Leveraging technology and the innovative resources it delivers is critical for business success. Among such innovations is Salesforce Field Service, also referred to as Field Service Lightning (FLS), which offers a comprehensive view of your workforce management. While the inventive FLS provides a lot that can supercharge your operations, its implementation, maintenance, and continuous upgrades can be overwhelming. This is the main reason more businesses turn to field services Salesforce consultants. The best consultants can save you considerable time and resources while ensuring you take advantage of the advancements FLS has to offer. But how do you select such a consultant from the competitive market? Here are a few tips that can help.
Consider the expertise
The main reason you need to hire a field services salesforce consultant is the expertise they bring to the table. As such, it should be at the top of your checklist. Don’t take their word for it; let them back it with credentials. Salesforce certification is provided on both company and individual levels, meaning the consultant has no excuse for not having the credentials. The certification tier also counts, which is mainly categorized into
- Global Strategic
The categories mainly consider the innovativeness, customization degree, expertise, engagement levels, and success rates the consultant exhibits. If the consultant has no salesforce partnership level or certificate to show for it, they most likely are not as good as they claim.
Ongoing customer support
You might think that your work is done once you’ve implemented the field services salesforce. This is far from the truth; the ever-advancing features require an ongoing implementation to get the most out of FLS. As such, when choosing a consultant, it is best to consider them more of a partner than a one-time service. You need to pay more attention to their customer service and ensure they offer reliable solutions you can count on for years. This way, you’ll easily develop a solid rapport and seamlessly keep up with the advancements.
Salesforce consulting companies don’t necessarily cover all the aspects. Some specialize in given areas, which may not include FLS cloud extension. Such a consultant may not have the necessary resources and skills to deliver the reliable solutions you need. Therefore, paying close attention to the areas in which the consultant excels is important. Ask to see their portfolio, and check it thoroughly to ascertain they have the experience you need. Also, see if they’ve actively worked with clients in your field. Industry-specific experience gives them an edge since they have the insights, meaning they won’t be playing catch-up while striving to offer the best services.
The field services salesforce consultant company saves you time and resources, but don’t just dive in without consulting your budget. This can leave you financially strained, impacting the rest of your operations. Considering the charges, from the upfront commitment to the fee structure and terms, is critical. It will help you partner with a service whose payment terms are accommodating and in line with your cash flows.
Consulting your finances and considering the charges also helps ensure you pick the best value, not the cheapest or the priciest service. This is because some might charge astronomical fees owing to their certification but might not prioritize your needs, which doesn’t deliver the value of your investment. The cheaper option may also be resource-strained, such as working with a smaller team loaded with other projects. This also means you won’t get as much attention and quality service as you need.
Today, you don’t have to limit your engagements to geographic boundaries. You can hire a field services salesforce company from a different state or continent. Nonetheless, as you do so, consider the impact on communications. The consultant may have the best customer service, boasting timely and professional communications. Nonetheless, aspects like time zone differences and culture could play a hand in making communications challenging. Since you want a long-term partnership, ensuring such barriers are accounted for before hiring the company is critical to facilitating a smooth and more productive engagement.
Hiring a field services salesforce consultant is the right move, and with the above pointers, you’ll have an easier time browsing through the competitive market and finding the right company in line with your goals.