Cetrix Blog

5 Key Tips for Choosing the Best Salesforce Partner

Paul Nilsen - Feb 4, 2020 3:16:57 PM

If you have big sales goals this year, then you need to consider a number of factors to attain these goals. Getting and having the right implementation partner is a very important aspect especially when want to reach your goals. The CRM of your company is very important as it provides the most valuable information and holds the most precious data.

If it’s customized well, A Salesforce CRM can help you in several ways. In most instances, Salesforce administrators are responsible for training users who do not have any experience and handling every day’s Salesforce activities. Finding the right partner will, therefore, help you build the solutions that you need to drive your business.

Here are some recommended strategies when you are trying to select the right Salesforce partner.

Make Sure Their Values and Visions are Similar to Yours

How your partner conducts their business is very important. Since your organization’s mission guides you how you carry your business it should also guide your partners as well. Make sure your vision and values are similar to those of your Salesforce partner.

Look Beyond Cost to Assess the Value

Although cost is always a concern when looking for a new partner, it should not be your main consideration. Depending on your business needs, a partner’s expertise level, the proposed scope and the cost for implementation can vary greatly.

So while the cost is an important factor, it’s only part of your long term success and ROI.

Define What Success Looks Like For Your Organization

When it comes to choosing the right partner knowing what success looks like is very important. Also knowing what your goals are can help you to better weigh budget and value while looking for a partner.

If a business is not aligned on the desired outcomes and goals before choosing a partner, how can a partner design a solution that meets the business needs? So ensure that you define the metrics and goals for the project success.

Check Whether Your Partner Has the Experience That You need

The more experience a consultant has in different fields the more skilled they will have in providing you with solutions. Because every business is different each project will come with a new learning experience.

Also with experience comes the expertise on how to overcome some of the common challenges out there thereby leading to better results and faster implementations.

Look For Support

Support is also another factor that should be on your checklist. Since Salesforce is continuously evolving this is very important. With that said you need a partner that can provide you with the support that you need.

Wrapping Up

Finding the right Salesforce partner can make your life much easier. It can not only help you close more leads but also build a strong relationship. So ensure that you choose your partner wisely. With the above factors, you should end up with the right partner.

 

Paul Nilsen

Paul Nilsen

Paul Nilsen is the director of solution development at Cetrix Cloud Services. He also works with the Solution Development Department at Cetrix Technologies, where he headed the department for three years. Paul has over 20 years of experience in IT, working on software engineering projects, hardware-software product integration, design of special purpose systems using artificial intelligence, and implementing CRM and ERP software systems.

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