Finding the Right Salesforce Partner
and Avoiding Chaos


At MondayCall, we are regularly called upon to assist new Salesforce customers in determining what they need for a successful deployment and how to obtain it. While we feel we are an ideal choice for a Salesforce partner, we do think that customers should be informed and confident in their selection. So, we prepared this blog series sharing our extensive Salesforce expertise and recommendations. We hope you will reach out to us to get the most from your Salesforce system.

Read the First Article...

In this Series, we will discuss...

Managing Risk
Risk comes in many shapes and sizes, and the risk that turns real can be expected or come as a complete surprise. That is why managing risk is as much about planning and preparing for it as it is how you handle the unexpected when it arrives. Risk assessment in the partner selection process should help identify and rate the potential for budget overruns, missed deadlines, and failure to achieve the desired outcome...[Read the Article]

Resources and Salesforce Expertise
With hundreds of partners and thousands of certified consultants, the Salesforce Partner program ranges from the one-person consultancy for a specific Salesforce product in a mom and pop operation to global mega-consultancies with hundreds of consultants at work with Fortune 100 companies. Finding the partner with the right balance of consultants and Salesforce expertise can ensure that you get the guidance you need for...[Read the Article]


Understanding Your Business/Industry
Businesses can have varying levels of uniqueness and complexity, from a relatively generic one-size-fits-all business model to a company or industry with little similarity to any other (e.g., Cannabis). Depending on your business type will determine what your partner needs to know about your business and industry...[Read the Article]

Project Methodology
A critical aspect of successful projects is the project methodology. It's the plan, the roadmap, the glue, and the hugely important alarm when something doesn't go as planned. Project methodologies can range from a generic one that a software consultancy may use across all their projects, regardless of software type, to ones who utilize a methodology optimized for specific software (e.g., Salesforce). A well-tuned methodology can significantly reduce risk, ensure a smooth-running project, and maximize the overall success of the project...[Read the Article]

Customer Responsibilities and Contributions
Projects can and should be a partnership between you and your service consultancy, with shared responsibility and contributions. There are various opportunities for customers to participate in the project from the beginning at pre-discovery questionnaires to data cleansing, user testing, change management, and other areas. There's many opportunities to contribute, often determined by available resources and timelines. A well-defined project plan with roles, responsibilities, and timeline is essential to avoid chaos and meet deadlines...[Coming Soon]

Cost
There are many steps in determining the cost of your project, starting at your initial planning stages and progressing through the estimating and scope-of-work process with the Salesforce partner. The completeness and accuracy of the project plan and estimates, thorough final discovery, will directly impact the financial outcome and can help avoid those uncomfortable budget overruns. The Salesforce partner should have refined processes and tools, optimized by many past projects, to arrive at accurate estimates...[Coming Soon]

Happy Customers
Nothing is a better indicator of a Salesforce partner's ability to deliver a successful project then the testimonies and ratings of past customers and their projects. The picture of customer satisfaction should begin in the project methodology (e.g., Net Promoter Score), enabling ongoing feedback throughout the project, and then reflected in the post-project ratings collected by Salesforce and other third-party review sites. The ratings and narratives will help build an overall picture of what to expect in your project...[Coming Soon]

Making the Final Decision
Determining the Salesforce Partner that you are handing your project over to and spending the next few weeks to months working side-by-side with should not be taken lightly. Whether you are evaluating a single partner or comparing multiple partners, you should have a pre-defined method to gather the required information and a process to assess each. A thorough evaluation and selection should also include the soft aspects of the partner, providing guidance, best practices, and design options...[Coming Soon]


Watch for the upcoming blog articles going into more depth in each of the above criteria in selecting your Salesforce Partner. In the meantime, feel free to contact us and allow us to guide you through your Salesforce journey.

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