How to Find a Certified Salesforce Partner
With more than 150,000 customers and a total subscriber base of almost 4 million, Salesforce is clearly the leader in CRM space and the best solution to build your business on a single and secure platform. But implementing Salesforce or trying to optimize while navigating through hundreds of features and the comprehensive suite of applications can turn into a real struggle.
Fortunately, finding the right Salesforce partner ensures that you get the most from your Salesforce investment, avoiding the gaps or inefficiencies while you fully explore its amazing configuration. As Salesforce themselves will tell you “the quickest way to implement, customize and extend the functionality of Salesforce is to use a consulting or application partner”, so the only question that remains is how do you find that partner that helps your business grow.
There are some essential key steps to follow in this direction but before you start looking for a Salesforce partner, make sure you deeply analyzed your true reasons and motivations in the future partnership. It’s always better to know what you really need from your Salesforce partner before asking for tailored solutions.
Make a Shortlist of Potential Salesforce Partners
- Select at least 10 certified partners from App Exchange or references from your network.
- Check the Salesforce partners’ online reputation and pay attention to their website content: services offered, updated blogs, white papers and available resources. Look for consultants that share your values, match your vision and have a visible brand.
- Issue a Request for Proposal: reach out to the potential partners giving a short self-introduction, the services you are looking for, available funding, tasks to be performed by the winning bidder and timeline for providing finished work.
- State your financial capabilities: in your discussions with the potential Salesforce partners you need to include the budget. Telling the budget means letting them know what they can provide at that price. Don’t waste time encouraging proposals that you can not afford. By stating explicitly what you want to pay, the potential partners will compete with each other for what they will offer you at the same price.
- You are not the only one with an evaluation matrix, Salesforce partners might as well collect information about you before answering to your Request for Proposal. During the first steps of the communication process tell them your goals, your concerns and the relevant details of our business.
- Don’t push the Request for proposal follow up the process: some companies will offer to arrange a personal meeting, while others will just offer to speak over the phone. Don’t expect a rapid proposal, usually they need a deeper understanding of your business before submitting a proposal. Although forcing a request for proposal is tempting, better wait for the interested candidates to initiate the proposal discussion.
- The most cost-effective bid is not necessarily the least expensive bid: be aware of potential Salesforce partners that promise you the same quality of work and resource availability at less expensive than the average hourly rate partners because you risk a partnership with serious shortcomings.
Perform a basic company expertise screening
- Ask for case studies, metrics, analytics, reports and take a look at their measurable results. It is said that a business partnership is like a marriage, it often begins with enthusiasm and high expectations only to end in bitterness and legal proceedings.
Find out as much as possible about the potential Salesforce partners’ implementation experience, their service framework and types of organizations they served. It’s important to know how many projects they’ve delivered, for how many clients and what is the profile of a few notable beneficiaries.
Define Roles and Responsibilities
You and the Salesforce partner are a team: the most effective teams, the ones that are high-functioning and productive, all have one thing in common. Both the consultants and the beneficiary know what’s expected of them.
Finding the right certified Salesforce partner could take some time. Certification alone is not a guarantee and having a Salesforce consultant does not mean automatic success. Make sure your future’s partner approach is to build long-term, dedicated partnerships and that his processes generate value to our business.
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