Are you having trouble setting up Salesforce for your business? Is it difficult to understand all the features Salesforce offers? You’re not alone. Many companies face these challenges. That’s why working with a trusted Salesforce consulting partner like iBirds Services can make a big difference.
What is a Salesforce Consulting Partner?
A Salesforce consulting partner is a company approved by Salesforce to help businesses implement, customize, and optimize Salesforce products. At iBirds Services, our certified consultants work with you to build solutions that match your goals.
Salesforce Consulting Partner vs. Salesforce Consultant
Though both offer guidance, there’s a big difference. A Salesforce consultant can be an individual with certifications. A Salesforce consulting partner, like iBirds Services, is a registered organization with a team of certified experts, offering more resources, industry knowledge, and proven strategies.
Why Choosing the Right Partner Matters
Salesforce offers powerful tools to manage sales, marketing, service, and operations. But without expert help, the setup can become confusing. The right Salesforce consulting partner will ensure that your CRM setup aligns with your business goals and saves time, cost, and effort.
Let’s look at 9 common mistakes to avoid when choosing a Salesforce consulting partner:
1. Not Understanding Your Business Goals
Before hiring a consultant, you must clearly know what you want from Salesforce. Ask yourself:
- What are our short-term and long-term business goals?
- What is our budget and timeline?
- Who will be involved from our team?
At iBirds Services, we help clients define their CRM goals clearly before starting any project.
2. Lack of Basic Salesforce Knowledge
You don’t need to be an expert, but having basic knowledge helps in making better decisions. Watch some Salesforce tutorials and explore free tools on Trailhead. This makes your communication with your partner smoother and more productive.
3. Choosing Low Price Over Quality
Price matters, but expertise matters more. Choosing a low-cost partner may save money upfront but could lead to poor results later. At iBirds Services, we offer affordable yet high-quality Salesforce services in India, ensuring value at every step.
4. Ignoring Customer Reviews
Don’t rely only on what the partner says about themselves. Read honest reviews on platforms like AppExchange, Clutch, and G2. iBirds Services is proud of the genuine feedback we’ve received from clients across various industries.
5. Making a Quick Decision
Take your time. A Salesforce partnership is long-term. Explore multiple options, check portfolios, and compare different consulting companies. We always encourage potential clients to have an open conversation with us before making a decision.
6. Overlooking Marketing Experience
Salesforce is not just a CRM; it’s a complete marketing tool. If your partner doesn’t understand digital marketing, you may miss out on its full potential. At iBirds Services, we bring strong Salesforce Marketing Cloud experience, helping you run smarter campaigns and track ROI effectively.
7. Ignoring Industry-Specific Experience
Your business is unique, and your Salesforce solution should be too. Choose a partner that understands your industry. iBirds has worked with clients from real estate, healthcare, education, finance, and more, delivering tailored Salesforce solutions.
8. Choosing a Yes-Man, Not an Expert
You don’t need someone who agrees with everything. You need a partner who can guide you with confidence. Our experts at iBirds Services aren’t afraid to suggest better options—even when it’s not the easiest path—because our focus is your success.
9. Looking for Short-Term Help
Salesforce is not a one-time project. After implementation, you need continuous support, updates, training, and optimization. iBirds Services offers long-term Salesforce support and managed services so you’re never alone.
Why Choose iBirds Services?
At iBirds, we are a trusted Salesforce consulting partner in India with:
- Certified Salesforce consultants
- Industry-specific experience
- Affordable packages
- Dedicated long-term support
- Expertise in Sales Cloud, Service Cloud, Marketing Cloud, and more
Whether you’re starting with Salesforce or want to upgrade your current setup, our team ensures your journey is smooth, strategic, and successful.
Ready to Transform Your Business with Salesforce?
Let iBirds Services be your trusted Salesforce consulting partner.Contact Us Today | www.ibirdsservices.com | info@ibirdsservices.com