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Expert Tips For Choosing The Right Salesforce Consulting Partner

Ajay Kumar By Ajay Kumar | December 21, 2020

There are two kinds of fail- one when you are not aware, second- when you are aware but still choose to not care! The first one will bring you immense knowledge, experience, and understanding of what to do and what not to do, however, the second one might cause you great damage!

When it comes to business, the second failure is called a mistake or a blunder. No business would like to lose any of their customers just because of a single issue. In such a situation, systems and databases are highly recommended in order to make things aligned, smooth, and easily flowing. Though consultant CRM salesforce is the obvious choice often made by organizations, however, as per the report over 18-69% of CRM projects fail because of low-quality & ill-managed data, unrealistic anticipation, and off the wall project management. 

To overcome such a situation, a salesforce implementation consultant is a choice that has to make during CRM enforcement. It is a matter of technical knowledge, expertise, and active engagement. You cannot win the situation just by one point, you need to make all the parts of the process stronger in order to earn your audience and goals. 

A salesforce implementation consultant/partner can help you out, now the question here is who to choose? 

There are a plethora of salesforce consulting teams available in the market, however, not all can be trusted on the basis of name. Thus, to help you out with how to choose a salesforce consulting partner, here is the blog dedicated to tips for choosing the right Salesforce consulting partner.

How To Choose A Salesforce Consulting Partner?

salesforce partner to choose

An In-Depth Research 

The very first thing to get started with how to choose a salesforce consulting partner is obviously research. You will lead to nowhere without doing in-depth research. Your business be it new or not new, the issues your organization facing might be addressed by some other organizations too. Thus, look for salesforce implementation case studies, articles, and other information that matches your verticals and business needs. 

Look and ask your peers who have recently integrated salesforce into their business processes. Ask the procedure, their opinion, salesforce implementation consultant, the implementation methodology, time required for learning the new technology, expected ROI if the implementation was done a long time back.

Asking Salesforce

You can ask your team of account executives to come up with a list of certified salesforce partners that can be the right fit as per your project type. Choosing any salesforce consulting companies just because you want one won’t give you the expected results. Thus, you need to be sure of who matches the needs of your business requirements. 

Other than that, you can also connect with the vocal salesforce admins on social media and tech forums for understanding the challenges, issues, advantages covered, and others while integrating with the salesforce. 

Saying Yes to No

Never be in a hurry when choosing the salesforce consulting companies or salesforce partner for your organization. You might get deceived by the fancy proposals and fake promises of many salesforce partners, or there are chances you might get biased to the very first partner you met, or there are also chances of connecting with the one your peers recommended. In any of the situations, you need to understand that it’s your business and every decision you make will affect the business. 

Thus, when choosing Salesforce, make sure you are evaluating everything be it the projects served, demos, relevant studies, proof of concept, etc.

An expert and genuine salesforce implementation consultant will provide you with all the necessary information while having plans for new clients too. They will take time to understand your business requirements before offering solutions right away. 

The Right Match 

Once done with marking with the best salesforce partner, it is now the time to see who actually connects and understands the business process of your firm. The one with sound knowledge of your vertical and business processes, choosing them can bring you better results. 

Take for example if the salesforce implementation consultant has knowledge about the Healthcare domain, they would be aware of all the common challenges and their solutions too. 

Partners With Points

If you are being cross-questioned, asked some inconvenient questions, or you feel like interrogating for your business processes by the salesforce system integrators, well, you are in the right hands. A right salesforce implementation consultant would like to know everything about your business, the flaws, the loopholes in order to bring the right solutions. 

Moving on the other side, you might encounter a team of developers who would do things you ask them to do, without concerning the essence and importance of the same. 

You will be given choices, it will be up to you how to choose for your organizations. The one with lots of questions made available would like to know the issues with the firm for eliminating them. Make sure you are choosing the right one. 

Certifications

To make your decision even more strong, the next thing you need to ask for is the certifications. Always associate with the associated and registered salesforce implementation consultant, as salesforce has strong certification programs available for offering credentials for administrators, salesforce, developers, consultants, marketers, architects. 

As per the experts, the partners are awarded various tiers segregated into- Registered, Silver, Gold, Platinum, Global Strategic Partner. 

Costing Part

Salesforce consultancy implementation is a little costly affair and does not come cheap. Thus, instead of looking for the most basic and economical salesforce implementation, the business should also look at other sides like the most time-efficient, comprehensive salesforce implementation consultant.

Meanwhile, there is also a reliable way to estimate the cost of salesforce implementation is to calculate the total cost of ownership (TCO). TCO factors the cost of services, product licenses, internal labor, and long term maintenance cost. 

Project Management Strategy 

Now that you are done with choosing the right and apt Salesforce partner, it is now the time to document and discuss everything about how the work will be executed. All the processes and decisions should be made and understood in the very beginning. 

Contingency plans, SLAs, responsibilities of the stakeholders are some of the things that should be considered prior to and not after or in between the process. 

The Responsibility

As you will be implementing a costly yet beneficial salesforce process, it is crucial to make everything clear while offering accountability. Thus, for clarity and accountability, both the parties, the organization, and the salesforce consulting partner, should be aware of the roles of the in-house and consultant team working under the process. 

The roles of data architect, project manager, project administrator, and others are well-defined, arranged, and should be assigned accordingly. 

Long-Term Engagement

No firm would like to connect with the firm with no expertise prior or certifications even if the plan is provided at a lesser rate. Thus, in order to get better results, it is good to associate with the salesforce partner who can support your organization’s right from scratch to end, also taking care of the needs that arose. 

Meanwhile, the salesforce team with knowledge & experience can help greatly as they can identify risks better before the problem even arises. Thus, a long-term engagement of the experienced salesforce team can help. 

These are some of the tips for choosing the right salesforce consulting partner for the business processes. There are more in the list that is also useful for the final decision. 

In the midst of everything, it is the responsibility of the business to be aware of what they want, if they really want salesforce integration, what are the issues, how salesforce can offer them effective solutions. Once done with the same, getting the ultimate solutions can be experienced. 

Meanwhile, if you are still confused or would like to know more about the salesforce consultancy-related questions, connect with our experts. 

Ajay Kumar
Ajay Kumar

A young entrepreneurial technocrat who is the Co-Founder & CEO at Appventurez Mobitech. After completion of his masters in Computer Application, he dived into the world of technology as an iOS developer. As a CEO, he firmly believes teamwork and collaboration are the essential tools for any company’s success.

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