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eVerge Insights

October 1, 2020

Choosing the Right Salesforce Partner for Your Business

Salesforce Partner

Salesforce, a cloud-based software company specializing in customer relationship management (CRM), has become highly popular in recent years. The company reportedly had 150,000 customers using its platform. Among these customers are well-known brands, like Adidas, Amazon, and American Express.

The implementation of Salesforce for your enterprise calls for a reliable partner, one with the technical expertise to ensure you get the most out of your software investment.

eVerge Group offers five suggestions to keep in mind as you look for and vet Salesforce partners.

1. Look for a Partner with Relevant Experience

Choose a consultant with prior experience working with companies in your field and of your structure and size. You’ll want someone with a solid understanding of your organization’s requirements and specific industry.

When checking for relevant experience, ask potential partners for demos, Proof of Concepts (PoCs), and case studies. Although every Salesforce project is unique, experienced consultants should be able to easily come up with an action plan that can meet the requirements of your enterprise.

2. Avoid “Yes-Men” Consultants

The last thing you want in a Salesforce partner is a “Yes-man” — a consultant who goes along with every suggestion or proposed action.

You need someone who’s not afraid to assess your business at its core and take the more difficult route, especially if it will contribute toward your success. You’ll know that your implementation project is in good hands with a consultant who encourages you to constantly revisit your business model.

3. Think Long-Term Partnership

Even if the Salesforce project will run only for a few months, you want a consultant who will stick with you for years to come. By sharing your enterprise’s strategic vision and treating your partner as a true collaborator, your consultant can make smarter choices and provide recommendations that drive your business forward.

If anything goes wrong, your partner will do whatever it takes to help get your business back on track.

4. Read Reviews and Obtain Recommendations

Work with a consultant who’s highly rated and has received many recommendations or positive feedback. You could begin your search by checking out the listings on Salesforce’s AppExchange, a premier enterprise cloud marketplace.

Here, you’ll find valuable information to help you choose the right partner, such as average customer satisfaction rating (CSAT), reviews, and the number of completed projects. You can be sure that the ratings are authentic because Salesforce disseminates its survey directly to customers.

Next on your list is to check in with the people in your network and get their recommendations on their ideal Salesforce implementation partner. Inquire about certain matters, such as:

  • How responsive is the Salesforce consultant?
  • How did the implementation project go?
  • Would you work with that consultant again if you had the opportunity

5. Check for Certifications

Salesforce has a certification program that offers credentials for consultants, marketers, administrators, and other professionals. When searching for the right partner, make sure that you associate only with a certified Salesforce partner.

Your Top Salesforce Partner of Choice

eVerge Group has more than 20 years of experience in cloud, on-premise, and hybrid enterprise solutions. Through strategic partnerships, we’ve built solutions that have been meticulously designed on well-chosen applications and platforms, including Salesforce. Our innovative consultants will help refine your business processes and deliver services customized for your needs.

Email information@evergegroup.com for more information about our implementation services.

Choosing the Right Salesforce Partner for Your Business

October 1, 2020

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