One of the key aspects of any business is customer experience. With better experience, you can take your company to the pinnacle of success. But, poor customer experience can also be the reason for your downfall.
How you handle customers determines the success of your sales and marketing efforts. And with Salesforce development, you can improve these processes significantly. But, when in the wrong hands, you might not be able to utilize the CRM solution to the best of its ability.
So, do you know whether the Salesforce help you have hired is good enough for your organization? If you are unsure or need help acquiring Salesforce services, here’s a way to find out!
Any business has to look for these 4 roles when availing of Salesforce services. These roles are –
A consultant is someone who analyzes your business unit’s specific requirements and suggests the best Salesforce solution for it. They are someone who you will contact directly to explain and understand what the technical Salesforce team is up to.
Now, a consultant is critical to your business’s success as they mend the gap between your business needs and technology. So, you have to assess if the hired consultant is capable of handling the aforesaid duties.
To check, first of all scrutinize their profile to find the relevant experience they have in working with your project domain and size. You can also throw hypothetical situations at them and see how they will respond and react in a particular situation to check their experience and capability.
A Salesforce developer takes care of all the technical aspects that you need with handling a project. Whether it is automating various Salesforce processes, integrating SF with external systems, or customizing them to meet your end-user requirements, a Salesforce developer has many responsibilities.
They are mostly concerned with the technical aspects of your Salesforce integrated system and hiring unqualified professionals might harm your project more. So, assess and interview them about their skills and experience well before hiring. You can check if they have Salesforce certification or not, to begin with.
Designing the architectural model of a CRM solution is performed by Salesforce architects. They are active participants in every designing, integration, and deployment phases and have extensive technical knowledge to carry out these operations.
Typically, they have extensive experience and knowledge on different Salesforce modules, tools, customizations, and latest updates. Check and see if they are up-to-date with the latest Salesforce trends.
A Salesforce administrator is mostly responsible for managing and preparing the tool for effective use of end users. They ensure your Salesforce application works seamlessly with points and tools, you have easy access to the dashboard, they introduce you to various roles and permissions you can create and assign within an organization, and train you and your employees to work with the Salesforce CRM solution.
They connect immediately with you and your employees for training purposes, so you need to check their efficiency thoroughly. In addition to the technical skills, you should also see their soft skills to avoid any matter of conflict.
Have you hired one or all of them? Depending on your project requirements, you might overspend or not hire necessary resources at all for your project.
So, how do you know what’s necessary for your project? It all depends on the project scope. If you have limited requirements like migrating your data from a legacy system to a Salesforce solution, hiring a Salesforce developer might be enough.
But, if you have a large project like development and integration of Salesforce capabilities, you may need an entire team to make do. So, decide based on your project needs.
Whether you are hiring a Salesforce professional or availing of Salesforce development services, you need to be cautious and check for these things.
- Salesforce certification – While it is no key parameter, it is preferred to hire professionals who have acquired Salesforce certification. It assures you that the said candidate has desired skills and capabilities and up-to-date with latest Salesforce trends.
- Soft skills – A Salesforce professional has to have creativity and problem-solving skills to work and solve critical business situations. Since they often have to interact with you and train your employees, having soft skills is an added advantage and can make the process smoother.
- Quality over speed – Instead of looking at how fast they can deliver a project, you should look for the quality of the development and integration. It is important that you have qualified resources who prefer quality output over anything else.
You may need to acquire Salesforce offshore development services if the project demands so and your Salesforce service provider should be flexible enough to do so. Thus, take these points into consideration before you decide anything.
Keeping these aspects in mind should help you choose the right help or determine if the hired help is qualified enough to lead your Salesforce project. In addition to these, you can also look for aspects like budget and engagement types to evaluate if they are the right fit for your organization.
Summary: Salesforce is critical for your business’s success and the right help can determine the success or failure of your project. These tips here will help you analyze if you have hired the right help or not and what to do to choose the right implementation partner.
Author Bio: Maulik Shah is the CEO of BiztechCS, a development company. He often takes the front seat in the company’s development projects, because he enjoys solving problems through technology. When it comes to writing for any blog, his contribution is priceless. Maulik ensures that his interaction with development is frequent enough, and his industry knowledge ever evolving, that he can share it. Despite his packed days, Maulik’s door is always open and he is generous with sharing this knowledge and experience.