Today, Salesforce has become an obvious choice for most businesses looking to implement CRM systems. It is used by thousands of companies worldwide.
Salesforce helps businesses close more deals, boost revenue, provide better customer service, and get customers a 360-degree view.
Salesforce is becoming a mission-critical front-office application for many organizations. To deliver accurate customer data and real-time insights, it needs to be well integrated with other enterprise applications. Furthermore, it must be optimized to provide the best-in-class user experience for better adoption.
According to studies conducted over the past decade, between 25% and 60% of CRM projects fail to meet expectations.
Hence choosing the right Salesforce consulting services is critical to get actionable insights and derive the outcomes necessary to maintain the competitive edge.
8 Ways to Find the Best Salesforce Consulting Services
1. Certification Levels and Salesforce Partnership Status
The Salesforce certification level is a good indicator of the Salesforce consulting company's level of expertise.
To choose a suitable Salesforce partner, you should consider,
- Technical Certifications
- Customer Success Rate
- Innovative Thinking
- Customization Offered
There’s a whole multitude of Salesforce certifications available, both at a company and individual level. Accordingly, you can evaluate the tier for your Salesforce consultant,
- Global Strategic
With a rapidly developing ecosystem of Salesforce consulting partners, the levels of expertise are based on a Partner Value Score (PVS) and categorized as Program Tiers (Base, Ridge, Crest, and Summit).
ISV, AppExchange, Reseller, and other kinds of Salesforce partnerships are also available. You can ask about the partnership levels and select the one who has a long-listed qualification and knowledge extension in delivering valuable projects.
2. Technical Expertise and Experience
It's essential to review your Salesforce consulting partner's project and industry experience. You can learn about their,
- Successful Projects
- Number of Licenses
- Case Studies
- Number of Clients
They should have a profile on Salesforce AppExchange with verified customer reviews, certifications, and customer testimonials.
3. Team Size and Expertise is Important
A Salesforce consulting services company must have professionals who understand the wide range of products Salesforce offers, and its partner ecosystem.
Understand if the team has diverse knowledge and expertise because when you hire a consulting company you are not hiring an individual. The partner must be able to pull in experts based on your needs and deliver the solution.
Don't forget to check out: Tips for Customizing Web-to-Lead Forms in Salesforce
4. Understand ROI and Budget for Your Project
Budget is always an important consideration, however, remember cheapest is not the best. A Track record of delivering the projects and stepping up as a strategic partner are more important considerations.
Evaluate the Total Cost of Ownership (TCO), considering product licensing costs, employee time, and maintainability. The cost of data migration, adoption, and change management should also be assessed.
Also, ask them about the expected ROI of the services they put into implementation. All these aspects influence your choice of Salesforce consulting partner and give you a rough estimate of how much you'll need to spend.
5. Check the Level of Engagement and Support with Customer
It is critical to keep your business relevant in a constantly changing and evolving platform; thus, you must choose a Salesforce consultant who will provide round-the-clock support and engagement and facilitate seamless business growth.
Make sure that the Salesforce consulting company maintains its maximum engagement from customization, long-term support, successful adoption, and implementation. The level of involvement of the consultancy through the customization and implementation can make or break the project.
Also, a common language for communication remains the most important thing for straightforward communication.
From Salesforce configuration management assistance to Salesforce integration consulting, communication should be kept clear and easy to understand.
They should understand your relevant market, business challenges, and business goals. It is better to engage with Salesforce consulting services, which can support the business enterprise from process execution to process changes depending on emerging needs.
Choose a company that has built-in instruments for proactively assessing risks and providing quick resolutions.
6. Synchronization of Your Needs with the Consultancy's Mission and Vision
It's always best to start the process by clearly stating what you want to accomplish through their services for your business.
Determine your mission and targets, business needs, the teams and business operations that will be affected by changes, your long-term vision, and the anticipated outcome.
A long-term strategic partnership is possible if your Salesforce consulting partner has a mission and vision that goes hand-in-hand with your business needs. It is best to begin by clearly stating what your vision is and what defines your business’s success.
Define your goals and objectives, draw up a list of your business requirements, and choose the one that stands up to your expectations.
7. Approach of Implementation
When searching for the best Salesforce consulting company for your business, it's important to know their expertise in Salesforce implementation services. And how they will help you achieve your business goals by strategically utilizing Salesforce’s potential.
The roles and responsibilities of the Salesforce partner must be clearly defined first. Learn and understand about their,
- Service Level Agreement (SLA)
- Turnaround Time
- Risk Assessment Plan
- Project Management Methodology
- Involvement of Any Services with 3rd-party Add-ons
- Services Delivery Time
- Resolution of Issues
8. Word-of-Mouth Still Works the Best
The easiest of all the ways is to check for their customers who have had first-hand experience of working with the Salesforce consultant.
Probe their work methodology and the benefits sought on the customer side. You can check for reviews on AppExchange and get references from their ongoing clients.
Hiring a Salesforce consulting company can be a hefty expense, and choosing the right one will only turn it into a business asset.
Bolt Today is a certified Salesforce partner that operates with a "User-First Methodology" and focuses on driving maximum ROI for your business. Reinforced with design-led thinking, an approach that aligns our action plan with your business goals to achieve tactical transformation through Salesforce.