06 Key Factors To Consider for Choosing The Right Salesforce Consultants

Posted on Nov 29, 2022

06 Key Factors To Consider for Choosing The Right Salesforce Consultants 


Salesforce consulting can be a tricky and stressful experience. Too often, business owners do not ask the right questions when looking for Salesforce consulting partners, so they end up spending too much money on services that do not improve their Salesforce experience or bring them closer to their business goals.  

The following are some of the most important questions to ask any potential Salesforce consultants you might come across during your search so you can choose the right one for your needs. 


1) Their prior experience with Salesforce 

No one likes making mistakes, and if you're looking for a reliable partner in the world of Salesforce consulting, you'll want to pay attention to a few different things. One factor you may want to consider is the firm's prior experience with this technology.  

Experience isn't everything, but it does say a lot about how well an organization can work with this platform. If a company has never been involved with this type of work before, it may not be able to provide the service that your company needs right now.  

The best way to find out about their experience is by asking them how long they've been working with Salesforce partners in India and what types of projects they have worked on. 


2) Whether they are a Certified Salesforce Partner 

One of the most important factors that you should consider when choosing a salesforce consultant is whether they are a Certified Salesforce Partner.  

The Certified Salesforce Partner program is an independent certification program that provides objective and credible verification of CRM expertise. For a company to become certified, they must demonstrate their knowledge by passing two exams: one focused on technical skills and one focused on business skills.  

Once certified, these companies are given access to special benefits that non-certified partners do not have, such as invitations to private beta programs of salesforce partner companies, early access to new products and services before launch, discounts on platform subscriptions, and more. 


3) If they have industry-specific expertise 

Having industry-specific expertise is a key factor to consider when choosing a consultant. For example, if your business focuses on non-profit work, you should find someone who has experience in this area.  

It's also important for your consultant to have experience with the products and services that you want them to offer guidance on.  

Certification is another important consideration. Certain certifications can be more valuable depending on the type of business that you own. If you operate in a regulated industry such as finance or healthcare, then it's best to choose someone who has passed rigorous testing and achieved high scores to reduce the chance of any errors occurring at a critical time. 


4) The size of their team 

Salesforce is a popular platform for many businesses, and one of the key factors when choosing a company to work with is the size of their team. The more people on your team, the more customer service you can provide, but this also means that there will be extra costs for hiring and training.  

For an established business with a sizeable budget, it might make sense to go with a large-scale firm; however, if you're just getting started and are working on a tight budget, it would be wise to look into small companies or agencies that specialize in Salesforce consulting.  

It's important to take your time when looking at different options so that you can find the perfect company or consultant for you. 


5) Their project management approach 

The project management approach of salesforce partners has helped countless companies increase sales, streamline operations, and improve marketing efforts.  

The consultants have extensive knowledge of the Salesforce platform and will work with your team to develop a strategy that is tailored to your needs. 


6) What kind of support do they offer 

Salesforce consultants can offer a variety of support, from setup and configuration to training and maintenance.  

They can also be hired for specific projects such as M&A or developing new features. It's important to know what kind of support you need to find the right consultant for your needs. 



Salesforce consultants help organizations move their data and applications to the Salesforce platform to manage them more easily, efficiently, and effectively. With that said, there are plenty of Salesforce consultants out there, which makes it important to choose the right ones for your needs.