July 23, 2021

What to Look for in a Salesforce Consultant

What to Look for in a Salesforce Consultant


Salesforce is a Californian based software company which is very famous for Customer Relationship Management product and stands first in the list of the world’s most innovative companies listed by Forbes. Salesforce is also listed in the Fortune 500 companies. Salesforce is all about managing your business in a simple and efficient manner. With Salesforce, you will get everything you need in a matter of seconds.

It helps us in tracking the information related to your business within a span of seconds. For instance, gathering information from excel sheets, accounts, contacts, PPT presentations or PDF may be a time-consuming process and sometimes we fail to find the information when we need it the most. Salesforce is the centralized place where you can easily access your data and get updates instantly.

Sales cloud is the world’s no 1 sales application which gives the power to representatives, managers and other executives to connect with customers like never before. With this being said, needless to say that there is an increasing demand for Salesforce consultants. A Salesforce consultant is definitely a very big asset for any Salesforce user to reap maximum benefits from the Salesforce cloud.

However, if you are planning to hire a Salesforce consultant here are a few tips which will help you in hiring an efficient Salesforce consultant.

Qualification: The first and foremost thing which should be considered while hiring a Salesforce consultant is his certification. Salesforce provides various certification like administrator certification, developer certification, implementation expert certification, technical architect certification etc to people based on their capabilities. So make sure to check the certification of the consultant before hiring one.

Experience: Experience is another important criteria which should be taken into consideration while hiring one. Though certification ensures that the consultant holds the required knowledge, experience on the other hand ensures that the person has technical expertise. Since Salesforce is all about customer relationship management, an experienced consultant will be able to suggest which plan will be more beneficial to the company and he will also know the tactics and technicalities to solve a specific situation. At any given point of time, an experienced consultant will always be an asset for a company.

Reputation of the consultant: Another deciding factor is the reputation of the consultant. It is quite natural that no company prefers to engage a consultant with a bad reputation. So having a good reputation in the previous company should also be taken into consideration. Real business knowledge: Real business knowledge across a wide range of industries and how companies market their products to customers and support them is an added advantage.

Theoretical knowledge is something which every consultant will have, but the live experience is what makes the difference that too across diversified industries. People will most probably look at the price tag first before buying a service or a product. In this case, when most people are taking the price into a much more important account, some prefer to focus on the gains from the process.

Most of the times, these people are the ones with more successful businesses. But for the sake of those who are concerned of their budget these days, one thing is for sure, Salesforce consultants will provide the best worth for your money, nothing more. In fact, most people consider the service cheap considering the benefits that come with it.

Apart from those mentioned above relationship with Salesforce, experience in managing data migrators, experience in training end users as well as administrators and references from the employees working in the same company are other factors which many influences the selection of a Salesforce consultant.