6 Qualities to Look for in a Salesforce Implementation Company

By Rajat Kesarwani| Wednesday, Sep 06, 2023 11:27 AM | 4 min read

Whether you have a specific project requiring customization or need a professional to optimize the onboarding process in your business, most of you, business owners, rely on Salesforce. You do it, as this CRM has better corporate coordination with its easy to use functionality. And when it comes to implementing Salesforce solutions in your business, you need to consult a Salesforce implementation company. Selecting such one requires you to be very careful. You can do it well when you have an idea about the essential qualities of such a consultant. Here are some qualities that you should look for in your selection process:

1. Salesforce Certification

Salesforce certification is the first and foremost quality you should look for in a consultant offering Salesforce Implementation Services. Many companies claim to have Salesforce certifications. However, there are only a few that can help you with customized solutions. Having a Salesforce certification is the benchmark a specialist can earn as a developer, consultant, architecture, service cloud consultant, etc. You should look for a specific certification that matches your needs.

2. Sound Industry Knowledge & Expertise

You can join your hand with a newcomer. However, it will be better for you if you hand over your project to a Salesforce implementation company with good industry knowledge and experience. Such an agency holds proven work experience in many distinguished Salesforce platforms like Service Cloud, Sales Cloud, and Marketing Cloud. With this, they can easily handle your project in the most appropriate way.

To know about their expertise, you can request them to showcase the projects they have handled or worked on till date. Going through their portfolio will facilitate you to know whether a particular Salesforce consultant is suitable for your Salesforce customization and integration or not. To know their real expertise, you can go through the reviews that a respective consultant has on AppExchange.

3. Compatibility

Compatibility matters a lot for almost each sector. It is the attribute you must look for in a Salesforce implementation company. If you are compatible with your consultant, you will easily develop a mutual understanding with the consultant you are going to choose. On Salesforce AppExchange, you can come across many applications and agencies offering Salesforce Implementation Services. However, the one who can give some time and understand your business nature is the best compatible consultant you can go with. You also need to comprehend their process and solutions before you move ahead in the process.

4. Problem Solving Capability

You should be aware of the problem solving capability of a Salesforce implementation consultant before you hire them. Your Salesforce partner must be a quick problem solver and can produce creative and unique ideas to solve any complex problems that could come in the way. With such a consultant, you will get instant effective results. And as a result, you will be able to make your business and take it to the next level.

5. Process Blueprint

Everyone follows a process whatever they do and has a clear idea about its presentation. A reputed and experienced Salesforce implementation company is well aware of the processes that come in the way of installation of a Salesforce product/solution. So, it can easily produce the process blueprints of all products/solutions it offers. You can ask such a consultant to produce the process of how they handled a similar project in the past.

6. Long Term Advisor

As an owner, you usually look for a long-term association with your business partner. You can know whether a particular Salesforce consultant could be a long-term partner or not by exploring its clients. Get in touch with a few businesses who availed the services of such a consultant and know their real experience. Further, ask for the duration they had a business relation.

Final Words

A Salesforce implementation company can vary from others in terms of offered Salesforce products/solutions, knowledge, experience, and kinds of projects handled in the past. However, a reputed one with several years of industry experience is right for you. At Dreamstel, we hold more than 15 years of experience and have completed 1000+ projects. We have served more than 550 clients and won 5 awards for our work. Our team is always ready to help you for your Salesforce implementation and allied needs.