According to data by Research.com, Salesforce CRM has become the #1 customer relationship management (CRM) platform. With big giants like Spotify, Amazon Web Services, U.S. Bank, Walmart, and Toyota adopting Salesforce, now is the time for you to take the leap. 

But wait!

Where do you begin? 

Collaborate with experts. Find yourself a Salesforce Consulting Partner.  

To recognize a strong salesforce consulting partner for your business might look like an easy task; however, it is not so. Each organization requires a technical expert team that has a clear-cut understanding of specific business expectations and monitors the weaknesses and strengths of consulting partners. Implementing a salesforce that is not good enough might be harmful to your business in the long run.

When you select a salesforce consulting partner to drive your business ahead, consider the major factors. Moreover, if you are still unsure about choosing the right salesforce consulting partner, this article will help you select the best salesforce consulting partner in Houston, Texas.

What is a Salesforce Consulting Partner?

An organization authorized by Salesforce to implement projects, create custom solutions, and take your platform to the next level is a Salesforce consulting partner. As compared to a full-time employee, a salesforce consulting partner is more affordable, and they work with you on a contractual or yearly basis. Hence, they offer the expertise and guidance that your team requires and are confident in their work.

A salesforce partner solves your problems and crafts new solutions on the basis of the goals and requirements of your company and, hence, is a certified administrator. They interact with your team as per your requirements or according to the contract or project on the run. They even offer new perspectives and creative ideas to assist your business flourish and stand out.

Choose the Best Salesforce Consulting Partner in Houston, TX

While you move out to select a consulting partner in Houston for your organization, be an informed buyer. By considering additional applications, you enter into a framework with numerous capabilities and unlimited possibilities. A Salesforce consulting partner holds the experience and skills that you require to implement the best practices within your organization for the growth of your business. But how can you choose the best one? Consider the factors listed below to choose the best salesforce consulting partner in Houston, TX.

Research

As we run to the Internet for any information, do the same to gather as much information as possible with online research about all the available salesforce consulting partners. Once you find some of the potential salesforce consulting partners that meet your requirements, create a shortlist, visit their website, and go through the case studies, blogs, Vision, statements, e-books, and any other available information.

Know Your Requirements

One of the most major and initial steps is to recognize your complete requirements before stepping on the journey to find the best salesforce consulting company. Have a clear understanding of your present business process, goals, weaknesses, and requirements. This will help you in crafting your efforts to the consultant who is experienced enough to meet your requirements. Moreover, when communicating with your consultant, get involved in more productive conversations and discuss your projects and contracts in depth to evaluate the expertise of the consultant more brightly. Therefore, invest effort and time to gain a good understanding of your requirements first, and then invest enough time to find the best Salesforce consultant around you.

Certified Salesforce Consulting Partner

Almost every organization prefers associating with a certified and skilful salesforce consulting partner. Salesforce itself provides certifications for various roles, such as developers, administrators, consultants, marketers, and architects. Moreover, apart from relying on the certifications of the company, some of the partners are also awarded as – silver, gold registered, and global strategic partners. Each company looking for salesforce consulting partners should ensure that the partner company employee or the project team members are certified and qualified with the required certifications to be a salesforce. The certification helps you to cross-check the authenticity of the partner company, ensuring reliable and trustworthy implementation of salesforce services.

Do Not Rush

You must avoid being in a hurry when deciding on the best salesforce consulting company. Ensure that your organization explores all proposals received instead of preferring a consultant who sends the proposal first. Invest a good amount of time while making this decision, compare as many consulting partners as possible, and ask for demos with proof of concept and case studies. The salesforce consulting company that is experienced and skillful will craft an implementation strategy and acknowledge the requirements of your business even before they start working with you.

Avoid Selection on a Budget Basis

As every business decision is influenced by budget, choosing the right salesforce partner is nothing different. At times, few organizations select a salesforce partner offering them the lowest price. However, it is advisable to avoid making your decision on the basis of the budget. If you only focus on the budget, it could compromise the work quality. Hence, do prioritize the experience and expertise of the salesforce partner instead of only relying on their cost. Salesforce implementation is an investment for the long run and will leave a long-lasting effect on your organization’s success. A consultant offering you the lowest price might not provide you with the required services or might charge you with some hidden fees later. Hence, be careful while evaluating the scope of work to avoid hidden costs.

Industry-Specific Expertise

Each industry comes with unique challenges, and the solutions to those challenges must also be unique. It is advisable to select the appropriate salesforce consulting partner based on industry-specific expertise. This ensures that the consultant holds a good understanding of the industry requirements, best practices, and the challenges faced. Moreover, holding the knowledge of a particular industry helps them in delivering sales according to your needs. Hence, you can gain strategic guidance aligned with industry opportunities and challenges faced by an industry-specific knowledge salesforce consultant.

Acknowledge the Strengths of the Team

Salesforce is diversified expertise and needs professionals from multiple sectors like consultants, developers, and quality analysts. Hence, hire a salesforce consulting company that has a strong and knowledgeable team to achieve your project within the mentioned deadlines. Once you are assured of this factor, move ahead, your business to the next step.

Project Management Strategy

Project management strategy is also called a framework for the project of Salesforce. If you have certain aims and goals in your mind, you must also follow well-crafted strategies in order to fulfill these goals. A well-defined strategy assists you in identifying the risks that might happen during the implementation of Salesforce CRM. Discuss with your consultant the strategies and challenges to gain additional insights into the consultant’s expertise.

Post-Implementation Support

Acknowledge the ongoing support from the salesforce consultant partner when choosing one. A consultant offering post-implementation support can assist you in finding solutions to the problems that might occur post-implementation. This is how your business can avail great benefits provided by the salesforce. Apart from problem-solving, ongoing support even includes support and training to ensure that your team maximizes salesforce CRM use. Hence, before you choose a salesforce consulting partner, discuss with your consultant ongoing support to minimize post-implementation miscommunication.

Location

There is no doubt that technology has disappeared the distances, but still, you must consider selecting a salesforce consulting partner that is close to you on the map. Not only will this provide you the opportunity to work closely, but it also removes the hassle of time zones with the consulting team. As face-to-face communication ensures the involvement and contribution of all the parties and aligns better with the work process, the location factor must be considered.

Who Requires Salesforce Consulting Partners?

Salesforce consulting is essential for two main groups: businesses considering purchasing Salesforce and current Salesforce users.

1. Businesses Considering Purchasing Salesforce:

If your business is thinking about adopting Salesforce for CRM, a Salesforce consultant is crucial for your success. They will assess how Salesforce aligns with your growth goals, weigh the pros and cons, and identify its potential to benefit your company. Start the consultation process by answering these questions:

•  Can Salesforce help you achieve your goals?
•  What are the top three actions to succeed with CRM investment?
•  What obstacles hinder your sales and revenue goals?

Your consultant will use your answers to guide you on Salesforce suitability. If it’s a fit, they’ll assist in:

• Providing strategic decision support for your executive leadership.
• Enhancing operational efficiency and reducing costs by optimizing your tech stack.
• Establishing a strong foundation and expediting solution implementation.

2. Current Salesforce Customers:

Businesses using Salesforce but needing expert guidance for optimal use should also partner with a consultant. They can help with technology implementation, data migration, innovative problem-solving, and system/process updates. In this scenario, your Salesforce consultant should:

• Identify critical gaps hindering sales and revenue goals.
• Develop a custom roadmap for quick wins.
• Lay a strong foundation for long-term success and continuous improvement.
• -Provide strategic support to your executive leadership.
• Resolve issues preventing full Salesforce utilization.
• Offer recommendations to simplify your tech stack and boost efficiency.

These steps will ensure your Salesforce system achieves its maximum potential and delivers a strong return on investment.

Actionable Adverbs 

Selecting the best salesforce consulting partner in Houston, TX, might be a major task. But by following and considering the key factors mentioned above, the efforts you need to invest in this can be reduced by 90%. There’s no doubt that the goals and aims of each company in different sectors vary, and they select a consultant who can fulfill their requirement in the best ways possible. However, each company must consider crucial factors, including location, ongoing support, project management strategy, industry-specific expertise, and research, to land up implementing the best salesforce consulting partner in Houston, TX. 

Cloudstreet Services is one of the best salesforce consulting Partners in Houston, TX, for your company. Transform and groom your business with the expert and experienced salesforce-certified consultants and developers of Cloudstreet Services to reduce lockers and burdens, optimize your salesforce platform, and increase opportunities and sales.

Common Questions about Salesforce Consulting Partner

Q1. What does a Salesforce consulting partner do?

A salesforce consulting partner provides your company with the expertise and guidance they need. They are certified administrators who can solve problems and craft new solutions according to your company’s requirements.

Q2. What are the levels of salesforce consulting partnership?

There are four levels: base, Ridge, crest, and summit. It depends on the level you choose and your eligibility for different sales and alliances, marketing, and technical benefits.

Q3. How does a salesforce partner get paid?

Salesforce calculates the benefits of referral on a monthly basis, and payment gets processed within 45 days during the month’s end or the close date of the project.

Q4. What industries are consulted by the salesforce partners?

Salesforce, consulting partners support, customer service, sales, and marketing requirements. They offer their services to industries such as retail, manufacturing, IT, finance and banking, professional services, and health care.

Q5. Is Salesforce consulting a good career?

Yes, it is a good career as it carries prestige and offers an appealing compensation package.

Q6. Is there a demand for salesforce consultants?

Yes, the salesforce job opportunities are rising across the world. Moreover, salesforce consultants are the third most in-demand professionals in the world.

Q7. Does a salesforce career require coding experience?

No, you can even learn Salesforce without any coding experience.

Q8. How much time is required to become a salesforce consultant?

With training courses and keen learning, you might require around 3 to 4 months to learn the skills of a salesforce admin. In addition, you might invest five or more months to avail salesforce developer training and to learn the skills required.