Top 6 Qualities Of Salesforce Consulting Partners To Look Out For

Publish date:

• 18th December, 2023

Salesforce is a powerful customer relationship management (CRM) platform. It is expected to reach USD 18.03 billion by 2032, growing at a compound annual growth rate (CAGR) of 7.9% during this period. As Salesforce expands globally, it can become challenging to utilize its features to improve your business operations fully.

Salesforce consulting partners help businesses maximize the value of their Salesforce investment. These consultants provide expert advice and guidance across various services to make sure that projects align with business goals and succeed.

A report from Statista shows that using Salesforce effectively can help avoid the common mistakes that lead to a 63% failure rate in CRM projects. It makes choosing the right partner very important. To assist you in making the best choice, this blog offers tips and criteria to help you evaluate the top Salesforce consulting companies.

Let’s dive in!

Who are Salesforce Consulting Partners? What do they do?

Salesforce Consulting Partners are certified companies and expert advisors authorized by Salesforce to help businesses implement, customize, and optimize Salesforce solutions to meet specific organizational needs. They act as architects of digital transformation, bridging the gap between business objectives and technology.

Have a look at some qualities of a Salesforce consulting partner:

1. Salesforce Certified Employees

Many companies claim to be Salesforce consultants, but just claiming it isn’t enough. To truly be a consultant, a company needs Salesforce-certified employees who can help with implementation and meet its needs. There are several certifications available, and some of the most common and important ones for consulting employees include the following:

• Certified Administrator

• Certified Platform Developer

• Certified Analyst

• Certified Solution Consultant

• Certified Assurance Consultant

• Certified Data Architecture Management Designer

• Certified Integration Architecture Designer

2. Work Experience still matters

Giving opportunities to newcomers is good, but it’s best to work with experienced consultants. A good Salesforce consulting partner should have proven experience with Salesforce products, such as Sales Cloud, Service Cloud, and Marketing Cloud. This experience helps them handle your projects effectively.

Be open and ask about the projects they have worked on and their experience. It will help you determine if a specific firm can assist you with your Salesforce integration and customization needs. You can also check the company’s reviews on AppExchange to see feedback about their previous work.

3. Compatibility always works

How compatible are you with your partner? This question also applies when choosing a Salesforce consulting firm. You need to have a good understanding of your consulting partner. Salesforce offers many platforms, and Salesforce Consulting partner companies support these platforms. Before starting, the consulting partner should thoroughly understand your business and its primary challenges to provide the most effective solutions. You should also be aware of how they approach problem-solving. A good consulting partner understands your business and provides solutions tailored to your needs.

4. Blueprint of process.

A consulting partner should be able to recommend the best Salesforce Partner. This partner needs to provide a clear plan of all the processes and tasks they will handle. Having a complete overview of the entire process helps you understand if the firm can meet your needs. If a consulting firm cannot provide a process chart, likely, they cannot help you effectively. Therefore, showing a detailed layout of every process is a key quality of a good Salesforce Consulting Partner.

5. Good Knowledge of Salesforce Products

Having good knowledge of your field is essential. Your Salesforce partner should be familiar with all the products that Salesforce offers, including Salesforce Analytics, Marketing Cloud, and Sales Cloud. This understanding is a key quality for any Salesforce consulting firm. A firm that lacks knowledge about these products will struggle to help you implement or customize them effectively.

6. A Great Problem Solver

A good Salesforce consulting partner should excel at solving problems. They should treat each of your challenges as unique and respond thoughtfully to them. Effective problem-solving leads to quicker results, which can help your business grow and succeed.

Before choosing a consulting partner, make sure they possess the skills and qualities that will benefit your company. It is essential to find the right fit for your needs.

Conclusion

Choosing the right Salesforce consulting company is a crucial decision that can significantly impact your business's growth. To achieve the best results, do your research and stay within your budget. The key is to select a company that understands your needs and can grow in tandem with your business, offering intelligent and practical solutions. 

By considering your needs and the factors discussed, you can select a company that aligns with your business goals and helps you navigate your Salesforce organization.

Codleo offers Salesforce consulting services and has over 400 certified professionals. They assist you with all aspects of Salesforce and focus on your needs to create customized solutions.

Schedule a free consultation call!

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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.