Publish date:

• 8th February, 2024

During my conversations with companies & their employees, I am amazed to hear how there is growing awareness of Customer Relationship Management tools or simply a CRM. Not only that but also the growing awareness of the Salesforce CRM tool, the premier tool in the market globally is a source of delight for us. The growing brand awareness as well as the need to have a reliable and far-sighted tech stack comes with a lack of clarity on how to find the right Salesforce Consulting partner in this long-haul journey. As we are often asked this question, we have assembled some key considerations that a business must be aware of while embarking on this journey.

Listed below are key considerations for finding the right Salesforce Consulting partner in 2024:

1. Clarity on business goals. Be clear about the intended Salesforce business goals. It could be increasing sales, improving client experience, or optimising processes, a focused vision for the Salesforce journey will assist in the partner selection. No Salesforce journey can begin with clarity. It is a recipe for disaster.

2. Collaboration-oriented Salesforce Consulting partner. Effective communication is critical for the success of a Salesforce project.  Select a partner who fosters collaboration, comprehends a client’s business requirements, and communicates effectively during the project lifecycle.

3. Review experience & expertise. Hunt a partner with an impeccable track record & rich experience in Salesforce implementation, personalisation, and integration. Industry-specific expertise is always welcome.

4. Salesforce certifications. Ask the Salesforce Consulting partners in the running if their team members are Salesforce certified. The more certifications each team member has, the better it is for you the customer as certifications are a validation of learning & expertise. For example, in Codleo the senior management has leaders with 15 certifications, 10 certifications, and so on. They are the leading lights of a Salesforce Consulting partner. A partner with a team having 100% certifications is an ideal partner to have as an ally in the Salesforce journey.

5. References of clients. Ask around in your business circles for references. They are the best source for finding the right Salesforce Consulting partner in 2024. Businesses who have used or heard positive news give unbiased reviews and that’s always helpful.

6. Industry expertise. No company wants a Salesforce Consulting partner who doesn’t have any relevant industry expertise as that can impact the projects, nuances, and intricacies. Always seek those who have had experience in terms of years & projects in your industry. For example, Codleo has expertise in health, education, nonprofits, manufacturing, and financial services.

7. Budget. Always opt for a smaller and boutique company Like Codleo which doesn’t charge a bomb, unlike the bigger partners.

8. A large team of experts – A Salesforce Consulting partner who has a large team of Salesforce certified personnel with different expertise that are needed in any type of Salesforce project.

Contact Codleo today for any Salesforce-related work – Implementation, data migration to Salesforce, CRM health check, and most importantly post-deployment support services (also known as managed services).