Publish date:

• 22nd September, 2022

Searching for a good Salesforce consultancy or Salesforce partner for any work, whether consulting, implementation, migration, integration, support, or training, can be tricky. We have a few foolproof tips to help businesses ensure they partner with the right company. These tips and your inner instincts will guide you in making the right choice when you do it. 

These are some essential pointers for selecting the best Salesforce consulting partner: 

Define your goals and be clear on everything. The first step on this journey is to be clear on the objectives to be achieved by the Salesforce project and hiring Salesforce consulting partners. Therefore, the business goals that need to be completed at the end of the project need to be defined clearly. No ambiguity. The clarity of vision, mission, and goals is essential for success in anything and everything in life. 

As defined by Salesforce Inc., the partnership level has devised a tiered scheme for their partners. The lowest tier is the base, and companies move up the ladder to the Ridge, Crest, and ending at Summit. Codleo, in 5 years, moved from Base to Summit, a remarkable achievement indeed. Salesforce places Salesforce consulting partners on these tiers based on a Partner Value Score (PVS). So, any business that wants the best for their Salesforce project will opt for the best in the industry. The best are small Salesforce consulting partners like Codleo, where enterprises are nurtured & supported always. 

Industry experience. It’s always good to narrow your search to Salesforce consulting partners with a fair amount of experience in your industry. This way, the solutions and the work will be of superior quality. Ask the shortlisted Salesforce consulting partners for details/list of successful projects implemented, number of licenses, case studies, customer references, etc. 

Approach to Salesforce Implementation. This should be on your selection checklist. Ask the Salesforce consulting partners this important question to get the answers you need. 

Certifications and experience of staff. The bigger the team, the better it is for you. Ask the Salesforce consulting partners to give you details on the expertise accumulated as well as the number & range of certifications of the team. Therefore, you know that you and your company are in good hands. The Codleo Consulting team is 100% Salesforce certified. This means every staffer has at least one certification from Salesforce. 

Referrals from other businesses. You may ask enterprises in your professional networks to recommend Salesforce consulting partners they know or may have used. This is a tried-and-tested method. It never fails. If it works in our personal lives, it indeed works for this, too. 

We hope this blog is useful to you and that you use it when hunting for a good Salesforce partner. Keep reading our blog to stay informed about the latest and greatest in the tech world.