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CHECKLIST TO FOLLOW WHILE CHOOSING A SALESFORCE SUPPORT PARTNER

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CHECKLIST TO FOLLOW WHILE CHOOSING A SALESFORCE SUPPORT PARTNER

“ The checklist is one of the most high-powered productivity tool ever discovered.”  ~ Quote by Brian Tracy, Canadian American motivational public speaker, and self-development author. He is the author of over eighty books that have been translated into dozens of languages. 

Checklists are important to succeed in life, for each and everything. In this blog, we have compiled a small checklist for the important criterion which must be kept in mind while selecting a Salesforce Support Partner. Checklists ensure everything which is essential is achieved and nothing important gets left out. Let's read about this important checklist and you. 

The Checklist to follow while choosing a Salesforce Support Partner includes: 

  • Partnership level – At the very outset on your checklist for selection for Salesforce Support Services should be a company who enjoys a good level of partnership with Salesforce. So, check the Salesforce Support Partners their level of partnership as well how long they have been partnering with Salesforce. 

  • Industry expertise – Most Salesforce Support Partners may be experts in few industries and not jack – of – all. So, if you are looking for a company that has domain expertise it is always good to ask these questions while searching for Salesforce Support Services.  Industry expertise proves to be advantageous vis-a-vis delineating capabilities, linking them back to professional requirements, and adhering to best implementation practices. 

  • Values and visions match yours.  This may be on the philosophical and ethical side of the business but it is always good to align with a support partner whose values and visions match yours. You both are in sync and harmony. This can be achieved by reading their mission statement, customer testimonials, research involvement in the community, and as always ask pertinent questions. 

Read more: 4 RESPONSIBILITIES OF YOUR SALESFORCE SUPPORT PARTNER

  • Employee professional diversity – A support partner should have more than adequate strength to handle all your needs on a daily basis. Besides the numerical strength, it is also important that they have certified personnel who perform different roles such as Business Analysts, Consultants, Admin, etc. 

  • Salesforce certification – Check with the shortlisted companies about the number and levels of certification the company team enjoys. As more certifications per person means you get more for your money.  

  • Type of support – This is very important as Salesforce is a dynamic tool. It has 3 releases a year. This translates into new features, tools, and solutions. The ideal company provides constant support 24 X 7, 365 days, whether on-site or off-site. One such company is Codleo Consulting which offers great support services around the clock. 

  • Have prior experience on similar projects. - While doing your research for an ideal support partner, ask them if they have previously handled projects similar to yours in scope & size. Let them share documentation on it as well as get references from other clients (past and present) so you can do your due diligence. 

About the Author

author
Mohit Sharma

Mohit is Practice Lead, 4x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.

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