Tectonic’s certified consultants are ready to assist with your Salesforce project and provide ongoing support. We offer a range of services, including Salesforce implementation, development, administration, integration, and training. Our implementation services cover configuration, customization, migration, integration, and support across various industries.
An implementation partner is an organization licensed by Salesforce to help users select and implement CRM solutions. These partners specialize in specific industries, use cases, and drive Salesforce adoption rates. Essentially, they are organizations reviewed and approved by Salesforce to implement CRM solutions successfully.
For a complete implementation, you may need a project manager, a Salesforce consultant, and possibly Salesforce developers. However, not all companies have internal resources for this, especially when just starting out. An implementation partner, typically a certified consulting services firm, is knowledgeable about the product and can help with a successful software implementation.
Salesforce Implementation Process
Salesforce implementation is the process of rolling out its core product, the CRM system, to centralize key business activities and communication.
To find a Salesforce implementation partner, the AppExchange Salesforce site is a valuable resource. It provides a list of partners in your local area, along with reviews and partner levels.
Choosing an implementation partner with technical knowledge and the ability to support other key systems is crucial. The partner should develop solid data integration solutions with third-party service providers and effectively manage the implementation process.
The Right Resource Right Now
There are instances when a Salesforce Implementation Partner is the right resource strategy for large-scale projects requiring a team of 10+ consultants. An experienced implementation partner understands stakeholder buy-in, effective communication, and the importance of engaging the right individuals at different points in the process.
Working With a Salesforce Implementation Partner
Working with an implementation partner provides access to a team of Salesforce experts, including admins, business analysts, and executive sponsors. This team guides you through every step of the implementation process, ensuring accountability and managing the overall timeline and budget.
Salesforce implementations typically take multiple months, absorbing your team’s bandwidth focused on building the business. Bringing in experts reduces implementation time and allows your team to focus on their strengths.
Critical success factors for Salesforce implementation include a well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and a commitment to continuous improvement.
Salesforce categorizes consulting partners into four levels (Base, Ridge, Crest, Summit) based on evaluations each quarter, indicating their Trailblazer consulting partner score. Trailblazer score measures a partner’s contribution against the goals set by Salesforce in four main categories: customer success, innovation, growth and impact (formerly called lead). This score can reach a maximum of 1000. The Consulting Trailblazer scorecard is updated daily; however, your tier is calculated on a quarterly basis.
When you are ready to explore a Salesforce Implementation Partner, contact Tectonic.