
Ready to Find Your Consultant?
- Determine what type of consultant you need. Filter by product, industry, location, practice size, and ratings.
- Evaluate consultants by using the Expertise tab to look at relevant Salesforce product and industry credentials.
- Read Verified Project Reviews to get direct and helpful feedback from other customer project leaders.
- Determine what type of consultant you need. ...
- Evaluate consultants by using the Expertise tab to look at relevant Salesforce product and industry credentials.
- Read Verified Project Reviews to get direct and helpful feedback from other customer project leaders.
How do I become a Salesforce consultant?
- Working on more complex projects
- Working on more than one project at a time
- Receiving deep industry expertise such as Financial Services, Real Estate, Retail etc… (Most consultancies will have a specific niche).
- Working across multiple Salesforce products (Sales, Service, Marketing, Analytics, Einstein)
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 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.
What is the best Salesforce certification?
- Senior Level
- 4-5 years (implementing complex security models in Salesforce) + 2-3 years (Salesforce experience)
- No Prerequisites
- 400
See more

How much does it cost to hire a Salesforce consultant?
In this case, 2021 Salesforce consulting rates range from $55 to $130 per hour, regardless of where the specialist is located. The price is reasonable: if the specialist is approved by Salesforce, it means the person is an expert.
What should I look for in a Salesforce consultant?
5 Essential Qualities to look for in a Salesforce ConsultantHave they worked on similar projects in the past?Can they provide a demo?Do they have any documentation?How many departments have they interacted with? Sales, Marketing, Operations, etc?
How do I find a consulting partner?
How to Get Consulting Clients FastIdentify your ideal client.Know your unique value proposition.Share helpful content related to your niche.Ask for referrals.Invest in paid advertising.Attend meetups and events related to your ideal client's industry.Partner with other consultants or firms.More items...•
Who is a Salesforce consultant?
A Salesforce Consultant works to help companies meet their missions by driving client-specific implementation as well as ongoing system improvements on the Salesforce platform.
How do I choose a Salesforce consulting partner?
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.
Are Salesforce consultants in demand?
“The demand for Salesforce consultants is way bigger than the supply. This is exactly why a Salesforce qualification is a unique opportunity for fast career growth for all the tech and digital transformation enthusiasts out there.
How do I find my first consulting client?
Follow these six steps to get your first client.Understand how to sell your services. ... Research your industry. ... Build your network. ... Prepare Yourself. ... Provide solutions. ... Create a pricing strategy. ... Find your first independent consulting job through MBO's marketplace.
How do you pitch consulting services?
1:322:21How To Pitch Consulting Services (Like A Successful Consultant)YouTubeStart of suggested clipEnd of suggested clipYou're always painting the context. Of what is your reader going to get out of this what is yourMoreYou're always painting the context. Of what is your reader going to get out of this what is your audience going to get out of this or what is your you know if i'm up on a stage.
How many consultants make a partner?
Only a small percentage of consultants who join top consulting firms like McKinsey, BCG and Bain make it to Partner. Based on best estimates, we suspect it's less than 5% of consultants who make it.
What is the difference between a Salesforce administrator and consultant?
Generally, Salesforce administrators are internal to an organization while consultants are of course external contractors. Having a dedicated Salesforce administrator means they can support your company's needs in house. They'll know your organization like the back of their own hand.
What does a Salesforce functional consultant do?
They would conduct business analysis with a client to understand their business goals and processes, understand pain points and opportunities for technology to support them, and have the technical knowledge to design and/or implement solutions to enhance the business processes and performance.
What is the difference between Salesforce developer and Salesforce consultant?
Consultant will understand what is your needs and how to implement it in Salesforce. The requirement collected by Consultant is called High level requirement. Developer - You have complex functionality in hand and in most cases there will be no standard feature available in salesforce.
Why do you choose a Salesforce consultant?
If you choose a consultant firm merely because it is cheaper, your ROI may not be as high as it could have been. An experienced Salesforce partner may cost a little more upfront, however, in most cases, they will be on point with their project execution and after-sales support.
What is Salesforce consulting?
A Salesforce Consulting and Development Partner can help you meet your Salesforce aspirations by providing valuable insights at every step of the implementation process. They can help you make a realistic assessment of the must-have features based on your business goals and develop a roadmap that will help you meet those goals.
What is Cloudiate Salesforce?
Cloudiate is a registered Salesforce integration, testing, and support partner that helps businesses get improved ROI from their business applications. Contact us at [email protected] for more information. Get a free quote here.
How are registered partners certified?
Registered partners are certified by Salesforce after an extensive evaluation process which gives them more credibility. During the initial consultation, enquire about the scope and number of any past projects they may have handled. Do not decide on the basis of the proposal alone.
What is Salesforce partner?
The right Salesforce partner should be able to dedicate a team to work exclusively on your project full-time. A dedicated team of Salesforce-certified business analysts, developers, and project managers can increase the probability that your project will be delivered on time and within budget.
How to differentiate between Salesforce consulting and development partners?
Experience in projects similar to yours is one of the best ways to differentiate between various Salesforce Consulting and Development partners. Check whether they are a registered partner of Salesforce. Registered partners are certified by Salesforce after an extensive evaluation process which gives them more credibility. During the initial consultation, enquire about the scope and number of any past projects they may have handled.
Is it risky to migrate data from Salesforce?
Migrating large amounts of data from your existing system to Salesforce has its risks. Check whether the consultant has a specific risk mitigation plan in place to ensure the integrity of your precious business data.
Know What You Can Do Internally
Internal Salesforce expertise and support varies between organizations. Some organizations don’t have any sort of dedicated Salesforce administrator, while others may employ a team of technical experts. This internal setup will affect what you expect from your consulting partner and how you want to work with them.
Identify What You Need Salesforce to Do
At the start of your project, the consultant will guide you through a discovery process to identify and understand your business processes and further define what you need Salesforce to do. But you’ll need to have a high-level idea of what you want to accomplish even before you begin.
Assess Your Long-Term Needs
Even as you’re readying for your current project to meet your present needs, you should also begin to consider your long-term needs and what kind of support your organization will want after a project is complete. This is particularly important if your organization doesn’t have a dedicated Salesforce admin.
Consider Mission Affinity
In the end, it’s not about the tech — it’s about your mission. You use Salesforce to support your mission and do good in the world. To that end, consider partnering with a consultant whose values align with your own and who’s driven to support your mission.

Experience and Clientele
Execution vs. Solid Implementation Advice?
- Do you have a fairly good idea of what you want to achieve with Salesforce? Do you have good metrics to define the success of Salesforce implementation? If so then it’s best to look for reliable and efficient Salesforce developers who have a good track record of delivering high-quality results in agreed time frames. Salesforce implementation is also an opportunity to take a fresh look at …
Enquire About Team Strength
- The right Salesforce partner should be able to dedicate a team to work exclusively on your project full-time. A dedicated team of Salesforce-certified business analysts, developers, and project managers can increase the probability that your project will be delivered on time and within budget. Often, partners assign developers and consultants on multiple projects at the same tim…
Check For A Proven Data Migration Strategy
- Migrating large amounts of data from your existing system to Salesforce has its risks. Check whether the consultant has a specific risk mitigation planin place to ensure the integrity of your precious business data. Depending on the number of systems that the source data resides in, the data may need to be formatted before the migration can start. The consultant should be able to …
Are You Willing to Choose Quality Over Price?
- There is no doubt that your budget determines, to a large extent, which Salesforce partner you end up going with. However, it is critical that you do not compromise on the quality and expertise for the sake of saving money in the short term. If you choose a consultant firm merely because it is cheaper, your ROI may not be as high as it could have been. An experienced Salesforce partner …
Look For Testing and Training Support.
- The partner you choose must be able to support your teamafter you go live with the new app/integration. More often than not, there are teething issues that your employees may require help with. Even if the Salesforce consultant agrees to provide you with comprehensive documentation, having someone from their team available on-call will help your employees get h…
Do You Need Long Term Support?
- If you need long term support, it may be cheaper to go in for an Annual Maintenance Contract (AMC) rather than paying for it on an ad-hoc basis. Check if there are any discounts available on long term support. Most Salesforce partners will be more than willing to offer you a good deal on long term maintenance support. Cloudiateis a registered Salesforce integration, testing, and sup…
Know What You Can Do Internally
- Internal Salesforce expertise and support varies between organizations. Some organizations don’t have any sort of dedicated Salesforce administrator, while others may employ a team of technical experts. This internal setup will affect what you expect from your consulting partner and how you want to work with them. If your organization has a full-time admin or a team dedicated to Salesf…
Identify What You Need Salesforce to Do
- At the start of your project, the consultant will guide you through a discovery process to identify and understand your business processes and further define what you need Salesforce to do. But you’ll need to have a high-level idea of what you want to accomplish even before you begin. Every consultancy has a different set of specializations. There ...
Assess Your Long-Term Needs
- Even as you’re readying for your current project to meet your present needs, you should also begin to consider your long-term needs and what kind of support your organization will want after a project is complete. This is particularly important if your organization doesn’t have a dedicated Salesforce admin. Consider how you’ll tackle requests for new features or processes from your …
Consider Mission Affinity
- In the end, it’s not about the tech — it’s about your mission. You use Salesforce to support your mission and do good in the world. To that end, consider partnering with a consultant whose values align with your ownand who’s driven to support your mission. That mutual concern will go a long way in ensuring you identify the best solutions and build the optimal system to support yo…