SELECTING THE BEST SALESFORCE PARTNER: A GUIDE TO BUSINESS GROWTH

Publish date:

• 16th July, 2024

One of the greatest strengths of a Salesforce Customer Relationship Management (CRM) system is its ability to be customized to meet the specific needs of businesses. This CRM software is an excellent tool to help a company achieve its goals, provided it has been configured correctly. While purchasing and installing Salesforce is an important first step for a business, the following steps of customization, training, and implementation are what truly determine the success of the CRM. Partnering with a reliable Salesforce partner company or an experienced SFDC partner can ensure these steps are executed smoothly and effectively.

While large companies often have in-house tech teams to handle Salesforce configuration and operations, smaller businesses might lack these resources. For them, partnering with a Salesforce partner is a wise decision. However, selecting the right Salesforce partner company can be challenging due to the numerous options available. To maximize the benefits of your Salesforce solutions, it's essential to find and start working with the right SFDC partner as soon as possible. Here are five key points to help you choose the best Salesforce partner for your business.

Vendor profiles on Salesforce AppExchange

AppExchange is an online marketplace where users can discover not only Salesforce apps but also partners. As of the last update, there were 786 consultant partners listed on the platform. These Salesforce partners are officially registered with Salesforce and categorized into different tiers based on their performance and other criteria. The tiers include Global Strategic, Platinum, Gold, Silver, and Registered Partners. Additionally, partners are sorted under Popular Consultants based on customer ratings, and New Consultants who have recently joined.

AppExchange is the ideal place to search for a Salesforce partner in the USA. The platform enables you to view ratings, customer reviews, specialties, and the number of certified experts. By examining the reviews, you can see if businesses similar to yours have worked with the partner and were satisfied with their services.

Shortlist partners

After exploring AppExchange, you can shortlist a few Salesforce partners that you would consider working with. Criteria for shortlisting might include the partner's location, past performance, and experience in your industry. The shortlisted Salesforce partner companies don’t necessarily have to have worked in your industry but should have handled projects similar to yours. For example, if you are launching a new product and need a targeted campaign, look for a Salesforce consultant with experience in targeted product launches, regardless of the product type.

Talk to the partners

Interviewing Salesforce partners is as crucial as interviewing job candidates. Your company will need to collaborate closely with the partner during setup and training, so it's essential to ensure a good fit. When speaking with a Salesforce consulting partner representative, ask specific questions about the projects your business handles, their work experience, and the size of their consulting team.

For large companies, it's important to find a Salesforce partner with enough resources to support all your departments. A small consulting firm with only one or two experts might delay the installation, customization, and training processes, leading to extended downtime and potential business loss.

Ensure the Salesforce partners are proficient in data migration and can provide an accurate estimate of the time required. This helps avoid data loss and prepares you for any system downtime. Additionally, inquire about cloud storage backups to minimize the risk of data loss.

Get an Accurate Cost Estimate

Interviewing the shortlisted Salesforce partners will help you narrow down your list even further. However, before you choose one, make sure to get a cost estimate from two or three potential partners. If you haven’t already budgeted for the adoption of Salesforce, these estimates can give you a clearer idea of the costs involved. With a range of rates available, you can select the Salesforce partner that fits your budget.

Remember, the cheapest option isn’t always the best. If an offer seems too good to be true, investigate further before deciding on a consultant. Typically, a Salesforce partner in the USA charges between $150-$250 per hour for implementation.

Use The Power of Us Hub

The Power of Us Hub is a fantastic platform where nonprofits can find Salesforce partners at discounted rates. Some consultants even offer their services for free on this platform, making it a valuable resource for registered charitable organizations.

Your Salesforce partner will play a major role in implementing the Salesforce CRM, customizing it to suit your business needs, and training your staff. Choose a reliable, certified Salesforce partner to make the most out of this valuable resource. Hiring a Salesforce consulting partner can transform how users and partners manage their resources and investments.

Experience the difference a dedicated Salesforce partner can make. Contact Codleo Consulting today for a personalized consultation and let us help you streamline your operations, boost your productivity, and achieve your business goals with confidence. Let's embark on this journey together.

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.