Essential Steps for Prospecting Salesforce Partners

Essential Steps for Prospecting Salesforce Partners

Introduction Salesforce is without a doubt the market leader in customer success solutions, across business sizes and industry verticals. With its easy to use features, superior customization capabilities and reliable cloud support; Salesforce implementation is a highly desired business move to increase productivity in today’s business landscape.

However, finding a reliable Salesforce Partner among hundreds of potential providers can be a daunting task.

Following Steps to find Desired Salesforce Partners

Do a Cost vs.

Value Analysis

Define the Scope and End Goals of Project

Gauge the Expertise of Salesforce Partner

Check Partnership Levels in Depth

PART 01

Do a Cost vs. Value Analysis Cost is always a concern while undertaking any development or consulting project; however, it should not be the standalone focus for any organization. Low-cost projects can often be clumsy without the full functionality and user convenience – that a business requires for smooth functioning.

PART 02

Define the Scope and End Goals of Project It is important to define the scope of the project while taking all stakeholders in loop- like in-house teams, Salesforce

Partners, etc. One should be able to narrow down goals in case the partner is not able to implement the vision into reality.

PART 03

Gauge the Expertise of Salesforce Partner The ideal way to gauge the expertise of a Salesforce

Partner is to look at their previous work references, portfolios and case studies. A couple of work references, site visits and questions related to software licensing, the cloud used, and certifications, etc. will help to gauge partner’s expertise.

PART 04

Check Partnership Levels in Depth Partnership levels are an indication of a company’s expertise.

More than 60 percent of partnership levels are based on a company’s technical certifications and customer success rates.

To ensure that the Salesforce Partners have a proven track record, and expertise, one can have an interaction with the partner’s previous collaborations.

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