Slaesforce FAQ

how to find salesforce customers who need consulting help

by Mohamed Mohr Published 3 years ago Updated 2 years ago
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Events from Salesforce Success and Salesforce Developer communities are an excellent choice for looking for potential clients. These are places where people usually ask help questions. Stay on top of the upcoming events by looking for announcements from Salesforce, TrailHead, and content creators like Salesforce Ben.

Eight ways to find Salesforce Clients in 2022
  1. Get Client Referrals.
  2. Hunt Opportunities in Job Portal Websites.
  3. Connect with Salesforce Account Executives (AEs)
  4. Identify your niche.
  5. Be more present at Salesforce Events.
  6. Subscribe to Leads Subscription or buy AI Lead Generation Software.
  7. Develop Content-driven Digital Channels.
Mar 15, 2022

Full Answer

How do I find a specific consultant in Salesforce?

The consultant finder or filter criteria available for searching partners use Salesforce’s navigator program results to return the best option for you. Once you find a specific consultant and select the listing, you can find the accreditation status from the middle tab labelled expertise.

Why become an independent Salesforce consultant?

Professionals decide to become independent Salesforce consultants for a number of reasons, usually for lifestyle flexibility, higher earning potential, or the chance to work on a variety of projects. The Salesforce ecosystem is skyrocketing – with its unrivaled innovation and customer loyalty – it’s ripe with job opportunities for freelancers.

How to implement Salesforce for a company?

When implementing Salesforce for a company, the solution needs to be tailored to your exact organisational needs to get optimal use out of your investment. Some businesses make the mistake of only hiring an administrator to conduct the implementation or decide to take on the project themselves.

What is Salesforce project management as a freelance consultant?

Ace Salesforce Project Management as a Freelancer Ensure the project is successful – delivered on time, and within budget. Aside from selling Salesforce projects, project management is the most intimidating part of becoming a freelance consultant.

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How do I find a Salesforce consultant?

Ready to Find Your Consultant?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 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...•

What is a Salesforce consulting partner and how can it help you?

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.

How do consultants use Salesforce?

Salesforce Consultants implement and optimize Salesforce products in an effective and scalable way that is in line with their clients' requirements. With a consultant involved, Salesforce becomes like a block of plasticine to an organization, molding to exactly how their business operates.

How do I find Salesforce partners?

The AppExchange Salesforce site is a great place to start, it allows you to get a list of all partners in your local area. It also allows you to see which partners have been reviewed and what partner level they have. Just start typing your country/location in the search box and select “Consulting Partners”.

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 many Salesforce consulting partners are there?

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.

How do I become a Salesforce consultant 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.

Is becoming a Salesforce partner worth it?

As organizations worldwide begin to recognize the importance of Salesforce, the demand for Salesforce consultants is also popularly increasing. According to Forbes, the consulting industry is now worth $ 100 billion per year and is expected to grow at least 80% per year over the next coming years.

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.

What skills do Salesforce consultants?

Skills that every Salesforce Solo Admin or Consultant should possess, include: Agile Project Management. Business Analysis. Change Management.

What makes a good Salesforce consultant?

A competent Salesforce consulting company should understand your requirements and find innovative solutions designed specifically to meet them. They should also be able to advise you on best practices. Ask about their previous experience working on similar projects.

What is consultant finder in Salesforce?

The consultant finder or filter criteria available for searching partners use Salesforce’s navigator program results to return the best option for you.

Why do businesses use Salesforce?

Businesses purchase Salesforce over other products because of its proven success globally.

How to know you have found the right fit for your project on the AppExchange?

There are over 1,700 consulting partners globally and 181 in Australia listed on the AppExchange. With the Salesforce product range being extensive, it can be difficult for customers to know which is the right fit. To combat this, Salesforce developed a program called Salesforce Partner Navigator to objectively measure consulting partners based on their expertise and help customers quickly identify the right fit for their requirements.

What is Salesforce level 1?

Level I Specialist: verified to Salesforce that they possess the knowledge to deliver customer success in a cloud or industry vertical.

What is level 2 Salesforce?

Level II Specialist: verified to Salesforce to have the knowledge and experience to deliver on complex projects in a cloud or industry vertical while maintaining high levels of customer success.

What is a partner listing?

A partner’s listing also provides other valuable information such as an overview of their business, products and services offered, projects completed, contact details, certified potentials, customer ratings and reviews.

Does Salesforce use FullCRM?

Salesforce recommends using an official consulting partner (like FullCRM) for the implementation to maximise the value of your investment by leveraging the partner’s product and industry expertise to ensure the solution meets your businesses exact requirements.

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 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.

Is Salesforce a click and configure?

Yes, Salesforce is all about click and configure and faster deployment but there other aspects to think about – like Design, Build, Test, Train, Deployment to Production and Support. These aspects must be meticulously analyzed as they require a great deal of professional expertise.

Can Salesforce help with teething issues?

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 hands-on training.

What is Salesforce, and How does it work?

Undoubtedly, Salesforce is the best CRM. Salesforce can manage the entire organization from initial requests to data collection and automate all the company’s tasks and save time.

How can Salesforce benefit the organization?

The ability to control interactions with leads and customers is the key advantage of Salesforce. In Salesforce, you can view interaction history with the customer, the service issues and many more.

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Experience and Clientele

Execution vs. Solid Implementation Advice?

Enquire About Team Strength

Check For A Proven Data Migration Strategy

Are You Willing to Choose Quality Over Price?

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 em...
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