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Finding the right Salesforce partner

Insights to help you make the right selection

Choosing the right Salesforce partner to avoid chaos

Choosing the right Salesforce partner to avoid chaos

Finding a Salesforce partner, part 1: Having a pre-defined method to assess Salesforce service providers can save time and energy.

  • Jim Lambert
  • |
  • September 16, 2020
How to manage risk while assessing Salesforce providers

How to manage risk while assessing Salesforce providers

Finding a Salesforce partner, part 2: Using a risk assessment in the selection process helps prepare for the expected and unexpected.

  • Jim Lambert
  • |
  • September 17, 2020
Expect specificity in Salesforce team qualifications and roles

Expect specificity in Salesforce team qualifications and roles

Finding a Salesforce partner, part 3: Project plans should include in-depth plans that align to specific skill-sets and experience.

  • Jim Lambert
  • |
  • September 25, 2020
Does your Salesforce partner understand your business?

Does your Salesforce partner understand your business?

Finding a Salesforce partner, part 4: Look for a Salesforce service provider who knows your industry to designs your CRM system.

  • Jim Lambert
  • |
  • October 08, 2020
Project methodology: A critical factor in Salesforce project success

Project methodology: A critical factor in Salesforce project success

Finding a Salesforce partner, part 5: Project methodology is where idea becomes reality. Is your partner primed to succeed?

  • Jim Lambert
  • |
  • November 03, 2020
Consider your internal team roles in any Salesforce implementation

Consider your internal team roles in any Salesforce implementation

Finding a Salesforce partner, part 6: Client participation in a Salesforce project is critical. Roles should be well coordinated.

  • Jim Lambert
  • |
  • December 08, 2020

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