TIPS ON CHOOSING THE RIGHT SALESFORCE CONSULTING PARTNER

Publish date:

• 30th November, 2023

Salesforce implementation for your company is a big project that needs concentration, finesse, and alertness to ensure it's smooth at all times. Hence the right consulting partner is the need of the hour in such matters. To help you on this journey, we have prepared a few pointers to help you find the right Salesforce partner. 

Please find below some useful tips on the journey to finding the right Salesforce consulting partners: 

1. Do your homework. This primarily means surfing the internet using the appropriate words to be keyed into the keyboard.  

2. Take the advice of industry peers who have implemented Salesforce and their experience is invaluable in such matters. Get them to refer partners who they may have used or heard about. Referrals are always a great source of credible information. 

3. Get in touch with the Salesforce office in your country or region and ask them to suggest a list of Salesforce consulting partners for you to choose from. They will match you with the right Salesforce partner for the relevant business process. 

4. Look for Salesforce consulting partners with a large team so that you know all the bases are covered during the project. Salesforce consulting partners with team members such as developers, testers, and administrators in good quantity to tide over any issue, at any time. They are not handicapped with a lack of manpower when required. 

5. Check for Salesforce certifications among the employees of the Salesforce consulting partners. The quality and quantity of certifications matter. So, if a partner has employees with higher levels of certification, it's better for you as a client, as the partner is ideal for tackling all issues. 

6. Look for Salesforce consulting partners who have prior experience in your specific industry domain or vertical as they already have an understanding and thus the process would not be as complex and troublesome for both the parties involved. 

7. Select a Salesforce partner who challenges you, asks the right questions, and comes up with different suggestions & innovations. Don't go for the "yes people" in such matters. 

8. The cost factor should not be a determinant in Salesforce consulting partners selection as a partner who is more expensive may be a better fit and provide better solutions for the company. 

These are some of the important tips to keep in mind while selecting Salesforce consulting partners for your Salesforce project. The ideal partner in this journey is Codleo Consulting with its team of experienced and certified employees, an open approach, and many happy clients. 

Also Read: HOW CAN THE CORRECT SALESFORCE CONSULTING SERVICES BOOST BUSINESS?

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About the Author

Vineet Rana

Vineet Rana is the digital marketing manager in the #Awesome team at Codleo. He is passionate about all things branding, and his mission is to get amazing content out to everyone as much as possible. When He is not online, he loves cooking, lifting weights, and hiking in the Himalayas with his friends.