3 Do’s And Don’ts While You Choose Salesforce Consulting Partner

Choosing a right Salesforce consulting partner is very important for upgrading the graph of your company, as they can help raise or descend it. Choosing the right Salesforce partner makes a huge difference in your business performance.

The correct implementation partner not only fits the needs of your organization but also set you up for success in Salesforce adoption in the long run.

Here are some dos and don’ts recommended for you when you are trying to find a Salesforce consulting partner.


Check the past performance

Always enquire about the past performances of the consulting firm. This can serve you with an idea of their capabilities and abilities. If you don’t belong to the industry, try to get information from someone who from the same field.

Get a second opinion

Never finalize the deal in the first meet. Always get a second opinion. No amount of information is too much information. Salesforce certified partners are easily available. If you don’t have any in contact you can always look up for SFDC community referrals or colleagues. It is pocket-friendly and gives you an ease of mind before finalizing the deal. It might also help you to find a better deal.

Get a local partner

It’s beneficial to get a local salesforce consulting partner as they are easily accessible, Having no Language barriers or time zone issues will prove to be an asset. So it is more practical to finalize the deal with a local agent.


Focus solely on price

It’s always alluring to settle for a bargain no matter what you purchase. Never compromise on quality. Negotiate wisely. However, this does not mean that only expensive options deliver high-quality work. Never fall for that. Here’s the thing, in a perfectly competitive marketplace, all costs are built taking certain factors into consideration. Investigate the reasons behind the said pricing.

Using teams that are not causing help in your project management

It is important to see if your partner is fulfilling your conditions and making an effort in improving the working graph. Keep a check on all the daily work regimes. The whole point of a partner is to cater to your needs.

Be caught up with your RFP

RFP is the best suited from your current point of view. The only problem might be that you are completely inexperienced in building CRM’s, don’t fully grasp what problems they can solve and need help to make sure you are innovating and not just making a copy of old, outdated software. It is ok to have an RFP but use the RFP to start a discussion and get a list of interested consultants. That’s right! You are on the hunt for people you can talk to, rather than evaluate on paper. Good consultants will always have a process. Learn what it is, ask for demos and case studies and determine if you are a fit for how they work.

By Cube84.com

CUBE84 is a Salesforce consulting partner help businesses and non-profits to automate operations by leveraging the Salesforce and Pardot.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s