How to Choose the Right Salesforce Implementation Partner

Once the decision is made that Salesforce.org is the ideal CRM solution for your organization, the next crucial step is selecting the right implementation partner. The search queries related to Salesforce often include phrases like “the best Salesforce implementation partner,” indicating the significance of this choice. But isn’t the “best” partner the right partner?

While any Salesforce partner can be self-proclaimed as “the best,” a high-ranking position on the Salesforce AppExchange is a trustworthy indicator. However, appearing at the top of Google searches may simply denote proficiency in search engine optimization or heavy investment in pay-per-click advertising, not stellar implementation work. Even local proximity is only indicative of location, not necessarily capabilities. The ultimate task is to find a Salesforce implementation partner that aligns with the unique needs of your organization.

Consider the following tips when making this critical decision:

Specialized Experience: Seek a partner with expertise in your specific focus area, industry, business model, or any other criterion that sets your organization apart. Different partners may excel in various areas of Salesforce’s versatile platform, so finding one aligned with your needs is crucial.

Independent Discovery: Engage a potential Salesforce partner for a discovery process independent of the full implementation. This allows you to gain confidence in their recommendations by ensuring they understand your business needs and technological requirements, offering a smaller investment with the potential for greater ROI.

Budget Consideration: Approach your Salesforce implementation partner search with a ballpark budget in mind. While you’re not necessarily seeking the cheapest or most expensive solution, having a preliminary understanding of your project’s scope can guide discussions effectively.

Track Record and Reputation: Assess a partner’s track record and reputation by focusing on successful projects and positive customer reviews. Look for partners with a longstanding relationship with Salesforce, a diverse range of satisfied customers, and an internal team capable of addressing all development and customization needs.

Communication and Project Management: Evaluate a partner’s communication and project management style. A good partner should be able to clearly explain their process, keeping you informed throughout the project. Ensure that the team includes a delivery manager and an account representative who understand your needs and communicate regularly.

Integration and Availability of Salesforce Implementation Partner

Integration with Other Tools: Consider the compatibility of other tools in your technology ecosystem with those of your Salesforce partner’s area of expertise. This eliminates learning curves and downtime, ensuring seamless integration and operation during normal business hours.

Hours of Availability: Solutions and implementation partners with staff in multiple time zones can often get deliverables to your inbox for inspection early in your day. Likewise they can burn the midnight oil in your local time zone with mission critical deliverables.

Proven Process: Look for a partner with a well-defined process, as this increases the likelihood of a successful project delivered on time and within budget, especially if your Salesforce implementation will occur in stages.

Adaptability: Assess a partner’s ability to adapt to your organization’s needs, recognizing that a skilled partner will assist your organization through the change management process that often accompanies Salesforce implementation.

Involvement of Project Sponsor: Involve the primary project sponsor or administrator within your organization in the partner selection process. This key individual contributes not only institutional knowledge but also an understanding of how your company operates.

Ongoing Support: Seek a partner capable of providing ongoing support, fostering a long-term relationship. This ensures continuity and efficiency in reaching future Salesforce development goals.

By carefully considering these factors, you can make an informed decision and select the right partner for your Salesforce.org project. Utilize resources such as your Salesforce Account Executive, Salesforce’s partner list, and online searches to compile a diverse list of potential candidates.