The Ultimate Guide To Choosing A Salesforce Partner

Salesforce Partners can help you get the most out of your Salesforce investment. However, Salesforce Partners come in different forms and sizes, so it’s vital to figure out which Salesforce Partner is the best fit for your organisation. To help your organisation thrive; you need to engage with a Salesforce Partner that is capable of understanding your needs, elevating your customer experiences and helping you to build the right solution to achieve your goals. That’s why it’s necessary for you to consider several factors before choosing a Salesforce partner.

In this article, we explore how to find the right Salesforce Partner to propel your organisation forward.

Where to find your Salesforce Partner

There are a few ways that you can find a Salesforce Partner. Salesforce recommends looking at the Salesforce AppExhange and whittling down your list through the Consultant tab, alternatively, you can connect with your Salesforce Account Executive, and they’ll offer to put forward a selection of partners who they feel will fit your criteria. You can also take finding your Salesforce Partner into your own hands by conducting a general web search for terms like “Salesforce Consultants London” to find Salesforce Partners like us, that are local to your organisation – and can therefore provide more hands-on experience.

Once you’ve decided on how to find your Salesforce Partner, it’s time to get down to business and start engaging with your shortlist of potential Salesforce Partners.

What to look out for when choosing Salesforce Partners

When you’ve identified Salesforce Partners that you’d like to connect with, there are certain factors you’ll need to take into consideration when comparing Salesforce Partners in order to determine which Salesforce Partner is the right choice.

Positive change culture
Your Salesforce Partner needs to be a good cultural match for your organisation. You’ll want someone that understands your culture and industry, so make sure you visit their website and pay the utmost attention to their aims, culture and style of working. Do they look like a team that you can work with to build success? Will your team respond to their training? Can they implement trust and authenticity within your organisation?

It’s vital that they’re the right match for your organisation, so they can connect your work culture to positive change culture.

Pick a partner with purpose
Be sure to look at their future impact on your organisation by asking about things like innovation and how they’re involved in the Salesforce Community. These are great ways to find out whether or not your Salesforce Partner has a genuine interest in Salesforce culture and innovation. They need to be proactive when it comes to Salesforce releases, so they can adapt their business practices accordingly.

Ask Salesforce Partners to provide evidence of their interest. For example, Pracedo was awarded the Innovation Partner award for its ability to provide trailblazing talent to the ecosystem. Pracedo also launched Pracedo labs, an incubator for Salesforce ideas. This shows that the organisation is deep-rooted in Salesforce success, and has the talent that can take your organisation to the next level. A Salesforce Partner which provides evidence of their involvement in Salesforce innovation will always have your best interests at heart.

Find experience that matters

Salesforce is an ever-evolving platform with new updates being released on a regular basis. You want someone that understands Salesforce more than you do. You should look for a Salesforce Partner that has experience with your industry, and can bring significant Salesforce experience. Salesforce customisations are unlimited with the right partner, so you’ll want to make sure that your Salesforce Partner knows your specific Salesforce product inside out and can provide demonstrable experience of making your goals possible. Ask them to provide you with Salesforce success stories to prove that they’ve delivered great Salesforce solutions before. In addition to this, don’t be afraid to ask questions about the project team. Salesforce Partners should be comfortable sharing profiles with you which highlights their consultants skills, certifications and years experience.

Avoid “Yes-Man” consulting

A consulting partner will generally be engaged because their skill surpasses what you have already in your organisation. So, the last thing you want is a partner who will simply agree with every idea you propose and follow through with all suggested actions; a “yes-man.” Your consultant should thoroughly examine and question your company’s operations, rather than being hesitant to take the lead and advocate change if they believe it is the best course of action. Experienced Salesforce Consultants will have seen their fair share of failed digital transformation initiatives due to insufficient organisational processes and data mismanagement. As such, they’ll challenge you if it means avoiding these blunders.

Future-proofing your organisation is essential, so choose a Salesforce Partner that will build up your organisations Salesforce capabilities, rather than simply allowing you to work on its platform.

Bigger isn’t always better
When it comes to Salesforce Partners, bigger isn’t always better. Whilst Salesforce is an enormous platform with thousands of Salesforce Consultants in the world, it’s natural to be concerned that you may go with someone too large or inexperienced. Consider your organisations needs closely when choosing a Salesforce Partner. If you need close interaction and hands-on change management with stakeholders, then you may want to go with a Salesforce Partner, like Pracedo, that has the ability to flex with your needs. Choosing a large corporate enterprise might mean that you don’t get as much access to the people or services that you need.

Design your digital transformation
It’s expected that Salesforce will play a big part in your organisations digital transformation. From the early stages of when your Salesforce Partner is involved, it should be clear what they can do for you and how it fits into the future plans of your organisation. Be open and clear with your business objectives over the next tenure. The best Salesforce Partners will be able to engage with your ambitions and provide insights and recommendations about how to make it possible. The right Salesforce Partner will be able to get your digital Salesforce transformation roadmap up and running in no time and so should be ready for the challenge to make your lightbulb moments a reality.

When to engage with your chosen Salesforce Partner

The earlier you can engage with a Salesforce Partner, the better. Why? When you’re identifying the solution you need, the challenges it will solve, and the value it will bring to your organisation, it’s always beneficial to get an expert on board as they’ll be able to advise you on Salesforce’s functionality. Salesforce is an incredibly powerful platform, and Salesforce Partners understand this better than Salesforce themselves. So, if it’s a specific Salesforce customisation that you require, Salesforce Partners will be best placed to bring your ideas to life for you. When a Salesforce Partner and Salesforce work side-by-side, you’re sure to receive the best possible experience.

By involving a Salesforce Partner early in the process, you can mitigate:

Having the same conversations with Salesforce Account Executives and Salesforce Partners
Pressure on your Salesforce Partner to provide proposals or Statement of Work (SOW) when they aren’t familiar with the details already uncovered during discovery.

Instead, involve a Salesforce Partner early so that you can:

Compare Salesforce Partners early in the process and understand how they respond to your needs.
Benefit from early alignment between you, your Salesforce partner, and your Salesforce Account Executive for the right solution your organisation needs.
Remove the need to repeat the findings and specifics you discovered during the sales discovery process.
Obtain a more experienced and educated estimate. Salesforce Partners will often be able to ask relevant questions to clarify your exact needs and therefore understand the work required to make it a success.

If you’re ready to jumpstart your Salesforce journey to success, then our team of experienced Salesforce Consultants can help you. Salesforce, as a platform, can seem overwhelming and our Salesforce experts who can do much of the heavy lifting for you. Choose a Salesforce Partner that understands your needs and has a history of successful Salesforce implementations. To find out about Pracedo’s implementation services for Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Pardot, CPQ and Billing, Salesforce Community Cloud or Salesforce Nonprofit Cloud, get in touch today on +442035100910 or click here to schedule a call with our Consultants.

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Pracedo is an award-winning Summit (Platinum) Salesforce Consulting Partner that delivers innovative Salesforce implementations to forward-thinking customers.

With over a decade of experience focused on Salesforce, we work with our customers to unlock the platform’s power through tailored implementations that facilitate achieving business goals and ambitions. Our talented team of over 80 Salesforce professionals globally means that Pracedo offers a boutique consultancy experience, delivered locally to you, with the breadth and depth of knowledge earned from delivering over 1000 projects across our locations.

Pracedo specialises in Digital Transformation and Change Management. Implementations and customisations include: Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement, Salesforce Revenue Cloud, Salesforce Experience Cloud and Salesforce Nonprofit Cloud.

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