When it comes to choosing an appropriate Salesforce consulting agency, there are certain things that need to be considered before making a final decision. You need to understand that client’s requirement differs from each other and hence, possible solution also varies. Therefore, it is always wise to do some research and analysis on the company profile and see how they are going to fulfill your organizational requirements instead of directly choosing a consultancy that has a high level of expertise and experience.
Fortunately, it is not that difficult as you suppose it to be as this is all categorized in CRM and Cloud services. However, the main issue here is, what kind of consultancy are you really looking for? The one who will solve the issues and only those issues you told them, or the one who will further advise you to take certain measures so you won’t get the same issues again. Well, let’s see some of the important aspect of excellent Salesforce consulting partners to look for.
- Team Capabilities: You surely do not want to hand over your project to an inexperienced staff as it may backfire you and turn out to be the worst step ever taken for your business. Try to do a background check on consultant firm’s reputation. See if they are SFDC certified and have a proper educational background with a good experience in the field. Make sure to meet the individuals in person who will be responsible for handling your project.
- Team Experience: Find out how much experience they possess in the same field as yours and how good their success rate is. Have they ever handled clients similar to your scale and how do they provide Salesforce solutions?
- References: References can be a good way to know about your potential consultant’s past record. See how many clients’ references they offer and find out the customer satisfaction ranking of the client.
- Depth analysis: Try to find a consultancy that knows Salesforce. See how long the firm has been in Salesforce practice and how successful it has been in the last few years. There are many agencies who falsely claim to have a certified consultant. You need to look deeper into their claims and don’t come under their influence.
A perfect analysis of Salesforce consultancy will allow you to have an ideal structure for your business implementation and better project design.