The Ultimate Checklist When Choosing a Technology Partner

Choosing a Technology Partner
  • Media: DQ Channels
  • Spokesperson: By Prabhat Mehrotra

With the unexpected current challenging situation coming up, one might have hesitated about whether it was the right time to make some bold moves in your business. Organizations these days have been striving to accelerate service delivery and drive their digital transformation. There’s always a suitable time for ideas that can reshuffle and make your business more phenomenal. Hence, a trusted technology partner with a proven track record becomes a requirement.

While Salesforce is a technology that needs no introduction, the leading cloud-based CRM platform has gained immense popularity in recent years. Also touted as “The King of CRM,” it has rightly emerged as the preferred choice for businesses aiming to optimize their digital engineering and insights efforts. However, implementing Salesforce can be challenging.

It’s no secret that adopting any enterprise application is a risk, and customer relationship management (CRM) systems are no exception. CIO magazine reported that around one-third of all customer relationship management (CRM) projects fail. They also noted that the failure rate is closer to 90%. Despite being the most impactful platform for businesses, what makes an integrated CRM system fail?

Of the many reasons for this failure, the one that comes out as the most crucial is the wrong selection of the Salesforce Partner.

Let’s explore the aspects that make Salesforce the go-to value technology partner for organizations seeking digital transformation.

1. Ready-to-Deploy Experts:

Like any other tool, Salesforce is only good when implemented by someone who is good and understands the application inside out. Salesforce offers a vast network of certified experts with the necessary skills and knowledge to implement and customize the platform through their Salesforce Partner Ecosystem. These professionals bring extensive experience in deploying Salesforce across various industries and sectors. Their expert certification program covers various roles and specializations, including Salesforce Administrator, Developer, Architect, and Consultant. This comprehensive training equips experts with the technical skills to implement, customize, and optimize Salesforce for different business requirements. Their expertise ensures seamless integration of Salesforce within existing systems and processes, enabling organizations to rapidly adopt and leverage the platform’s capabilities at a large scale. According to Spotio, 58% of buyers report that reps are unable to answer their questions effectively.

2. Thorough Domain Expertise:

The success of a valued partner stems from its ability to cater to diverse industries and sectors. Salesforce provides industry-specific solutions, such as Health Cloud for healthcare, Salesforce Customer 360 for retail, and many more. These solutions come equipped with pre-built industry-specific data models, workflows, and analytics, enabling organizations to accelerate their digital transformation initiatives with industry-specific features. The platform provides functionalities that address each sector’s unique challenges and requirements. Salesforce’s deep domain expertise enables organizations to leverage tailored solutions and best practices that drive digital transformation in their industry context.

3. Consulting-Led Approach:

Salesforce takes a consulting-led approach to ensure businesses fully capitalize on the platform’s capabilities. 63% of consumers expect businesses to know their unique needs and expectations, while 76% of B2B buyers expect the same thing. The consultants work closely with organizations to understand their unique requirements, existing systems, and pain points. Therefore, they leverage their technical expertise to analyze a company’s infrastructure, existing CRM systems, and data architecture to design an optimized Salesforce solution. This includes integrating Salesforce with other systems through APIs, configuring data models and workflows, and automating business processes using Salesforce’s declarative tools and custom development when required. This collaborative approach helps design a tailored solution that aligns with the organization’s digital transformation goals, integrating seamlessly with its technology landscape. According to Salesforce’s “State of the Connected Customer” report, 84% of business buyers are more likely to buy from a company that demonstrates an understanding of their business goals.

4. Faster Implementation with Accelerators:

Time-to-market is crucial for organizations undergoing digital transformation. Salesforce provides a vast library of pre-built accelerators and templates, including data models, workflows, and reports, that can be readily deployed and expedite the implementation process. These accelerators give organizations a head start, streamlining the configuration, saving valuable time during implementation, and reducing the effort required to build custom functionalities from scratch.

5. Delivery Excellence:

Finally, looking for a platform that can excel in delivery is crucial. Salesforce’s commitment to delivery excellence ensures organizations achieve their desired outcomes from digital transformation initiatives. By providing regular updates to its platform and introducing new features, enhancements, and security updates, these are seamlessly deployed to customers’ Salesforce Instances, ensuring they can use the latest technologies and functionalities to optimize their digital transformation efforts. Using robust project management methodology and maintaining quality assurance processes to ensure that the implementation meets the highest standards.

The Outcome?

Salesforce implementation can be a complex process that requires expertise and experience. Choosing the right consulting partner and platform is critical to the success of your implementation project. Salesforce has solidified its position as the preferred value technology partner for organizations seeking to drive digital transformation through its ready-to-deploy experts, deep domain expertise, consulting-led approach, faster accelerator implementation, and commitment to delivery excellence. Teaming up with the right Salesforce technology partner is more than just signing a deal with an external party; it’s about putting your faith in a crew that can revolutionize your business. It’s also important to treat your partners as true collaborators, as they will support you in making smarter choices and advise you on the best approach, keeping your requirements aligned. Considering the points mentioned above, you’ll discover a Salesforce Partner worth trusting with your business.