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Yes, CRM is all about Customer Relationship Management … but it is also about prospect relationships.” ― Bobby Darnell, an entrepreneur, a mentor, and a business professional.

What do the following have in common: Mr. Rohit Tandan who runs a nuts & bolts unit in NOIDA catering to foreign buyers in the Far East, Ms. Simrin who is a professional baker in the sylvan surroundings of the city-state of Singapore, and Ms. Soniya Ray who lives in London and has a chain of organic produce across the megapolis. Any guesses? Well, no. Apart from being small or medium-scale businesses, they also onboarded the Salesforce CRM tool. Why? They realized the value that a digital tool would bring to the business as they grow and scale over time. They onboarded the wonderful piece of tech tool with the partnership of Salesforce consultants. These Salesforce consultants took away any stresses associated with Salesforce deployment & customization projects that ranged from a few weeks to a few months, based on the scale and complexity of each of their projects.

Today via this blog we address the frequently asked question - How do I know if a Salesforce Consultant is right for me? This question was posed by these three happy Salesforce customers and today we reiterate the answer here.

Below are the answers to “How do I know if a Salesforce Consultant is right for me?” as per Salesforce consultants :

Industry expertise – Check if the shortlisted Salesforce consultants have any experience in your industry. Every industry has its own unique features, issues, and challenges. You would like to work with Salesforce consultants who are experienced in your industry. It inspires confidence. Ask the Salesforce consultants at the beginning itself.

Certified team – for any Salesforce consultants to work with a brand, they need to ensure that they have a large team of Salesforce consultants on their payroll. These team members must be salesforce certified which is basically a stamp of expertise and approval. Ask the Salesforce consultants for details of the team and their certifications.

A large team of employees – The Salesforce consultants need to have a team that is not only certified but also with a decent volume. Reason? They need to ensure that your project runs smoothly despite their employees coming and going, which is not the concern of clients like you. When they have a large team as Codleo Consulting does, then projects of any scale are not impacted by internal HR issues.

Customer satisfaction score levels – For any Salesforce consultants to win your trust and be the right fit, they have to have good feedback from their past & present clients. Ask them for it. Codleo Consulting for example has a CSAT score of 5 / 5. 100% customer delight. Wow, no?

Social media and website - One way to answer the question “How do I know if a Salesforce Consultant is right for me?” is to scan the prospective companies’ websites and social media channels. It’s a great way to discover them, their work, their case studies, and so on. It helps you to decide from the many Salesforce consultants which one is the right fit for you. The more posts, the better the website, and the better for you.  Get someone in your business to do due diligence and reap the fruits later.

We hope just as Rohit, Simrin, and Soniya benefitted with the help of Salesforce consultants and saw their businesses become a lean and mean machine, so will you. Call us for brief discovery calls and how we can transform your business for tomorrow.

Also, Read:  How to evaluate the best Salesforce Consultants

About the Author

Mukul Gulati

Mukul Gulati is a 7x Salesforce certified Admin specialist with an experience of 5 years in the Salesforce ecosystem. He currently heads a team of admins and is extensively involved in client engagement & problem solving.

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