5 Tips to Find the Right Salesforce Consulting Firm

With specific improvements and advancements in technology, many companies now have a heavy reliance on Salesforce services. This makes it essential to find and select a strong Salesforce consulting partner. Even though the process might seem like a walk in the park, it is not in reality.

One needs an experienced technical team with a sound knowledge of the business needs to assess various consulting partners' strengths and weaknesses. This is essential to avoid choosing a half-baked consulting partner for your business, which could have severe implications for the company. 

Before choosing Salesforce consulting partners, you need to consider various factors essential to the business's success. This article will point out a series of factors critical to selecting a perfect Salesforce consulting partner. 

Consider Industry and Project Experience

Experience is an important factor one needs to consider when selecting a Salesforce Consulting partner. Moreover, you need to know about the type of project they have done before, their license, certifications, etc. Also, you should define your vision and requirements - one of the essential components of success. 

According to Harvard Business Review, one of the unwanted issues in consulting is when most engagement centers on implementation, not a strategy. They further revealed that consultants come with a series of business knowledge alongside problem-solving skills. If you work with a partner with a sound understanding of your business, there will be invaluable contributions and insight into direct processes and the presentation of changes. Also, the presence of implementation accelerators to help you go live on time matters. 

Without a doubt, expertise in technology matters when choosing salesforce consulting partners. Even though one needs to know the experience’s intricacies to secure a strategic and valuable salesforce partner, not merely a system integrator. 

Salesforce Certification

The certification proves and validates the skill, knowledge, and experience of the Salesforce consulting partner to handle the implementation successfully. It also presents a terrific way to know that the partner is current and updated on the most recent practice. 

When it comes to Salesforce, there are five various certifications: 

• Certified Salesforce Developer
• Certified Salesforce Sales Cloud Consultant
• Certified Salesforce Administrator,
• Certified Salesforce Service Cloud Consultant
• Certified Salesforce Advanced Administrator

Your salesforce consultant should hold the Developer and Administrator certification. The scope of your needs, however, depends on other credentials you might need from a partner. 

Have a Definition of Success for Your Business

Deciding the meaning of success for your company is pertinent to selecting the best and most fitting salesforce partner. Also, an idea of what you intend to achieve, your overall goal will guide your search for the perfect salesforce partner. 

If you know what you intend to achieve, it will be easy to weigh the budget value when hunting potential partners. A business with no clear definition of success, goals, etc., will find it challenging to select a partner that will help. 

Here are helpful ways to set your team and partner for success:

• Identify your goals and how to measure project success.
• Know the team and business processes that will be affected 
• Identify and update stakeholders for each business process.
• Define your long-term salesforce business. 

It might not be possible to have these points completely set out before you consult potential partners. One of the things that set out the right partner is helping clients identify their requirements and narrow their goals. 

With this, make sure to engage your partner if you haven't defined your goals, or you can use extra help with it. 

Consider the Location of the Partner

Thanks to cloud technology, location is no more a barrier when working with various partners and clients. With Salesforce, one can easily have the implementation remotely. One, however, needs to be careful before making a choice. 

Suppose you are going to work with a salesforce company remotely. In that case, it makes sense for you to have an excellent ability to map the business processes internally that you will implement in Salesforce. One of the reasons for failure in the salesforce project is not because of the partner company, but because the company could not predict the business processes well, misinterpreted the requirements, or undermined the work needed to clean the data before integrating it into Salesforce. 

Check if they offer long-term support.

There is a shift in global economies with a series of unplanned events arising like the COVID-19 situation.  This is a reality for many businesses, which mandates them to try and achieve more with less. In need of new enhancement, dealing with a trusted partner who is not alien to your business practices is the way to go. When you consider many experiences today, many businesses have a greater chance of success when they have long-term cooperation to back up their essential services.

As a result, your salesforce partner should be trustworthy enough to employ their skills and expertise to bail you out of future issues. After implementation, your needs will likely grow, which increases your reliance on the partner since you hardly have anyone capable of help in-house. 

You can also check out more posts on updatedideas

Conclusion 

When you successfully integrate Salesforce with your business, it can mark the turning point for you. This process, however, requires that you know how to select the best salesforce partner that will be a perfect blend for your business. This article has shed light on essential things you need to know to make this happen.