Steps to Choose the Right Salesforce Consulting Partner

Steps to Choose the Right Salesforce Consulting Partner

Steps to Choose the Right Salesforce Consulting Partner

Integrating Salesforce into your business operations is highly in demand as it offers active commitment and technical support that enable companies in achieving their respective goals and desires. Although the popularity is huge, between 18% and 69% of CRM implementations, Salesforce also induces some project failures due to issues in project management and unrealistic expectations. That is why organizations have started relying solely on Salesforce consulting partners to intensify their ROI

A Salesforce consulting partner company gives the rightful authorization for offering implementation services of the Salesforce-related products and services by the Salesforce platform. This will enable the business to create and offer solutions that are tailored to the needs of the projects, as well as to carry out implementations and necessary integrations. These businesses receive the necessary training to steer the innovation phase and aid other businesses in connecting with clients in completely new ways.

If you are reading, we are sure you have made up your mind to make use of Salesforce CRM or its other enterprise development software services. But which Salesforce consulting partner you must choose and why should you choose Salesforce for your business, can be a hasty decision to make. Therefore, we will help you find the right solution that covers all the aspects related to decision-making. Let’s begin! 

Why Do You Need a Salesforce Consulting Partner?

A platform that performs well and delivers high-quality implementation, is why you need a Salesforce consulting partner as it makes all the difference in the world. Here are a few reasons why you should hire Salesforce consulting partner for your business administration: 

Salesforce consulting partner

1. Fixing Business Problems:

Every time we consider a company’s bigger picture, we recognize the pertinent issues and work to discover answers through efficient consultation. A Salesforce consulting company looks for an understanding of the defects and takes essential steps to correct them after studying how the business’s strengths and limitations affect it. There are enough precautions taken to prevent data loss, and the partner takes an unbiased viewpoint, resulting in prompt conclusions. The solutions address urgent business problems and do so in a timely, precise, and effective manner.

2. Saving Time

The consulting partner increases productivity and contributes to time savings by providing seamless and dependable solutions to business difficulties. Deals are successfully concluded, and there is enough time and technical know-how to handle the implementation process without incident.

3. Making Quick Decisions

When a company is growing, there is pressing to make important decisions requiring a strategy and design. To achieve improved operations and growth, the implementation process also has to match the needs of the business. The best implementation procedures are provided by a Salesforce consulting partner.

4. Correct Customer Identification

A reputable Salesforce development company can quickly access Salesforce and locate the right clients. Increased sales are aided by effective record-keeping and prospect analysis. The consulting partner sees the target closely and gives an opinion about its achievability. 

5. Access to Quality Expertise

Technical knowledge is the response to the query of where to find high-caliber competence. Salesforce CRM consultancy expands by offering training sessions and including all the most recent and popular features. The components of technology that are successful and actively pursue progress are examined.

Now that we know why there is a need for a Salesforce consulting partner, let’s have a look at the steps to follow while choosing the right CRM development platform and partner. 

Steps to Choose the Right Salesforce Consulting Partner

Choose the Right Salesforce Consulting Partner

Image Source

1. Established Proper Research

To complete this first phase, the businesses must find case studies of Salesforce implementation partners that are relevant to both their business and industry verticals. Additionally, they would need to track down their colleagues from all other industries that have just implemented Salesforce. The official platforms via which they may obtain sound guidance from those peers are considered to be attending in-person gatherings or the Salesforce official trailblazer community.

2. Search for Salesforce Certifications

It is unquestionably thought to be superior when working with a knowledgeable and qualified Salesforce Consulting Partner. In addition to offering credentials for Salesforce Consultants, Developers, Architects, and Marketers, Salesforce offers a rather robust certification program.

The partners are also given levels, including Registered, Silver, Gold, Platinum, and Global Strategic Partners, depending on the number of qualified professionals in the organization.

Companies that hire Salesforce Consulting Partners must make sure that the team members on the project are competent and hold the necessary Salesforce certifications. These certifications would give the Partner organization legitimacy and guarantee trustworthy Salesforce implementation services.

3. Not Just Settling with a Few 

The organizations would have to hunt for other companies and try to get some instead of choosing the one that submits the initial proposal. When evaluating different options, be sure you give this choice enough time and ask each company for demos, proof of concept (POC), case studies, and other pertinent information. Before beginning to engage with new customers, Best Salesforce Consulting Company will be able to draft an implementation strategy while also taking into account the demands of the company.

4. Budget is a Small Factor 

The fact that Salesforce projects should never be viewed as inexpensive means that, in addition to looking for a Salesforce Implementation Partner who is the most affordable alternative, firms must also work quickly and effectively while offering the most thorough Salesforce Implementation.

There have been instances where businesses have frequently operated with wildly inaccurate expectations regarding certain of their deployments.

5. Selecting Over Long-Term Engagement

When internal organization resources that need to be deployed with the aid of Salesforce-certified professionals haven’t been done so and their execution might be very important to the company, a smart plan needs to be developed with the aid of a Salesforce app development company

Additionally, they can support the business organization from the point of execution through later processes that are established by changing requirements. In-built tools that Salesforce-certified specialists would have would enable them to spot hazards quite proactively, even before problems arise. A long-term involvement would be the best strategy for these customer-focused firms because of this.

6. Being Assured about the Sufficient Team Size 

The success of the particular project would always be influenced by the ideal staff chemistry. Therefore, it is crucial to recognize whether the Salesforce consulting partner that any company would be engaging has the necessary crew to complete the project on schedule.

It’s also crucial to be aware that the Salesforce partner has a group of skilled administrators, developers, quality analysts (QAs), business analysts, and consultants on businesses that can go to the following phase after they are certain about this recommendation.

7. The project management strategy needs to be well analyzed 

When the parties understand the work’s included scope, it is time to talk while also ensuring that the work’s continuing execution will be properly documented. Some of the issues that should be further explored at the very beginning and not dealt with on the fly are the obligations of the stakeholders, the crucial contingency plan to reduce any risk associated, and the SLAs.

8. Determining All the Work-related Plans

Both parties must be aware of the responsibilities played by the internal team members and the consultant team members participating in the process for adequate accountability and clarity. The three main positions that need to be clearly defined and allocated based on expertise are Data Architect, Project Manager for Internal Requirements, and Project Administrator.

Why Choose DianApps?

  • DianApps is one of the best Salesforce Consulting partners and has an experienced Salesforce professional team of experts.


  • DianApps has extensive and in-depth knowledge in developing solutions and works with a variety of services, including Appexchange, Sales Cloud, Marketing Cloud, and Services Cloud.


  • Our abilities in customer service, marketing, and sales activities are strong. The many Salesforce Cloud choices and the application lifecycle are covered by our Salesforce consulting services. For the benefit of our clients that entrust us with their Salesforce Consulting requirements, we work hard to be the best Salesforce consulting, partner.


  • With more than a million hours of Salesforce Implementation, Development, and Integration expertise, we are a chosen Salesforce Consulting Partner. Our Salesforce Implementation and Salesforce Integration services help our clients complete Salesforce Implementation and Salesforce Integration projects with high user acceptance on schedule and within budget.

Final Thoughts! 

It would require a methodical follow-up of a plan to further choose the ideal Salesforce Consulting Partner that would match your organization. Along with the procedures they use, you should be aware of the individuals they employ. One may fully assess if their strategies will work similarly once the project requirements have been established. Examine all of the services to be sure they would be the greatest match over the long run.

Therefore, the advice provided above will undoubtedly assist you in selecting the ideal CRM development company to propel your business operations to new heights.

Reach out to us if you’re looking for a Salesforce Consulting Partner to learn more!


Leave a Reply

Your email address will not be published. Required fields are marked *