Salesforce Consulting Partner: 5 Great Tips to Help You Pick

by Cloud 11 Build your business in the cloud

Once the implementation of Salesforce in your organization is complete, many experts recommend investing in its consultation services. In other words, it would be wise to rely on service providers who are capable of assisting you in every way possible when it comes to using Salesforce.

However, choosing the right Salesforce consulting partner can seem quite difficult as there are several out there. In this article, we will share the five most important tips to help you make your selection in a calm and effortless manner.

First and foremost, don’t be clueless with regard to technology! There are countless demo videos and articles on the official websites (salesforce.com & salesforce.org) that will help you gain a fair idea of the software and its numerous possibilities. Moreover, these contain forums, blogs, and white papers that provide as much information as possible about the software and its features.

These will keep you updated on the latest news and advancements. Also, this way you can ensure various tasks such as problem monitoring, regular reporting of time spent along with status calls each week before you initiate consultancy services.

When you begin your search for a Salesforce consulting professional partner, make a list of all the services you require in particular. It is also important to be aware of all the issues the consulting partner you’re considering can actually handle. That’s because not every giant provider may be aware of niche industry issues that a smaller company may specialise in.

Pick out more than one option to help you narrow down the list to one finalist. You can do this by referring to a Salesforce partner community which will increase your familiarity with the idea of gaining consultation from a third-party provider. Additionally, it will help you keep an eye on backup services and understand the variety of services these providers have to offer.

Using App Exchange will help you gain more information regarding the location, service details, and reviews of the Salesforce consulting partner in question. You can also learn more from third-party review websites such as Clutch.co. These websites are designed to provide industry-specific and highly relevant lists that can prove highly useful for your business.

Social networks such as LinkedIn can also help you find a cloud certified professional organization that’s already working with other similar businesses in your network and can be trusted for consulting services. You may choose to track down companies with a capacity and requirements like yours, and then, build connections with professionals associated with these companies.

Later, you can share your experiences and learn more on how they dealt with the issues you’re currently experiencing. This will get you valuable details regarding the ideal Salesforce partner for your organization.

Setting a specific budget is crucial because consultation always comes at a price, and a Salesforce consulting partner that would ensure deadlines are met and the organization’s problems are resolved will certainly lead you to success. The prosperity of your business may as well depend on this, so make sure you have discussed your budget range with the potential consulting partner so that you’re both on the same page.

Comprehending the way your future consultant expects to operate is also important to ascertain work convenience, productivity resulting from coordination and minimal hindrances while trying to achieve deadlines.

When you commence negotiations, request your potential cloud certified professional partner for their support policies and protocol. This way, you’ll be aware of the exact methodologies they use to tackle client issues and their policies regarding a dedicated account manager to learn how mature their project management pattern is.

Ultimately, your organisation is likely to benefit the most when you select a professional partner you are willing to rely on. Your company’s ambitions and restrictions need to fall in line with the services you are about to receive from the service provider and how much you can trust them.