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Searching for a good Salesforce consultancy/partner for any work whether consulting, implementation, migration, integration, support, or training can be tricky. To help businesses make sure that they partner with the right company, we have a few foolproof tips just for you. These tips along with 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 company
  • Define your goals and be clear on everything. The first step on this journey is to be clear on the goals to be achieved by the Salesforce project and hiring Salesforce consulting partners. Therefore, the business goals that need to be achieved 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. 

  • Partnership level as defined by Salesforce Inc. Salesforce 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 3 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 business. The best is small Salesforce consulting partners like Codleo where businesses are nurtured & supported always. 

  • Industry experience. It’s always good to narrow down your search to Salesforce consulting partners who have a fair amount of experience in your specific industry. This way the solutions and the work carried out are of superior quality. Ask the shortlisted Salesforce consulting partners for details/list of successful projects implemented, number of licenses, case studies & customer references, and so on. 

  • Approach to Salesforce Implementation. This should be on your selection checklist. Ask the Salesforce consulting partners this important question to find the answers needed for you. 

  • Certifications and experience of staff. The bigger the team the better for you. Ask the Salesforce consulting partners to give you details on the experience accumulated as well as the number & range of certifications of the team. Therefore, you know that you and your company are in good hands. Codleo Consulting team is 100% Salesforce certified. This means every staffer has at least 1 certification by Salesforce. 

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

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

About the Author

Mohit Sharma

Mohit is Practice Lead, 15x 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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