Insights to Select the Right Salesforce Implementation Partner


Presentation Description

Planning for Salesforce Implementation is as important as the process of implementation itself. Being one of the leading Silver-tier Salesforce implementation partners in India and the US, we have helped many clients to plan for product implementation and transition to a new IT set up. To know more about Salesforce Implementation Partners,


Presentation Transcript

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Insights to Select the Right Salesforce Implementation Partner

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Introduction An excellent CRM solution that can handle an ocean of customer’s data in a synchronised way and helps business to keep track and monitor customer service becomes crucial. Salesforce provides a vast arena of CRM services to small as well as large enterprises through its implementation partners. So if you have made up your mind to use Salesforce as your preferred CRM solutions provider choosing the right Salesforce Implementation Partner would certainly be your next step.

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Tips to select the Right Salesforce Implementation Partner 03 04 Referral Checks Cost Criterion The Right Fit Excellence Driven 01 02

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The Right Fit Asses the size of your enterprise and know the exact pain areas you want to fix. If you are a large sized enterprise with complex IT infrastructure and big operation then look for a larger consulting firm. Large Salesforce Implementation Partners would bring in requisite technical skills system architecture and experience to handle the size of your operation. Conversely if you have a small business with smaller budget and IT infrastructure then you should consider smaller firms. Referral Checks Firstly check AppExchange listing of the partner to get an aggregate customer satisfaction rating CSAT. Ask your prospective Salesforce Implementation Partner to provide you list of their customers so that you can do a referral check. This will enable you to know the cost factor expertise team size and support system of the implementation partner.

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Excellence Driven Look for the number of types of Salesforce Certifications the implementation partner holds. Also look for their partnerships with other Salesforce Specialists and how much they invest in RD. The quality of partner should match to their RD efforts because the more keen they are to improve their services more invested they are to your success. Cost Criterion Don’t just make cost as the driving factor while choosing the right Salesforce Implementation Partner. May be a partner who has given you a higher cost has assed your needs correctly and justifies his cost. While the other partner may have given you rock bottom prices but may not have checked all your other boxes.

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