Do any of these scenarios sound familiar? Your company decided to invest in a CRM platform, and you are about to launch a new Salesforce implementation. Or, maybe you have used Salesforce for years but recently added new license types. Perhaps your business expanded along with your Salesforce user base, and you can no longer support your growing system.<\/p>\n
In any of these cases, you might wonder when to engage with a Salesforce partner<\/a> and what services they provide to guide you<\/strong>. Below, we outline some of the best \u2013 and most common \u2013 reasons why there\u2019s no bad time to engage with a certified Salesforce partner and the types of support they can provide.<\/p>\n Launching Salesforce for the first time may feel overwhelming. You might not know where to start, making this an ideal time to bring in a Salesforce consulting partner for your initial implementation.<\/p>\n By engaging early with a certified Salesforce partner<\/a>, you can trust you will make informed decisions from the start and avoid making costly mistakes that lead to longer-term problems or unforeseen costs. During your Salesforce journey, the early partnership will help you align your business needs, budget and timeline with the right offerings.<\/strong><\/p>\n For example, a Salesforce partner can help you determine if an industry-specific cloud, such as Financial Services Cloud<\/a>, Manufacturing Cloud<\/a> or Health Cloud<\/a>, makes sense for your business or if you need a more generalized solution like Sales and Service Cloud.<\/p>\n A new Salesforce implementation is often a significant undertaking, even for an experienced internal team. Configuring a new system frequently exceeds the availability of your internal resources, even when your team members are experts. A Salesforce consulting partner can provide a dedicated project team to set up Salesforce, which helps accelerate your timeline and allows you to realize the benefits of your investment sooner.<\/p>\n Partners can provide specialized training, project management resources and organizational change management<\/a> (OCM) needs, which your team might not be staffed to handle. Since partners are often experts at new system implementations, they share learnings from numerous past projects, helping you avoid the most common execution mistakes. They can also customize projects to meet your organization\u2019s specific requirements.<\/p>\n Once you\u2019re up and running with Salesforce, you will undoubtedly want to maximize your investment. Many Salesforce customers start with Sales and Service Cloud and then expand other offerings to implement marketing automation, customer portals or e-commerce, taking advantage of Salesforce\u2019s Customer 360 Data Model<\/a> to maximize the opportunities for their organization.<\/p>\n A trusted Salesforce partner will evaluate the various products (clouds) and determine which ones make the most sense for your business given your existing implementation, goals and budget.<\/strong> A good team will evaluate your licensing needs, making sure the right users have access to required licenses \u2013 without overprovisioning \u2013 and assist with strategic short- or long-term projects designed to take your Salesforce implementation to the next level.<\/p>\nStarting Your Salesforce Implementation Project With a Partner<\/h2>\n
Strategic Projects and Assessments with Salesforce Partner Support<\/h2>\n
Assessments<\/h3>\n