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26 Questions for Choosing a Salesforce Consultant
Tal FrankfurtFounder/CEO Cloud for Good and CRM [email protected]@TalFrankfurt
Tal FrankfurtFounder and CEO of Cloud for Good and CRM MarketPreviously a Director of Development for a NPOSalesforce MVPCertified ConsultantUser Group Leader
About Cloud for Good
Providing Salesforce Solutions for Over Six Years Over 700 Nonprofit Salesforce CRM Implementations
www.cloud4good.com
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
Are You Salesforce Certified?
The easiest way to validate knowledge http://certification.salesforce.com/verification Salesforce releases
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?
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.
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?
Are You on Trailhead? https://www.crmmarket.com/profiles/tal/
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?
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?
What Is Your Implementation Methodology?
Where Are You Located?
Choose a consultant that is no more than three time zones away for easier communication
What Is Your Pricing Model?
thank y u
