it's important to have a clear and focused vision for your business. What are your goals and what kind of impact do you want to make?

Once you have a strong understanding of your goals, you can start to put together a plan of action. This might involve developing a product or service, finding customers or investors, and managing your finances.

Of course, becoming an entrepreneur is not without its challenges. You'll need to be prepared to work hard and face setbacks along the way. But if you're passionate about your idea and willing to persevere, there's no reason why you can't succeed. So go out there and make your dreams come true.

Where can we go to learn more?

SP Tech is a Salesforce success partner, helping businesses across the globe- to Develop, Sustain, and Manage the digital ecosystem for years now.

We were established in 2015, currently working across the USA & India. Our major expertise and 20 years of combined knowledge can promise you robust solutions across the healthcare and financial domain.

Be it Salesforce Consulting Services, Salesforce Implementation services, or Salesforce Support services; we know the Industry-Demands and understand your Business-Needs.

Our experts focus on your problem areas to figure out solutions, which can leverage the best of the Salesforce Cloud Computing platform. In turn, helping you get more Sales, drive better revenues, and focus on exponential business growth.

Our Agile methodology has been researched and well-devised by experts to cater to the needs of our clients.

We are proud to be one of the top-ranking Salesforce partners on AppExchange, with 10/10 customer satisfaction as well as a 5/5 for AppExchange Rating. Along with that, you can find us topping the charts on some of the renowned platforms such as Clutch, G2, etc.

We are proud to be one of the top-ranking Salesforce partners with more than 25+ Salesforce Certifications.

We can work with you most effortlessly to deliver results that solely aim at customer satisfaction.

To schedule a meeting with our experts: Email us/Write to us at [email protected]

Or to contact us at.

For any consultation, development, customization, testing, or support on anything Salesforce, do connect with us on;