5 Things I Wish I'd Known About Salesforce Implementation Consultants Before Hiring One

June 02, 2023


The journey towards implementation of a transformative platform like Salesforce within an organization requires an experienced guide, often in the form of a Salesforce Implementation Consultant. While the value-add of these professionals is undeniable, the path to a successful partnership with them is riddled with nuances that aren't immediately apparent. Drawing from personal experience and the collective wisdom of industry veterans, here are five insights I wish I'd had before embarking on this critical journey.

  • Credentials Do Matter:

    Salesforce, as an ecosystem, is vast and complex, a veritable labyrinth of features, tools, and possibilities. Given this complexity, it is critical to select a consultant with a solid grounding in Salesforce's architecture. Salesforce Certified Consultants, for example, have demonstrated their proficiency through rigorous testing and are required to stay updated on the platform’s ever-evolving capabilities.

    However, it's important to note that a consultant's certification level serves merely as a baseline. Other relevant credentials might include a degree in computer science or business administration, prior experience in software development or project management, or even an acumen for statistical analysis to help understand and interpret the troves of data Salesforce can generate.

  • Alignment of Vision is Critical:

    A consultant can have all the credentials in the world, but without a shared vision between the consultant and your organization, the implementation is unlikely to be successful. This alignment should not only span the strategic goals of the Salesforce implementation but also extend to the values and culture of your organization.

    A consultant who understands your business's unique needs and aligns with your corporate culture is more likely to anticipate potential friction points during the implementation process and devise strategies to overcome them.

  • Communication and Accessibility:

    A primary factor affecting the success of Salesforce implementation is the efficient and effective flow of communication between the consultant and your organization. Regular, clear updates on the progress of the implementation, immediate flagging of issues, and the readiness to respond to queries or concerns are critical attributes you should seek in a consultant.

    Moreover, consider the logistical aspects of accessibility. Does your consultant prefer to work remotely, or do they offer on-site support? How does this fit with your organization's model and needs?

  • Cost versus Value:

    The investment in a Salesforce Implementation Consultant can be significant. It's easy to focus on the upfront costs, but it's important to consider the value that an effective implementation can bring to your organization. A successful Salesforce implementation can streamline processes, improve customer relationships, and provide valuable insights, each of which can contribute to improved profitability.

    However, it's imperative to balance the potential value against the cost. The most expensive consultant is not necessarily the best fit for your organization. Instead of merely looking at the price tag, consider what you're getting for that cost – expertise, experience, and potentially, a smoother, more effective implementation process.

  • Post-Implementation Support:

    The journey doesn't end with the successful implementation of Salesforce. Ongoing support is often critical for the continued successful use and optimization of the platform. However, the nature and extent of this support can vary significantly among consultants.

    Before entering into a contract, it's important to understand what form of post-implementation support is included. Is it merely troubleshooting, or does it include training and updates as Salesforce evolves? The latter can be a critical factor in ensuring your organization continues to reap the benefits of Salesforce over the long term.

The decision to bring a Salesforce Implementation Consultant on board can be a turning point for an organization. I hope that these insights can help light the path towards a successful partnership and a successful Salesforce implementation. Keep them in mind as you navigate this important decision, and remember that every organization's journey is unique – what worked for others might not work for you, and vice versa. But equipped with the right knowledge and a clear vision, you'll be well on your way to a successful Salesforce implementation.

Related Questions

What is the importance of a Salesforce Implementation Consultant's credentials?

Credentials are important as they provide a baseline of a consultant's proficiency and understanding of Salesforce's complex ecosystem. This can include Salesforce certifications, degrees in relevant fields, and prior experience.

What does 'alignment of vision' mean in the context of hiring a Salesforce Implementation Consultant?

Alignment of vision refers to the shared understanding and agreement between the consultant and your organization on the strategic goals of the Salesforce implementation, as well as alignment with the values and culture of your organization.

Why is communication and accessibility important in a Salesforce implementation?

Efficient and effective communication ensures that there is a clear understanding of the progress, immediate flagging of issues, and readiness to respond to queries or concerns. Accessibility, on the other hand, refers to the logistical aspects of how the consultant works, either remotely or on-site, and how this fits with your organization's model and needs.

How should an organization consider cost versus value when hiring a Salesforce Implementation Consultant?

While the upfront costs of hiring a consultant can be significant, it's important to consider the value that an effective implementation can bring. This can include streamlined processes, improved customer relationships, and valuable insights. However, the potential value should be balanced against the cost, and the most expensive consultant is not necessarily the best fit.

What is post-implementation support and why is it important?

Post-implementation support refers to the ongoing assistance provided by the consultant after the Salesforce implementation. This can include troubleshooting, training, and updates. It's important as it ensures the continued successful use and optimization of the platform.

What should be considered when understanding the form of post-implementation support included in a contract?

It's important to understand whether the support includes only troubleshooting, or if it also includes training and updates as Salesforce evolves. The latter can be critical for ensuring your organization continues to benefit from Salesforce over the long term.

What does the author mean by 'every organization's journey is unique'?

This means that what works for one organization in their Salesforce implementation may not necessarily work for another. Each organization has unique needs, goals, and culture, and these factors can influence the success of the implementation.

Interested in the Best Salesforce Implementation Consultants?

If you're looking to learn more about Salesforce implementation consultants, be sure to check out our blog posts for the latest insights. Additionally, take a look at our rankings of Best Salesforce Implementation Consultants for an overview of the top firms in the industry.

Riley Wilson | Sawyer Johnson | Casey Brown