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How to Choose the Best Salesforce Consultant?

Rajat Kesarwani

By Rajat Kesarwani| Saturday, Dec 08, 2018 15:10 PM | 6 min read

What is Salesforce?

Salesforce is a technology that helps you to conveniently transform you business in a short period of time. It is the world’s #1 CRM and a first choice for several big brands. The Salesforce tower looked like the Eye of Sauron on Halloween last year. It is the largest building in San Francisco today, and is gradually spreading it’s wings of success across the globe.

A few features of Salesforce:

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Here’s an image from our visit to the Salesforce Dreamforce 2018 event, that was held between September 25th and 28th in San Francisco.

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Salesforce has 3 releases of notes in a year, and they are called Summer, Spring and Winter releases. The Salesforce Summer 18 release has offered a personalized and integrated experience for customers. You can enable effective team work across your organization and get better results in terms of Sales and branding.

Apart from this, the Salesforce transit center is an amazing structure that is built to serve as a bus and rail terminal for the San Francisco Bay Area. Here’s an image capturing it:

What Does a Salesforce Consultant Do?

A Salesforce consultant enhances the way you use the CRM for your business. The consulting service focuses on discussing options, meeting your expectation in sales boost, developing and implementing productive ideas to transform your business to give it a strong foundation and build it from the ground up.

How to Choose the Best Salesforce Consultant for Your Business?

The method in which an IT related project is run, is always of utmost importance. Your Salesforce consultant has to work with the most efficient and budget-friendly methods to give you satisfactory results. Finding the right Salesforce consultant is not as easy as we think it is. There are certain specific questions that a candidate should be able to smartly answer before they are offered to move forward to the next round.

Here are 3 Ways to Choose the Best Salesforce Consultant for Your Business:

1. Choose a Trusted Partner:

In case there are several Salesforce consultants contacting you to offer their consulting services, find a trusted partner with a considerable amount of experience in Salesforce consulting. A reputable consultant would be acquainted to the processes and would paint a clear picture of a fruitful long-term relationship with your organization.

How do you find a trusted partner?

  • Create accounts on social networks such as; Facebook, Twitter, etc. and join relevant groups that offer recommendations and insights into the current trending topics related to Salesforce. You can also get help from your Salesforce connections on LinkedIn.
  • Speak to IT experts or businesspersons who are currently working with a Salesforce consulting agency. The resources and data that they would have to offer would be extremely useful.
  • Search for the best Salesforce consultant on search engines and get in touch with the top ranking companies with satisfactory reviews and a good rating.

2. Understand Your Salesforce Consultant:

Every partner works with an ideology to reach achieve a certain business target. The consultant should be interested in your business. They should have the knowledge and experience required to efficiently handle the issues and fix them in time.

The best Salesforce consultant would display the following features;

  • They would offer excellent practical solutions to the Salesforce issues in your business. In case your business is about sales or marketing, your consultant should be an expert in the relevant Salesforce cloud, such as; Salesforce marketing cloud or sales cloud.
  • If you’re working with a highly recommended consultant they would not worry about where you business or company is located. Even if you are in a different country altogether, they would not hesitate to discuss about your project.

3. Ask About the Methodologies:

The Salesforce consulting agency has a method in which they perform their tasks. Most of the certified consultants and developers choose the agile methodology, which includes continuous testing and development while a product is being built or an issue is being resolved. The waterfall methodology is the other way of working on a project. It is less iterative but faster and preferred in cases when you have less time to meet a strict deadline to meet.

A reputable Salesforce consultant would work with efficient tools that ensure timely delivery of the project. They would work strategically with proper implementation strategies and migration resolutions.

Bottom line, the ultimate goal of the Salesforce consultant you hire should be to boost productivity, and drive results in a short period of time, with the least amount of financial investment.

Rajat Kesarwani
About the Author Rajat Kesarwani is the CEO of Dreamstel Technologies. With over 15 years of experience in maintaining business relations with esteemed companies across the US and Australia, Mr. Kesarwani has earned an excellent reputation in the IT industry. He has been offering advanced technology services to businesses that require any kind of IT solution. His expert services at Dreamstel includes developing and introducing next-generation apps and spreading awareness about Salesforce. His objective is to reach out to companies in need of advanced technology solutions, and he has been successfully moving ahead in the right direction to do so, through Dreamstel Technologies.