How to choose the right salesforce consulting partner

Guide To Choose The Right Salesforce Consulting Partner

So, if I say that you have already made up your mind that your company needs a Salesforce CRM or its other enterprise software, I am not wrong, Correct!! You wonder why? Because You are searching for this topic. But as the market is very competitive, you don’t want to make any hasty decision when choosing the right Salesforce Consulting Partner. One wrong step can put you in the wrong spot, and the right one will take your company to a whole new level. 

To find the right track, I will help you find the right Salesforce Consulting Partner for your company that will offer an extreme advantage to your business. But before we dive right in, let me tell you why it is important to invest your money and time in the right place. According to the research, I’ve found that around 69% of CRM projects fail because of poor execution, poor data handling, unrealistic expectations, and poor data management. Surely, you don’t want that to happen to your project. So, keep reading this blog to find the best Salesforce Consulting Partner for your company.

Tips For Choosing The Consulting Partner

1. Establishment of Proper Research

For this initial step, the associations would be required to look for Salesforce implementation partners’ case studies related to their industry verticals and business. Also, they would need to find their peers from all other industries who would have specifically adopted Salesforce in recent times. 

The Internet is a great source of accumulating information; hence you can take the help of the Internet for online research. So, after doing research, create a shortlist of the potential Salesforce Consulting Partners, then visit their websites, videos, case studies, eBooks, blogs, and vision statements, and try to enquire, refer to question and answer sites, etc.

2. Budget is a Small Factor

The Salesforce projects should never be considered as a cheap one, which in turn implies that despite searching for the most economical option for a Salesforce Implementation Partner, the organizations should also try with proper efficiency in time along with providing the most comprehensive Salesforce Implementation.

There have been some cases wherein the organizations have been often running with quite wrong anticipations over some of their parts of implementations. 

3. Search for Salesforce Certifications

It is certainly considered to be better while being associated with a skillful and certified Salesforce Consulting Partner. Also, please note that Salesforce accredits its partners with different statuses – Global Strategic, Platinum, Gold, Silver, and Registered levels – based on a Partner Value Score (PVS). As we all know, Salesforce provides quite a strong certification program that offers credentials for Salesforce Consultants, Developers, Architects, and Marketers. Furthermore, Salesforce partners are one of the main contributors to the success of the Salesforce ecosystem. When searching for the right Salesforce Consulting Partner, it is more beneficial to associate with a certified one.

4. Selecting over Long Term Engagement

When the assets, that are internal to the organization, haven’t been implemented with the help of Salesforce certified experts and its execution could be quite critical to the business, then a sensible strategy has to come up with the help of a Salesforce Consulting Company. They also have the capability to back up with the business organization, while beginning from the execution process to further processes that are set as per the emerging needs. 

Salesforce-certified experts would also have their in-built instruments which would help in identifying the risks, quite proactively even before the emergence of issues. This is the reason why an ideal approach for these customer-centric businesses would be a long-term engagement.

5. Not Just Settling with a Few

The organizations would be required to avoid picking up that particular company that sends the first proposal and rather search and try to get some more. A good amount of time should be taken for this decision while comparing many and also ensure to seek for the demos along with proof of concept (POC), case studies, and other relevant things, from them. A Best Salesforce Consulting Company will be able to sketch an implementation plan while also acknowledging the business needs before working with the new clients.

6. Determining all the Work related Plans

For proper clarity as well accountability, both the parties involved need to know the roles of in-house as well as the consultant team members that would be involved in the process. The key roles involved would be Data Architect, Project Manager for Internal Requirements, and Project Administrator that are required to be well-defined and assigned based on competency.

Why Choose Nlineaxis IT Solutions Private Limited?

We, Nlineaxis IT Solutions Private Limited, are a Salesforce Consulting Partner and software development company. Our company was established in 2013. In those 8 years, we have been considered one of the top Salesforce Development Companies in the USA, UK, UAE, Australia, Singapore & India. Developers at NLINEAXIS have sheer experience in binding technical Salesforce utilities with next-generation business solutions to meet clients’ requirements. 

We also focus on higher-quality and scalable solutions required for the most complex business problems present. We have a vibrant team of 150+ certified Salesforce experts, including developers, architects, consultants, administrators, and MVPs carrying the experience of completing more than 400+ projects and handling 350+ clients. Our team at NLINEAXIS keeps clients’ satisfaction as its priority, attained by utmost transparency and effective communication.


To further finalize the right Salesforce Consulting Partner that would fit your business perfectly, it would demand a systematic strategy follow-up. You should also be aware of the people they hold and the processes they carry out. After the project requirements are defined, one can check properly if their approaches would go similarly. Please go through the full pack of services to ensure they would be the best-fit long-term.

So, as mentioned above, the tips will help you choose the best and right Salesforce Partner to make the business reach new height levels. If you are searching for a Salesforce Consulting Partner, Reach out to us to know more!


Divya Srivastava

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