After the onset of the pandemic, companies all over the world made the shift to remote working and accelerated their digital transformation initiatives. This has led to a majority of organizations being keen to access solutions from one centralized platform. Salesforce has been a market leader in providing cloud-based Customer Relationship Management (CRM) solutions. Most customers know that Salesforce offers a vast variety of products, ranging from Sales Cloud, Marketing Cloud, and Service Cloud to niche sectors such as Revenue Management, and Health Cloud, and knowing which product would be best suited for the organization's growth would be a challenge for the clients, especially for those that do not have many insights into the technical knowhow or does not have large in-house IT operations. This is where the Salesforce Implementation Partners would come in.
What role do Salesforce Implementation Partners play?
A Salesforce implementation partner is an organization that helps companies implement and customize the Salesforce platform as per the client's needs by following the best practices. This involves:
Salesforce implementation partners may also provide ongoing support and maintenance services to help ensure that the platform is running smoothly and effectively. Some partners specialize in different industries or applications. They would cater to every need, challenge, business, industry, and region along the Salesforce journey.
When do we go for an Implementation partner in the process?
Choosing the right partner early on in the implementation process is of utmost importance, as it would have an impact on the overall process and also on the advantages you would get from the same. It is crucial to always make sure to get any queries, or doubts cleared as both companies must be on the same page during the entirety of the process so that the project can be carried out with minimum hurdles.
However, before you move on to the selection, you must be clear about your requirements. Figuring out what goals and business objectives you would achieve with the implementation of Salesforce, formulation of the end product vision, and a clear idea about the requirements communicated to the partners is crucial.
How do you choose the right Implementation Partner?
The first step in the process would be to research Implementation partners. There are almost 50 partners in Pune, and Maharashtra alone. Among those there are few which would fit the company's business area, one should check if the company has experience working in the business field you belong to. This would be possible with research about the partners' previous clients, and projects. Also, make sure to always ask about their success stories from the relevant domain.
The next step in choosing a partner would be to Prioritize Certifications. This would give you an idea about how sound the team is with their Salesforce knowledge and one can ensure the credibility of the same. It seems like an evident thing to do, but it is always recommended to go with a partner that has certified consultants working on the project.
And lastly, a factor that has recently gained higher importance is the Alignment of company values. Nowadays, organizations have been opting for those companies with which they share similar values and practices. For instance, working with those companies that push for accessibility to be included, or with those that have sustainable processes in place.
Even though these are just some basic things to ensure you find your right Implementation partner, remember to always look at all the available options rather than going for the first one that reaches out. This would be the beginning of a very essential relationship between the companies, hence make sure to not settle for anything but the best, and ensure thorough research has been done.
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After the onset of the pandemic, companies all over the world made the shift to remote working and accelerated their digital transformation initiatives. This has led to a majority of organizations being keen to access solutions from one centralized platform. Salesforce has been a market leader in providing cloud-based Customer Relationship Management (CRM) solutions. Most customers know that Salesforce offers a vast variety of products, ranging from Sales Cloud, Marketing Cloud, and Service Cloud to niche sectors such as Revenue Management, and Health Cloud, and knowing which product would be best suited for the organization's growth would be a challenge for the clients, especially for those that do not have many insights into the technical knowhow or does not have large in-house IT operations. This is where the Salesforce Implementation Partners would come in.
What role do Salesforce Implementation Partners play?
A Salesforce implementation partner is an organization that helps companies implement and customize the Salesforce platform as per the client's needs by following the best practices. This involves:
Salesforce implementation partners may also provide ongoing support and maintenance services to help ensure that the platform is running smoothly and effectively. Some partners specialize in different industries or applications. They would cater to every need, challenge, business, industry, and region along the Salesforce journey.
When do we go for an Implementation partner in the process?
Choosing the right partner early on in the implementation process is of utmost importance, as it would have an impact on the overall process and also on the advantages you would get from the same. It is crucial to always make sure to get any queries, or doubts cleared as both companies must be on the same page during the entirety of the process so that the project can be carried out with minimum hurdles.
However, before you move on to the selection, you must be clear about your requirements. Figuring out what goals and business objectives you would achieve with the implementation of Salesforce, formulation of the end product vision, and a clear idea about the requirements communicated to the partners is crucial.
How do you choose the right Implementation Partner?
The first step in the process would be to research Implementation partners. There are almost 50 partners in Pune, and Maharashtra alone. Among those there are few which would fit the company's business area, one should check if the company has experience working in the business field you belong to. This would be possible with research about the partners' previous clients, and projects. Also, make sure to always ask about their success stories from the relevant domain.
The next step in choosing a partner would be to Prioritize Certifications. This would give you an idea about how sound the team is with their Salesforce knowledge and one can ensure the credibility of the same. It seems like an evident thing to do, but it is always recommended to go with a partner that has certified consultants working on the project.
And lastly, a factor that has recently gained higher importance is the Alignment of company values. Nowadays, organizations have been opting for those companies with which they share similar values and practices. For instance, working with those companies that push for accessibility to be included, or with those that have sustainable processes in place.
Even though these are just some basic things to ensure you find your right Implementation partner, remember to always look at all the available options rather than going for the first one that reaches out. This would be the beginning of a very essential relationship between the companies, hence make sure to not settle for anything but the best, and ensure thorough research has been done.
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