How to Screen a Salesforce Consultant?

References were considered to be an important aspect of evaluating a consulting company. But a more thorough screening process is required to identify the best consultant. References are considered to be just part of the process. The below mentioned questions will help businesses to determine the efficiency of a consultancy which they are about to prefer. Even though it is difficult to find correct answers as the client requirements might vary, businesses can still score consultants based on how far they match your current requirements and organizational needs.

Team abilities of a Consultant

There is no point in partnering with Salesforce Consultant Companies that are comprised of inexperienced staff. The consultants might present their experiences of handling a project and achieving success in their past where as a lot matters on the individuals who will be taking up your project and the ones who will be representing the company you are partnering with. It is essential to evaluate those individuals before getting them as your preferred Salesforce consultant.

Some of the questions to ask your consultant include;

Whether they are certified SFDC consultants?
Are they having atleast 10 years of industry experience along with MBA graduation?
Check whether they are Salesforce MVPs

Team Experience of Consultant

Check their previous projects and the number of projects being done by them that are almost related to that of your project
Verify the projects they have done that are similar to your project
The number of projects they have delivered till date
Go through their clients who are running a similar business scale as that of yours and also check the number of clients they have dealt with so far
What are the best practices followed by the team for Salesforce including whether it is written communication or spoken reviews etc?
What are the best practices the team follows for your business processes? Whether they have the required business experience for your field?

These questions and the answers you get from it can set your Salesforce consultant apart from the contractors.

Client References of Consultant

Businesses have to ensure that the prospective Salesforce Consulting Companies has substantial references to boast of their exceptional performance.

Check the total number of client references offered by the Salesforce consultant
Identify which of the clients being mentioned as references are actually referencable
Check the customer satisfaction ranking of the Salesforce Consulting Company in App Exchange

Instead of relying only on the feedback or opinions from the Salesforce Consultants, it is desirable to check the discussion boards, user groups as well as other social media outlets in finding out what actually people are saying about the Consulting Company and its staffs and customer service.

Vendor Focus and Depth of Salesforce Consultant

Partnering with a consultant who clearly knows Salesforce is very essential for the success of your business.

Ask for the actual percentage of revenue from the vendor which have been gathered from Salesforce Projects
Check for how long the company have followed a dedicated Salesforce practice
Ask for the total number of Salesforce systems that have been deployed by your prospective Salesforce Consulting Company so far
The total years of experience the Consultant have in providing Salesforce practice that are related to your vertical industry

Project Design of Consultant

Ensuring the project does not fail unexpectedly remains the top most priority of both the company and the Consultant being partnered with.

Understand the extent towards which the project depends up on the custom code
Try to understand the extent to which the project might make use of offshore resources
Check whether the Consulting Company guarantee the smoother running of project and ask details regarding who exactly will be staffing the Salesforce project
Also ensure the Consultant does not subcontract the work to any unnamed third-parties

Three Things for Which a Business Plan Is Needed

In the present days of hardship when economies are getting saturated very quickly and doing jobs is not helping people get through with their expenses, running a business has become a more attractive thing to opt for the people who have ideas that can generate real money and are practical. Hence, educated people are now developing interest in having their own businesses that may not require a huge amount of investment but are able to make good profits for them. However for those who are in two minds as to whether they need a business plan of their own or not, these are some of the points that can indicate if they qualify or not.

Do not want to make Big Mistakes

An entrepreneur usually faces some hurdles during the initiation of a business and it may take several failures before an entrepreneur gets successful, but then again, these failures should not be of the scale that they turn the entire venture on its head. There is a difference between failing right at the start and failing after having reached the end. In the former case, the entrepreneur must have barely tried to achieve anything. The big decisions and plans regarding the source of the money and its usage need to be clearly determined before things are realized and the wheels are set in motion.

To make things Realistic

Entrepreneurs are people who dare to dream big, but this can work to their disadvantage as well as they may dream a bit too large than what they can actually bring to life. It is hence very important for entrepreneurs to bring things on paper as they try to initiate a business. Over-ambition can be lethal as an amateur business owner may try to achieve something too big for the real world to present to him or her and hence fail at a very early stage. Business plan experts make a business plan that they are sure can be practical. This cuts the wings off the entrepreneur’s dreams but only for a good reason that is to make it realistic.

Getting Capital

On top of everything, the entrepreneurs who have brilliant business ideas but do not have the kind of money needed in order to operationalize the idea, specially need a good business plan for their startup. For them, the business plan is not a road map but more of a brochure for them to advertise their business idea to their potential investors and funders for them to see the output of the venture. Such startup owners can generate a decent amount of investment through well-tailored tier 1 entrepreneur guidance. With the funds that are needed to turn the idea into a reality, an entrepreneur can achieve the goals and objectives that he or she sets for the business in the first place. When it comes to asking people for investing in one’s business, everything is about making a good impression.