Choosing The Best Among The Salesforce Consulting Partners


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As your CRM is a vital data asset that holds precious information about your customers, employees, and processes— choosing the best Salesforce Consulting partner is critical. To know more about Salesforce Consulting Partners,


Presentation Transcript

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Choosing The Best Among The Salesforce Consulting partners

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Introduction You may in different phases of journey with Salesforce be it building out legacy integrations starting a new cloud based CRM or expanding to Heroku choosing the rifgt Salesforce Consulting Partner will decide your success rate. As your CRM is a big data bank which holds precious data of your customers employees processes etc choosing the best Salesforce Consulting Partner becomes very vital.

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Tips to Choose the Best Salesforce Consulting Company Should have well Rounded Expertise Implementation Approach Pricing Location and Passion 01 02 03 04

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01: Should have well Rounded Expertise A good Consulting Partner should have a team comprising of experts in sales related Technologies and project management. As you and your team would be working closely the Salesforce Consulting Partner in automating the sales process it would be good that they have formal sales manager or operations director in their team. Search for partners with team members who would be able to advise you on sales strategies.

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02: Implemntation Approach A good Salesforce Consulting Partner would have implementation methodology as per your industry requirements to meet your business needs. They use agile based methodologies in delivery of different phases thereby ensuring that your project is delivered on time and within the specified budget. It is better to ask the Salesforce Consulting partner for details such as flowcharts and tools they use for prototypes.

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03: Pricing Discuss the pricing of the Salesforce Support at the very start of the process with your prospective Salesforce Consulting partner. As expensive consultant may not be necessarily the best so do ask for proposals from partners and compare their offerings. Also enquire regarding their delivery turn around time and other details such as there per our pricing structure.

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04: Location and Passion Also consider the geographical location of your Salesforce Consulting Partner and try find out someone who is close to you as your team would be working closely with him. Face to face meetings will have more clarity in communication and increased team collaboration to better align the project implementation.

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