Top Salesforce challenges

Top Salesforce Challenges for USA Clients (And How to Solve Them)

Chinnamanaidu Neerasa(MBA)

Published 29th July,2025

Salesforce Challenges for USA Clients (And How to Solve Them)

Salesforce is the #1 CRM platform in the world. Yet, many USA-based businesses—especially mid-sized B2B companies—face critical challenges during implementation and day-to-day use. These pain points often result in lower adoption, poor ROI, and disconnected teams.

As a trusted Salesforce consulting partner, Lakebridge understands both the technical hurdles and business frustrations that arise. In this post, we’ll explore the top Salesforce pain points faced by USA clients, and how experienced offshore partners like us (based in India) deliver practical, cost-effective solutions.

#1: Salesforce Is Too Complex for Business Users

Many B2B firms in the US deploy Salesforce across sales, marketing, and service teams. However, non-technical users often find the interface cluttered, with too many tabs, fields, and record types.

🚩 Result:

Low user adoption rates
Sales reps reverting to Excel
Incomplete or inconsistent data

Solution:

We specialize in creating customized Lightning interfaces with role-based dashboards, removing unnecessary fields and simplifying navigation using Salesforce Flows.

#2: Integration with Other Systems is Expensive and Buggy

Most USA clients need Salesforce to talk to systems like SAP, Oracle, NetSuite, QuickBooks, or internal apps. But Salesforce APIs require careful orchestration—and integration mistakes can cost thousands.

🚩 Result:

Data silos persist
Double entry work for teams
Reporting becomes inaccurate

Solution:

With 18+ years in SAP, middleware, and API integration, we use tools like MuleSoft, SAP Process Integration and REST APIs to ensure reliable two-way sync. We also provide integration health dashboards for IT teams.

#3: Too Many Manual Processes Still Exist

Despite adopting Salesforce, many teams in US businesses still:

Manually send emails
Reassign leads by spreadsheet
Use Outlook or Gmail to follow up

🚩 Result:

Lead leakage
Delayed customer response
Missed renewals or SLAs

Solution:

We implement Flow automation, Approval Processes, OmniStudio, and Einstein Activity Capture, which eliminate 80% of repetitive tasks. This boosts productivity and reduces human error drastically.

#4: Reporting & Dashboards Don’t Reflect Reality

Most executives in the USA complain that Salesforce dashboards are either:

Not updated in real-time
Too high-level or too detailed
Not tailored to their business KPIs

🚩 Result:

Poor forecasting
Missed revenue opportunities
No visibility into sales velocity or churn

Solution:

We create C-level dashboards in Salesforce and Tableau, integrating data from multiple systems. With Einstein Analytics, we enable predictive forecasting, churn risk scoring, and custom metrics tracking.

#5 Rising Licensing Costs Without ROI

For many mid-market businesses in the US, Salesforce starts to feel too expensive—especially if features are underutilized.

🚩 Result:

CFO pushback on renewals
Teams avoiding Salesforce altogether
“Shelfware” licenses (unused)

Lakebridge Solution

We perform a License Optimization Audit, suggest profile-based access, and advise on switching between Enterprise → Professional tiers or using Salesforce Platform licenses for certain teams.

Our Differentiators

Direct experience with global clients like Carlsberg, SAP AG. Salesforce and Ford
Hybrid model: on-site consultants for kickoff, remote team for delivery
Weekly sprint reviews, outcome-based billing

How Lakebridge Solves These Salesforce Challenges (End-to-End)

Areas What We Offer

👥 User Experience-->Lightning redesign, Field-level simplification

🔌 Integration-->MuleSoft, SAP PI/PO, QuickBooks, custom REST

🔁 Automation-->Flows, OmniStudio, Approval processes

📊 Reporting-->Executive dashboards, Einstein AI, Tableau

💵 ROI Tracking-->Usage audits, license rightsizing, adoption tracking

Our Salesforce Managed Services include:

System monitoring and bug resolution
New automation and report development
Ongoing admin + DevOps support
Quarterly business review (QBR) with insights

Final Thoughts

Salesforce offers powerful tools—but without the right implementation, integration, and support, USA companies end up frustrated rather than empowered.

At Lakebridge, we act as your long-term Salesforce partner, not just implementers. We solve what others avoid. We optimize what others oversell.

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