Thinking of considering CRM implementation without a Salesforce consulting partner?
Triggered Warning: It may cause a huge investment loss and operational headaches. While software implementation is not a rocket science, navigating its complexities requires more than just basic knowledge. You need seasoned experts who can clear the fog of complications and provide a tailored solution, thus maximizing your investment.
However, with countless firms claiming to be the best, how do you cut through the noise? We’ll equip you with some tricks and tips, helping you connect with the best Salesforce consulting provider who truly delivers.
What are Salesforce Consulting Partners?
Salesforce consulting partners are firms or companies licensed by Salesforce to implement, deploy, and configure its CRM for businesses worldwide.
Besides, these partners ensure data cleansing, app integration, training, etc., to ensure that businesses utilize Salesforce to the full extent.
Tips to Choose the Salesforce Consulting Partner
Most of your business’s growth depends on the right Salesforce consulting partner. So, ensure to find the one by acting upon these tips and tricks.
- Conduct your own research
Not all Salesforce consulting partners may suit your unique business needs. That’s why it is critical to conduct your own in-depth research. It will help you learn about their case studies, articles, and other information that match your verticals.
- Ask your peers
Look around, you will definitely find some peers who have already implemented Salesforce. Consider their unbiased opinions and get insights on the cost and time required for the entire setting up procedure.
- Get a list of consultants
Now, prepare a list of consultants who have expertise to integrate the software as per your project type. Once done, connect with them and ask questions like:
- Did they work on a similar project?
- If yes, what was the success rate?
- Do they possess any industry-specific knowledge?
- Look for Certification
While collaborating with these partners, you need to look for their certifications like:
- App Builder
- Marketer
- Salesforce Administrator
- Pardot Expert
- Implementation Expert of Consultant
- CPQ Specialist
- Architect
As these certifications signify one’s specialization in a particular domain, you will assess which consultant you should consider.
- Evaluate project demos
Don’t get trapped by the fancy proposals. Instead, analyze consultants’ project demos and proofs of concept. This will help you better assess their capabilities in delivering your goals and objectives.
- Don’t get overwhelmed
A partner asks cross-questions only to learn more about your business processes. If you ever encounter such a consultant, you are in the right hands. With multiple questions, they understand the loopholes and key challenges associated with Salesforce installation, helping them prepare strategies to overcome the same.
- Analyze Services and Offering
The salesforce consulting partner must provide services and offerings like assessment, designing, development, implementation, training, etc. These services help you cater to all your business needs and requirements, even if you need some customization.
- Read Client Testimonial
Client testimonials are another critical factor that drives you towards the best Salesforce support. They serve as authentic social proof for consultants’ past projects and products delivered till now. Moreover, you will get the reliability and credibility of the firm.
- Choose Pricing Model
Lastly, consider the pricing and engagement model. While some partners charge on an hourly basis, some prefer fixed pricing. It is totally up to you which model you want to choose. However, ensure the opted model is transparent and clear, with no hidden or additional costs.
Benefits of Having a Salesforce Support
Neglecting the benefits of Salesforce lightning services can hinder your ability to choose the best consultant. That’s why we are here with these essential advantages of working with Salesforce consultant partners.
- Customized Solutions
One size does not fit all, and that’s why businesses worldwide prefer customization. The right consultants understand your unique goals, challenges, and processes. Thus, they deliver the right tool for your needs.
- Accelerated Implementation Timelines
A prolonged implementation process can hinder productivity and profitability of an organization. This makes it essential to leverage Salesforce lightning services from consultants who ensure smooth and quick execution.
- Seasoned Professionals
The expertise of Salesforce’s seasoned professionals extends beyond the technical realm. They deeply leverage industry trends, navigate challenges, and conduct tests, thus unlocking a world full of growth opportunities.
- Continuous Support and Maintenance
The role of salesforce consulting partners does not end but start from the initial implementation but. Whether it’s about scaling the platform, troubleshooting issues, and syncing data, these consultants provide their ongoing support and maintenance. They act more as strategic allies throughout the Salesforce journey.
- Measurable Metrics and KPIs
Investing in Salesforce turns profitable only with the commands of Salesforce consulting partners. These experts align the CRM strategy with key performance indicators. You can evaluate those metrics and KPIs for improved sales efficiency and streamlined processes.
Conclusion!
Salesforce consulting partners are catalysts that help organizations with seamless implementation and streamlined processes.
From strategic planning to continuous improvement, these partners deliver excellent customer services across all domains. Still confused or would like to learn more from the partners themselves? Get in touch with Girikon—taking the game of Salesforce implementation to newer heights.
