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“I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should also gain.” ~ Quote by Alan Greenspan, noted American economist.
Welcome back to the final part of our three blog series on
"10 Things You Must Do Before Hiring a Salesforce Consultant." This is a crucial topic that deserves this attention. We hope the previous two parts of the blogs (where we listed four things in each) were handy. Finding the proper Salesforce consultancy is not rocket science, but helpful guidance is always welcome. May I be right, or am I right?
The 10 Things You Must Do Before Hiring a Salesforce Consultant are:
Check if they have a large team. Any Salesforce consulting firm must have a large team of experienced & certified personnel. This is non-negotiable. Companies like Codleo have 100% certified Salesforce partners, growing with time as the company scales. Any business wants to see its work, project, or Salesforce consultancy wrapped up in time. If a company has limited personnel, your project is bound to suffer. This is nothing new, we are saying. Ask the shortlisted Salesforce consulting companies about the Salesforce personnel on their payroll and their level of certification. The more, the merrier for you. They should have enough people to fill in in case their team members quit, were re-assigned, or were indisposed.
Visit their websites and social media channels. A background check on the potential Salesforce consulting partner includes visiting their website and screening their social media channels. Websites are calling cards and reveal a lot about a company, its worth, its work, and its legacy, as well as its values & lture. You can see if their values & culture align with yours. Make sure you appoint someone to do this check and report back to you. It will help you to be selective when hiring.
The 10 things we spoke about in the blog topic are over. But as we would like to give more nuggets of information to our lovely readers, here is a bonus tip from our side.
Check for the customer satisfaction score (CSAT in brief). Ask all potential Salesforce consulting partners to reveal their CSAT score, which is ready for the asking at any time. This reveals how valued their brand and work are. Salesforce consulting companies like Codleo have 4.9 / 5 scores because of their hard work, innovation, best practices, diligence, and schedules. It’s not easy to get such a high ranking.
These things/tips help businesses (small, big, and in any domain) select the company that is right for them. It could be budget, expertise, location, best practices, etc. Let us know by writing to us which criteria you used or used in your partner selection. Till we meet again, take care, and be safe and healthy. Namaste!
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