7 Tips for Choosing the Right Salesforce Support Partner


Last Updated on March 21, 2024 by admin

Have you chosen Salesforce as your ideal CRM solution and are looking for support partners to help with the implementation? Then, you have come to the right place!

Choosing the right amongst top Salesforce support companies can be a daunting task that many would agree. It requires a lot of research, systematic arrangements, and careful consideration.

Are you ready to do all that?

Then, let’s dive in!

Tips to Choose Suitable Salesforce Implementation Partner

Tip 1: Research to gather project requirements

Thorough research takes you places! Or at least it can help you distinguish your wants from your needs. You would be able to categorize which features you must incorporate into your Salesforce project and which you can stall for later.

Conducting an organization-wide survey can give you insight into what your organization needs and how you can use Salesforce to achieve them. You can also research your competitors to analyze what’s in trend and what more you can achieve.

To be precise, it gives you a clearer picture of what you are getting yourself into. And enlisting these ideas will ensure you have practically valid pointers to explain to the Salesforce CRM support team.

Tip 2: Scrutinize the profile of the Salesforce partner

A Salesforce partner may present you with a fancy sales pitch, but that shouldn’t influence your decision. You need to scrutinize their profile diligently before you choose one. So, what are the things you should check? Here’s a list!

  • Demos.
  • Company website.
  • Portfolio.
  • Live sessions.
  • Case studies.
  • Previous projects.
  • Social media presence.
  • Ratings and reviews.
  • Engagement model.
  • Pricing.
  • Privacy and confidentiality policies.

Tip 3: Relevant experience is always a priority

Having a Salesforce partner with relevant experience in your industry, company size and structure is always preferable. When you hire such a partner for implementing Salesforce services, you already have first-hand experience on how to proceed with the integration.

It would obviously take less time and can result in greater efficiency. So, leverage the added advantage if you have the option.

Tip 4: Don’t be afraid of changes (‘Yes’ isn’t always right)

Whether you are implementing a CRM solution for the first time or you have done it before, you should be open to changes. Your organization’s processes are destined to improve and change with these implementations. So, having an open mind about the changes is the first thing you have to do.

Next, you don’t want someone who will blindly follow in your footsteps. You want a leader who can provide exceptional salesforce support and maintenance services. They will question your business’s processes and modify them for better productivity, performance, and returns.

Tip 5: Salesforce certification is a must-have

Salesforce offers a wide range of certification programs for developers, marketers, consultants, architects, and administrators. When you hire Salesforce professionals, it is expected of them to have acquired such certifications.

At the very least, they should have Salesforce developers and administrators certification. It will also help you understand if they have in-depth knowledge of Salesforce CRM or not and if they are up-to-date with the latest technologies.

Tip 6: Value-cost assessment is the key to a profitable deal

Besides the cost of the Salesforce CRM platform, businesses also have to pay for hiring Salesforce professionals. Business units might think that spending much on hiring a professional is a waste.

You would be surprised to know that it’s not. Rather than going for the cheapest option, one should assess if the

Tip 7: Ratings and reviews – Check, check, check

Before you acquire Salesforce offshore support services, going through the ratings and reviews of a business is a must. It can give you a brief idea of their working style, delivery methods, integrity, transparency, budget, and more.

You can check for ratings and reviews on Google or other renowned review websites. To be more thorough, you should also check for testimonials and case studies. If you feel the need, contacting the clients they have previously worked with will also be helpful.

A good and reliable Salesforce support partner is likely to make your troubles go away. You will have more stability within your business processes and can work smoothly to achieve greater productivity and performance.

These tips mentioned above should assist you in choosing the right Salesforce implementation partner for your business. No matter you are a small business or a large enterprise, keeping these tips in the back of your mind while you go with the hiring process should help  you sufficiently.

Summary: Having the right Salesforce support provider is a blessing that only a few are bestowed. Do you know why? Because the process is daunting and you may struggle to choose the right partner for your firm. These tips on finding the right Salesforce implementation partner should help you in this venture.