How to Choose the Right Salesforce Consulting Partner?
- Step #1: Understand their mission and vision. Salesforce partnership can be a long-term commitment. ...
- Step #2: Check the industry experience. ...
- Step #3: Probe into their level of partnership. ...
- Step #4: Seek clarity on the team strength and technical expertise. ...
- Step #5: Think twice about too affordable quotes. ...
- Step #6: Evaluate the approach. ...
- DIY #1: Be informed about Salesforce.
- DIY #2: Understand Salesforce Partner Certifications.
- DIY #3: Take the help of the Salesforce support.
- Step #1: Understand their mission and vision.
- Step #2: Check the industry experience.
How to find top Salesforce partners?
You can find Salesforce certified consultants that specialize in serving the higher education community. Check out tools to help you find and work with a partner in your implementation of Salesforce. If you need some help choosing a consultant, review our “ How to Choose a Salesforce Consulting Partner ” blog.
How do I become a Salesforce partner?
Registration costs $6000 (yes, thousand) and you only get 2 attempts to pass
- Administrator – there are 2 exams, Administrator and Advanced Administrator. ...
- Implementation Experts – there are 2 exams, Sales Cloud and Service Cloud, and both are highly coveted among the SI Partners and within the Salesforce.com Partner channel though, among the ...
- Developers – there are 2 exams, Developer and Advanced Developer. ...
How to find a Salesforce partner?
- To open new markets for them – ding, ding, ding! We have a winner! ...
- To run joint marketing programs – this is different than marketing to their customer base; this is co-marketing to potential prospects for both of you. ...
- To resell or OEM their product - unless the company has a reseller program, it is going to be difficult to make this happen. ...
How to choose the best Salesforce consultants?
No doubt the best salesforce consulting partner is having project management experience and it can help one in ensuring the execution of salesforce makes sense online and offline. They are having the experience the running phases and also the iterations for ensuring the project to stay on course, delivery is implemented and post-execution training is successful.
What should I look for in a Salesforce consultant?
5 Essential Qualities to look for in a Salesforce Consultant#1 Experience. Your Salesforce consultant should help implement or enhance your use of Salesforce to meet the specific needs of your organization. ... #2 Technical expertise. ... #3 Salesforce certification. ... #4 Communications skills. ... #5 Business understanding. ... A final word.
What is a Salesforce consulting partner?
A Salesforce consulting partner is a company authorized by Salesforce to develop and provide custom solutions, as well as project implementations and integrations. These companies are trained to lead the innovation phase and help companies connect with their customers in new ways.
What do Salesforce partners look for?
Select a Salesforce Consulting Partner: A Better WaySkills and area/s of expertise.Certifications.Rating/density on completed projects.Methodology and tools.Market sentiment analysis.Support for specific use cases/project needs.
How many consulting partners does Salesforce have?
Make the World Better. We share a commitment to trust, customer success, and equality. We're proud of our 600+ partners who have pledged to donate 1% of company equity, 1% of product, and 1% of employee time.
What are the benefits of Salesforce consulting partner?
The Benefits of SalesforceGrowth. Global network fabric and Virtual Private Clouds facilitating massive scalability, flexibility and uptime.Security. Federated identity and security context to ensure premium-grade protection of data.Fast. ... Intuitive. ... Maintenance. ... Automated. ... Integration. ... Access.More items...
Is becoming a Salesforce partner worth it?
It is said that pursuing a Salesforce career is quite lucrative; you will start your own business around it. To give you an idea of how much Salesforce Consulting Firm earns, Cloud Mastery have shared how they charge for theirs: Salesforce Consulting - $ 125 - $ 200 / hour. Salesforce Training - $ 1K - $ 1.5K / day.
Do you need a Salesforce implementation partner?
A Salesforce implementation partner will handle in-depth training and work with you to ensure successful team adoption. Help your sales team see beyond the challenge of learning a new system to a more efficient sales process that will lead to a fuller, better-managed pipeline and deal closing process.
What is a consulting partner?
The term 'partner' refers to a senior position within a consulting or financial services firm such as KPMG or Deliotte. Traditionally, firms were set up as legal partnerships in which partners shared the profits. The name has remained even though many firms are now incorporated as companies.
How do I become a Salesforce partner?
How it worksSubmit an Application. Sign up for the Salesforce Partner Community to begin the application process.Prospect Completes DDQ (Due Diligence Questionnaire) ... Partner Operations Review. ... Legal Review. ... Partnership Activation.
Which is a good Salesforce consulting company?
TOP 15 Salesforce Consulting Companies & Partners In 2022Comparison of the Best Salesforce Consulting Services.#1) iTechArt.#2) Girikon.#3) Plative.#4) Alliance Tek.#5) Cloud Masonry.#6) Apphienz Inc.#7) Avenga.More items...•
Who is the largest Salesforce partner?
According to the report, “Accenture is Salesforce's largest partner, with more than 20,000 practitioners working on Salesforce projects and with deep experience across all major Salesforce Clouds.” It also notes, “Accenture stands out for its scale and ability to tackle complex transformation work,” and that “the ...
How much does it cost to be a Salesforce partner?
As for the new annual program fee, entry-level partners will be charged $1,000 per year. The cost jumps to $5,000 for Silver partners, $15,000 for Gold and $20,000 for Platinum.
What to talk to Salesforce consultant about?
Before you sign on with a Salesforce consultant, talk to them about what happens after implementation is complete – how will they support your business moving forward? It’s best to work with a partner who keeps a laser focus on ongoing Salesforce updates so that your organization can stay ahead of the curve – and the competition. Make sure the partner will not de-prioritize your support needs over the needs of other larger projects. Certain partners, like KeyNode Solutions, offer designated Salesforce Managed Services that solely focus on clients ongoing support and maintenance. This is the best type of partner to have.
Who is Greg Bell?
Greg Bell is a Salesforce-certified consultant with years of experience helping numerous companies across many industries. Greg is a true business technology consultant with a passion to work closely with his clients to understand what they need and then creating a customized solution.
Is Salesforce CRM good?
Salesforce is the juggernaut of CRM’s – and for good reason. The platform can help streamline many facets of your business from the sales process to product delivery and marketing. But while Salesforce is a great system out of the box, it truly shines—and can truly grow your business — when you allocate resources to fit it to your needs. Hiring the best Salesforce consultant is one of the single best things a business can do to get the most from the Salesforce CRM.
Go On Hunting
Don’t worry we don need to kill anybody. All you need is a computer and a good internet connection. Now you need to search for some of the best Salesforce consulting partners. What you are looking for is Salesforce partners who have decent experience in the field with an impressive track record.
Communicate and Avoid Flattery
Now that you have a substantial list of potential Salesforce Consulting Partners, you need to start talking to them. But before you start, have all your questions ready for them. These questions will automatically arise when you will be researching about Salesforce.
Proper Salesforce Certification
Certification is the legit way to filter out authentic Salesforce Consulting Partners from the rest. Thankfully, Salesforce has done a phenomenal job with its certification policies.
Evaluate Project Value and Cost
Now that you have even narrowed down the list of potential Salesforce Consulting Partners, you need to start discussing the project with them. For the cost of development, you can do a little research on the internet, you may find the estimate all over the internet.
Craft A Project Management Strategy
The very first step for crafting a successful project management strategy is to have realistic expectations. Too far-fetched plans will always end up in regrets. In order to keep your expectations pragmatic and executable, always have transparent conversations with your Salesforce partner.
Define Roles and Responsibilities
Once you have a killer project management strategy, discuss the roles and responsibilities in the project with your potential Salesforce Consulting Partners. You both need to designate proper roles and responsibilities to Consultant Partners and organization stakeholders.
Look for A Long-Term Relationship and Support
Unprecedented events like COVID-19 have shown global economies that such transitions are inevitable. Being resourceful is the only solution here to survive such an economic tsunami.
What is Salesforce certification?
Salesforce Certification is also an important factor you should consider while choosing the salesforce partner. Salesforce has a strong certification program that offers credentials for Salesforce Administrators, Developers, Consultants, Architectures, and Marketers.
How often does Salesforce update?
It is very important as Salesforce is continuously evolving and updates three times a year (summer, spring, and winter), so staying up-to-date is vital.
Features of best Salesforce Implementation Consultant
Salesforce Implementation consultant must have execution involvement in deals, sales, client assistance, marketing, and activities so they can re-characterize your commitment with prospects, clients, partners, and employees.
Why Choose Micropyramid?
MicroPyramid is one of the salesforce consulting partner companies having the best proficient salesforce employees. It is good at handling client services, Marketing, and Sales activities.
Roles of Micropyramid as a Salesforce Consultant
There are some roles Micropyramid follows that give the best services and results. Some of these roles are Strategic consultant, Data or Requirements Architect, Change Management Consultant, Technical Project Management, Organizational Project Management, Project Sponsor/Administrators, Consultant Management.
Conclusion
Being one of the best Salesforce implementation partners, our development team investigates the business necessities in detail. We propose the ideal Salesforce items or best CRM solution for your business.
What is Salesforce account executive?
Your Account Executive may assist you with a list of the certified partners that are perfect for your Salesforce project type. The Account Executives are supported with a skilled team of Salesforce experts and attempt to look alike the partner, the business process, and the use-case. Besides the official source, there exist various vocal Salesforce admins at Tech and Social Media Forums who can assist them with the questions relevant to the implementation challenges, particular functionalities of various products, and app feasibility.
What is Salesforce AppExchange?
Salesforce AppExchange showcases various consultants from which you can pick. Each holds a designated profile from which you can filter as per your needs. Check their testimonials and reviews. Their certifications will help you in judging their caliber.
When both parties craft an agreement, what happens next?
When both parties craft an agreement, next it comes to the turn of discussion and documentation for the perfect execution of the work. Also, SLAs, stakeholders’ responsibilities, the contingency plan for diminishing the risk, should be taken into account in the starting only as these can’t be dealt in between.
What is an AE in Salesforce?
Your designated Account Executive (AE) can help with the list of certified partners that are right for your project type. The AEs are backed with a team of Salesforce experts and try to match the partner with the business process and use-case in question. Apart from the official source, there are many vocal Salesforce admins at Social Media and Tech Forums which can help you with questions regarding implementation challenges, app feasibility, and specific features of various products.
When both parties have made an agreement on upon the scope of the work, it is time to discuss and document how the
When both parties have made an agreement on upon the scope of the work, it is time to discuss and document how the work will be executed. Responsibilities of the stakeholders, the contingency plan for mitigating risk, and the SLAs are some of the factors that should be considered at the very beginning and not dealt with on-the-go.
Is CRM implementation easier?
It is a general observation that if the prospective partner has a substantial understanding of your vertical and business-process, implementation would be a bit easier; for example, if the partner has experience in CRM implementation for FinTech client, they will know the workaround for common challenges in the same industry.
Step 1. Start With the Basics
Start with your own research. To find the right Salesforce implementation partner that fits your business, you need to diligently follow a systematic approach. Once you’ve defined your business needs and goals for the future Salesforce project, it’s time to get a sense of what products and features Salesforce has to offer.
Step 2. Consider Salesforce Consultants
If you are a CRM newbie, then contact the Salesforce Account Executives that have been assigned to you and tell them a bit more about your project and ask who they can recommend.
Step 3. Remember That Proven Expertise Is Key
After extensive research, it may seem that the candidate with a fancy business proposal is a perfect match for you.
Step 4. Define Roles and Responsibilities
Both parties should be well-informed of the roles of in-house and consultant team members involved.
Step 5. Lay the Foundation for the Lasting Partnership
Once you’ve finally decided on your Salesforce consulting partner, start developing a long-term engagement strategy. Establish regular calls and discovery sessions to exchange unique ideas and experiences you both have. Discuss all details and think ahead of what happens next while considering future improvements for the project.
5 Tips to Choose the Right Salesforce Consulting Partner for Your Company
The above-outlined strategy will definitely help you move towards a better understanding of the qualities your future Salesforce implementation partner should possess. To assist you in the choice between many vendors, we’ve put together some really important points to consider:
Ready to Digitally Transform Your Business?
Implementing Salesforce solutions is full of pitfalls. Luckily, you can turn to a Salesforce consulting company that will support and guide you through the whole digital transformation journey.
Well-Rounded Expertise
Implementation Methodology
- When you are looking to hire the best Salesforce Consulting Partner, it is important you understand the partner’s implementation approach. Agile-based incremental delivery is the best practice as it accounts for phases and iterations, which help ensure that your project stays on time and within budget. This approach also ensures a high-degree of co...
Ongoing Support
- Before you sign on with a Salesforce consultant, talk to them about what happens after implementation is complete – how will they support your business moving forward? It’s best to work with a partner who keeps a laser focus on ongoing Salesforce updates so that your organization can stay ahead of the curve – and the competition. Make sure the partner will not d…
Budget
- When it comes to Salesforce support, prices are all over the map! It’s important to discuss your budget from the very start of the process so you can focus on partners that are within your range. But don’t just agree on a number and choose the first partner that falls in that range. As with many things, the most expensive choice is not necessarily the best. Ask partners for proposals and co…
Pricing
- You may think pricing qualifies under budget, but when it comes to ongoing support it actually differs. Make sure you have a clear understanding of the “per hour” pricing that will come through on your invoices. These three questions can go a long way toward keeping more of your hard-earned money in your pocket: 1. Do you charge any extra fees above stated hourly rate? (or Do y…
Passion
- This particular quality can be hard to quantify, but it’s worth considering. As Salesforce is an integral part of your business, you and your team members will be spending considerable time working with it and with the consultants you ultimately choose. You want to make sure you’re doing business with a company that has a team passionate about technology and about your su…
Location
- Even though technology has blurred borders, you may want to consider working with a Salesforce Consulting Partner that is geographically close to you. Not only will this eliminate the nuances of time zones, but it will give you the opportunity to work more closely with the consulting team. If you are looking for an Irvine Salesforce Consultant or a Los Angeles Salesforce Consultant, it m…