What are the Things to Look for in a Salesforce Consulting Partner?

Salesforce is a CRM software adapted for a variety of tasks in businesses and organizations. Whether for B2B or B2C, Salesforce unleashes a variety of strategic business benefits and advantages.

However, for Salesforce Implementation Services USA, availing detailed and comprehensive expertise in the industry is not new. Yet, from time to time as with all technology, the fundamentals can easily become revised and therefore the basics and standard indicators turn obsolete. So, what top pointers and indicators are vital while looking for a Salesforce consulting partner? Let us find out below.

Top Things/Indicators to Look for in a Salesforce Consulting Partner

1. Salesforce Certification

Salesforce Certification is a vital indicator and factor to look into when choosing the right Salesforce partner. The standard Salesforce certification program is quite strong and advanced that it gives credentials for Salesforce Administrators, Developers, Consultants, Architectures, and Marketers.

Additionally, this is a reliable metric to identify whether the prospect has up-to-date information and knowledge of the most recent Salesforce release. That means, at the lowest level of consideration, your partner should have both Salesforce Administrators and Developers Certifications.

2. Ratings/Reviews and Budget Specification

The best Salesforce consulting partners share their knowledge, ratings, and reviews. That helps in finding genuine, experienced, and well-documented consulting partners.

Moreover, high-qualified consulting partners work on deadlines in pre-agreed budgets. The budget specification sets the work tone on both sides when it is at mutually acceptable ranges.

3. Onboarding Process

Salesforce consulting partner must lay out their precise process for the client from start to finish without ambiguity. Clients are entitled to question potential consulting partners if there is a well-defined process covering each step of the way. This process may entail:

Initial Engagement – start, define objectives and success criteria, start modes and communication frequency.

Requirement Gathering

Change Control Process

Solution Delivery and Testing

Documentation and Training

Go Live Process and Support

Knowledge Transfer to Internal Team

Measuring Success

Ongoing Support.

4. Project Management Methodology

Knowing the project management methodology of your consultant pertains to work convenience, cooperation efficiency and removing all obstacles for work to be done on and in time.

It’s good to know and confirm from a potential consulting partner to avail their detailed support policies and procedures. A documented process for handling customer problems and dedicated account managers are signs of accurate and mature project management.

5. Completed and Launched Projects

A completed work portfolio is of great significance in the professional services domain. Similarly, it is vital to ask your potential consulting partner for references and examples of completed and launched projects. This helps evaluate the total work experience which helps your company on some projects. It also enables or adds the ability to talk with references and ask pertinent questions about the work experience with the prospective consulting partner.

6. Consulting Partner Team Size

The success rate of a project depends on the appropriate mix of personnel. So, it is important to understand whether a Salesforce partner has sufficient team to deliver the project on time. It is also important to understand if the partner has experienced Business Analysts, QAs, Developers, Admins, and Consultants. After being assured on this, you can proceed to the next step.

7. Grasp of Client Business/Level of Project Engagement

Does the consulting partner have a clear grasp of your business? Its constants and dynamics. Is he/she well acquainted with the shifts in the industry? Whereas several consulting partners work at preset periods or deadlines to complete the project, their ultimate goal is to know the core problem, provide absolute complete solutions in the set timeframes.

The best of professional consultants look at the bigger picture like trying to know what your business is looking to achieve with the project. The best of expert Salesforce consulting partners are methodical, thorough and don’t abandon clients immediately after their contractual period terminates. It is good to know the potential partners level of knowledge of your industry, level of engagement and their views on long-term client value after project execution.

8. Creativity and Complex Problem Solutions Skills

Inevitably, skills are a boon in the ever-evolving technology domain. Learning and knowing these extra abilities of your potential consulting partner is critical. For instance, is the consulting partner ability to customize through creativity and complex problem-solving your businesses unique needs? If so, how and for what duration of time?

Every business has specific issues. Consulting partners must have a detailed plan to solve your business issues with clarity and conviction.

Summary

It is obvious that every business and organization has specific and precise goals and objectives it wants to accomplish. For Salesforce Integration Services USA, knowing fully well and adapting these goals and objectives sits at the heart of a well-conceptualized and executed search of the best consulting partner.