Salesforce is a leading name in the CRM space with a market share of around 20 percent. With its wide array of features and functionalities, it has become the preferred choice of businesses across different industries. However, without prior experience and technical knowledge implementing Salesforce is easier said than done. This calls for the need to engage the services of a certified and experienced Salesforce Consulting Partner.       

However, selecting the right partner is critical to the success of your Salesforce implementation. With several consulting firms claiming expertise, it’s important to avoid common drawbacks that could lead to terrible outcomes: 

Let’s explore some of the common mistakes that organizations make while choosing a Salesforce consulting partner:

Lack of Ample Research: Organizations usually rush into selecting their Salesforce consulting partner without doing thorough research, which indeed is one of the biggest mistakes. It’s important to spend time making detailed research on their potential partners by evaluating their previous projects, client references, and their expertise. This will enable them to gauge the capabilities and track record of their potential partners. 

Overlooking Expertise: Since Salesforce is a platform with multiple cloud solutions, it’s essential to take into consideration the specialization of their potential partners. Selecting a   partner without considering their specific expertise might not provide desired results. Engaging the services of a consultant who has specific expertise in Salesforce products will help businesses get a successful outcome through a tailored approach. 

Ignoring Certifications and Experience: Yet another mistake that businesses tend to do is to underestimate the significance of the consultant’s experience and certifications. It is crucial to find out the number and complexity of projects they have undertaken and delivered.  It is equally important to verify their certifications as certified and experienced partners have the knowledge and insight to navigate complex requirements. 

Lack of Collaborative Approach: To ensure successful Salesforce implementation, it is crucial to have effective collaboration between the partner and your organization. It would be a mistake to partner with a consultant that fails to include teams in the decision-making process. It’s prudent to get in touch with partners who engage with all the stakeholders actively, understand business needs, and ensure all the business objectives are fulfilled by closely collaborating with them. 

Lack of Transparency: It is a common mistake to not gauge the communication potential of a consulting partner as the progress of a project can be hindered due to communication breakdowns. So, it’s crucial to engage the services of a partner who favors transparent communication that reduces risk and fosters by sharing regular project updates and addressing issues promptly. 

Avoiding Post-implementation Support: Organizations usually focus only on the implementation phase while ignoring the significance of post-implementation support. It’s therefore prudent to associate with a partner that offers support, maintenance, and improvements on an ongoing basis to address the evolving needs of a business. So, organizations should discuss service-level agreements, post-implementation support, and the availability of dedicated resources prior to hiring them. 

Final Words:

These are some of the fatal mistakes that organizations should avoid making while choosing the right partner. To avail of quality Salesforce Consulting Services, organizations should invest their time and effort in selecting a trusted partner who has the required expertise to ensure successful implementation. 

Become a Member to post Articles Back to Profile