6 tips for choosing a Salesforce consultant

  • Jun 15, 15
  • Geraldine Gray

If finding the right Salesforce consulting partner sounds like an epic pursuit, don’t fret there’s no need to be bewildered. You are not hotfooting it alone and folks across the globe find it equally as nerve-racking. Endiem has encountered many customers who endure this dreary maze every day so here are six guideposts to help you emerge successfully and pick the best in the business.

1. Find a trusted partner

With the demand for experienced Salesforce consulting partners surging exponentially a whopping number of novice consultants are springing up. Placing trust in the wrong Salesforce consulting partner can cause your project to suffer.

So when reviewing a potential partner be sure to uncover their record track before scheduling an actual meeting. Search for the consultant on LinkedIn and see who you’re related to. Browse their website, skim their content and look for experience in industries similar to yours. A trusted partner will acquaint you with the players and processes that lead to success. The right consultant will also illustrate a long-term vision along with the ability to scope your Salesforce project appropriately irrespective of your company’s size or software experience.

2. Seek referrals within your network

Use your network to find a recommended expert. When scanning your network, look out for businesses of same size and requirements because this will arm you with critical stats and facts about different Salesforce consultant types. You will be amazed at the resources and data about potential consultants that your network can offer.

3. Understand the partner’s ideology

Make sure to understand the business ideology of your Salesforce consultant so that you end up with a feel-good outcome. The expertise of a trusted partner might be showcased by their iterative and collaborative approach to develop consistent, efficient and practical solutions that scale with your business.

4. Location, location, location

Some regions prefer a local partner so that they have “one throat to choke” (Houston is certainly one of those towns!) but many industries, especially high-tech, prefer to work with a best-of-breed, highly-recommended consultant regardless of location. An experienced Salesforce consulting partner typically takes local and remote projects euphorically minus any qualms and has delivery methodologies to suit both. Location is not a hindrance for Endiem consultants because our tools enable us to work with customers remotely from project planning to deployment and post-implementation support.

5. Consider methodologies

Each Salesforce consulting partner embraces a distinct project methodology. This infers how the partner channelizes your project, assesses your business processes, comprehends your system, guides your employees and more. Project methodology might involve an agile or a waterfall framework so give serious consideration of existing project methodologies which deliver success in your organization now and think about how a new Salesforce partner can fit in with what you know already works.

6. You need a quiver of project tools

A great Salesforce implementation partner stays abreast of the latest cloud tools and technologies so that they can make best practice recommendations. The right consultant will also employ multi-purpose, cost-effective and time-efficient tools for a range of Salesforce prescribed services for implementation, strategy, CRM data migration, development, system management and training. These tools simplify your everyday Salesforce experience, boost productivity and drive the predicted operational and sales results.

A Salesforce consultant is your trusted partner for your entire CRM journey. It is imperative to choose a team that you can bank on, listens to you earnestly, suggests best practices and goes hand-in-hand with your business pace.

Feel free to contact us if you are embarking on your journey afresh or even if you’re lost midway!

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