WHAT DO YOU GET FROM SALESFORCE CONSULTATION?

Publish date:

• 16th October, 2023

If you have decided you join the ranks of Salesforce happy customers, then you need to start talking with various companies who are Salesforce consultants. After getting a list from your regional Salesforce office like for North India, it's Gurgaon and the main office is in Bangalore, it's time to meet and interact with these Salesforce consultants to see which one is right for you. Here are some tips on what you need to ask or figure out during these consultations.

Listed below is what you get from a Salesforce consultation:

1. Comprehensive pricing for the project to be undertaken. All salesforce consultants have their own charges, and the budget of your tech project must determine the quality of the salesforce consultants. It's important to get clarity in the meeting about their pricing, customisation quotes, etc. Get the pricing for implementation and maintenance. Query the potential consultants about hidden pricing so you don’t get a last-moment nasty shock.  Find out if they have different rates/prices for different grades and types of salesforce professionals who might be needed by you or your business for the venture.

2. Knowledge of Support services. It’s vital to find out if the salesforce consultants have a dedicated team/department for support services. As we know, the deployment of any tool or implementation is the first step, and the road thereafter is forever. Therefore, if the company doesn’t offer or have such a team, then it’s not the one for you. This is where Salesforce summit tier companies like Codleo come out on top. Before deciding on your pick from the pool of Salesforce Consultants, quiz them on tech support after post-implementation of the CRM or any other cloud as well. It's helpful if they have a desk that is 24 x 7, so they can address many issues, hiccups, and challenges, and reduce downtime of the org.

3. Strength in numbers. This is with reference to the old English adage, but it definitely is valid for partnering with Salesforce consultants. There must be a large team of professionals in different roles so that the work does not suffer. Even if people leave etc, your work should not be ignored. This smaller company may not match your criterion. There is safety in numbers in this case. It is important that the company you partner with has a pool of experienced and skilled Quality Analysts, Business Analysts, Administrators, Developers, and Consultants. Once you are assured of the same, then choose the partner. It’s always best to send someone to visit their office impromptu to get a reality check.

4. Certified team to handle the work. Besides having a team of good numbers, the Salesforce consultants also need to be possessing a range of certifications. These certification issues by Salesforce, Inc. demonstrate the proficiency of team members in Salesforce consultants, in various roles and various tools.  As a business manager or owner, you don’t want your tech project derailed by a bunch of incompetent personnel. Codleo has a team that is 100% certified ( with some having 2 certifications and some having over 10 ).

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About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.