How to choose a Salesforce Implementation Partner - TransFunnel Consulting
Salesforce Marketing Automation implementation partner has gained momentum with its advanced features that add value to your business. The implementation and integration services of the Salesforce have taken the customer experience by storm. As much as it offers a highly engaging experience and aids in converting the marketing leads to customers, the Salesforce implementation services provide way more than just the technical expertise.
This multi-stage process incorporates Salesforce integrations, data cleansing, employee training and assisting in the development lifecycle. It is the vast portfolio and expertise of Salesforce implementation services that makes its selection critical for a business.
While there are obvious considerations on choosing the best Salesforce consulting partner, we recommend you walk through some tried and tested factors before you zero down in the first go:
Thorough research
With the number of businesses across the globe, it is likely that your business need is not distinct and the challenges have been previously addressed by a Salesforce consultant. So, consult your peers from other industrial backgrounds about the adopted Salesforce solutions and brainstorm thoroughly to be sure of achieving a worthy ROI.
Industrial experience and expertise
While the best Salesforce consulting partner may have numerous certifications and a knack for advanced technology, not understanding your industrial challenges would make them incompetent for your business. This holds true, especially where you have a core niche-based business and it demands an industry-oriented Salesforce integration. Therefore, look for a consultant who has expertise in your niche and proven experience of how to overcome them.
The closest match to your business vertical
It is often seen in businesses that when a potential partner in the marketing sales funnel has a good understanding and similar profile as your business, integration becomes streamlined. This is exactly what your business deserves. Always opt for Salesforce implementation services that know the workaround for the implementation for the closest match to your business profile.
Look beyond technical fit
While technical knowledge surpasses every other aspect of the business world, it should not be your only factor to consider. There are other vital elements to your business such as your organisation’s mission, vision, language, culture, passion for work, interest and commitment to reach the aim, that should be weighed alongside the technical skills to make for a similar profile that drives your business to success.
Certifications do matter
A confirmation of credibility should be the deciding factor while you finalise the Salesforce implementation services. This credibility can be easily judged by the certification of the consultant. However, it is also vital to consider whether those certifications provide value to your business, or will you be paying for something that you would not even benefit from.
What is the implementation strategy?
When you make an agreement with the Salesforce consultant, you must agree upon the scope of the project and documents as per your discussion. This comes in use to avoid distress or disagreement once you finalise the other party. The document should clearly mention the roles of both parties, SLAs, contingency plans and other customisable elements.
Demographics
Demographics become important to consider if your business adopts a certain model such as local Salesforce implementation services, or the one with global delivery capacity.
Continuous customer support
Customer support 24X7 tends to make business operations easy for every company. While there are many options available for customer support such as emails, skype, chatbots, live chats and customer calls, it varies on the type of support you feel comfortable accessing and incorporating.
Customer satisfaction testimonials
A customer review says a lot about the brand value and can make or break the reputation. So, look for customer testimonials such as the ease of Salesforce marketing automation integration, support available, resources available and more before finalizing the Salesforce implementation services.
Training capacity and capability
Salesforce marketing automation deployment is not the final stage in its implementation process, but a mere start of your business journey. To make sure the journey runs smooth and is streamlined, it is vital to have the employees trained and educated on the entire process. This cannot be completely done in-house and you would require external help. So, ask your potential Salesforce consultant if they provide training and the capacity of training resources they are ready to offer.
Why choose Transfunnel as your Salesforce implementation partner?
Transfunnel has effectively integrated Salesforce Marketing Automation and diligently follows a streamlined approach catering to every business needs. With customizable solutions from our Salesforce-certified professionals who work alongside you, we offer measurable business outcomes.
Our Salesforce Consulting Services help you create value by using the silent features and functionalities of the tool, such as –
Salesforce Sales Cloud
Salesforce Marketing Cloud
Salesforce Increase Service Cloud
Salesforce Community Cloud
Our in-house Salesforce Certified Consultants have an overarching understanding of the platform. Familiar with global governance, data management and complex integrations, we spell success for your business as you receive end-to-end Salesforce solutions right from onboarding and implementation to integration and training.
Our proven track record in Salesforce implementation and customisation helps us deliver fast-paced, positive results.
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