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What you should look for while choosing a Salesforce CRM Consultant

Salesforce Consulting,Salesforce CRM,Consulting in India - posted by Pooja Prakash J

When you implement Salesforce, the assistance from a consultant will be a tremendous benefit. Since Salesforce is so much more than a tool to keep up with your contacts, it needs to be integrated into your system in many ways. Without a consultant, you may not always see the full impact of what Salesforce can do for your business. So, what are the key criteria you need to focus on while choosing a CRM consultant?

Type/Number of Projects
You need to have an understanding of the type of projects that the consultant takes in. The more number of projects dealt, the more expertise the company will have! Since every organisation is different, each project will bring new learning experiences and gained tools.When you consult a company, you should make sure that the company deals with vast number of clients in diverse areas of Salesforce such as Sales Cloud, Service Cloud and others. Also it is very important to see that the company has to their credit a good number of successful apps that are uploaded on the AppExchange. Only then can you be sure that they are indeed experienced in the type of services you are looking for.

Successful Clients
The best way to predict how your project would turn out is to check the track record and client portfolio. If there are more positives than negatives, then you have the green signal to move forward with the project. Specific reviews like promptness, efficiency or the number of projects done help in understanding what to look for in a Salesforce consulting partner. Always have a track of the reviews to know how many ongoing projects the client has.

Strong Presence on the Internet
A company with an online presence means more than simply putting up a little website with their address and phone number. In this electronic era, more people search online for the products and services they need as opposed to searching through a phone book. So see to it that the company you are looking at is very active on the internet with good reviews. Online reviews, interactions with other customers and the frequency and quality of their posts such as blogs and presence on social media help to form a positive impression of the company in your mind. Also, it is important that the company is a registered Salesforce partner. Ideally the company or the organization should be a part of one of the many available Partner Programs offered by Salesforce. Some of them include the AppExchange Partner Program, the Cloud Alliance Partner Program and so on.

Certified Employees
Almost every Salesforce consulting firm will have certified employees. But what you need to make sure of is how many certifications does each employee hold. It also has to be ensured that the certified consultants maintain their credentials three times every year by passing release exams. This will help you understand that they are up to date with the latest tools and resources.

All these key points will make it easier for you to choose the best from the market. With these factors checked you can make sure that you have one of the best consultants to hand your project to.

Are you in search of a Salesforce Consultant for your business? Drop a comment below and we’ll tell you why we are good at it!


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