Guide to Get Started With Outsourcing a Salesforce Partner

We all know Salesforce as the best CRM solution that can be customized by businesses according to their needs and expectations. No wonder, Salesforce can completely transform the way companies do and manage their business, but that’s only possible when they dedicate proper time and effort to manage their org and keep it updated. With everything going on in an organization, it is tough for any team to devote proper time to Salesforce administration. That’s where hiring an outsourced Salesforce partner could be a great decision.

Considering Salesforce outsourcing would allow you to get experts on board who have the vision to boost their CRM solution and work on strategic planning through which a company can gain a competitive edge. External Salesforce experts can handle it all, whether it is about CRM customization or developing a Salesforce solution.

But there are lots of things that have to be considered while outsourcing Salesforce. So, in this blog, we’ll be covering all these aspects that would enable you to outsource your Salesforce needs while getting the best-expected results.

Things to Consider When Outsourcing Salesforce Requirements

When you expect to get the best returns on your Salesforce investment, you need to have experts who can manage everything, from development to customization and integration. But before that, there are several aspects that you need to consider.

Get the Right Team

It is obvious that while considering outsourcing, you would go through a long Salesforce partners list and then would choose the best one. And to do so, there are certain aspects that you need to consider:

Check if the service has a reputable experience in the Salesforce ecosystem and has professionals with certifications, which would be a sign of their knowledge and skills.
Make sure you look for a registered and certified team that has expertise in all aspects of Salesforce, whether it is implementation, development, automation, integration, and maintenance. Also, the team should be trained to work on the best practices to manage the Salesforce solution.
Make sure the partner you hire is available in your time zone and is quick to assist you with your queries and issues.
It is essential that you and the Salesforce partner should match in terms of communication to ensure everything stays transparent and there are no loopholes in the project status or progress of work. The team should provide you with weekly reports, keeping you updated on everything.

Minimize the Risks Involved

When it comes to outsourcing your Salesforce requirements, there are some risks associated, which can be avoided if you choose your partner the right way. Here are some tips for you through which you can avoid any risk associated with outsourcing Salesforce.

Conduct thorough research when choosing your provider for Salesforce outsourcing. Different providers offer many offers to companies. You need to be alert enough to identify the right partner and choose the genuine one for your business.
There are Salesforce partners who even offer trials to test their Salesforce resources. Consider going for a trial with partners to understand how skilled the resources are and how efficiently they can help with your business projects by integrating with your internal team.
Make sure you look for a team that has all Salesforce professionals. You never know when you need a Salesforce developer or a tester, so make sure you don’t fall for their offer and properly check if the team actually has all kinds of certified Salesforce professionals.
Every company has a different way of working. You need to make sure to explain your expectations at the start only so you can be clear about the kind of work and reporting you expect from the team. Let them understand what exactly you seek from external Salesforce providers so there would be complete clarity, and the provider would serve your business according to your expectations.
Initially, discuss the change management and risk management strategies that the team would be following to manage your Salesforce solution. As a business, you would expect a team that is always prepared to manage situations when things go wrong or if there’s any kind of downtime. So, discuss such plans in detail so you can understand their capability to handle your solution.

Choose your Salesforce Partner Carefully for Outsourcing

Considering Salesforce outsourcing can significantly reduce the burden on your internal team and give them time to focus on core operations. But to achieve that, you have to be proactive to find the right

that can manage your Salesforce solution efficiently. You need a team that can be trusted with all requirements related to your Salesforce solution.

With 360 Degree Cloud, you can get in touch with certified Salesforce professionals who can offer you a range of services to cater to all kinds of Salesforce requirements while ensuring proper support and maintenance for the long term.