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7 Steps to Finding The Right Salesforce Partner

So you need to find a Salesforce Partner. As one of the leading Salesforce partners for three years straight, Edison & Black has put together a guide to help you find the partner best for your company's needs.

The importance of a Salesforce Partner

If you're in the ecommerce business, you may need to make sure your customers, employees, and partners all know how to use Salesforce, so it's essential that you find a partner that not only understands the ins and outs of the platform but also the complexities of ecommerce. Here are some important points to keep in mind: 1. Find a partner that is right for you For our purposes, we're going to focus on finding an ecommerce solution that will not only allow you to integrate Salesforce, but help you run your company's core ecommerce business (as well as connecting you to partners that would help you grow). As you start looking for a partner, you'll likely run into a wide variety of options – some better than others.

How to find the right Salesforce Partner

Here are some best practices for finding the right partner: Ask and learn. Instead of emailing the partner company asking how Salesforce can help you, pick up the phone and ask them. Hire a Salesforce consultant. Not only will you save money on consultants, but you can bring on a consultant directly. Choose a partner who is local to you. You should not have to spend time on the phone with a vendor to set up an appointment. Set up a demo. Spend some time on a website that helps you find the right partner for your business needs and get the demo that you need. Establish the value proposition and the price. At the end of the day, you want to know that you are getting value from the partners you work with. Start small. You need to assess what you're buying from your partner.

What should I consider when picking a Salesforce Partner

You're probably used to Google, Bing, and your favorite search engine's advice. After all, people use these search engines all day. However, because Salesforce is such a specialized technology that often requires you to get hands-on experience with the product before you can fully exploit it, you may want to take your search to someone who actually works on the product. Before you get too detailed on your requirements, take a look at the prospect's company. What software products does the company offer? A customer service tool or support? A marketing product or the Salesforce Commerce Cloud? You want to find a company that has a history in your industry and a track record of success, but the one thing you really don't want is to get locked into a long term contract.

Questions to ask Salesforce Partners

What experience do they have? How long have they been in the space? What data do they have access to? How much experience do they have? Who are their partners? Do they take on new customers? How do they handle billing? Do they handle your inventory? How much support will they provide? What types of reporting capabilities does the partner offer? Are they a reseller or a business partner? Read our guides on Salesforce Partner Programs and Salesforce V2 Partner Program.

Conclusion

There is no silver bullet when it comes to finding the right Salesforce partner. Companies should consider various factors when choosing a Salesforce partner and your needs may vary depending on the nature of the product you're planning to buy. The most important thing is to do your research and ensure that you get the partner that will offer you the best value for your money.