If you are among the 150000 customers that have chosen Salesforce to help drive measurable results, generate revenue, and bring value to the clients, chances are that at some point you will be looking for the best consultant. To aid you in your pursuit, we have gathered the best Salesforce consultants in a comprehensive table. Below it, you can find the evaluation methodology we used, as well as some actionable tips to help you shortlist and choose the most suitable company for you.
Choosing a consultancy requires assessing multiple factors, so we devised a custom methodology with all the important features for consulting, development, and implementation.
Salesforce is constantly changing and evolving. You want to work with a consultant who knows Salesforce, keeps up with the latest technology and stays on top of the latest updates. Some of the companies offer Salesforce consultancy as part of their services catalog while others focus entirely on providing Salesforce services. Regardless of the company type, we make sure that they have solid practice and competence in Salesforce by asking the following questions:
At this point, we look more closely at the Salesforce consultancies’ expertise. Here are the main areas of consideration:
The Salesforce Sales hub offers a compact view of the sales process, providing insight into the full customer journey. This platform is particularly useful for strategizing to maximize sales efforts. It offers options for account and contact management, sales data, visual workflow, opportunity, and lead management. The certified Salesforce integrators leverage Sales Cloud implementation to connect and customize the processes and boost the business revenue.
As a collaboration hub that connects developers, administrators, and users, letting them share data and insight, Salesforce’s Community Cloud allows customers to diversify market intelligence. The Salesforce Customer Community is designed to enhance client relationships by providing a medium that allows them to interact and give feedback about a brand. The Salesforce Partner Community further provides a unique platform for vendors, distributors, and resellers to get support, engage with employees, learn best practices, etc. An experienced consultant would help clients create and deliver relevant content to their community in a powerful way, supporting their goals.
Service Cloud is a top solution for customer support and management. It comes packed with tools to boost the support functions and keep customers happy. Some of its features include asset and order management, custom reports and dashboards, process automation, and lightning service console. The agency helps clients establish and custom develop this app according to their needs to extend functionality and provide a personalized experience to their end-users.
As the name suggests, Salesforce Marketing Cloud is a platform that addresses the client’s marketing needs. It gives insight into customer data and behavior to empower business decisions and drive ROI. The top Salesforce consulting firms that specialize in Marketing Cloud help in monitoring and managing the marketing processes aligned with best Salesforce practices.
Salesforce Community Cloud is designed to serve retailers, enabling them to meet and exceed customer expectations by securing consistent communication with the brand. The goal of this platform is to connect shopping experiences to sales, service, and marketing. A professional consultant with expertise in commerce cloud will make sure that customers accelerate the digital transformation and achieve measurable results.
We take into account current and accurate customer testimonials and reviews. Since testimonials on the company’s page could be biased, we also consider reviews on third-party directories and AppExchange. Beyond quantity, we take note of the quality of the reviews. What do they say about the Salesforce consultant overall? Are the clients satisfied with the consultant in terms of efficiency, timeliness, and accuracy? What about the integration and migration services? Customer satisfaction is the strongest indicator that the consultancy offers quality and is able to deliver on its promises.
Salesforce certifications showcase consultants’ skills and prove their experience in specific capacities. While over 30 certifications exist, we don’t expect an agency to have them all; a reputed Salesforce consulting companies, however, usually have team members with the following certifications: Certified Administrator, Service Cloud Consultant, Sales Consultant, Integration Architecture Designer, and Certified Platform Developer. The team members’ certifications will further influence the agency’s partnership tier.
The Partner Program provides a set of resources that enable companies to establish their expertise in specific business operations, industries, or product areas. To get on the Salesforce Partners list, a company needs to have a consultant with at least two of the above-mentioned consultant level certifications. The Silver tier requires 250-449 Consulting Partner Trailblazer Score, the Gold calls for Trailblazer Score of 450-699, while the Platinum Tier requires Consulting Partner Trailblazer Score of 700-1000. The highest level is the Global Strategic Partner which means that the partner should achieve the Platinum tier in more than six consulting Partner Trailblazer Score Subregions.
While not all Salesforce consultants have previous knowledge and experience in digital marketing, this is an important consideration to make the most out of the investment. Having a marketing background means that the team will be able to track and report on campaigns, measure ROI, and guide you through the process with ease.
Salesforce is a leading CRM, and SFDC consultants can help clients maximize the value of their customer relationships in many ways. Here are the most important offerings we consider:
First and foremost, the consultants need to analyze the client’s business and help in deciding how they should be addressed with Salesforce functionality. Then, they should lay the base for creating a solid strategy, advise on the most suitable license option and the best way for implementation.
A solid strategy is the base of success. The Salesforce consulting partner needs to work with the client to evaluate their systems and practices, and then recommend actionable tips and create an implementation strategy. Once in place, such a strategy can be managed, revised, and adjusted according to the needs to ensure long-term efficiency, growth, and profitability.
If you want to use the SFDC to its full potential, you’ll need a custom application. Developing an application tailored to your needs means designing personalized software solutions that efficiently address your needs, giving you more power and broadening your capabilities. Salesforce’s marketplace, AppExchange, provides standard apps such as Sales, Service, and Community. The Salesforce partners can further customize these standard apps to align with the way the client works.
Data migration is needed if the client wants to import data from existing CRM to Salesforce. An experienced partner will streamline processes such as extraction, data cleansing, mapping data objects and corresponding fields, deduplication, validation, and automation of data migration. It’s important to have a reliable team of Salesforce system integrators that will invest time and effort in testing to see if everything has been transferred correctly.
Salesforce can be further enhanced by integrating it with your existing apps such as Outlook, Slack, Google Apps, Marketo, QuickBooks, and more. The integration will boost productivity and streamline collaboration.
The work of the Salesforce agency isn’t done when the platform is up and running. Going live means that you’re ready to go from the implementation phase to support. A professional partner will provide ongoing support and user training if needed. We also appreciate consultants that build reports and dashboards to provide information on the client’s KPI and recommend actions to improve processes and increase efficiency.
In theory, every project would turn out as anticipated in the strategy phase. In practice, that’s almost never the case. That’s why we look for consultancies with a defined project management method and a plan for how to adapt to changes. We give a boost to companies that implement the Agile methodology to project management. This means that they adapt quickly to business changes, providing flexibility, and better outcomes.
We also check whether the Salesforce consulting company has a dedicated project manager as a point of contact for the client, to build strong customer relationships, and make sure that all the members of the project team and stakeholders are on the same page. The project manager should further monitor and manage the project scope, schedule, and financials to make sure everything goes smoothly.
Different Salesforce consulting firms can offer different payment modes and patterns. What matters to us is that they offer prices within the industry standard which stands between $10000 and $50000 per project.
The implementation price is largely influenced by the range of needed products and their editions and the number of users. The price is also contingent on the cost of data migration which can be costly. Then, there are the costs for customization, integration, and user training which will be defined according to the client’s needs.
We tried to discover the average project cost, as well as the average hourly rate if available. It’s important to note that we didn’t base our choice of the best Salesforce companies solely on the ones that offer the lowest price; instead, we focused on those that offer the best value for money.
At this point, you must be wondering how you can pick a single company from the selection. What to consider? How to shortlist? We got you covered. In the section below, you check out some actionable tips on choosing the best partner for your specific needs.
First and foremost, you need to define your goals and expectations. To do this, you can outline the metrics for success, identify which business processes will be impacted, and define your long-term vision for Salesforce. At first, these goals and expectations can be more general and then, with the help of the right Salesforce consulting firm, they can be narrowed down during the consultancy phase.
Hiring culture is not overrated — it’s a real necessity if you want your partnership to succeed. Once you shortlist the companies according to Step 1, you need to each Salesforce consulting agency and assess how responsive it is, how enthusiastic it might be to work with you, whether it is ready to meet your needs, what its core values are and whether they align with yours, and determine if you can get along on a business and personal level.
By now, you should have further narrowed down your list of possible Salesforce consulting agencies. Now you should consider the consultants’ communication skills. Take note of how they present ideas and solutions and whether they provide robust guidance for your decision-making. You should also assess how transparent they are about their work practices and about what you can expect from your relationship.
The budget is among the decisive factors when making your final choice. The price of Salesforce services will usually vary based on your business needs and the expertise level of the partner. Custom-made salesforce services will cost more than the work from a set of templates. To choose the best among the available Salesforce consultants, you should define a budget you’re ready to spend while considering the following aspects:
Once you take these factors into account, you will have a clearer idea about your budget and will be able to choose the company that best fits your needs.