Top 12 Tips To Find The Right Salesforce Consulting Partner

Salesforce

5 MIN READ

April 20, 2021

Top 12 tips to find the right salesforce consulting partner

Salesforce is undoubtedly the best CRM in the world with its vivid features and plethora of benefits for organizations. At the same time, Salesforce acts as a guide for businesses in numerous ways. Integrating Salesforce in your business is one part but making the best use of the CRM is another. Many companies fail to extract all the benefits that Salesforce has to offer. So, what could be the best way possible to use Salesforce? Well, hiring a Salesforce Consulting Partner should remain at the top of your priorities when using Salesforce. 

What Is A Salesforce Partner?

A Salesforce Consulting Partner can be demonstrated as an expert guide with a deep knowledge of the functions and properties of Salesforce CRM. The expertise that this particular entity carries in the subject will help your company to make the best use of Salesforce CRM. Apart from that, a Consulting partner will also influence your decision-making with quality inputs backed by a plethora of experience. 

How To Find A Right Salesforce Consulting Partner?

Since Salesforce CRM is globally present in the market, you will come across plenty of Salesforce Consulting Partners. This makes it difficult for the companies to select the best one out of the lot. So, how will you find the best Salesforce Consultant for your company?

Well, here are the top 12 tips that will help you find the right Consultant for your company

 

 

1. Start With An In-Depth Research 

Google Search has to be the first option when looking out for a particular service. A Consulting Partner Search is no different from that. You have to list down the possible options and go through their websites, blogs, e-books, and case studies. Don’t forget to refer to different websites to cross-check the data updated by the service provider. 

2. Include Salesforce As A Part Of The Research

When you hover over the Salesforce website, you’ll find several companies as Salesforce Partners. These companies are recognized by Salesforce for the quality of their service. Therefore, you can simply add many Consulting Partners from that list based on other parameters, as well.  

3. Use Your Network 

Contact with your own network and extract the service providers as per their suggestions. Now, the person you are contacting might be familiar with a perfect Salesforce Consulting Partner for you. Otherwise, you can always add the suggestions to your list and compare them with the parameters you’ve decided to go with. 

4. Have Patience While Going Through Options

There might be times when you are reading about a particular consultant and a point or two triggers your instinct. Now, this will surely be a regular case as most of the companies emphasize on the content they are writing or showing through videos. What you need to do is continue your search and compare with several other options in the end. 

5. Consider Industry Experience As A Parameter

You will definitely come across Salesforce Consulting Partners with more than five or even ten years of experience. However, the experience holds no value if you are an Automobile Firm and the industry they are dealing with is FinTech. So, you should consider industry experience as one of the major parameters when you are on a mission to find a Salesforce Consultant.  

6. Heavily Rely On The Customer Ratings

One of the best ways to judge any service provider is by the customer response they receive. Almost every company prioritizes their customer service interaction, Salesforce Consultants has to be on the top. Therefore, feedback, reviews, customer stories, and even complaint redressal should be taken into account before a conclusive decision.    

7. Be A Part Of Discussion To Find New Facts

Whether you are the owner of the company or an employee, you must be having several acquaintances in other firms. Asking for helping regarding a Salesforce Consultant Service might demean the value of your company. However, you can start the conversation of the related topic to dig out certain facts for your help. 

8. Ask For Certifications

Every Consultant is rewarded for their top-notch service in the form of certifications. Now, the certification can vary from Certified Salesforce Partner to ISO Certified. More number of certifications will reflect high appraisals. Therefore, always ask for certifications from the entity you are meeting with. 

9. Team Size Should Be Another Parameter

Although it cannot be termed as an active parameter but the team size impacts the service behind the doors. If you find a Salesforce Consultant with a team of more than 100 people, you will receive an end-to-end quality service. Additionally, at least one member of their team will have the solution for your query during the consultation period. And, that’s what you want!  

10. Don’t Fall In The Trap Of Economic Services

Undoubtedly, you will be attracted by many economical services which offer ‘The Moon’ at that price. However, you need to understand that Salesforce Consulting Services do cost a high amount if quality is on your bucket list. So, don’t fall for the trap of these economical services, as there are none! 

11. Look Out For The Support Structure

Once you hire a Salesforce Consulting Partner, the entity should stand by your side whenever you require. What you can do is look at the support structure of the particular consultant. Whether they offer 24×7 support or not? How much involvement are they willing to offer? Questions like these should be answered and matched by your requirements. 

12. Invest Your Time With The Salesforce Consulting Partner

After you’ve finalized the Salesforce Consultant, you should invest your time with the entity. Extracting benefits from Salesforce requires time. Therefore, you should not judge the service provider based on the initial months of their service. Give them time to settle in and target a long-term partnership by working together. 

In The End

We’ve already discussed the importance of the Consultation Service in the ‘What is a Salesforce Partner’ section. Therefore, these top 12 tips will help you find the best Consultant out there for your company. By the way, we can save your legs by introducing you to Ksolves. If you consider these top 12 tips or any other, Ksolves will surely come out flying colors. Contact us to learn more about our Salesforce Consultation Services!   

Contact Us for any Query

Email : sales@ksolves.com

Call : +91 8130704295

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Selecting Your Salesforce CPQ Consulting Partner: Top Things To Consider

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AUTHOR

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Md. Asad Khan

Salesforce

Md. Asad Khan, an expert Technical Project Manager at Ksolves, who is a certified Salesforce architect at Ksolves, brings 7+ years of experience. He specializes in FSL, B2B, Service & Sales Cloud, and Non-profit cloud, excelling in APEX, Aura Component Framework, Lightning Components, Triggers, Visualforce, and creating insightful dashboards and reports.

One thought on “Top 12 Tips To Find The Right Salesforce Consulting Partner

  1. I enjoyed reading your articles. This is truly a great read for me. I have bookmarked it and I am looking forward to reading new articles. Keep up the good work!

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