In recent times, more and more businesses are adopting Salesforce to achieve better success. But to ensure effective implementation, you would require a reliable Salesforce consulting company or Salesforce partner. With the help of the certified Salesforce professionals, meeting the needs of your customers becomes easy.
Here are some of the best tips to help you find a reliable Salesforce partner for your next project.
- Consider the AppExchange Platform
The AppExchange provides a directory of Salesforce consultants with ratings. They provide different fillers and you can filter available consultants based on Salesforce expertise, industry expertise, regions, ratings, certified experts and consultant tier like registered, silver, gold, platinum or global strategic. AppExchange is one of the best starting points to make a list. On the basis of the reviews as well as the products of the Salesforce partners, you can choose the right partner for your business project. - Use your Network
Apart from the AppExchange platform, you can also use your network to find a reliable Salesforce partner. They can provide you with the required support and solve all your queries. By educating you about the potential Salesforce partners, they can help you in making the right choice.Also Read: How to choose a best CRM for your Healthcare organization
- Shortlist Partners
After you have collected a number of options of Salesforce partners from various sources, you can now shortlist the partners. On the basis of certain criteria like the partner’s location, experience, track record, industry specialization, and more, you can shortlist a few partners and collect more information about them. - Get to Know the Shortlisted Partners
To know more about the Salesforce partners, you can talk to them. You can take interviews with the partners and ask them specific questions related to your business project. Starting from their work experience to the number of consultants they have and resources, you can gain an idea about everything by talking to them. Also, find out about their competency in data migration and the time involved. Interviewing the Salesforce partners helps in narrowing down the list further by giving more clarity and will assist in making the right choice. - Ensure Salesforce Certification of Shortlisted Partners
There are many Salesforce development companies saying Salesforce consulting partner but just saying so is not enough. Salesforce certification validates if the employee has the Salesforce experience and knowledge to handle your implementation. It is necessary to make sure that the individual is up-to-date with the most Salesforce releases. There are different certifications that Salesforce offers: Certified Salesforce Administrator, Certified Salesforce Advanced Administrator, Certified Salesforce Developer, Certified Salesforce Service Cloud Consultant, and Certified Salesforce Sales Cloud Consultant. At a minimum, your shortlisted consultant should hold both Administrator and Developer certifications. The rest depends on your unique needs.Also Read: Top Benefits of using Salesforce for Nonprofit Organizations (NGOs)
- Get a Cost Estimate
Before you select a Salesforce partner, it is important to get the cost estimates from two or three potential partners. Make sure to prepare a budget or have an idea about current rates. It is important to know that cheaper doesn’t always mean better services. Before zeroing down on one Salesforce, consider doing some good research about the cost. Depending on your financial criteria, you can choose a reliable Salesforce partner. - Consider the Ongoing Support
Also, consider the project management methodologies of the Salesforce partners. Make sure that your partner provides ongoing support to help you with your future improvements in the project.
Considering all the tips mentioned above will help you in finding a reliable Salesforce partner. With a reliable Salesforce partner, you can easily implement Salesforce CRM and customize it as per the requirement of your business.
Are you looking for Salesforce consulting partner? GetOnCRM Solutions is a global Salesforce silver consulting partner based in California (USA), with offices in Canada and India.At GetOnCRM Solutions, We help customers to get their CRM off the ground with a professional implementation process catered to their specific needs. Contact us for any Salesforce requirements.
