How To Select Salesforce CPQ Implementation Partners? Top 9 Suggestions

Looking to deliver unparalleled customer services that boost your brand value and boost your business? The best way to achieve this is to look for the best Salesforce CPQ consulting company to partner with you. You will be able to develop the best solutions, sell the products faster, and follow up with clients better if you partner with the right company. This section will find the top 9 suggestions on what to consider when selecting a Salesforce CPQ implementation partner.

1. Fit between Culture and Language

Although it may sound strange, having the same company culture, vision, and language for communication is more important than technical skills.

For a project to succeed, it has to take place in the same environment, you have to share the same passion for work, and you have to be committed to the project’s success.

In this case, your partner will not only perform the duties you have hired them to do, but they will also advise and do what is best for your project from all angles and will support you throughout the entire implementation process.

2. Industries Expertise

Salesforce partners can be top-notch experts in technology with a variety of certifications, but if they do not understand the needs and challenges of your industry, chances are your partnership will fail.

Since if you want to solve a crime, you need to think like a criminal, which is why it’s best to look for industry-oriented expert Salesforce implementation specialists who have long-term proven expertise.

3. Certifications and Technical Skills

Certifications are a key factor in choosing your Salesforce implementation partner, as they demonstrate a company’s credibility. It also ensures that the consulting team has optimum Salesforce experience to implement your ideas. Additionally, it ensures that the team is aware of all Salesforce updates. New frameworks are released by Salesforce three times a year, and every Salesforce-certified professional must maintain their accreditation by sitting for a maintenance exam every three months.

4. Geographic Location

The location of the Salesforce implementation partner is important when deciding what kind of business engagement model you want: whether you want to hire an offshore specialist, find a partner outside your country who works in your time-zone and costs less, or hire a global provider.

5. Customer Satisfaction

The rating of the company and its number of completed projects can be another way to assist you in selecting the best Salesforce implementation partner.

Furthermore, it’s a good practice to ask for references or case studies that have been completed by the partner on similar projects to determine how successful they have been and the scope of their experience.

6. Training Capability

Implementing your Salesforce solution isn’t the end of the process. You need to train and support your users throughout the whole adoption process if you want to ensure that they will use it. This may require your partner to assist you in creating educational videos, sandboxes, and follow-up training.

7. Pricing Package

The first thing you need to figure out is the pricing. The business has its own way of working, and it’s up to you to find out if the consultancy is convenient for you. Make sure you are clear about payment methods, payment patterns, etc. Get a detailed fee structure before purchasing any customized package.

8. Agile Methodology

Ensure you are aware of the Salesforce Consultant’s implementation methodology before you partner with them. Implementing Agile incrementally is the best-standardized practice where stages and cycles are represented, and it guarantees that the proceedings are on schedule and within budget. Furthermore, this approach allows the company to collaborate well with the business to produce better outcomes.

9. Support Services

You should talk with them about their support services when the project is complete before concluding the deal. Working with an accomplice who is focused on constant Salesforce updates is more beneficial to stay on the cumulative curve.

Final Thoughts

It might require a good amount of effort to pick one goldfish from a pond full of fish. However, after going through the points above, you must have some clarity of thought. Waiting for the perfect company can often be a better option than making a hasty decision. Don’t rush to make a decision. Research first, then make your choice. If you need a Salesforce CPQ expert in the USA, AblyPro is a company you can consider. Feel free to contact us to discuss your needs in more detail.

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AblyPro provides Salesforce CPQ and FinancialForce managed services with the capacity and capability of maximizing your Salesforce platform.