Choosing the Right Salesforce Partner

How to Choose Your Salesforce Partner

Choosing the Right Salesforce Partner

If you’ve ever typed in the words “Salesforce consultant” into the Google search bar, then you’re on the first steps into your journey for an implementation partner. You’ve also probably realized that there are a few to choose from, and you need to be sure that you’re making the right choice. You need to make an investment choice, and you want to to choose the right Salesforce partner. As any Salesforce user can attest, an improperly configured system can be a long term frustration. Or not using the platform to its full extent can hamper your ability to consolidate and optimize your business. So, how do you choose the right partner for you? It’s more than just technical skills and know how. Finding the right partner is finding the team that has the right mix of vision, process and talent to set you on the right path.

So what should you be looking for in a good partner relationship?

1. Dedication to Your Vision

A good partner is also going to ask you about your vision. Before rolling up our sleeves and asking about apps, fields, automations, page layouts, we want to know where you want to go. What are  your processes, what is your business structure, how do you organize sales. What’s working for you and what isn’t’ working for you. The solution we are going to build will last and in order for us to future proof it for you, we need to understand your objectives, your pains and find ways to help you. As your Salesforce consultant, we are much more than just a technical guide, we need to understand your business.

2. Dedication to Your Process

Our job is to “think like Salesforce”. Knowing the platform inside and out means you don’t have to change your process to match the CRM. Nor does it mean that you have to know the inside-out of the platform to make it match your needs. We do that for you. Our consultants will take the lead to ask you the hard questions, with a clear and focused process, to help you get the most out of the platform. Leveraging our experience with the hundreds of Salesforce implementations in many different types of organizations, allows us to design the best solution to meet your requirements. In addition, we’ll help you discover the full range of features, so you can get the most out of the platform.

3. Dedication to Our Relationships

When you work with us, you’ll find we’re committed for the long haul. We don’t like just having any and all business; we love repeat business. Most of our clients complete multiple projects with us, for 2 reasons: [1] Our crawl-walk-run approach means we never make you take on more than you can handle. We stage deployments at the pace that is right for your business and to help drive internal adoption. And we’ll always be there for you when you’re ready to take the next step. [2] Our customers have learned through experience to trust and value the guidance that we offer. Working closely hand-in-hand with you, we learn what makes you tick, and can offer that deeper level of strategic guidance that makes a successful long-lasting relationship.

4. Dedication to The People

At Nubik, we help you with the best objectives, the best technology, the best processes, and the best project management. But, what brings it all together is the people. A typical project will start with the management or executive team, listing goals such as centralized information, visibility, consistent processes. A lot of time is spent thinking through and documenting processes. The system is fined tuned to a T with the right fields, workflows, automations. The reports are ready and management is excited to dig into the data. But at the end of the day, it’s whether or not people are using the system that will make or break the project. A good partner will take this into consideration by looking beyond management needs to ask how will Salesforce make your employees jobs easier? Easier to get more leads, close more business, provide better customer service, and grow customer renewals. Taking on the project with the mindset of your users is at the core of any project, and doing so is the surest way to get them onboard at go-live. A good partner will understand this and help you design and launch the right system for all the people in your organization.


What do all these points have in common? Dedication. We’re passionate about what we do and it shows. Our dedication to the platform, to our customers and to success has kept us going for over 15 years. We invest in our employees and their training, and know that their success is what will make our customers successful. By extension, we take great interest in your success as well.

So, when you’re looking for a Salesforce implementation partner, look for someone with dedication – to the vision, to the process, and to the people that make it work.

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