Customer satisfaction is the one thing you cannot overlook while running a business. Whether in the product or the service industry, offering the customer what they want will help your business stay afloat for longer. As companies and small businesses realize the importance of customer satisfaction, they rely on customer relationship management tools like Salesforce. Also known as CRM (customer relationship management) platforms, it enables business owners to understand the specific needs of their existing and potential customers.
Further, with the help of such platforms, business owners can cater to the specific needs of their customers. However, having a CRM might not be enough. Like any other platform or program, Salesforce requires an expert to set it up and run it. Thus, having a Salesforce partner is crucial for CRM implementation. To help you select the right Salesforce partner for your business, we have compiled a list of things you must keep in mind.
1. Do Your Research
The foremost thing to do before you come up with a salesforce partners list is to perform thorough research. You may receive proposals too good to be true and outstanding sales pitches from different organizations.
However, it’s better to research the salesforce consulting companies in USA before deciding. Case studies, past performance, and brand reputation are some criteria that may help you make a better decision. You must ensure that the salesforce partner company you choose can meet your company’s needs.
Because the salesforce offers various services, you better analyze what services your company requires and whether the salesforce partners will help deliver them. There is no point in appointing a high-performing salesforce partner company that doesn’t have what your company needs.
2. The Right Certifications
To qualify as Salesforce consultants, candidates require some training and learning. There are various certifications related to multiple Salesforce clouds. We’re living in a world of rapid technological advancements, and keeping up with it is crucial. So, your Salesforce partners must be well versed with the technical intricacies of Salesforce. The Salesforce platform beholds a certification program for partners, marketers, administrators, and developers.
Salesforce partners would mention their Salesforce certifications on the CV or portfolio, so ensure to further enquire about them. Remember, only a skilled and trained professional can help you optimize your company’s CRM to achieve the desired results. You can also enquire potential Salesforce partners about other Salesforce technical skills they know.
3. Industry Experience
Here’s another crucial factor you must not overlook while selecting a Salesforce partner. It may not seem that important to you. However, it’s essential to have a Salesforce partner that can help you navigate issues related to your particular industry. Otherwise, you may face several situations unique only to your industry. A Salesforce partner with prior experience working in your industry may assure you of a solution to such problems.
It may be difficult for a Salesforce partner with no knowledge or experience in your particular industry to help you solve many problems. So, ensure to shortlist salesforce partners that have worked with other businesses in your industry or niche. Correctly understanding your industry may help in successful CRM implementation.
4. Business Empathy
Here’s another crucial characteristic to look for while selecting a Salesforce partner. Not all businesses function in the same manner, and the challenges faced by each one are different. Thus, the CRM implementation for each company is diverse, and the right Salesforce partner would implement the appropriate CRM for your company.
However, implementing the right CRM that suits your requirements, such as timescales and budgets, is crucial. Your Salesforce partner should be able to implement or make changes to your CRM according to your company’s vision. Understanding the company’s ideologies and implementing the CRM following it may help you maintain better customer relations. In simple words, having business empathy refers to understanding the company’s requirements from a business perspective.
5. Team Player And Self-Motivated
Having the required certifications and other technical skills related to Salesforce is a must for a Salesforce consultant. However, there are some other skills and factors you shall consider apart from them. The Salesforce partner you choose to work with must possess the qualities of being a team player.
As a Salesforce consultant, the individual may have to work with various teams from your company, ranging from sales to marketing. The Salesforce consultants usually lead the company when it comes to implementing the CRM and offering the best customer experience. That means the Salesforce partners must be able to nudge your employees in the right direction when needed. Doing so may only be possible if the individual is highly self-motivated and possesses strong leadership skills.
Final Thoughts
A Salesforce partner would help you implement and maintain a successful CRM for your company. It’s like having someone take care of customer experience while you are busy exploring other avenues to make your business shine. Looking for the skills and characteristics mentioned above may help you find the right Salesforce partner. A Salesforce partner must also possess strong communication skills to plan and present all the changes. Required in the company’s CRM. Hopefully, this article helps you find the right Salesforce partner for your company.