Salesforce implementation partners can help you get your Salesforce system up and running. But how do you know which one is right for you? If you’re looking to implement Salesforce and want to learn about some things you should be evaluating, read on. This article will focus on 7 important factors you should consider when choosing an implementation partner for a Salesforce implementation.
#1: Salesforce Implementation Partner’s Knowledge of Your Industry
You need to work with a Salesforce implementation partner who knows your industry and has experience working with companies in your industry. If you are in the manufacturing industry, for example, you don’t want to work with a firm that specializes in construction.
You also need to work with a Salesforce implementation partner with experience implementing projects like yours. For example, if you are creating a new system for tracking customer data for the Salesforce sales cloud, you may need a partner who specializes in your industry or one similar to yours. If you’re looking for a generalist, make sure they have experience working with businesses similar to yours in size, location, and industry type.
#2: A good understanding of your company culture
If your company culture is important to you, it’s also important to your Salesforce implementation partner. When choosing an implementation partner, make sure they understand your company’s culture and how they can help you build on that culture. A good implementation partner will be able to talk about what they’ve done in the past and how they’ll work with you to create a better experience for your employees in the future.
What are the goals you’re trying to achieve? What do your customers want? How do you want to interact with your employees, and how does that compare to how your current system works?
Answering these questions will help you find a partner that aligns with your vision for the future of your business.
#3: Their customers
When researching potential partners, find out who some of their customers are—and if those companies fit your criteria (size/industry/complexity). Talk to current customers about their experiences working with this company to get an idea of what kind of partner you’re looking for before making a decision about who will work on your project. What kind of support does the company offer?
The most important factor when choosing a Salesforce implementation partner is their capabilities and expertise on the platform. You should look at past projects they’ve done using the same platform and similar ones to see how they’ve tackled similar challenges before.
#4: Salesforce certification
Salesforce certification is important because it shows that your implementation partner knows what they’re doing—and has been vetted by Salesforce as capable of providing quality implementations. If an implementation partner isn’t certified by Salesforce, there’s no guarantee that they’ll be able to deliver on what they promise. This is especially important in actual implementation and training: if your implementation partner doesn’t know what they’re doing, you could end up with all kinds of problems later down the line.
It’s important to ensure that your Salesforce implementation partner is certified by Salesforce. This shows that they’ve undergone rigorous training and testing and can provide you with the best possible services.
#5: How much does their service cost?
The cost of your Salesforce implementation partner should be one of the first things you look at when deciding which company to work with. This is because you will be paying them for their services, and you want to make sure that what they are charging is fair and reasonable.
In addition to the price of the service, you should also consider whether they offer any discounts or special offers, as well as if they have any additional fees associated with using their services. These things can help you better determine if their rates are competitive with other providers.
#6: How long has the company been in business?
This is a good question to ask because it can help you determine whether or not you’re working with a partner that has been around long enough to have proven themselves. If they’ve been around for a while, that means they’ve had time to work through the growing pains of any business and get their processes down pat. If they’ve only recently popped up on the radar, that could mean they’re still trying to find their footing and may not be as capable of handling your specific needs as a more established company would be. Companies that have been around longer are more likely to be reliable, professional, and trustworthy.
#7: What is their customer satisfaction rate?
You want to make sure you’re choosing a partner that will work closely with you to achieve your goals, and this is best done by evaluating their customer satisfaction rate. The higher the satisfaction rate, the more likely you’ll be satisfied with their service.
You want to work with a Salesforce partner with a high-quality track record of keeping their clients happy. You should know how long they’ve been in business and how many customers they’ve served. If you can’t find any information about the company’s history, or if they have one customer who has had a negative experience, it’s probably not worth your time.
Bottom Line
There are several important factors to consider when selecting a Salesforce partner. Be sure to take your time when making the final decision. Choosing the right Salesforce Implementation Partner is just the beginning of your journey, so you will want to make sure that they are invested in your success.
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