To Top

Apply Now

ENTER THE REQUIRED FIELD.
Salesforce Implementation Services

FIND THE RIGHT SALESFORCE CONSULTING PARTNER IN 2024

Publish date:

During my conversations with companies & their employees, I am amazed to hear how there is growing awareness of Customer Relationship Management tools or simply a CRM. Not only that but also the growing awareness of the Salesforce CRM tool, the premier tool in the market globally is a source of delight for us. The growing brand awareness as well as the need to have a reliable and far-sighted tech stack comes with a lack of clarity on how to find the right Salesforce Consulting partner in this long-haul journey. As we are often asked this question, we have assembled some key considerations that a business must be aware of while embarking on this journey.

Listed below are key considerations for finding the right Salesforce Consulting partner in 2024:

  1. Clarity on business goals. Be clear about the intended Salesforce business goals. It could be increasing sales, improving client experience, or optimising processes, a focused vision for the Salesforce journey will assist in the partner selection. No Salesforce journey can begin with clarity. It is a recipe for disaster.

  2. Collaboration-oriented Salesforce Consulting partner. Effective communication is critical for the success of a Salesforce project.  Select a partner who fosters collaboration, comprehends a client’s business requirements, and communicates effectively during the project lifecycle.

  3. Review experience & expertise. Hunt a partner with an impeccable track record & rich experience in Salesforce implementation, personalisation, and integration. Industry-specific expertise is always welcome.

  4. Salesforce certifications. Ask the Salesforce Consulting partners in the running if their team members are Salesforce certified. The more certifications each team member has, the better it is for you the customer as certifications are a validation of learning & expertise. For example, in Codleo the senior management has leaders with 15 certifications, 10 certifications, and so on. They are the leading lights of a Salesforce Consulting partner. A partner with a team having 100% certifications is an ideal partner to have as an ally in the Salesforce journey.

  5. References of clients. Ask around in your business circles for references. They are the best source for finding the right Salesforce Consulting partner in 2024. Businesses who have used or heard positive news give unbiased reviews and that’s always helpful.

  6. Industry expertise. No company wants a Salesforce Consulting partner who doesn’t have any relevant industry expertise as that can impact the projects, nuances, and intricacies. Always seek those who have had experience in terms of years & projects in your industry. For example, Codleo has expertise in health, education, nonprofits, manufacturing, and financial services.

  7. Budget. Always opt for a smaller and boutique company Like Codleo which doesn’t charge a bomb, unlike the bigger partners.

  8. A large team of experts – A Salesforce Consulting partner who has a large team of Salesforce certified personnel with different expertise that are needed in any type of Salesforce project.

Contact Codleo today for any Salesforce-related work – Implementation, data migration to Salesforce, CRM health check, and most importantly post-deployment support services (also known as managed services).

About the Author

author
Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.

Recent Posts

Salesforce Support Services

What to Expect from a Codleo Sal...

Explore Codleo’s Salesforce implementation process—timeline, ROI, and post-launch support designed to drive success and long-term business value....

Salesforce Partner

Why Leading Brands Choose Codleo...

Find out why leading brands choose Codleo as their Salesforce partner. They rely on us for consistent results, industry knowledge, customized solution...

Salesforce Integration Services

Salesforce and NetSuite Integrat...

Thinking about connecting Salesforce with NetSuite? Discover real benefits, common challenges, and smart ways to make your integration smooth and scal...

Salesforce Support Services

What Is CRM (Customer Relationsh...

Learn what CRM means, how it works, and why it matters for your business. Discover how the right CRM system can improve sales, support, and relationsh...

Salesforce Development Services

Guide to Custom Salesforce Devel...

Explore how custom Salesforce development can streamline your business in 2025. Learn key benefits, use cases, and expert tips to get started....

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com