The leading CRM software, Salesforce, has a wide range of impeccable features that are undoubtedly a quintessential part of any business. The robust cloud platform has its customer base across multiple industries. But not every business can adopt Salesforce to their new or existing platform on their own. You need the right assistance from a registered Salesforce consulting partner.
In our previous article, we talked about the top things you should look for when hiring a Salesforce consulting partner. But when you hire a partner, ensure that you’re not making these top five mistakes.
So, let’s begin!
1. Not Setting The Right Goals
Before getting started with the project implementation with a consulting partner, you should have a clear strategy of the usage of the solution. You should know its consequences, the problems that may arise, and the results that you’re going to achieve. Consider talking about all of these before the project.
As an organization, you don’t want to spend your time and money on an underutilized resource that doesn’t have much potential.
2. Not Checking Out The Profile & Reviews on AppExchange
We just can’t stop stressing about the importance of AppExchange. Before signing the contract, you should first check out how the consulting partner’s profile looks on the AppExchange. There you would find out the services, technologies, locations, videos, and other stuff that can help you. Also, you should check out the reviews on AppExchange. Consider reading the ones that are verified to get a clear understanding before making your decision.
3. Valuing Price Over Quality
We know how easy it is to get attracted to the low-price offerings of the services you want. We understand that anybody would get tempted to do that. However, if you spend less and consider price over quality, you may have to spend higher than what you planned initially. Therefore, read some case studies preferably in your industry, and if you see the potential, hire them.
4. Not Taking Enough Time
You shouldn’t make your choice in a hurry. Consider taking some time to think and evaluate your decision. Also, some recommendations from your business partners can help. See what has worked for them and how it would benefit your business. Carefully study the case studies, testimonials, and portfolios before making your choice.
5. Overlooking The Domain Experience
Just how reviews and case studies are important, similarly, the domain expertise of the consulting partner is equally important. You need to know if they have the relevant technical knowledge, certifications, and industry experience. Ensure that you have the confidence that this consulting partner can build customized solutions for your needs. Also, you should know if the company has enough resources to handle a large business project.
Wrap Up
You should make the most out of your investment by proper planning and implementation to leverage the capabilities of the #1 CRM. Ensure that you’re not making the above mistakes. Choosing the right Salesforce partner is vital for your business to implement an error-free project. Reach out to our dedicated Salesforce specialists if you have an upcoming project lined up.
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