Why is finding the right Salesforce implementation partner pivotal to your business success?
A competent partner ensures an efficient Salesforce setup, a clear path to achieve your business objectives, and a substantial return on your investment.
This article offers practical steps for finding a Salesforce implementation partner who fits your business needs and enables you to leverage the full potential of the Salesforce platform.
Key Takeaways
Salesforce implementation partners are crucial for achieving an effective deployment of Salesforce solutions, offering a range of expertise and tailored services to enhance ROI and streamline the implementation process.
Identifying and partnering with the right Salesforce implementation expert is essential, requiring careful consideration of their certifications, industry experience, and understanding of an organization’s specific needs for an efficient and successful Salesforce adoption.
Although Salesforce implementation can present challenges such as complexity, slow launch times, high costs, and integration difficulties, a capable partner can navigate these issues, ensuring comprehensive user adoption, cost-effective strategies, and long-term growth and innovation.
Salesforce is a widely used customer relationship management (CRM) system, serving nearly 80% of Fortune 500 companies. Despite its popularity, Salesforce requires some expertise to leverage its full potential. This is where Salesforce partners come into play. These teams customize, implement, and optimize Salesforce solutions to satisfy businesses’ unique needs.
By working with a qualified Salesforce partner, you can get the most value from your Salesforce investment. Read on to discover six of the top Salesforce partners and how to choose the right one for your B2B company.
Why should a B2B organization utilize a Salesforce partner?
Every B2B organization has unique processes, goals, and regulatory requirements. Thus, a one-size-fits-all approach rarely works. Even so, few companies possess the in-house resources needed to develop customized Salesforce solutions on their own.
That’s why 90% of Salesforce’s customers rely on third-party partners to bring their ideal solutions to life efficiently and cost-effectively. Skydog Ops is just one example—this particular Salesforce partner supports B2B companies by:
Understanding their unique goals and requirements
Ensuring their CRMs are built for scalability
Designing tailor-made solutions and integrations that focus on results
Managing implementations with speed and persistence
Providing expert training and ongoing support
Updating and optimizing solutions as needed
Offering strategic and proactive guidance at every stage
With this type of support, you can ensure the successful deployment of Salesforce within your B2B organization while remaining laser-focused on your core business objectives.
A look at the top Salesforce partners
Salesforce has over 11,000 partners across the globe, but here are six partners that stand out for their expertise, reliability, and client satisfaction:
1. Skydog Ops
Skydog is a growth-focused Salesforce partner that specializes in working with the following types of B2B companies:
Startups and technology companies
Healthcare technology organizations
Private equity and venture capital firms
Founded in 2020, Skydog proudly maintains its proactive and efficient startup mindset. With its fully integrated, flexible solutions, Skydog enables its clients to respond to changing market conditions with ease and agility, unlocking unprecedented levels of growth.
Skydog’s speed, simplicity, and reliable results have earned the company a reputation as a leading Salesforce CRM and Revenue Ops expert.
Note: Along with Salesforce services, Skydog offers Hubspot CRM support services and countless other CRM integrations.
2. Coastal Cloud
Founded in 2012, Coastal Cloud is a Salesforce integration company that works with B2B organizations from a wide variety of industries, including:
Communication and media
Education
Healthcare
High tech
Life sciences
Manufacturing
Nonprofit
Private equity
Professional services
Public sector
Retail and consumer goods
Travel and hospitality
While Coastal Cloud’s industry list is vast, its CRM expertise is narrow. Coastal Cloud focuses solely on Salesforce solutions, primarily using pre-built components to shorten implementation timelines.
With a fully domestic team, Coastal Cloud is also known for its highly-rated customer service.
3. Silverline
Silverline has offered Salesforce services to B2B companies since 2009. It focuses on the following industries:
Financial services
Healthcare
Media and entertainment
Silverline strives to resolve its clients’ challenges in a streamlined way, providing them with exactly what they need and nothing more. It also gives its clients access to CalendarAnything, a best-selling Salesforce application.
4. SevenPoints
For roughly two decades, SevenPoints has helped Salesforce users develop, implement, integrate, and optimize their CRM solutions. Its client base is made up of companies from the following industries:
Retail
Services
Manufacturing
Technology
Financial services
Healthcare
By taking a practical approach, SevenPoints’ team of technologists and business process experts help Salesforce users maximize their return on investments (ROIs).
5. Simplus
Simplus has been delivering strategic Salesforce solutions since 2014. Its suite of services includes implementation, ongoing optimization, and change management.
Serving a global customer base, this Utah-based Salesforce partner specializes in the following industries:
Manufacturing
Financial services
High tech
Healthcare
Government and education
Retail and consumer goods
Media and communications
6. Magna5
Founded in 2017, Magna5 provides managed IT, cybersecurity, cloud hosting, and backup and disaster recovery services. It specializes in strengthening IT security for Salesforce users.
Magna5 supports several highly regulated industries with demanding uptime requirements, including healthcare, government, financial services, and manufacturing.
What to consider when picking a Salesforce partner
Before you decide which partner is right for your B2B company, clarify your company's goals and requirements. Then, you can evaluate each prospective Salesforce partner using the following factors:
Salesforce certifications
Industry-specific expertise
Project management strategies
Scope of services
Training and support offerings
Case studies and client reviews
Pricing
By choosing a certified Salesforce partner that understands your industry and offers the right set of services, you can ensure a winning partnership.
Empower your B2B organization with Salesforce excellence
Outsourcing your Salesforce support to an experienced partner can bolster your business’ results and ROI. You simply need to select the right partner for your goals and requirements.
If you want nimble solutions with robust results, consider partnering with Skydog Ops. As business-first thinkers, Skydog Ops is committed to making sure that your Salesforce CRM is uniquely tailored to your individual goals and needs.
At Skydog, we don’t wait for next steps—we take a proactive approach. If you’re the same, use the contact form below to find out how our customized Salesforce implementation services can supercharge your business growth.
Unlocking the Potential of Salesforce Implementation Partners
Imagine reducing the time to realize a significant return on your Salesforce investment or achieving an ROI ranging from 300% to 500% in just four years. Exciting, right? This can be your reality when you collaborate with Salesforce implementation partners, who offer professional expertise from the get-go, especially in marketing cloud projects.
These partners serve as vital allies in the post-adoption phase, focusing on training stakeholders, streamlining the build for maximum efficiency, and tailoring Salesforce to align with your sales and marketing teams’ requirements.
Identifying Your Business Needs
Grasping the unique needs of your organization marks the beginning of a triumphant Salesforce implementation. The ‘how’ aspect of the implementation process is crucial. It involves:
Defining processes
Setting objectives
Establishing success metrics
Creating a logistically sound timeline
An early engagement with your implementation partner enables them to comprehend your requirements clearly and define a realistic timeline for a smooth implementation process.
The Role of Implementation Partners
A robust partnership with your implementation partner is pivotal to the success of your Salesforce journey. They have a variety of responsibilities, from transferring knowledge about the proposed solution to conducting solution workshops and designing solution specification deliverables.
Achieving success strongly depends on efficient coordination between you and your implementation partner.
Expertise That Transforms Businesses
The diverse expertise brought to the table by Salesforce implementation partners can fuel your business transformation. Some benefits of working with these partners include:
Industry-specific knowledge
Digital transformation strategies
Optimization and customization of Salesforce solutions to meet your specific business requirements
Facilitation of growth
Their mastery of different Salesforce clouds, including Marketing, Commerce, Experience, Sales Cloud, and Service Cloud, could revolutionize your business with Salesforce CRM solutions on the Salesforce platform in the Salesforce Marketplace.
Navigating the Salesforce Partner Ecosystem
Navigating the Salesforce partner ecosystem can be akin to exploring an exciting new city with a myriad of intriguing avenues. Within the Salesforce ecosystem, each partner, whether they are:
consulting partners
digital agencies
independent software vendors
resellers
.. plays a unique role in this structured network.
The Salesforce AppExchange, rich with information about Salesforce implementation partners and their products, is an excellent place to locate the right partner for your organization.
Certified Experts with Extensive Experience
When selecting your Salesforce partner, consider the benefit of collaborating with certified professionals who have a history of success. These certified experts possess:
Validated knowledge and skills, essential for successful implementation
Extensive experience, providing them with in-depth knowledge of the platform, best practices, and an understanding of common challenges
More efficient implementations, better customer service, and enhanced productivity
Aligning with the Right Solution Architect
Selecting the appropriate solution architect parallels choosing the ideal guide for your journey. These experts are responsible for designing the organization’s strategy, data model, and technical solutions. With their strong enthusiasm for Salesforce, adept problem-solving capabilities, and comprehensive technical understanding, they can steer your Salesforce implementation towards success.
Comprehensive Implementation Services Offered by Partners
Salesforce implementation partners, also known as salesforce consultants, offer a diverse range of services, from defining and automating business processes to enhancing data management and day-to-day operations. They can assist you in every step of your Salesforce journey, including salesforce implementations, ensuring you achieve desired results for success with the right Salesforce solution.
By leveraging their comprehensive suite of services, you can focus on your core business, safe in the knowledge that your Salesforce implementation is in expert hands.
Strategy and Roadmap Development
Formulating a distinct strategy and roadmap for your Salesforce implementation resembles configuring a reliable GPS for your journey. This roadmap delineates the requisite steps and milestones for a seamless transition. By identifying organizational needs and wants, setting up a project timeline, and establishing milestones, you can expedite your journey towards a successful Salesforce implementation.
Data Migration and Integration
Data migration and integration act as the engine and fuel propelling your CRM implementation, specifically with Salesforce. They ensure the seamless and accurate transfer of data into the Salesforce system, resulting in a centralized view of customer information, enhanced decision-making, and improved productivity.
Your Salesforce implementation partner, by adhering to best practices and utilizing the appropriate tools, can guide you through this critical phase of your Salesforce journey.
Ensuring Seamless User Adoption
User adoption serves as the driver steering your Salesforce vehicle. Here are some strategies that can ensure a smooth ride:
Engaging key stakeholders
Providing comprehensive training
Simplifying the user interface
Incentivizing adoption
Bear in mind, a finely-crafted and captivating training program plays a significant role in promoting user adoption and productivity.
Overcoming Common Salesforce Implementation Challenges
Like any journey, Salesforce implementation too may encounter its share of bumps and detours. Challenges such as:
Over-complication
Slow time-to-launch
Expensive implementations
Integration issues
can appear intimidating. Nonetheless, having the suitable partner at your side enables you to smoothly and swiftly tackle these hurdles.
Over-complication
Over-complication is like carrying unnecessary baggage on your journey. By focusing on core business needs and working with an experienced partner, you can avoid over-complication and ensure a smooth Salesforce implementation.
Remember, simplicity is the ultimate sophistication.
Salesforce experts don't understand your business
A thorough comprehension of your business is integral to a successful Salesforce implementation. Salesforce partners who understand your business can provide a solution that aligns with your unique requirements and needs. So, ensure that your Salesforce partner understands your business needs as well as you do.
Slow Time-to-Launch
Slow time-to-launch is like getting stuck in traffic on your journey. However, by monitoring the performance of the implementation, gathering continuous feedback, and using process rules to streamline workflows, you can accelerate your Salesforce implementation timeline and reach your destination faster.
Costly Implementations
Costly implementations are like paying a hefty toll on your journey. However, by aligning needs and expectations with a preliminary budget estimate, engaging the right expert, and planning the organizational structure, you can manage costs and maximize the return on your Salesforce investment.
Integration Issues
Integration issues can be likened to encountering a flat tire during your journey. However, with an experienced Salesforce partner, you can overcome these challenges. These partners can assist you in integrating and customizing Salesforce with other applications, ensuring a smooth ride all the way.
User Adoption Barriers
User adoption barriers are like roadblocks on your journey. But, by:
Involving key stakeholders
Measuring Salesforce usage and adoption
Providing comprehensive training
Simplifying the user interface
You can clear these roadblocks and ensure a smooth journey ahead.
Partnering for Innovation and Growth
Forging a long-term alliance with a Salesforce implementation partner involves:
Crafting tailored solutions to enhance Salesforce’s functionalities
Formulating cooperative strategies
Closely aligning their services with your specific business needs
These partners can foster innovation and lead your business towards growth.
Leveraging Industry-Specific Knowledge
Possessing industry-specific knowledge is akin to having a terrain map for your journey. This knowledge can help your Salesforce partner to enrich the CRM’s capabilities and integrate industry-specific features and functionalities, thereby ensuring a successful Salesforce implementation that meets your specific business needs.
Long-Term Partnership Benefits
The benefits derived from a long-term partnership can be compared to the rewards reaped from a successful journey. By offering comprehensive training and support, delivering ongoing support and maintenance, and establishing long-term collaborations for business growth, Salesforce implementation partners can contribute to your business’s long-term success.
Summary
In conclusion, the journey to successful Salesforce implementation may be challenging, but with the right partner by your side, you can navigate the bumps, overcome the roadblocks, and reach your destination. The right Salesforce implementation partner can drive business transformation, navigate the Salesforce ecosystem, provide comprehensive implementation services, overcome common Salesforce implementation challenges, and foster innovation and growth.
Frequently Asked Questions
What is implementation partners in Salesforce?
An implementation partner in Salesforce is an external company that collaborates with you to select, implement, support, and expand the appropriate solution for your organization, aiding in your success throughout the process.
Do you need an implementation partner for Salesforce?
Yes, if you are dealing with a large-scale project that requires a team of 10+ consultants, engaging a Certified Implementation Partner would be advisable for successful delivery. This could provide access to experienced professionals with years of expertise in Salesforce implementation.
What does an implementation partner do?
An implementation partner assists businesses in successfully implementing software systems and resolving any related issues to ensure a seamless process.
What is the importance of user adoption in Salesforce implementation?
User adoption is crucial in Salesforce implementation as it ensures effective utilization of the tool, leading to enhanced data management and improved business operations. It's important to prioritize user engagement for successful implementation.
How can over-complication in Salesforce implementation be avoided?
To avoid over-complication in Salesforce implementation, focus on core business needs and collaborate with an experienced partner to guide the process effectively.