26 questions for choosing a salesforce consultant
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The document presents considerations for selecting a Salesforce consultant, emphasizing the importance of certifications, experience, and references. It also highlights risks associated with forward-looking statements in Salesforce's operations and the consultancy's positioning within the CRM market. Additionally, there are resources for validation of consultants and an invitation to submit Salesforce projects.
26 questions for choosing a salesforce consultant
- 1. 26 Questions for Choosing a Salesforce Consultant Tal Frankfurt Tal@cloud4good.com @TalFrankfurt
- 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. TAL FRANKFURT • Founder/ CEO of Cloud for Good and CRM Market • Previously a Director of Development for a NPO • Salesforce MVP • Certified Consultant • User Group Leader tal@cloud4good.com @TalFrankfurt
- 4. ABOUT CLOUD FOR GOOD • Providing Salesforce Solutions for 5+Years • Over 700 Nonprofit Salesforce CRM Implementations tal@cloud4good.com @TalFrankfurt www.cloud4good.com
- 5. ABOUT CRM MARKET CRM Market is a trusted community marketplace for people and entities to list projects, discover talent and implement Salesforce solutions. tal@cloud4good.com @TalFrankfurt www.crmmarket.co m
- 6. Are you certified? - The easiest way to validate knowledge - http://certification.salesforce.com/verification - Salesforce releases tal@cloud4good.com @TalFrankfurt
- 7. What is your previous experience? - How many similar projects have you completed? - Have many projects have you delivered overall? - What is the size of your overage client? tal@cloud4good.com @TalFrankfurt
- 8. 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 this consultant again? tal@cloud4good.com @TalFrankfurt The best indicator of future behavior is past behavior!
- 9. 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 specific vertical? tal@cloud4good.com @TalFrankfurt
- 10. Are you on Trailhead? - Learn Salesforce for free and earn badges. tal@cloud4good.com @TalFrankfurt https://www.crmmarket.com/profiles/tal/
- 11. Are you a freelancer? - How would you handle tasks that you are not experienced with? - Do you have any major events during the timeline of the implementation? tal@cloud4good.com @TalFrankfurt
- 12. Are you part of a firm? - Are you a Salesforce partner? - Is your firm on the AppExchange? - How many certification do you have on the AppExchange? - How many devs? How many PMs? tal@cloud4good.com @TalFrankfurt
- 13. What is your implementation methodology? tal@cloud4good.com @TalFrankfurt
- 14. Where are you based? - Max 3 time zones away tal@cloud4good.com @TalFrankfurt
- 15. What about the price? tal@cloud4good.com @TalFrankfurt
- 16. Thank You! tal@cloud4good.com @TalFrankfurt Submit your Salesforce project today at www.crmmarket.com The Leading Salesforce Nonprofit Consulting Firm www.cloud4good.com Tal Frankfurt @TalFrankfurt
Editor's Notes
- #3: Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
- #7: 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 professionals are required to maintain their certification by taking the exam.
- #8: You want to work with someone who have been down this road before. This is the number one thing that you should evaluate.
- #9: The best predictor of future behavior is past behavior.
- #10: 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.
- #11: The best predictor of future behavior is past behavior.
- #12: 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.
- #13: The project scope should include the methodology. Could be agile or waterfall, make sure that it works for you and your timeline.
- #14: 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.
- #15: The project scope should include the methodology. Could be agile or waterfall, make sure that it works for you and your timeline.
- #16: Don’t make a decision based on price. Expensive is not always best.