Salesforce constantly expands its potential as a cloud-based CRM platform by offering everything in one place to increase customer satisfaction. With its flexibility and scalability, Salesforce can take business from every industry forward in the competition by boosting efficiency and organizing processes. 

If you have decided to implement Salesforce in your business model, it’s better to start by putting the first step in the right direction. A Salesforce Consulting Partner is what you need to begin the process. A Salesforce consulting company can assist you with migrating to Salesforce from another CRM or implementing Salesforce, automating sales, marketing, and service strategies to drive digital transformation for your business.

Before you hire a Salesforce Consulting service provider, consider the following tips to ensure that you are selecting the right one: 

1. Conduct Proper Research

Before you can onboard one particular Salesforce Consulting firm, find the best companies offering Salesforce-based services. Align your goals and objectives with the shortlisted companies that can dismantle your existing processes and transform your current approach to operating businesses. 

2. Check their Salesforce Certifications

Salesforce provides certification at both levels: Individual and Company level. Check the number of certified experts with entitled credentials of Salesforce Consultants, Developers, Architects, and Marketers. Alongside, the partner firm is also assessed by Salesforce and gets awarded one of these five tiers: Registered, Silver, Gold, Platinum, and Global Strategic Partner. Salesforce also marks the Partner Value Score to help customers recognize Salesforce partners based on their level of expertise and making the right decision.

3. Budget is a Considerable Factor

While selecting an Implementation partner, know that Salesforce projects are never cheap, which implies that while trying to find the most cost-friendly Salesforce Implementation Partner, ensure the efficiency and timeline aren’t compromised.  While saving the cost, it has often been observed that organizations often fail in Salesforce Implementation partially or impartially. 

4. Don’t forget to check Portfolio and Client Testimonial

Assess a company based on its shared portfolio to apprehend the custom solutions they have created or is capable of developing for addressing unique business issues.  Additionally, go through their Client Testimonials which indicate upto what extent the Consulting Partner has satisfied their client's requirements. For genuine feedback, browse the Company review page on the Salesforce AppExchange platform. This helps you decide whether the company is a good fit. 

Read Also: What Is The Cost To Hire Salesforce Consultant?

5. Learn about Expertise, Experience, and team upfront

Dig more into the capabilities of the Consulting firm, like what development or implementation strategies they usually follow, their vision, in which domains of Salesforce they got the expertise, or how long they have been catering Salesforce services in the market. All these kinds of questions enlighten you about the competence of the company. 

Don’t miss out on their team of Salesforce professionals and size ability regarding various essential profiles. The right company will always be staffed with the appropriate mix of professionals having hands-on expertise in diverse domains of Salesforce. 

Trusted by hundreds of customers, Cyntexa is a certified Salesforce Silver Consulting partner with expertise in various horizontal and verticals of Salesforce. If you think your Salesforce Implementation process is one that you are not ready to compromise with, then connect with experts at Cyntexa today.