26 questions for choosing a salesforce consultant

[email protected] | @salesfixau

26 Questions for Choosing a Salesforce Consultant

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Jason Lawrence


Founder/ CEO of SalesFix (since 2010)

Now

Salesforce MVP (since 2015)

Certified Consultant & Developer (since 2010)User Group Leader (since 2011)



Jason Lawrence

Freelancer

Previously

Buyer of Salesforce – Laing O’Rourke System Administrator – Laing O’RourkeUser (since 2007) – P&O Ferries (UK)



Certification1. Are you Certified?• The easiest way to validate knowledge:

http://certification.salesforce.com/verification• 3 Salesforce releases per year & 3 release exams per

year

http://certification.salesforce.com/verification



What is your previous experience?

2. How many similar projects have you completed?3. Have many projects have you delivered overall?4. What is the size of your average client?




Do you have any references?

5. How responsive is the consultant?6. How knowledgeable is the consultant about Salesforce

and your vertical? 7. Would the customer recommend work with this

consultant again?

The best indicator of future behavior is past behavior!



Are you focused on Salesforce?


8. What percentage of your projects are Salesforce projects?

9. How long have you been a Salesforce consultant?10. How long have you had a Salesforce practice focused

on my specific vertical?11. What integration have you worked on previously?



Trailhead?

12. How many badges do you have?• Learn Salesforce for free and earn badges.

https://developer.salesforce.com/trailhead/en

https://developer.salesforce.com/trailhead/en



Are you a freelancer?

13. How would you handle tasks that you are not experienced with?

14. Do you have any major events during the timeline of the implementation?

15. Do you have any other customers with a high demand that you may priorities over us?

16. Tell me about an AppExchange App you recommend?



Are you part of a firm?

17. Are you a Salesforce partner? 18. What Tier? (Global, Platinum, Gold, Silver, Registered)19. Is your firm on the AppExchange?

• What is your CSAT on AppExchange?20. How many certification do you have on the

AppExchange?21. How many developers? How many PMs?



22. What is your implementation methodology?



Where are you based?

23. Who is doing the work?Onshore vs OffshoreWhere is the Consultant based

24. Tell us about your remote working practices



Price?

25. How much will it cost?Remember don’t just focus on the ‘day rate’; total cost is rate multiplied by time.

26. Is this Fixed Price or Time and Materials?



Thank You also to

Tal Frankfurt@TalFrankfurt


Thank You!Why choose us?

We’re not IT people.

We’re not trying to reinvent the wheel.

We’re 1 of 3 Australian-owned Gold partners.

Dedicated team of experts.

Jason, our MVP is one of only 1 of 8 in AUS/NZ

We have access

to a global Salesforce community of 2 million

1

2

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4

D I D Y O U K N O W ?

1 of 4 (in Australia)

Contact usJason LawrenceT 0425 469 737E [email protected] questions?

26 questions for choosing a salesforce consultant

Small Business & Entrepreneurship