Digital technologies are rapidly evolving, and businesses must follow suit to remain competitive. Salesforce is one of the most popular CRM (customer relationship management) platforms. Firms are looking for Salesforce consulting partners to help them implement and utilize the platform to its full potential.
But how do you find the best Salesforce partner for your business? Although many people have the relevant training and experience you need, not everyone will make the best partner for your specific needs. Here are a few tips to help you choose the right one.
1. Set Your Business Objectives
Understanding what you need will help you find the right partner. What are your business goals? What are your current pain points that need addressing? What features of Salesforce do you want to use? Look for partners who have experience with those specific needs.
Some partners may specialize in specific industries or have a determined focus. Ensure their experience aligns with what you need. Do not be afraid to ask for referrals from other businesses that have worked with the partner before.
If unsure of what you need, many partners offer free consultations to help assess your business and see where you need help. Also, use online resources to help you understand what Salesforce can do for your business.
2. Find a Certified Partner
Getting Salesforce certification is not cheap. Some people may try to cut corners and go with an uncertified partner, but this is not a good idea. Salesforce certification is paramount because it ensures that the partner has the necessary training and experience to help your business.
Top salesforce partners with certifications also have access to exclusive resources and support from Salesforce, which can be invaluable when implementing or using the platform. Certified partners are also held to a higher standard, meaning you can be sure they will provide quality work.
Certification is not the only thing to look for, however. Partner experience and expertise should also matter when making your decision. How many happy clients does your partner have? What kind of projects have they successfully handled? The answers will help you determine if that is the one you want to work with.
3. Determine the Level of Partnership
Salesforce partnerships come in several stages. For instance, there is the ISV, Reseller, and VAR partner levels. Each one offers different benefits, so it is necessary to determine which one is right for you.
ISV partners are those who have developed their applications on the Guide To Becoming A Salesforce Developer platform. They have access to exclusive resources and support from Salesforce and can market their applications through the Salesforce AppExchange.
Reseller partners are those who resell Salesforce products and services. They have access to Salesforce resources, and they can sell through the Salesforce partner network. This group is ideal for businesses that want to outsource their Salesforce needs.
VAR partners are the most common type of partnership and offer the most benefits. These partners are certified, have expertise in Salesforce, and offer services beyond the platform. They can help with implementation, customization, and training.
Partnership levels are essential because they will determine the level of support and resources you access. Remember to refer to your business goals when picking the right partnership level.
4. Determine Your Tenure Requirement
How long do you intend to engage your Salesforce partner? Some of them will require a specific tenure before they are willing to work with you. This requirement determines the commitment each party gives to the project. For instance, if you are only looking for a partner for a short-term project, an organization that requires a longer tenure may not be the best option.
However, as a business with ambition, techtablepro you need a dedicated partner to help you grow your investment using Salesforce. As your business expands, you need a partner that can scale with you – one that would not require a new contract or negotiation every few months. Commit to a long-term contract with a partner, and you will see the benefits in productivity and efficiency.
5. Project Cost
The amount of money you pay to get Salesforce partner services matters regardless of the tenure. While you may want to save money in the short term, be careful of those who offer services at a lower price. Many times, these providers cut corners and deliver low-quality services.
The best Salesforce partners offer a comprehensive package of services and charge an appropriate amount. You get the most value for your money and can be sure that the partner is interested in your success.
Summary
When choosing a Salesforce consulting partner, there are many factors to consider. As you can see, it is essential to research and make a decision that aligns with your business goals. Following these tips will ensure you can find the right partner for your organization.
