Top 10 Tips Before Hiring Salesforce Consultants

Are you considering Salesforce implementation all by yourself? Wait, don’t you know that installing Salesforce is a complex endeavor and requires specialized expertise. That’s where Salesforce consultants come into picture. These experts bring the most out of the Salesforce by resolving the intricacies involved.

But how do you hire the right consultants? What to-do list to follow before having them on board? That’s what we’re moving ahead with in this guide. Explore further!

Prerequisites to Follow Before Having Salesforce Consultants

Here is how you can choose the right Salesforce consultant from among so many options available in the market.

1. Understand your Business Goals

Your goal is how you see the success with Salesforce. So, before making any investment in Salesforce, ensure to identify your objectives and goals. While some businesses want to drive more sales, others may leverage Salesforce to streamline overall workflow. However, what’s your vision should be recognized in the beginning to let you remind of what matters the most.

2. Assess your Current Processes

Take some crucial moments and time to identify your present business status. If there are any bottlenecks or areas of improvement, try to figure out how Salesforce can tackle the same. Read use cases of Salesforce implementation, helping businesses with the same motive. This will give you a clear idea of Salesforce’s capabilities in improving your processes.

3. Get all Stakeholders

With the support of extensive stakeholders, you can enjoy project’s success. Therefore, appoint all stakeholders from key decision-makers to project management, with whom you can increase the likelihood of successful outcomes. Also, ensure that they participate in every stage, from preparation to implementation and ongoing management.

4. Set your Budget

It’s time to prepare your budget, which is essentially required to reach your specific, measurable, attainable, realistic, and time-based (SMART) goal. So, consider these essential factors while planning the budget:

• Licensing costs
• Software ownership or leasing costs
• Consulting costs
• Customization costs
• Number of users
• Training costs
• Data migration costs
• Ongoing support costs

5. Determine a Timeline

Three to four weeks are enough to wrap up Salesforce implementation. However, this can vary based on your unique and customize needs.  For instance, if the process requires a complex setup, the implementation can take many months. But, when you have a clear timeline with different milestones in front, you can get a clear overview of project progress.

6. Run Needs Analysis

After acknowledging your requirements, ensure to conduct a need analysis too. For that, get a list of desired outcomes—from your stakeholders. Consider their suggestions to vet the list into high, medium, and low-priority buckets. However, if you feel the process is complex and challenging, seek the support of Salesforce consulting partners like Girikon.

7. Join Hands with Consultants

With over 1700 Salesforce consulting partners globally, finding the top talents can be exhaustive. However, you can make this process seamless. How? By differentiating top talents based on their locations, industry-specific knowledge, experience, past projects, expertise, etc. Moreover, you can again finalize the consultant by exploring their products, services offered, projects completed, certified potential, customer reviews, etc.

8. Build a Project Methodology

Salesforce implementation can be done in the following ways:

• Sequential (waterfall) Method

It follows a traditional or sequential development method with no overlaps in between to reach the end goal. You can prefer this to create, test, and implement the entire system without fragmenting the development into pieces.

• Iterative (scrum) Method

Iterative or scrum method, leveraging a cyclical approach divides the entire project into smaller “mini” milestones. Instead of building the entire project, consultants create, evaluate, and implement smaller parts. This is how they prepare different components of the system.

With Salesforce support, you can better assess which project methodology suits best your business operation.

9. Train Your Team

Before Salesforce implementation, it is important to train your team on its uses, features, and functionalities. This will help them utilize and maximize the platform’s capabilities. However, ensure that you get the training and support from reputable Salesforce partners themselves. It would be a plus point if your consultants also provided training with other services.

10. Set Up Ongoing Support

After a successful Salesforce implementation, you will need an expert that takes care of the platform’s bugs, user problems, and data-driven dashboard. Of course, this can only be done by experts with relevant expertise. So, ensure that you have Salesforce-certified individuals who are adept at providing ongoing support and maintenance.

Conclusion!

These steps will help you hire the right Salesforce consultant team. With their support, you can enable successful Salesforce implementation. Moreover, you can get various opportunities, leading to enhanced customer journey.

What else are you looking for?

A group of technocrats is right here, ready to tackle all bottlenecks involved in Salesforce implementation. It’s just required to get in touch with them and discuss your objectives. Indeed, you will have fruitful benefits, replenishing your business with new power and strength. Schedule a meeting today to learn more about Salesforce support.

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