Publish date:

• 26th October, 2023

Every company be it a small manufacturing unit in Rajkot, a pickles business in Rajnandgaon, or a textiles store in Madurai, is seeking a tech stack that assures them of success. Assisting them in this crucial task is a Salesforce consulting partner. But how does one find the right partner in the web of many Salesforce consulting partner firms? Well, we are here to solve this dilemma for you. Below is a list of criteria that one should look out for. Help yourself.

Look for the following in the best Salesforce Partner for your success:

1. Examine closely matters of diligence.  Ask for the work portfolio of Salesforce implementation of the partners selected. Don’t get lured by likable sales pitches or high-end business proposals. Read through their use stories/case studies, analyse current proof of concepts, and schedule demo sessions to see what they have to offer. This way you can reassure yourself that the shortlisted salesforce consulting partner is the right fit for you, your company, and your success.

2. Salesforce certifications. This is a gold standard for selection and demonstrates a company’s credentials and credibility. These certifications reaffirm the skills and learning requirements that each team member of the Salesforce consulting partner has. A Salesforce partner with a large team having a diverse pool of certifications is ideal to be by your side during the Salesforce long-term journey.

3. Industry experience needs to be evaluated. Every company seeks a Salesforce partner who understands their industry-specific pain points, issues, and challenges. It makes life and work simpler. Therefore, you should seek that Salesforce consulting partner who has experience in your specific industry. Codleo has expertise in health care, manufacturing, nonprofits, higher education, and financial services to name a few.

4. Team size is an important consideration. You don’t want to sign up for a Salesforce consulting partner with a small team. It will be a disaster for your company and any Salesforce project. The team should be large. This way if people quit or fall sick or any other reason surfaces, the work does not suffer.  Mid-range companies like Codleo are ideally suited for such ventures. We currently have a team of over 60 personnel with different levels of experience, expertise, and certification. That’s exactly what you need.

5. Boutique partner, no cookie-cutter approach. Selection criteria must also include that the company is not a large MNC or conglomerate with a cookie-cutter approach. Each company is different. This is where the personal touch, the customisation comes into play. Codleo is one such boutique Salesforce consulting partner that puts the customer at the heart of all operations.  You need such a company that walks the extra mile and delivers more value.

Make the right choice the first time. Don’t get swayed by big brand names and fluff. The name of the game is customisation, certification, team, and industry experience. With Codleo, you get all of this and much more. What are you waiting for? We are a call or email away.

Also Read: SALESFORCE PARTNER IN INDIA AND HOW TO FIND THE RIGHT ONE

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.