How to Choose the Right Salesforce Implementation Partner

Are you considering launching your journey into Salesforce? That’s an exciting journey! Salesforce is a powerful tool that can change your organization for good! But implementing it is no simple feat, and it certainly isn’t a one-person job.

Any implementation is more akin to building a custom home; not only do you need a great architect, but you also need a great builder! This is where a Salesforce implementation partner comes in. They are the subject matter experts you are going to lean on for help, and finding the right partner to work with is going to be one of the most important decisions you make. So how does one find the perfect partner? Let’s open the discussion together.

1. Think of Your Goals First
Before you go searching for your partner, it would be helpful for you to understand your business objectives very clearly. Let us ask you a few questions.

What problems are you trying to solve?
Are you looking to improve sales productivity, customer service, or marketing efficiencies?
Do you need a Sales Cloud partner, a Service Cloud partner, or a partner with expertise in many clouds?
It is a good idea to write your particular needs and desired outcomes down, as this is going to guide you to identify a partner that has expertise specific to your needs.

2. Prioritize expertise and experience.
You want to select a partner who is not only familiar with Salesforce but also has experience in your business. A partner with a good track record in your industry, whether healthcare, finance, retail, etc., will possess insights into industry-specific challenges and compliance knowledge. Verify their credentials. For example,

Do they have Salesforce certifications such as Platform Developer or Application Architect?
Are they a Salesforce registered partner?
Collect case studies and/or client testimonials from previous clients who have completed the same or similar projects (or ones you hope to complete, if applicable). This is an important step in the selection of yo