5 Questions to Ask Before Hiring a Salesforce Consultant

January 17, 2022
Group of individuals engaged in a conversation during a meeting

What are the questions to ask before hiring a Salesforce consultant?

  1. What are your Salesforce certifications?
  2. What is your previous experience?
  3. What is your implementation method?
  4. What is the cost of your service?
  5. How long does the Salesforce implementation take?

Salesforce is a type of customer relationship management software that operates mainly in the cloud. The platform aims to help enterprises build and maintain relationships with loyal customers and potential customers. The Salesforce line of products has proven to be an effective tool for companies that want to improve their efficiency in marketing, sales, e-commerce, and more.However, such complex software requires more skill and training to use properly. It becomes challenging for firms to fully leverage the Salesforce platform without the support of professional consultants. With the influx of options today, we’ve listed down questions to ask before hiring a Salesforce consultant. Excellent Salesforce consultants would always make sure to optimize your Salesforce software. They would integrate third-party apps, set up consumer data collection, design multiple marketing campaigns, and provide feedback and suggestions to boost your CRM further. Therefore, you would need to zero in on a consultant that will deliver customized solutions for your firm and address all your concerns.Here is a list of questions to ask before hiring a Salesforce consultant. Use these questions to evaluate which consultant can best fit your CRM requirements.

What Are Your Salesforce Certifications?

Having a Salesforce certification is one of the easiest ways to check if a consultant has the necessary knowledge and experience to handle your company’s Salesforce implementation.Keep in mind that Salesforce releases updates three times every year to ensure their platform is relevant. Having a Salesforce certification is also the key to making sure the consultant is up-to-date with the most recent software updates. For every update, all certified consultants are required to take a maintenance exam. Certified consultants know the tricks of the trade better than their uncertified counterparts.With this being said, ask the consultant if they have Salesforce certifications and which ones do they have. At Atticus, our Salesforce consultants from Cloud Jedi Solutions have the following certifications which allow us to design, build, implement, and troubleshoot any Salesforce capability:

  • Salesforce Certified Application Architect
  • Salesforce Certified Administrator
  • Salesforce Certified Advanced Administrator
  • Salesforce Certified Platform App Builder
  • Salesforce Certified Marketing Cloud Email Specialist
  • Salesforce Certified Data Architecture and Management Designer
  • Salesforce Certified Pardot Specialist
  • Salesforce Certified Platform Developer I
  • Salesforce Certified Platform Developer II
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant
  • Salesforce Certified Sharing and Visibility Designer
  • Salesforce Certified Community Cloud Consultant

What Is Your Previous Experience?

When it comes to hiring a Salesforce consultant, the experience they have will play a major role in the success of the software implementation. Ask them if they have worked on previous Salesforce projects successfully. Make sure to ask the following questions:

  • How many Salesforce projects have you completed?
  • What is the average size of your clients' companies?
  • Have you worked on similar Salesforce projects like my project?

In addition, ask them about specific details such as methods used and time taken to complete projects. You can also ask about how long they have been operating in Salesforce consulting. The experience they have will help you assess their work qualities and predict the success of your projects. At Atticus, we have partnered with Cloud Jedi Solutions, which has been transforming how businesses use CRM for over 12 years!

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What Is Your Implementation Method?

A trustworthy Salesforce consultant will take a closer look into your business’ internal CRM process and understand how Salesforce fits into what you do. Based on the assessment, the consultant can suggest strategies to achieve your Salesforce goals. It’s important that you understand their implementation method and assess if it will work best for your timeline and team.

What Is The Cost Of Your Service?

Remember that hiring a Salesforce consultant is an investment move you make to better utilize the software. Once you leverage the Salesforce platform better, only then will you garner greater returns on sales over time. With this being said, make sure to ask about the consultant’s service price. Check if it will fit your budget and if it will not compromise service quality.

How Long Does The Salesforce Implementation Take?

Ask the consultant to give you a timeline for the Salesforce implementation. There are several factors to be taken into account when it comes to estimating the total required time for this process such as installation, maintenance, upgrades, number of integrations to be set up, and more. You would want to make sure you reach your project goals on time. Ask about potential delays as well.

Key Takeaway

In this article, we’ve rounded up the five questions to ask before hiring a Salesforce consultant. It is important to know about the Salesforce consultant you hire as much as you can.At Atticus, we provide Salesforce consulting services in the Philippines. We can address all your concerns. Contact us to learn how Atticus can help you get the most out of your Salesforce software.

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