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How to Find the Right Salesforce Implementation Partner?



If you have some big sales objectives for the upcoming year, there’s a whole lot of things that you need to consider to attain those goals. One of the most important aspects is to have in place a robust CRM (Content Relationship Management) system. Since the CRM of your organization holds the most precious information about your organization, it’s important that you get it implemented properly. 

 

Even if you have made up your mind to integrate Salesforce – one of the most popular CRM platforms, you need to partner with a reliable Salesforce consulting company to leverage all the benefits of this powerful CRM.  

 

Listed below are a few considerations which you need to make before zeroing in upon the right Salesforce implementation partner: 

 

Look for a Partner with Right Experience: It is important to consider the size of your business while selecting the right CRM implementation partner. So, if you are a large entity with complex IT infrastructure, it would be in your interest to engage with a company that has the knowledge, experience, technical acumen and infrastructural facilities to provide you with the necessary support. Conversely, if you are a small firm with a limited budget, you must lookout for a partner with little internal IT capability.  

 

Seek Recommendations: The best place to look for the right Salesforce partner for your business is the App Exchange. Here you’ll get to check the aggregate customer satisfaction rating (CSAT) that a company receives for accomplishing their projects over the past 18 months. Since Salesforce conducts a direct survey with each customer, you can be sure that the ratings that you view are legitimate. Apart from this, you can also seek recommendations from people in your network who have already handled projects similar to yours.  

 

Seek Long-term Association: Make sure you engage with a partner who can remain associated with you for the long-term. Such a partner can provide you with a long-term solution that will not just be adopted by your staff but will also help you meet your business objectives. Apart from this, they will always stay by your side and provide all types of support if anything goes wrong. 

 

Don’t Consider Cost as Your Sole Criterion: While seeking a Salesforce partner for your company, don’t let cost cloud your judgment. While price estimates might vary from one partner to the other, make sure you determine the right fitment rather than just factoring in the cost. 

 

Conclusion:   

Finding the right Salesforce partner is the first step towards a smarter and profitable Salesforce journey. Besides helping you close more leads and build strong customer relationships, a reliable Salesforce implementation partner can provide you with round the clock  Salesforce support. So, choose your partner wisely by considering the aforementioned points.