Frequently asked questions
Choosing the right Salesforce partner
What criteria should I use to evaluate Salesforce consultancies?
Look for consultancies with a strong track record, relevant industry experience, certified professionals and positive client testimonials. Assess their approach to project management, change management and post-implementation support.
Why is industry experience important when selecting a Salesforce consultancy?
A consultancy with experience in your sector will better understand your challenges, regulatory requirements and best practices - leading to a more tailored and effective implementation.
How can I assess a consultancy’s technical expertise?
Ask about their certifications, case studies and technical specialisations. A reputable consultancy will have certified Salesforce professionals and a portfolio of successful projects similar to yours.
What should I expect in terms of project methodology?
Look for a consultancy that uses a structured, agile approach with clear phases - such as discovery, design, configuration, testing, training and ongoing support. Transparency and regular communication are key indicators of a strong methodology.
How important is cultural fit when choosing a consultancy partner?
Cultural alignment ensures smoother collaboration and better results. Choose a consultancy whose values, communication style and working practices complement your own.
What role does ongoing support play in the selection process?
A good consultancy offers post-implementation support, managed services and continuous improvement. Confirm their ability to provide long-term partnership and adapt as your business evolves.
How do I compare pricing between Salesforce consultancies?
Compare pricing models - such as fixed fees, time & materials and retainers. Make sure you understand what’s included and evaluate value based on outcomes, not just cost.
Should I request client references or case studies?
Absolutely. Reviewing case studies and speaking with past clients gives you insight into the consultancy’s delivery quality, reliability and ability to drive results in real-world scenarios.
What red flags should I watch out for when choosing a consultancy?
Be wary of consultancies that lack transparency, overpromise, have limited Salesforce certifications or can’t provide relevant references. Poor communication or unclear methodologies are also warning signs.
How can Formidable Minds support my decision-making process?
We provide transparent proposals, detailed case studies and open communication to help you make an informed decision. Our team is happy to discuss your goals and tailor an approach that fits your needs.
Get a call back from our team, and see how we can help your business today.
