Salesforce is such a massive customer relationship management platform, and the number of Salesforce projects you can implement is practically unlimited. With the overwhelming possibilities, however, you’ll likely need the expertise of a Salesforce consultant to guide you along the way.
Let’s be clear here. A Salesforce consultant is not the same as a contractor. SalesFix and other professionals in the field explain that the latter does what you tell them to do and nothing else. The former is knowledgeable enough to participate in your business’ creative process and advise you as you go.
If you’re seriously considering hiring a consultant, here are the questions you need to ask:
Where is your certification?
The easiest way to ensure you are hiring a pro is to ask for their certification. The platform is constantly evolving, and pros must pass a maintenance exam. This ensures clients that they are up-to-date and competent enough when it comes to working with the latest version of the CRM.
What is your Salesforce experience?
Choose a consultant with a practice dedicated to Salesforce. At the least, a majority of their revenue must come from Salesforce consulting. As Salesforce keeps changing, you want someone who is committed to always refining their expertise as the platform grows.
Can you provide references?
Client references are necessary. The more references you can interview, the better. Ask them whether they can truthfully recommend working with this consultant. In addition, you can also check out the consultant on App Exchange and thoroughly go through their reviews.
What’s your price?
In Salesforce consulting, you get what you pay for. Though the most costly consultant isn’t always the best, the lowest offer won’t likely get you anywhere. Ask for a quote and what’s included in the package. Be careful around major expenses, such as data migration and ongoing support.
Finding a Salesforce consultant isn’t just about finding someone who can help you implement a project. It’s all about finding the right person or group of persons who are going to be part of your team, so it’s important to choose someone you know you can trust.