Choosing an implementation partner for your Salesforce Sales Cloud project can be daunting. We’ve compiled a list of 6 questions to determine whether a Salesforce implementation partner is right for your business. If they can’t answer these questions quickly, it may be time to look elsewhere.
What’s your Salesforce Implementation Partner’s experience with the Salesforce platform?
The first factor to take into account when choosing a partner is whether they have experience working with Salesforce. If they haven’t, they might not comprehend how it functions or its limitations, which could result in expensive errors. It is advantageous if they have experience working with clients who have requirements and difficulties comparable to yours.
They’ll know what your company needs, and they’ll be able to offer insights on implementation of Salesforce in industry. Another thing is if they have experience with your industry. Your product or service might be specific to your industry, so in case your partner requires experience, it could prove to be difficult to understand your requirements and what kind of solution would work for you. Look elsewhere if you need more confidence that your partner understands your industry well.
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. Ensure you understand how much support your implementation partner provides in this project area 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. It’s essential that your Salesforce implementation partner can make this transition 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 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 assist you in changing the culture of your business to be more adaptable.
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. There’s a significant risk that something is wrong if you inquire about someone’s relationship with Salesforce and you receive a blank stare or someone who doesn’t understand what you’re asking.
As they have an excellent working connection with Salesforce, they are able to respond to inquiries more quickly than other businesses can, and more crucially, they have been able to avoid problems by collaborating closely with the platform team during the whole development process. Finding out if the partner has a history of successfully collaborating with Salesforce on projects comparable to yours might be challenging when looking in from outside. The most effective approach to do this is to request recommendations from previous clients’ references and then get in touch with them directly to ask about the experience.
Will they provide ongoing support?
The best way to ensure 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 essential 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 must clearly understand its 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.
Salesforce implementation prices vary depending on how complicated your business is, but there are ways to reduce expenses without compromising quality. Getting trustworthy assistance from a qualified implementation partner who can collaborate with you to develop a plan for implementation that meets your budget and goals is one approach to go about it.
Bottom Line
Remember, Salesforce implementation can be lengthy, so choosing the right partner is key to moving forward confidently. And if you still need to figure out 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.
Looking for a Salesforce expert to implement, update or support your team? eClouds Team will deliver a high-quality, complete, affordable, and highly customized implementation. With 16 years of experience and 3,000+ implementation projects under our belt, eClouds is ready to save you some valuable time.
