Choosing an implementation partner for your Salesforce Sales Cloud project can be daunting. There are many things to consider, and you want to ensure you get it right the first time. We’ve put together a list of 6 questions to help you determine whether a Salesforce implementation partner is right for your business. If they can’t answer these questions with ease, it may be time to look elsewhere.
What’s your Salesforce Implementation Partner’s experience with the Salesforce platform?
The first thing to consider when choosing a partner is whether they’ve been working with Salesforce before. If they haven’t, they may not understand how it works or its limitations—which could lead to costly mistakes. If they’ve worked with other customers who have similar needs and challenges as yours, this is a plus!
They’ll know what your company needs, and they’ll be able to provide insights into how to implement Salesforce in your industry best. Another thing to consider is if they have experience with your industry. Your product or service might be specific to your industry, so if your partner needs to gain experience, it could be difficult for them to understand your needs and what kind of solution would work best for you. Look elsewhere if you don’t feel confident that your partner understands your industry well enough!
How do they handle change management?
Change management can be challenging—especially if you’re dealing with multiple teams across multiple locations working on different aspects of the same project simultaneously. Make sure you understand how much support your implementation partner provides in this area of the project so that everyone stays on track!
How do you know if your Salesforce implementation partner is right for you? One thing to consider is how well they handle change management. A lot of times, when companies implement new software like Salesforce, it can be a big transition for employees. It’s essential that your Salesforce implementation partner can make this transition as smooth as possible by helping you set up training programs and support systems that will help your employees get used to using the new software so that they can continue to be productive.
The best way to approach change management is by focusing on how your company will respond to the changes it needs to make. Your implementation partner should be able to provide insight into how they handle change management—and how they can help you adjust your company’s culture to become more open to change.
Does the implementation partner have a good relationship with Salesforce?
If the implementation partner doesn’t have a good relationship with Salesforce, it can lead to delays, higher costs, and even worse problems down the line. Make sure to ask lots of questions about this—if you get a blank look when you ask about their relationship with Salesforce, or if they don’t know what you’re talking about when you ask about it, there’s a good chance that something is off.
Having a good relationship with Salesforce means they’ve been able to get answers faster than other companies—and more importantly, they’ve avoided issues by working closely with the platform team during development processes from day one. This can be hard to tell from the outside looking in, but it’s crucial to find out if the partner has a history of working well with Salesforce on projects similar to yours. The best way to do this is to ask for references from past clients, then reach out directly for their thoughts on the experience.
Will they provide ongoing support?
The best way to ensure that your implementation goes smoothly is to select a partner who will provide ongoing support once the project is complete. Your implementation partner should be able to provide services such as custom development, training, and system maintenance after launch.
Choosing the right Salesforce implementation partner is one of the most important decisions you’ll make as you begin your journey into the cloud. So, you must research and find a partner who can help you get up and running with Salesforce as efficiently as possible.
Your implementation process won’t end when you finish implementing—it’ll continue until everything is up and running smoothly (which can take quite some time). Make sure that any partner you choose will be available to provide ongoing support as needed throughout this process so that there aren’t any hiccups or issues along the way!
Are they certified?
Before you go too far into choosing a Salesforce Implementation Partner, you must ensure they’re certified. Salesforce certifications are given only to those who have demonstrated their competency using the platform. These certifications are important because they ensure that your implementation partner has the experience and knowledge necessary to do their job well. Salesforce certification indicates how well-trained and knowledgeable your implementation partner will be. It also indicates that they have been approved by Salesforce, which means that the company has met or exceeded all of its requirements for creating and managing successful Salesforce implementations.
How much does it cost?
Before signing on the dotted line, you need to clearly understand what it will cost.
Salesforce is a powerful tool, and it’s no surprise that it can be expensive. However, don’t let that scare you away from considering Salesforce as an option for improving your business.
The cost of implementing Salesforce depends on the complexity of your organization, but there are ways to keep costs down without sacrificing quality. One way is to get reliable help from a skilled implementation partner who can work with you to create a plan for implementation that fits your budget and goals.
Remember, Salesforce implementation can be a long process, so choosing the right partner is key to moving forward with confidence. And if you’re still unsure how to choose the right partner for you, re-reading this article should give you a clearer idea of what steps to take on your journey.
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