Pick the Right Salesforce Consulting Partner (Handy Checklist)

published on 05 July 2022

Every business is different and comes with a distinct set of specific needs. At the same time, the market environment is dynamic and ever-changing. With all the ongoing changes it's important for businesses to adapt and adopt technologies that can help them in the long run. This is where Salesforce consultants step in. They specialize in different Salesforce products and are on top of the latest product features and changes. What's tricky is, how do you find the consultant that's right for your business. 

Before we take a look at the checklist, here are some of the steps that you may have to take 

Figure out your project cost

Each consultancy has different pricing models. Figure out your project needs, the expected timeline, and how much budget you have. Having clarity at your end will ensure that you avoid ambiguity when conveying your needs. Look for a long-term relationship with a consultant partner, as Salesforce implementation takes time and results can be witnessed over a period of time.

Do your research

Before looking for a partner right away, learn a little about Salesforce. Understand the different products, and features and familiarise yourself with the platform. That way when the consultant is giving your suggestions you won't sit blank. You will also understand what Salesforce products will be right for your business problems and you can tackle those right away. 

Communicate Clearly

Create a list of questions before getting on a call with a potential consultant. Make sure that the consultant truly understands our needs and isn't just saying "Yes" to every need. The right partner will be honest with you and will convey what can be done and what cannot. 

Long-term support

Find a consultant with the intention of working with them for a minimum of 6 months. Figure out if they are capable of providing support for the long run. Hopping from one consultancy to another is a huge waste of time and effort. A long-term relationship will allow you to properly measure value addition.

Now that the basics have been taken care of we can move on to the quick questions your team can ask itself before you go Salesforce consultant hunting. The process of selection will vary from company to company. However, below is a list of common checkpoints you can take into account before making a decision.

You can also treat this as a handy checklist

  • Do they have pay-as-you-go pricing? 
  • Do they provide resource planning resources as per your changing business needs?
  • Do they have training facilities for you and your team?
  • Do they have a team of consultants across different positions such as administrators, developers, consultants, and marketers?
  • Do they specialize in your industry?
  • Do they provide on-demand salesforce services?
  • Do they provide post-completion consultation?

Cognate: Your trusted Salesforce Partner

Cognate can help with your Salesforce products implementation: Salesforce is a holistic platform and it's constantly updating its features. To ensure that you can reap the most out of this, you can look at a trusted Salesforce partner. A salesforce implementation partner helps you save time and costs by filling in the technical gaps. Cognate works with companies to ensure that they can reach their salesforce goals in a simple and organized manner. Connect with our team today  

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