26 Questions for Choosing a Salesforce Consultant by Tal Frankfurt

2. Tal Frankfurt Founder and CEO of Cloud for Good and CRM Market Previously a Director of Development for a NPO Salesforce MVP Certified Consultant User Group Leader

3. About Cloud for Good Providing Salesforce Solutions for Over Six Years Over 700 Nonprofit Salesforce CRM Implementations www.cloud4good.com

4. About CRM Market CRM Market is a trusted community marketplace for people and entities to list projects, discover talent and implement Salesforce solutions. www.crmmarket.com

5. Are You Salesforce Certified? The easiest way to validate knowledge http://certification.salesforce.com/verification Salesforce releases

6. What Is Your Previous Experience? How many similar projects have you delivered? How many projects have you delivered overall? What is the size of your average client?

7. Do You Have Any References? How responsive is the consultant? How knowledgeable is the consultant about Salesforce and your vertical? Would the customer recommend work with the consultant again? The best indicator of future behavior is past behavior.

8. Are You Focused on Salesforce? What percentage of your projects are Salesforce projects? How long have you been a Salesforce consultant? How long have you had a Salesforce practice focused on my vertical?

9. Are You on Trailhead? https://www.crmmarket.com/profiles/tal/

10. Are You a Freelancer? How would you handle tasks that you do not have experience completing? Do you have any major events during the implementation timeline?

11. Are You Part of a Consulting Firm? Are you a Salesforce partner? Is your firm on the AppExchange? How many certifications do you have listed on the AppExchange? How many developers are in your firm? How many project managers?

12. What Is Your Implementation Methodology?

13. Where Are You Located? Choose a consultant that is no more than three time zones away for easier communication

14. What Is Your Pricing Model?

15. thank y u

Editor's Notes

This is the easiest and fastest way to validate that the consultant has the knowledge that is required to complete the relevant Salesforce certification. It also indicates that the consultant is relatively up to date on the Salesforce releases. 3 times a year., salesforce releases new system feature updates. In accordance with these releases all certified proffesionals are required to maintain their certification by taking the exam.
You want to work with someone who have been down this road before. This is the number one thing that you should evaluate.
The best predictor of future behavior is past behavior.
Salesforce is constantly changing and evolving. You want to work with a consultant who knows Salesforce and is focus on it. Sometimes we take the below questions for granted but you should know that some very large consulting firms have a very small salesforce practice.
Salesforce is constantly changing and evolving. You want to work with a consultant who knows Salesforce and is focus on it. Sometimes we take the below questions for granted but you should know that some very large consulting firms have a very small salesforce practice.
The project scope should include the methodology. Could be agile or waterfall, make sure that it works for you and your timeline.
Don’t make a decision based on price. Expensive is not always best.

26 Questions for Choosing a Salesforce Consultant by Tal Frankfurt

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26 Questions for Choosing a Salesforce Consultant by Tal Frankfurt

Editor's Notes