Tips for Choosing the Right Salesforce Consulting Partner

Salesforce consulting partner

Executing salesforce solutions requires high technical expertise and active engagement. That’s why companies are looking forward to a Salesforce consulting partner. Salesforce is recognized as a customer relationship management service, which brings in companies and customers together.

CIO report states, 16% to 69% of customer relationship management projects fail. It is because of unaccountable project management & data-quality issues.

Therefore, choosing the best Salesforce consulting partner is one of the major decisions. A business can do many things to get the maximum from the Salesforce customer relationship management (CRM).

Here are the top 10 tips to consider when choosing the right Salesforce consulting partner.

RESEARCH

It’s less possible to create a unique business or try hands on a previous business. Therefore check out Salesforce implementation case studies related to your industry. Most importantly, you should read about peers you have from different sectors that use Salesforce.

CONFIRMATION BY SALESFORCE

The Account Executive can help with the listing of best certified Salesforce consulting partners. Apart from the offices, there are many vocal Salesforce admins at Tech Forums and social media. They can assist you with queries regarding implementation, app utility, etc.

COST FACTOR

Remember that Salesforce Projects are never cheap. So, instead of looking for the most affordable Salesforce Implementation, hop to for the best. It’s important to set a budget first and then start with the process in your range.

  1. ANALYZE STRATEGY

Discussing strategy is a primary factor when choosing a Salesforce consulting partner. It consists of their responsibilities, backup plans, SLAs, etc. Be clear about the roles of consultant and in-house team members. Beside, the project administrator and requirements must be well-defined.

SALESFORCE CERTIFICATION

Salesforce can make a business successful. Associating with a certified Salesforce consulting partner is necessary. Salesforce has a certification program that provides credentials for Consultants, Salesforce Administrators, Architects, Marketers and Developers.

CLOSE MATCH

When your Salesforce partner has a significant understanding of your business process, then it becomes easier to implement. Similarly, the knowledge of your business, industry or company can ensure you that you have chosen the right one.

LOCATION

You may consider a partner close to your locality. It allows you to work closely with your consulting team.

SUPPORT

Support is an important aspect while considering the right partner. Your business needs a partner that can provide you with the 24×7 backing. However, it can be onshore, offshore, off-site, and on-site.

HOW WE WORK

The success of a business depends on the right and dedicated team members. That’s why it is necessary to know whether a Salesforce partner has enough team members to deliver best results.

PREFER LONG-TERM ENGAGEMENT

When finalizing a Salesforce consulting partner go for a long-time partner for a trustworthy, and knowledgeable workflow.

READY TO HIRE A SALESFORCE CONSULTING PARTNER?

Above all points mentioned, you can decide and trust the right Salesforce consulting partner. In short, it will allow your company to stay one step ahead from your competitors. After all, it’s all about finding a team which can be an extension to your business.

Leave a Reply

Your email address will not be published. Required fields are marked *