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Looking For a Salesforce Consulting Partner? Check tips.
strike like lightning

Looking For a Salesforce Consulting Partner? Check tips.

5 min read

Table of Contents

Introduction

Salesforce takes a leading position as the #1 CRM provider for the seventh consecutive year. However, CIO magazine reports that around one-third of all CRM projects fail. This happens because it takes a lot of time to figure out all the benefits of Salesforce services for your business and carry out the necessary change management stages.

Fortunately, there are experts who can support you in customising your Salesforce CRM according to your needs. So, your main task is to find a professional Salesforce consulting partner.

There is a wide range of consulting companies, so you could be confused about which one to choose. In this post, you’ll find out what required competencies to look out for while searching for your Salesforce consulting partner. You’ll get to know not only the essential characteristics of a reliable Salesforce consulting company, but also which red flags to pay attention to. Moreover, you’ll get a detailed checklist with questions for potential consulting partners.

Key Attributes of A Reliable Salesforce Consulting Company

key attributes for a reliable Salesforce partner

Salesforce consultants can help to configure different blocks of a Salesforce platform, according to your business needs, using Sales Cloud, Service Cloud, Marketing Cloud, AppExchange marketplace, and other Salesforce clouds. You will find the main attributes, which you should pay attention to when you’re looking for a Salesforce consulting company, below.

Salesforce Consulting Partner Status

There are different Salesforce certifications, both on a company and personal levels. Take a look at your consultant’s tier:

  • Registered
  • Silver
  • Gold
  • Platinum
  • Global Strategic

Aside from a partner status, there is also the Salesforce certification for individuals. For example, Magicforce professionals have the following certifications:

  • Platform Developer I
  • Platform Developer II
  • Platform App Builder
  • Salesforce Administrator

Guides you to an optimal Salesforce solution

A Salesforce consulting company examines your business goals and identifies the real needs of your business; analyses the market, competitors, etc. and comes up with a tailored solution.

Makes sure the solution is technically sound

Salesforce consulting specialists guarantee the functionality and compatibility of a Salesforce custom solution. It means the project is built at a level where you can customise and scale it.

Great consultants will not only adjust the estimates if the scope changes, but they’ll also help to prioritise the scope and split it into milestones. We call it “the partner” approach, which goes way beyond the Salesforce status.

Less of an order taker and more of a partner approach

It is easy and relatively cheap to find great order takers: they will follow your guidelines and adapt the solution as you will tell them to.

But there’s a hidden issue with the order taking approach. When you’re dealing with a new software ecosystem, like Salesforce AppExchange integrations, or Einstein AI, you might be looking for an expert who can navigate you through. Yes, your consulting partner may tell you something, but a great Salesforce platform development partner will help you to navigate through, and maybe even to adapt your business processes.

Red Flags in Choosing Salesforce Consulting Partners

red flags in choosing Salesforce partner

Lack of information can lead you down the wrong road when choosing a Salesforce customisation consultant. There are some essential red flags that you should consider during your search:

No public client reviews

According to Reputation X, consumers read an average of 7 reviews before trusting a business. It isn’t a surprising fact. Customer feedback can tell you a lot about a company and the services it provides.

People usually leave reviews to share their personal experience of collaboration with a company - the pros and cons - and suggest improvements, if necessary. It’s a good opportunity for potential clients to see what the company can and can’t do. Moreover, you can observe how a company replies to their reviews and what tone of voice is used.

Consulting companies that use a transparent and honest approach when providing their services gladly show feedback to their clients. You can find a review section on their AppExchange pages or review sites, such as Trustpilot, Google Reviews, or Capterra platforms.

So, if you can’t find any public client reviews about the company, or see only good feedback, it looks suspicious. It can mean the company wants to demonstrate only its good sides, but hide its drawbacks. Anyway, it’s important to read reviews and form your own opinion about the company before approaching it.

No official relationships with Salesforce

To have an official relationship with Salesforce, a company should join the Salesforce Consulting Partner Program. Then, it gets a consultant status and can officially provide Salesforce consulting services. If a company isn’t an authorised consult partner of Salesforce, you risk getting bad quality services and be unsatisfied with a final solution.

Yes, companies can provide Salesforce development services without an official connection to Salesforce, but this connection serves as insurance that the client’s interests will be protected in case things go awry.

No certified people or hidden development team

A Salesforce consulting company should consist of professionals, who know how Salesforce and its related products function. All experts should have one or more Salesforce consultant status confirming their skills.

Try to avoid working with companies who:

  • have low online presence
  • don’t have their team showcased on their corporate Linkedin page
  • don’t have any official connections with AppExchange

No portfolio

It’s a common practice to showcase a portfolio of the company’s successful cases for prospects. You can see varied custom solutions, which can be similar to your business requirements, and decide whether you want to collaborate with the company or not.

In case there aren’t examples of previous work, most likely you’ll get a pig in the poke as a result. So, ask for the projects that were done to be provided, to understand their professional approach and overcome potential challenges.

No feeling of cultural match and communication

It’s important to speak the same language as the consulting company. It doesn’t matter whether you need help with Salesforce configuration management or Salesforce integration consulting, communication should be clear and understandable. Also, it’s an essential thing that the company understands a niche market, business challenges, and your personal goals. It simplifies communication and helps to achieve the results desired.

magicforce

Final Thoughts

Implementing Salesforce solutions is full of pitfalls. When you turn to a consulting company, you’ll avoid the unexpected difficulties and save yourself time.

Magicforce is your go-to partner in the matters of technical implementation, custom development and integration for the Salesforce platform. A team of Salesforce-certified professionals will be on hand to provide you with ready-to-use or custom solutions according to your individual business requirements.