The Dwight-Approved Checklist for Evaluating a Salesforce Consultancy
Salesforce provides everything you need to manage customer data, streamline processes, and boost sales. But to truly tap into those capabilities, you need the right Salesforce consultancy by your side.
So, to help you get started, here are 5 key areas to consider when choosing a Salesforce consultancy.?
1) Key Qualifications for a Salesforce Consultancy
Salesforce Certifications: Salesforce offers a bunch of certifications that can validate a consultancy's expertise in a specific area. Thinking of tackling a specific area of Salesforce? Look for consultancies with a high level of knowledge and competency and have completed similar successful projects.
Industry Experience: It's like asking someone about football, but they can only talk tennis. While they're both sports, if you're looking for deep subject matter expertise, you'll want to pick a consultancy that knows your industry.
Proven Track Record: Look for a consultancy that has completed similar projects to the one you’re considering. Case studies, testimonials, and personalized demos can provide insights into their work quality and client satisfaction. Also, look at their CSAT and AppExchange ratings.?
Work with us: Our team has 100+ certifications, 500+ successful projects, a 4.99/5 CSAT, and 4.95/5 on the Salesforce AppExchange. Click here to get started.?
2) Evaluating the Reliability of a Salesforce Consultancy
You don’t want a consultancy you can’t count on. Here are some ways to assess their reliability:
Customer Reviews and Testimonials: As mentioned before, online reviews and testimonials give you valuable insights into a consultancy’s reliability. Look for consistent positive feedback regarding their professionalism, quality of work, and responsiveness.
Reference Checks: Request references from the Salesforce consultancy’s past clients. Speaking directly with previous clients can give you a clearer idea of the consultancy’s reliability.
Stability and Longevity: A consultancy that has been in business for several years indicates they know what they are doing and have successfully navigated a fast-changing Salesforce environment.?
3) Don’t Pick the First Vendor (with a caveat)
In other words, don’t marry on the first date. While it might be tempting to go with the first consultancy you find (especially if you’re in a time crunch), you don’t want to rush this phase. Compare multiple consultancies to make sure you find the right fit.
Assess their:
Choosing the right consultancy isn’t just about finding a Salesforce expert; it’s about finding one that’s the best fit for your unique needs.
4) Common Mistakes to Avoid When Selecting a Salesforce Consultancy
Working with hundreds of clients over the years, we’ve amassed a deep understanding of why some of them choose the wrong fit. Here are a few common mistakes organizations make when picking a Salesforce consulting firm:
Focusing Solely on Cost: While price is a leading consideration, the cheapest option often doesn’t offer the best value. Worse, it might cost you more in the long run. We’ve worked with many organizations that looked to save money only to spend more to fix another consultancy's mistakes.?
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Staying on budget is a hallmark of good business, but balance costs with qualifications, experience, and the range of services offered.
Overlooking Post-Implementation Support: Salesforce implementation doesn’t end with setup. As you adopt the tool, you’ll see areas for improvement (and opportunity). Select a Salesforce consulting firm that can provide ongoing support and maintenance.
Learn about how our Salesforce Managed Services can help you.?
Our philosophy is teaching your team how to reap the most value from Salesforce. We don’t want you to rely on us for every little tweak. Instead, we want to empower your team to use (and love) Salesforce.?
This way, you see the return on your investment and use our expertise where it will drive the most impact, saving you money by helping you thrive independently.?
Ignoring Cultural Fit: A good consultancy is your embedded partner. The right cultural fit can lead to better communication, smoother collaboration, and better outcomes, so get to know the firm you're considering before signing on the dotted line.
5) Assessing Their Cost-Effectiveness
Cost is king. Here are some things to think about when you break out the calculator:
Return on Investment (ROI): Cost-effectiveness is not just about setup. A true partner worth their salt (get it ??) is invested in your success and is always looking for ways to streamline your business processes, boost user adoption, and increase productivity.
Scalability: Choose a consultancy that can scale its services as your org grows. It’s like being a dog lover who buys a studio but comes home with half a dozen golden retrievers the next day.
Projecting your growth and road-mapping your needs help you avoid a costly switch later. Need help defining your business goals, schedule some time with us.?
Final Thoughts: Evaluating a Salesforce Consultancy’s Services
We’ve covered the basics, but here’s a summary and a few more points to remember:
Range of Services: Does the consultancy have the services you need now (and in the future)? Can they support you from implementation to optimization and ongoing support? If yes, the Salesforce consulting firm can handle your needs.?
Quality of Communication: How responsive is the consultancy? Where can you reach them? Effective communication is vital to executing successful projects. Our customers have rated us 4.99/5 on CSAT, showing how easy, convenient, and impactful it is to partner with us.
Customization Abilities: Salesforce is highly customizable. Think of it like a box of LEGOs; you can build anything and everything. Make sure the Salesforce consultancy you choose can build what you need and can make adjustments as your goals evolve.
Choosing the right consultancy is the key to maximizing the benefits of Salesforce. By assessing your picks through these lenses, you can be sure to choose one that will truly partner with you to drive your business growth and Salesforce performance.?
Ready to start (or level up) your Salesforce journey? Contact us.?