Top 5 things to consider when choosing your Salesforce CRM implementation partner | Resolute Software

Top 5 things to consider when choosing your Salesforce CRM implementation partner

21 January 2021

5 minute read


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The way we do business changed dramatically in 2020 but this change did not happen overnight! The change started way back in the early 21st century but 2020 accelerated it and is without any doubt the ultimate representation of an extremely fast-changing digital environment that challenges both businesses and individuals.

The fast forwarding digital and tech era places the customer as top priority for the business leaving the service and the product behind. The individual being at the centre of the demand and supply system dictates the look and feel of the products, the quality and relevance of the services, leading the companies to a wholly new way of doing business entirely focused on building custom relationships and products to please clients’ demands.

Striving for uniqueness in their individualistic relationship approach, companies require revolutionary solutions. Salesforce being a CRM #1 for the last decade takes a new trajectory and turns itself into CSP (Customer Success Platform), covering not only the sales processes, but also service, marketing, billing etc. while keeping the client at the center.

Living in this individualistic and at the same time diversified business world, it is hard to imagine there is actually a universal “panacea” for every business model or vertical. The Salesforce platform with all of its various products puts the solid foundations for a successful business processes architecture. Most of the time though it requires a “fine tuning” – someone understanding the business to come and listen to the client’s pain points and identify any gaps slowing down the business dynamics. The ultimate goal is to propose adequate and efficient solutions that not only address the need but stimulate growth.

Here comes the Salesforce Consulting Partner to be your fellow traveler in the Salesforce implementation journey, to guide you and lead you through every single step of the process and celebrate together the final success!

Read the 5 tips our experts in Resolute Software (a certified Salesforce Consulting Partner) selected to help your journey in finding the right Salesforce Implementation Partner:

1. Transperancy

When evaluating quotes from different providers, pay attention to how detailed is the estimation plan. A well-defined estimation plan with individual cost for every milestone apart from the total cost guarantees there is no hidden cost or additional items on top of the predefined initial requirements.

2. Expertise

Check the LinkedIn Profile of the Lead Consultant who has participated at the scoping meetings. Salesforce Certificates are a good KPI to estimate the Consultant’s expertise. Of course, successfully completed projects and happy clients are far way more indicative, but the certification level can show you the Consultant’s level of dedication and professionalism as well. Salesforce gives us a tool to verify the certification level of a Consultant using their email or Name and Surname.

Here is a quick link to do it: https://trailhead.salesforce.com/credentials/verification

Apart from looking at the number of certificates and Products, don’t forget the certification date. 5 certificates obtained in 5 years carry more expertise and knowledge weight than 5 certificates obtained in a single year.

3. Domain knowledge

During the initial meetings with the Salesforce Consulting Partner search for traces if they grasp easily your business language and terminology. Working with a Partner who knows your business and understands the processes takes you 5 steps further to a successful project from the very beginning.

4. Senior presence

The future is at the hands of the youth! That’s absolutely true and we at Resolute Software support this statement and have a team of excellent junior specialists. However, to guarantee smooth project management and high-quality execution we always have our senior specialists taking part in the whole project lifecycle starting from the sales and scoping to the final delivery.

5. Company culture

Depending on the scale and complexity of the project, the implementation of Salesforce and related products may take between 1 month and up to 12 months. In addition, you may decide to extend your partnership with your Salesforce Consultant with a support contract. This basically means that you will spend quite a time with the partner on discovery and working sessions, demo and show-and-tell sessions etc. Similarity in the business values and code of conduct may guarantee you smooth business relationship and seamless communication! Don’t forget to look at the Core Values on the Partner’s website, but also listen to how people communicate and observe the level of homogeneity with your way of communication.

Why choose Resolute Software?

Your Salesforce implementation is an important step toward transforming your business. As discussed above, an experienced partner can help you significantly on that journey.

Resolute Software has helped over 200 companies across the globe to turn their Salesforce investment into an efficient and scalable implementation with long-term results. Our company has diverse cross-industry experience and boasts a team of seasoned experts. Each of our projects offers a solution that is tailored to the needs of our customers. By working with us, you can rely on transparency and professionalism at all times.

If you are making your baby steps into the Salesforce eco-system read more about the Salesforce implementation services we offer and how we can help you transform your business. Alternatively, if you are a fan of real-live-communication, simply get in touch to get an initial virtual Salesforce consultation to determine what your implementation needs are, and how to best proceed from there.


Tags:

Salesforce

Business

New

Digital transformation

Partner

Top 5

Yana Chavgova
ABOUT THE AUTHOR
Yana Chavgova

Yana is an experienced Salesforce professional with proven expertise and knowledge in custom implementations among variety of verticals. Skilled in detailed business analysis, implementation strategies and user-adoption techniques, she brings positive change to organizations and helps them succeed in digitalizing and moving processes to the cloud.

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