What to look for, in a Salesforce Consulting Partner?

Posted by Bookyouroffice on October 12th, 2019

Deciding to go with Salesforce as one’s CRM software is quite an obvious choice considering the fact that Salesforce is a leading name in the CRM software market. But, the problem occurs when it comes to the question of planning on implementing the Salesforce CRM into your system? Though it might seem easy and more economical to “DIY” the whole CRM implementation program, it is highly recommended to implement Salesforce with the help of expert consultants.

But when you set out, looking for experts, you will have hundreds of Salesforce providers in the market, with competitive pricing and promising benefits and not selecting the right Salesforce consulting partner will make things more difficult, than easier for you. We have listed out here the five key points to consider while selecting a Salesforce Registered Consulting Partner for your business.

  1. Salesforce Certifications

Since the majority of Salesforce Registered Consulting partners in california claim to have Salesforce “certified" employees on their team, it is, therefore, essential to ensure that the consultants are not just Salesforce certified, but are also thorough with the core technology and proficient with all latest Salesforce advancements.


  1. Implementation Experience

The questions that one need to ask are:

  1. How many Salesforce projects have they successfully carried out? 

  2. How recent or old are they? 

  3. What do clients say about them?

  1. Industry / Domain Expertise

It will then be easier for you to implement Salesforce, suggest changes, integrate and customize your CRM requirements if the Salesforce Consulting Partner has a fair understanding of your domain and industry and someone who has done similar projects in the past and can handle your business requirements efficiently. 

  1. Value for Price

When one decides to implement Salesforce CRM in their organization, it raises a need for detailed planning and budget to estimate the CRM requirements, the costs of Salesforce implementation, integration and training. And an ideal Salesforce partner in new york will not only help you plan your budget but will also carry out the implementation efficiently around a fair budget within stipulated timelines.

  1. Long-term Support

A successful CRM project and an investment in it is not just confined to implementation and training, but it is a long term business strategy and leads to a phenomenal organizational change. Several aspects including, but not limited to, CRM maintenance, technical or admin support, and system upgrades.

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Joined: October 12th, 2019
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