Making a Switch: 5 Things to Consider When Switching Salesforce Partners

By Meri Sikora - September 2, 2021

Whether your current Salesforce partner has been acquired by a larger organization or it simply no longer meets your needs, sometimes the writing is on the wall: it’s time to switch partners! 

The grass may actually be greener on the other side, so if declining service levels or a lack of scalable support have you investigating other options, we’re here to help.  

Here are the top five things to consider when evaluating a Salesforce consultancy and support partner, whether you’re making a switch or shopping for the first time.  

 

The Top 5 List 

1) Industry Experience   

  • Who are their clients?  
  • Which Salesforce Clouds are they experienced with?  
  • What products have they built for clients?  
  • What products do they have on AppExchange?  

Take a close look at the clients they work with and the projects they’ve completed in your industry. While it’s great if your prospective new partner has worked with the five biggest financial services companies in the world, that doesn’t mean much if you’re in the pharma space. Look closely for relevant vertical expertise and the corresponding Salesforce recognition.   

 

2) Can Scale Up or Down on Demand 

Business needs change often, even without taking a global pandemic into consideration. Before you switch partners, make sure the company you’re considering has the resources to help you scale up on demand and the flexibility to support you if you need to scale back. 

Investing your resources in a company that offers this flexibility improves business effectiveness by keeping you agile so you can easily adjust to changes in the marketplace.  

 

3) Willing to Challenge the Status Quo 

If you approach a company with a list of requests, and they come back to you with a “Sounds great. Here’s our contract,” we highly suggest you keep looking.  

Your agreement should be a partnership, and as such, your partner should be willing to challenge your assumptions about what you need and the best way to get there. Of course, the partner should have solid proof from other use cases to support their recommendations, but they should be ready and able to draw on their industry expertise to help you find the right solutions for your unique business needs.  

 

4) Well-Versed in End-to-End Solutioning 

Salesforce is an incredibly powerful business tool, but it’s not the only platform you need. Your new partner’s expertise should extend beyond Salesforce to include other highly desirable platforms, like SAP, MuleSoft, and other ERP systems.  

The actionable data insights that come from those back office systems lead to improved business results, so even if you’re not using them (yet), a company that has the skills to integrate them with your CRM is a smart choice. 

 

5) Collaborates toward Self-Sufficiency 

A Salesforce partnership usually goes one of two ways: 

A) The partner does the work. The customer pays for the work. It goes on like that until one contract ends and a new one begins.  

B) The partner does the work and at the same time, empowers the customer to be self-sufficient so they can manage their own project once set-up is complete.  

Many consultancies use the first model. After all, it’s great job security for them.  

We’d encourage you to find a partner that uses the second one. Once your project is up and running, your Salesforce consultancy should train your staff to keep it running. Your team should learn how to make adjustments and improvements, monitor feedback, etc so you don’t have to keep paying someone else to manage your projects. 

figure

“At Customertimes, we aim to deliver world class innovation, best practice modernisation and alignment of Salesforce customer business strategy, with tight integration of process, people and priorities.” Bobby Singh – UK&I Director

Learn More

Customertimes

Customertimes is a leading Salesforce consultancy, ISV, and PDO partner. We combine the technical expertise of a large firm with the agility of a small one, and with some of the world’s leading experts on our staff, we offer the flexibility and price performance of a boutique consulting company with the depth of skill of a global Systems Integrator.  

Learn more about what sets us apart right here, or visit us at www.customertimes.com. 

eBook

Launch Excellence in a Post-Pandemic World

Blog

A Sirenum Customer Story

Blog

Making a Switch: 5 Things to Consider When Switching Salesforce Partners

News

Customertimes Announces Expanded Salesforce Industries Practice

Blog

Customertimes How To: Uniting Sales Cloud and Service Cloud

News

Bench Strength, and Other Introductions

Video

Use case of CT Mobile for Consumer Packaged Goods - Beiersdorf

Blog

Meet Alexis: Introducing Our PepUp Tech Intern

Blog

Customertimes How To: Building Better Salesforce Reports

Blog

Stand Out: Overcoming Digital Fatigue in a Crowded Marketplace

Article

Connecting Image Recognition Technlogies to the Salesforce Ecosystem with CT Vision

Webinar

[On Demand] Launch Excellence in a Post-Pandemic World: The right Life Sciences ...

Blog

Customertimes Announces Strategic Partnership with Blue Consulting

Blog

Expanding Our Reach, Building Our Communities

Interview

Discover CT: Anna Andreieva

Interview

Discover CT: Sergey Selivanov

White Paper

CT Orders Whitepaper

Article

Giving Back Is in Our DNA

News

Customertimes is Awarded Three Best in Class Distinctions in POI’s 2021 Retail S...

Interview

Discover CT: Dmitry Selkov

Interview

Discover CT: Denny Gracey

Interview

Automating Order Management with CT Orders

News

ISG Names Customertimes a Rising Star

Blog

Bitcoin Is Just the Beginning: How Blockchain Will Revolutionize Data Collection...

Blog

Two Major Challenges of AI Adoption for Enterprises

Webinar

[On-Demand] Commercial Launch Enablement for Emerging Life Sciences Companies

Blog

The Holy Grail of Customer Engagement: A True 360° View

Webinar

[On-Demand] Strategies to Maximize Your CRM/CX Investments

Blog

Women in Tech: Angel Di Legge Kokoszka

Blog

Efficiency vs. Effectiveness: Getting the Right Things Done

Blog

Women in Tech: Svetlana Makhlysheva

News

Customertimes and PepUp Tech announce support for the Pennsylvania Innocence Pro...

Article

Improve the Human Element of Your CX for More Emotional Connections

News

James Goldfinger Joins the PepUp Tech Board

News

Customertimes and Competera Announce Strategic Partnership

Blog

Women in Tech: Maria Karandin

Article

Back to the Future – Dusting Off the Old Playbook for Salesforce in Healthcare

Interview

Bringing a Product to Market: An Interview with Park Capital’s Alex Lopatine

Blog

Women in Tech: Tahuana Cirati

Blog

DevOps Strategy: A Journey to Efficiency

Video

Megatrends in Customer Experience Webinar | Customertimes, Edify, Verint, eGain

Blog

Introducing Women in Tech: Meet the Inspiring Women of Customertimes

Video

CT Orders - Sales automation with easy order taking

Video

Sharp and Customertimes | A Salesforce Implementation Story

Article

A Look at Marketing's Biggest Data Challenges of the 2020s

Video

What makes a successful CRM Journey

News

Customertimes Partners with PepUp Tech to Train a New Generation of Salesforce P...

News

Customertimes welcomes Sergey Zinin as Global VP of Verticals and Business Consu...

News

PepUp Tech Announces New Partnership with Customertimes

Blog

How do you build a high-performing, cost-effective CRM technology team?

News

Сustomertimes Achieves Salesforce Master Navigator Status for Delivering Experti...

News

Customertimes and Propel Announce Global Strategic Partnership

Article

Is It Time to Revise Your Business Continuity Plan?

News

Customertimes Achieves Salesforce Master Navigator Status for Delivering Experti...

News

Customertimes Continues to Expand

News

Customertimes achieves Salesforce Master Navigator status for delivering experti...

Blog

Choosing a Software Product Development Partner: Why Strategy, Customisation, an...

Podcast

The power of CRM's and post COVID-19 technology adoption | Jim Goldfinger

Blog

Let Data Be Your Guide: Adapt to Become Digital First

Blog

Customertimes Cares: Making Strides to Help Our Communities in Eastern Europe

Blog

Salesforce and Tableau – the perfect combination for these challenging times

Blog

Rethinking HCP Interaction in the Midst of the New Normal

Blog

Improving marketing engagement using actionable intelligence

Blog

My 2019 Trailblazer Story

Blog

CV-19 highlights the importance of digital transformation

Blog

The Evolution from Systems of Engagement to Systems of Agility

Blog

The Next Normal for Life Sciences Sales Calls

Blog

Never a Better Time to Give Back and to Put Life in Perspective

Blog

CT partners with Salesforce in a time of need for Health Care providers

Blog

Data is the New Oil

Blog

Lessons learned from my years as the CEO of Customertimes

Video

Why do you love working with Customertimes?

Video

Where is the real value in CRM?

Video

What makes Customertimes different?

Video

Salesforce World Tour 2019

Video

Lightforce : sharing experience Salesforce / Customertimes

Video

CT Mobile for a global beauty company | WELLA

Video

PDI - CT Mobile

Video

CT Pharma / CT Mobile - May 2018

Blog

Rethinking Your Open Banking Journey with MuleSoft

Video

CT Mobile Use Case for Luxury Goods - Cartier

Video

Customertimes Solution for Life Sciences

News

Customertimes is recognized by Promotion Optimization Institute in the Vendor Pa...

News

Customertimes at MEDICA/COMPAMED 2014 – Düsseldorf

Video

CT Mobile - Full Featured Salesforce Offline

Video

CT Mobile - Salesforce Based CLM Solution for Your Business

Video

How to Become a Customer Company