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Values and mission should match

HOW TO SELECT THE BEST SALESFORCE CONSULTING PARTNER

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HOW TO SELECT THE BEST SALESFORCE CONSULTING PARTNER

Deployment of Salesforce in a business for the first time or revamping your engagement with the world’s number 1 CRM requires experience, expertise, diligence, and best practices. This is where a great Salesforce Consulting partner comes in and makes all the difference. Otherwise, between 20 to 70% of CRM implementation projects crash land due to many reasons, one of which being the project being executed by the company itself, with no prior experience or knowledge.  It’s like the blind leading the blind. 

Today we are putting some tips on how to go about selecting the best Salesforce partner: 

  • Research – Use the power of the internet to do your own research for short listing
    Salesforce Consulting Partner. Visit their websites and look for eBooks, case studies, vision statements, videos. Use the Salesforce Chatter groups and Trailblazer community for the same purpose. Check with them if they have prior industry experience for your specific domain.  

  • Salesforce certifications - Check with the shortlisted Salesforce Consulting Partner about the number and levels of certification the company team enjoys. As more certifications per person mean you get more for your money.   

  • References – You can check with Salesforce corporate office to match you with some potential partners. They are happy to do so. Secondly, get references from your social and professional networks for details of companies they may have used or heard good stories about. Thirdly, Salesforce AppExchange has details of various consultants for you to choose from. Use the in-built filters to narrow your search via this medium. Review the testimonials and reviews for each potential partner. 

  • Employee professional diversity – A support partner should have more than adequate strength to handle all your needs on a daily basis. Besides the numerical strength, it is also important that they have certified personnel who perform different roles such as Business Analysts, Consultants, Admin, etc.  

  • Values and visions match yours - This may be on the philosophical and ethical side of the business, but it is always good to align with a support partner whose values and visions match yours. You both are in sync and harmony. This can be achieved by reading their mission statement, customer testimonials, research involvement in the community, and as always ask pertinent questions.  

  • Partnership level – At the very outset on your checklist for selection for Salesforce Support Services should be a company that enjoys a good level of partnership with Salesforce. So, check the Salesforce Support Partners their level of partnership as well how long they have been partnering with Salesforce.  

  • Compare quotes – Get quotes from various partners and see which come close to your intended budget. Don’t accept the first proposal or the cheapest. A good partner comes with a price just as all good things in life do. Check if they have onboarding charges or for meetings & presentations, and so on. Be alert and check quotes carefully.  

  • Geographical location – It’s good to have a partner close by physically or at least in same time zone for smooth functioning on a daily basis. Face to face meetings etc are ideal and allows for regular interactions thus eliminating any scope of misunderstanding / ambiguity. 

About the Author

author
Mohit Sharma

Mohit is Practice Lead, 4x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.

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