5 Things You Should Consider in Choosing Your Salesforce Implementation Partner

In Sales Cloud by Mikael PeterssonLeave a Comment

If you're picking a Salesforce implementation partner, you want to make sure they provide the best service for your sales team. Your top priority is probably finding the right implementation partner to help your organization succeed. The right one should do more than just develop apps. How do you know who to choose? As a Salesforce user, there are many ways to implement the right solution for your organization. But how do you know who to trust with such an important project? Here are five things you should consider in selecting your Salesforce implementation partner:

What is a Salesforce Implementation Partner?

Salesforce Partner

Salesforce Implementation Partners are companies certified by Salesforce to perform all aspects of implementation (from configuration and customization to data migration). This includes the design and development of new or existing fields, data modeling, etc.

Salesforce Consulting Partners are companies that can help you understand how your business fits in with the Salesforce platform and will guide you through determining your needs and goals for implementing it. They can also assist with project management throughout the implementation process and provide end users training after implementation.

What Support Can a Salesforce Implementation Partner Provide?

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Salesforce Implementation Partners are certified by Salesforce to help you implement your Salesforce system.

 

The right Salesforce implementation partner will help you set up your Salesforce account and configure it according to your business needs. They will also provide training on how to use the different features of the system so that you can get the most out of it.

The best way to start with Salesforce is by working with a partner who can support your implementation. What does that mean? It means that you should look for a partner who has the experience and expertise to help you:

  • Create an effective strategy for how Salesforce will be used in your organization
  • Set up the system quickly and efficiently so you can start making changes right away
  • Help you select the right tools and features within Salesforce that align with your goals
The right implementation partner can help you clarify your success metrics and understand what is realistic, laying out a logistically sound timeline for your implementation journey.

When is the Right Time to Engage an Implementation Partner?

The right Implementation Partner will help you set up your Salesforce account and configure it according to your business needs

 

When you're ready to start using a new system, it's probably time to look for a partner.

It's a question we hear all the time. When should you engage an implementation partner? How do you know when it's time? We can help with those questions, but there are a few things you should consider.

First: What do you want to achieve? If your goal is to implement a new software solution, then it's time to look into it now. If your goal is to improve your current processes, then it's time to start talking about how an implementation partner can help.
Second: Who are your employees? When implementing a new technology or process at your company, you must consider your employees' knowledge levels when deciding whether to bring in an implementation partner immediately.
Third: Do you have the appropriate budget now to implement your new project? If not right now, then perhaps later in the year?
So you've done your research. You know what your business needs and how to get it. And now, you're ready to discover how to make that happen. But where do you start?
If you want to implement a new system, it's time to engage an implementation partner. An exemplary implementation partner can help you decide which system is best for your business, set up the infrastructure for installation, train employees on how to use the system effectively and efficiently, and provide ongoing support after installation is complete.

5 Things to Consider in Choosing the Right Salesforce Implementation Partner

When you're planning to implement Salesforce, there are many things to consider, and they can be overwhelming.
Here are some things to remember when choosing the right Salesforce implementation partner:
  • 1
    Certifications and Credentials

     

    The best way to tell if a company can implement your Salesforce solution is to look at their certifications and credentials. If they have Salesforce-specific training and certifications, that indicates their experience with the platform and knowledge of how to make it work for your needs. This can save you time and money in the long run by ensuring that your implementation is done right the first time! 

    Some partners are generalists who can help you leverage the power of Salesforce across your business. Others specialize in particular areas, such as Marketing Cloud and customer data platforms (CDPs) or harnessing the combined powers of Sales Cloud and Einstein.

    Make sure to look at the certifications and credentials of your salesforce implementation partners. That way, you'll know they have experience and can help your company use its features effectively—and quickly!

  • 2
    Industry Specialization

    When you're looking for a Salesforce implementation partner, it helps to make sure they're experienced in your industry. Some of the most common industries that use Salesforce are:

    For example, if you work in the healthcare industry, you'll want an implementation partner with experience working with hospitals and other medical facilities. If you work in retail or e-commerce, you'll want an implementation partner with experience with these types of businesses who can help you design the right solution for your unique needs.

  • 3
    Value Alignment

    One of the most important things you can do when choosing a Salesforce implementation partner is to make sure that they share your values. You want to work with a company that shares your commitment to quality, customer service, and transparency. This way, you and your new partner can work together in an atmosphere of mutual respect.

  • 4
    Training Capability

    The best Salesforce implementation partners provide training for your staff. This is a key factor to consider because it will help ensure that the new system is easy to use and understand. If you choose an implementation partner who offers training, they should be able to help you determine what type of training would be most beneficial for your team. 

    For example, if your team has not worked with Salesforce before, it might be helpful for them to receive training on navigating the system and its features. However, if some members have already used Salesforce in the past, they may need less training on how the platform works and more help learning how best practice strategies can improve their performance with the new system.

  • 5
    Customer Reviews

    When looking for a Salesforce implementation partner, you want to ensure that you're working with a company with the experience and expertise to deliver what you need. The best way to know if a company is a good fit is by checking its customer reviews.

    You can also look at their testimonials and customer success stories. If there are plenty of positive reviews, chances are that this company knows what they're doing!

What are the Benefits of Having a Salesforce Implementation Partner?

What are the Benefits of Having a Salesforce Implementation Partner?

 

There are many benefits to having a Salesforce implementation partner.

  • Your implementation partner can help you with your implementation, training, and support.

    The most important benefit is that you will have somebody who knows Salesforce and the best practices for implementing it. Implementation partners have experience implementing Salesforce efficiently and can help you get the most out of your investment in this platform.

  • Help you manage your implementation project from beginning to end.

    Another benefit is that you will have somebody to manage your implementation project from beginning to end. This means that they will be able to help you plan out your implementation strategy as well as execute it. They will also be able to provide training for your employees to know how best to use the system once it has been implemented.

  • Help reduce problems and improve the overall success rate.

    A third benefit of working with an implementation partner is that your company's needs are met both now and in the future. By staying involved with your company throughout its implementation process, it will be able to identify any problems or issues that may arise during implementation and address them before they cause any damage.

  • Increased productivity

    A properly implemented Salesforce application will improve productivity across all your company's departments. Your sales team will be able to get more done in less time with less errors, which means more sales! The customer service department will also be able to handle customer inquiries quicker with fewer mistakes made along the way. All of this translates into happy customers, who then become repeat customers who buy from you repeatedly!

How Much Would It Cost to Have a Salesforce Implementation Partner?

Depending on the caliber of the Salesforce implementation agency or consultant you partner with, a Salesforce deployment can be anywhere from $5,000 to more than $100,000. Of course, the higher the cost, the more complex your CRM implementation will likely be.
The price will depend on a number of factors: what functionality is required, how many users need access and training, how much customization is needed, and whether there are existing data sources that need integration with Salesforce.

How eClouds.co Experts Can Help?

If you are looking for a Salesforce implementation partner, eClouds.co is the best option. We have more than 16 years of experience in Salesforce. eClouds.co is a leading Salesforce partner, providing full services to help your business grow. Our experts are certified, experienced, and ready to help you implement and manage the Salesforce platform in your organization.

We have extensive experience in Salesforce implementation and have executed various projects in various industries. Our team has worked with customers from different verticals and has gained deep insight into their unique business processes, which helps us to provide them with an optimal solution.

How eClouds.co Experts Can He,p?
In fact, eClouds.co rated 4.9 out of 5 in customer satisfaction based on reviews by Salesforce Community members and feedback gathered in project satisfaction surveys.
Eclouds' Score on Customer Satisfaction

Citation/References:

What Is a Salesforce CRM Implementation Partner? Retrieved from Salesforce (13 January 2022). https://www.salesforce.com/ap/blog/2022/01/salesforce-crm-implementation-partner.html

The True Cost of a Salesforce Implementation (2023) Retrieved from whatfix (26 April 2022). https://whatfix.com/blog/salesforce-implementation-costs/#:~:text=What's%20the%20Average%20Cost%20of,or%20consultant%20you%20partner%20with.

Why eClouds? Retrieved from Company (nd.) https://eclouds.co/why-eclouds/