In order to get the very most out of Salesforce, you’ll want to partner with a Salesforce consultant who understands your business needs and can help you reach your goals, be they training, customization, services, or a full implementation.
Here’s a checklist of things to look for in a Salesforce implementation partner to make your investment a success.
First Things First.
1. Expertise in your industry or niche
One of the first things you’ll want to look for in a Salesforce implementation partner is expertise in your specific industry. Nothing beats pairing with a partner that has deep expertise in the things that are important to you.
In the last year or so, Salesforce itself has emphasized industry focuses. They recognize that successful implementations don’t require product expertise alone. Rather, it’s about how well a Salesforce consultant understands your business goals, regulatory requirements, and common workflows. Ultimately, consultants with proven experience in your industry will implement your project faster and with more best practices, resulting in cost savings in both the short and long term.
Don’t want to dig through a sea of results in Google searches? Salesforce offers an excellent consultant finder tool that helps you find your niche across over 15 industries, including healthcare, life sciences, and high tech.