How to Choose the Right Salesforce Partner for Your Credit Union

As credit union looks to provide their members with traditional banking services and other financial help at no cost. It is also essential that they look into finding the right Salesforce partner to ensure that they can build and grow while rendering these beneficial services. There are many advantages to getting a Salesforce partner. One of that is how it reflects on your work and the commitment that it shows to your customers.

Taking this step might require some deep thinking from you, mainly because of the uncertainties surrounding the business clime. But then, it is a chance for you to do better and be more effective in delivering your services. The truth is, there is no better time to improve than now. Since you are still going to invest in Salesforce investment, why not do it now?

What you need is to make the right decision on who will be your Salesforce partner. To ensure that you can get the best from your Salesforce investment, we have this article from an essay writer at a paper writing service to help you choose the right Salesforce partner for your credit union.

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Make Sure That You’re Well Informed Before Making A Decision

Some things are non-negotiable during this process of finding the right Salesforce partner if you are going to enjoy all the benefits in this partnership. It would be best if you had an experience, a perfect understanding of how things work, and constant engagement. All of these will allow you to enjoy all the potentials in a Salesforce partnership. However, many credit unions do not have this.

This is not the type of process that you will want to take too much time on. It will help if you are timely because you might need everything set up and running as soon as possible so that you can maximize your organization’s potentials with its capabilities. This is why you need an implementation partner that understands everything with Salesforce and will be able to use the tools available efficiently to suit the needs of your company.

One common feature of the Salesforce partner program is its wide range of Salesforce consultants and its ecosystem. Also, it is the more reason why you need to find a partner that fits right for your credit union and will help you reach your goals and objectives. However, this is a challenging thing to do.

Streamline Possible Salesforce Partner and Get All Necessary Information About Them

The good thing is that it is easy to access the case studies and track records of all Salesforce consulting companies. This means that you have to be diligent enough to conduct proper research before choosing. While you must not waste time with your decision, you also do not want to rush things.

Also, you are likely not the first credit union to choose a Salesforce partner, and you are not the first with the business requirements that you have. This means that you have to scan through your network in search of referrals. This is an excellent way to streamline your possible Salesforce partner. There are credit unions about your size that has done this at some point, ask them for data, recommendation, and stats of your potential partners.

There are also Salesforce resources such as official community forums, the AppExchange, and your Account Executive on Salesforce. The AppExchange, for instance, will show you the aggregate of the customer ratings over the previous 18 months for certified Salesforce partners. These ratings are updated regularly, and you can also get them straight by the customers. You can go through the forums and the trailblazer Salesforce community for first-hand recommendations and advice from other people. Then your Account Executive has to help you find the best fit of the potential partners for your case.

You will also do yourself some favor or assignment help by checking the company’s portfolio, references, and websites for a Salesforce consulting service. There are also research portals such as Gartner, and Clutch that you might want to check before deciding on your Salesforce partner. Speak with their references too, ask them if they were satisfied with the projects they executed, how well communication went, how they were able to work within budget and timeline, and their values and vision. You have to be thorough with everything. It is a good thing that you have a plethora of information available to you. So, you do not have an excuse to select and settle with an unsuitable partner.

Choose A Partner That Has Relevant Experience

The right Salesforce partner for your credit union has to have experience working with similar companies and another credit union with the same size and structure as yours. To be successful with your implementation, you must have a knowledgeable consultant who understands your organization’s requirements and domain. Choosing a partner who has experience working on projects similar to yours means that they have some expertise and can help you save time and money.

For you to be sure that they have relevant experience, ask them for demos, case studies, and proof of concept (POC). Although projects are different from one another, and every project has its unique challenge, experienced consultants already have a framework with which they can work. This will allow them to prepare a plan of action very quickly while also meeting other requirements.

You have to look at how big your credit union is too. Big organizations that have a significant and complex IT structure would need a more prominent Salesforce consulting company to help them handle the tasks with them appropriately. Meanwhile, it is only ideal for smaller companies to employ a corresponding small company, too, that has the resource required to make all the implementation a success.

Check out another amazing blog by Alice here: Salesforce Tips and Tricks for Data Integration

Avoid yes-men

The point in bringing a consulting partner is because they have a level of competence that you do not have within your organization that can help you. This is why you must avoid bringing in the yes-men. People who are more than ready to agree with whatever you think or say or every action you propose even if it is not the best step.

Your consultant has to be able to ask questions and examine your business very profoundly. It must be someone that is not afraid to suggest a different route from yours, even if it is the harder route, and are not scared of being at the forefront of it. This is another reason you must make sure that the Salesforce consultant you partner with is well experienced. They would have seen failure because of data management and the wrong business process. They would have also seen businesses make the right moves and succeed. So, they will draw from this wealth of experience and knowledge to help you avoid inevitable mistakes you would have made.

Conclusion

Choosing the right Salesforce partner for your credit union difficult to do, especially considering the large number of them available and the number of criteria you would be using to streamline your choice. Other things that you have to consider are their values and strategies, certification, and the possibility of building a long term future with them.