Since its inception that happened more than twenty years ago, Salesforce has been the sole shining star in the market of business CRM software. Though many similar systems have entered the market since and have provided their clients with reliable services, none of them has yet been able to come close to the ones provided by Salesforce CRM.
Salesforce development functions using the theory of customer personalisation and provides you with services that would help you customise them according to the needs and preferences of your customers. It also handles the complicated task of handling your huge and varied customer database, scanning it thoroughly and coming up with fruitful analytics. The platform also employs artificial intelligence in making important predictions in the way your customers are likely to behave in future. All these services help you in making important decisions for your business, keeping a track of all the activities carried out by your sales team and understand your customers better. Salesforce also integrated with efficient third party applications to provide you with the best possible mix of both the entities.
However, having Salesforce in your business organisation is not going to be a smooth-sailing task. There are several challenges that come along with the software you are getting installed in your office. Simply getting the software from a Salesforce development company is not going to help your team or your business in any manner. It is important for your sales team to make optimum use of the platform and make the most of the features offered by Salesforce CRM.
These challenges give rise to the need to have effective Salesforce implementation consultants on board that would act as a bouncing board whenever you are facing any issues arising out of using Salesforce. Salesforce is complicated software and comes with an array of features, components and tools. Especially if you are not familiar with the system and going for Salesforce for the first time, there are high chances of your team not being able to take maximum advantage of the same. This is where you will have to approach your Salesforce consultant in order to help you out of this problem.
However, choosing your Salesforce consultant is also not a simple task. You cannot afford to have a consultant that is themselves not fully aware of the services provided by Salesforce. You need to make certain important assessments and take important decisions before zeroing in on the right Salesforce consultant. Here are some of the most important aspects to keep in mind while choosing your Salesforce consultant:
Thoroughly Investigate Before Finalizing
Just like the thorough market investigation you carry out before buying a valuable commodity or availing a valuable service, it is advisable to investigate before finalising your Salesforce Consultant. It is important to note that in order to make this investigation, you need to be fairly accustomed with the basics of Salesforce yourself. Go online and read as much as you can regarding the platform from their official site, blogs and articles pertaining to the same. Watch relevant videos that would help you in making this decision.
Once you meet with a prospective consultant, ask all the relevant questions before making a final decision. Make sure there is enough transparency between you and your consultant once the process begins and you are made aware about any relevant actions taken by your consultant.
Specify The Services You Require
There are very low chances that you would require a Salesforce consult to help you with all the aspects of using the software. Make a thorough assessment of the activities your team is performing, the opportunities they are tapping and ascertain specific fields in which you are facing issues. Have a meeting with your team, your partners and relevant authorities that would help you in identifying the core problems you are facing. Only after you are sure about the services you require, you can go ahead and approach prospective Salesforce consultants.
Create A Narrowed-down List of Finalists
Just like business organisations hire employees by recruiting a pool and making specific selections, make sure you segregate two or three best options and deal with them in detail with regards to choosing your Salesforce consultant. You can find consultants by looking into the Salesforce Partner Community or other relevant sources online that would get you a pool of potential consultants. Having more than one options would help you in making comparative analyses before choosing what is best for you. It would also help you gain more knowledge as to the services provided by various Salesforce consultants, which would not be the case if you finalise the first consultant you meet.
Clearly Specify Your Budget
This is the most important aspect to have in mind while choosing your Salesforce consultant. You can’t have a consultant working for you on a pro-bono basis. Make sure you explicitly cite your budget when you meet with your potential Salesforce consult ant before finalising anything. Also, make sure you make decent quotes and avoid an able consultant slip away. It is important to understand the value of a certified and/or highly qualified Salesforce consultant that is ultimately going to save you of a huge chunk of money you would otherwise lose due to certain mishaps in handling the platform.
Understand Their Methodologies
Before you finalise your Salesforce consultant, it is important to understand the methods they employ in carrying out their services. You should not be clueless when you ask them for their services and they carry out preventive measures. If you are well-versed with the specificities of the methods they employ in carrying out their services, it would help you and your consultant stay on the same page. This would also prevent any arguments, confusions or misunderstandings to surface in future.
Handling Salesforce is a challenging task and a lot can go wrong if you are not careful. Take immense care before you hire a Salesforce consultant.