When choosing a Salesforce Partner, you have so many options in the Salesforce App Exchange that choosing the right partner can seem daunting. Here are some important things to consider to help you choose the right Salesforce Consulting Partner.
About Info: Rithom has been a Certified Salesforce Partner since 2013, focused on creating, educating, and optimizing IT and Marketing solutions to help our customers reach their full potential.
Do Your Research and Define Your Needs
What exactly do you need from your Salesforce CRM tool? – Understanding your business's needs provides clarity when communicating with potential Salesforce consulting partners.
Salesforce offers various products to meet your diverse business needs. Some of their offerings include Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Field Service Lighting, Experience Cloud Communities, Commerce and more. Researching Salesforce's offerings will help you determine what services will help you accomplish your goals and be prepared with the right questions to ask your potential Salesforce Consulting Partners.
Many business needs are not unique and, in some cases, have been thought through by Salesforce. Try looking for case studies of Salesforce implementations and configurations related to your industry and business needs. Most Salesforce Consulting Partners include case studies on their websites. Here is a link to Rithom's Case Studies.Utilize Salesforce Resources
Salesforce provides many resources to put you on the right track when searching for a partner. You can view Salesforce community forums, the AppExchange, or speak directly with your designated Account Executive.
When speaking with your Salesforce Account Executive, provide them with a list of your goals and requirements. Once they have the necessary information, they can suggest some Salesforce partners that have experience with the use cases for your business’s needs.
Look for Business Process Professionals
A great Salesforce Partner will examine your business goals and identify the real needs of your business, analyze the market, competitors, and come up with a tailored solution for your business model. All Salesforce Partners have the ability to be order takers, but finding a Salesforce Partner who will go beyond doing only what you ask of them is essential.
Research Reviews and Testimonials
Salesforce Partners can gather client reviews through Salesforce's AppExchange. The AppExchange reviews are visible to the public and provide an overview of the Salesforce Partner's specialties and credentials. Make sure to read the reviews of your potential partner to determine if they are a good fit before proceeding.
Additionally, Salesforce Partners often showcase customer testimonials on their websites. This is an excellent place to gather feedback when considering a Salesforce Partner.
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Look for Certifications
Salesforce Partners are crucial to the success of the Salesforce ecosystem. Salesforce certifications validate the authentic Salesforce partners and consultants and categorize them based on their areas of expertise. When searching for a Salesforce Partner, it is crucial to choose a certified Salesforce Partner.
Evaluate the Value of Your Project and its Costs
Just like the old adage, 'You get what you pay for', costs will vary based on the scope of your project, and choosing the cheapest Salesforce Partner isn't always a wise decision. It is a matter of the value you're getting for your work.
When reviewing quotes from Salesforce Partners, it is important to understand that Salesforce projects can be pricey. Still, their benefits outweigh their costs when looking at the bigger picture of improving your business processes.
Determine Who Does What
You and your Salesforce Partner will need to define the essential roles related to your project, which may include those acting as your Project Managers, Subject Matter Experts, Account Executives, Solution Architects, Customer Success Managers, etc.
Go for Long-term Engagement and Support
Finding a Salesforce Partner that can offer long-term support and account management is crucial for continued success. Often, Salesforce users need guidance, support, and enhancements beyond their initial implementation. A long-term working relationship will provide long-term value.
Conclusion:
Choosing the right Salesforce Partner can take significant time and effort. Always ask the right questions and be transparent about your objectives and expectations. Transparency will ensure project success and can help lead to a long-lasting partnership with your new Salesforce Consultant.
Why Choose Rithom?
Rithom has been a Certified Salesforce Partner since 2013, focused on creating, educating, and optimizing IT and Marketing solutions to help our customers reach their full potential.
Rithom is Salesforce certified and has completed 100's of projects related to Marketing, Sales, Operational Efficiencies, and Integrations with your other key platforms.
Every project we take on is unique, and we believe in developing relationships to understand your vision for the future state of your business. We use our expertise to push back, challenge, and offer guidance and alternative solutions to help you unlock your business transformations. We are confident that our proven process can successfully tackle any challenge to help your business reach the next level.