Improve your CRM experience!
For seasonal demand optimization with Salesforce, contact Routine Automation right now. Let's transform high and low-season challenges into chances for growth and success together.
Salesforce Customer Support Services
10 min
Updated: 29.10.2024
Businesses often struggle with peak season challenges, frequently resulting in lost customers. In 2023, 42% of UK consumers lost trust in companies due to late deliveries during critical periods.
However, businesses that prepare in advance can boost sales and avoid seasonal setbacks.
Our team excels in both scenarios: we respond swiftly to urgent issues during peak times and specialize in building robust Salesforce environments during quieter periods. With certified experts and extensive experience, we ensure your Salesforce platform is ready for anything.
Most Vulnerable Industries to Seasonal Fluctuations
If your company’s sales fluctuate by 30-50%, it’s crucial to take all necessary measures to stabilize operations, optimize resource management, and effectively navigate peak and off-peak periods.
Let’s explore the sectors that experience significant seasonal fluctuations and see how Salesforce partner support can help address these challenges.
1. Retail
Low-Season Problem: Slow sales and excess inventory post-holidays.
Possible Solution: AI-powered Advanced analytics for inventory management optimization and staff adjustments.
Peak-Season Problem: Increased sales and inventory needs during holidays.
Possible Solution: Salesforce Sales Cloud for advanced forecasting and flexible staffing.
2. Travel and Hospitality
Low-Season Problem: Reduced bookings and revenue.
Possible Solution: Salesforce Marketing Cloud for targeted promotions.
Peak-Season Problem: Booking surges and high demand during vacations.
Possible Solution: Salesforce Service Cloud for dynamic pricing and enhanced booking systems.
3. Agriculture
Low-Season Problem: Reduced activity and revenue.
Possible Solution: Salesforce Field Service for off-season promotions.
Peak-Season Problem: Increased labor and resource needs during planting seasons.
Possible Solution: Resource Optimizer for efficient resource management.
4. Education
Low-Season Problem: Lower engagement and resource use during holidays.
Possible Solution: Salesforce Education Cloud for off-peak engagement.
Peak-Season Problem: Increased student enrollment and workload at the start of the academic year.
Possible Solution: Salesforce Scheduling feature for improved scheduling and resource allocation.
5. Event Planning and Catering
Low-Season Problem: Fewer bookings and lower revenue during the off-season.
Possible Solution: Salesforce Marketing Cloud for off-season promotions.
Peak-Season Problem: High demand and operational pressure during major events.
Possible Solution: Advanced analytics capabilities to scale operations and optimize resource management.
6. Construction
Low-Season Problem: Low activity in winter months due to unfavorable weather conditions.
Possible Solution: Salesforce Field Service for winter maintenance planning.
Peak-Season Problem: High activity during favorable weather conditions, requiring an increased workforce and equipment.
Possible Solution: Salesforce Project Management for optimized scheduling and resource use.
7. Tax and Accounting Services
Low-Season Problem: Reduced workflow and staffing.
Possible Solution: Implement year-round services and adjust staffing accordingly.
Peak-Season Problem: High demand and increased staffing needs.
Possible Solution: AI-powered automation tools for flexible staffing solutions.
RA Salesforce Support Pricing
Whether you’re looking to optimize processes during quieter times or ensure rapid response during peak seasons, we have the right plan for you.
- Custom Plan – Must-Have for Peak Period
During peak periods, our Custom Plan is your best option. This plan ensures prompt responses from our specialists (within 1 hour), addressing urgent issues quickly when time is of the essence. Additionally, our team performs system enhancements with continuous improvements to identify and fix weak points in your CRM swiftly.
- Premium Plan – Best Choice for Low-Season
For off-peak periods, the Premium Plan is ideal. It focuses on Strategic Optimization, allowing you to fine-tune your processes proactively. Key features include Quarterly Assessment Results, which provide an in-depth analysis of core health metrics and identify opportunities for improvement.
Other Salesforce Tech Support Packages
In addition to our Premium and Custom plans, we offer two more options: Basic and Standard. These plans are designed for CRM process optimization and resolving critical issues. While they lack some advanced features in the Premium and Custom plans, they still provide effective solutions for managing peak season challenges.
By selecting the right plan, you can optimize your Salesforce operations, whether you’re preparing for busy seasons or managing ongoing performance. For more details on our pricing and to find the best fit for your needs, visit our pricing page.
The very first step in Routine Automation’s technical support plan approach is a comprehensive assessment. Salesforce assessment is carried out in connection with support activities to find and fix usage inefficiencies, like licensing optimization and data quality enhancements. We want to build lasting relationships by offering scalable support solutions that are customized to meet the demands of our customers.
Key Components of Our Salesforce Services
Case Studies
Routine Automation’s Salesforce services and support packages have proven essential in managing seasonal peaks and low periods in business operations. Here are some successful examples of cases resolved by our technical specialists:
Education
What’s the Problem?
A leading US college faced inefficiencies in student management and communication when transitioning to remote learning during COVID-19, due to outdated systems.
Outcome
Routine Automation migrated their operations to Salesforce Education Cloud, streamlining recruitment, enhancing data accuracy, and enabling personalized learning. This transition improved communication, reduced costs, and boosted the institution’s reputation.
Manufacturing
What’s the Problem?
A growing manufacturing company struggled with scaling customer support during peak periods, facing rising costs, manual data processes, and limited communication channels, which jeopardized customer satisfaction.
Outcome
We reduced inventory costs, improved data accuracy, and boosted customer satisfaction. By implementing Salesforce Service Cloud and Field Service Lightning, we centralized support, automated data capture, and optimized scheduling.
Retail
What’s the Problem?
A large retail company in the US faced seasonal challenges with inaccurate sales forecasts, resulting in stock mismatches, missed sales opportunities, and higher inventory costs.
Outcome
With our Salesforce support, the company improved forecast accuracy by 30%, reduced stockouts by 40%, and decreased overstocks by 35%. We utilized Salesforce Einstein to overhaul their forecasting process, making their Salesforce system faster and more efficient for better decision-making
For businesses in several industries, navigating the highs and lows of the business season is an essential process. Operational needs change along with demand, so organizations must quickly and effectively adapt. This is how Routine Automation’s assistance comes in handy and offers a range of Salesforce support packages designed to meet the diverse business needs of any size and in any sector. The following are the primary reasons why working with us is beneficial in both peak and low business seasons:
How We Provide Salesforce Support at Peak Periods
Contracted Tech Support from a Salesforce Partner
As operational needs shift with demand, organizations must adapt quickly and effectively. Routine Automation’s expertise proves invaluable in this context. As a certified Salesforce partner, we offer four support packages tailored to meet diverse business needs across all sizes and sectors. Here’s why partnering with us is advantageous during both peak and low seasons:
Expertise on Demand: Our dedicated specialists have the skills required to quickly resolve complex issues.
Cost-Effectiveness: Maximize your budget by paying for expert services only when needed, avoiding the fixed costs associated with full-time staff.
Flexibility and Scalability: Adjust your support levels as needed to ensure your Salesforce ecosystem scales with your business demands.
Focus on Core Business Functions: Free up internal resources for strategic projects by entrusting Salesforce support to specialized partners.
