Jumpstart Your Business with 5 Questions to Ask Your Salesforce Partner | Salesforce Software Integration

Posted on August 6, 2021

With the influx of both Salesforce projects and consultants, choosing the right partner to help leverage your business can sometimes be a complicated process. App Solve is here to ease Salesforce software integration and equip you with the right tools and resources to kickstart your company’s financial objectives. 

Whether you are looking to collaborate with a Salesforce partner for the first time or you are looking to optimize your existing Salesforce processes, App Solve is your reliable solution. Asking the right questions of your potential Salesforce consulting partner is crucial in finding the right fit for your organization. Our team has compiled five questions that you need to ask your Salesforce partner to set you up for success in your market

 

Five Questions You Need to Ask of Your Salesforce Partner

  • 1) Are you certified?

Ensuring that your Salesforce partner is certified is the easiest way to see if they have the most up-to-date credentials to handle your implementation. Every spring, summer and winter, Salesforce releases new system updates, and at App Solve, we are always on top of getting certified with the newest credentials to further empower the businesses that trust us with their software systems.

 

  • 2) What is your implementation process?

Having the right partner that understands what your business needs will ensure that the implementation process is done diligently and within the desired timeline. Salesforce consultants either adapt the ‘waterfall’ or ‘agile’ method, and they must be able to adapt to the organization they are helping. 

  • The ‘waterfall’ method is a methodical approach that is linear and moves through the project phases sequentially; this system is easy to follow and implements rigorous quality control.
  • The ‘agile’ method is the more collaborative approach of the two, as it is a flexible method that encourages individual improvement and adaptive planning.

 

  • 3) What is your pricing?

One of the most important aspects of deciding your Salesforce partner is the rates are reasonable. Prices will vary between partners and the levels of customization you need for your organization beyond the standard implementation. At App Solve, we will provide you with a clear quote and breakdown of exactly what is included in the price; we want you to feel comfortable with our pricing points so that we can form a collaborative partnership long-term.

 

  • 4) Will you be able to achieve my business objectives within my timeline?

You have your desired timeline that works for your organization; you need a Salesforce partner that can appropriately fit those time frames, no matter the size of your project. At App Solve we are experienced in customizing projects to benefit the company, while carefully adding on integrations, configurations and data cleanups that can ensure smooth software protocols. 

 

  • 5) How secure are your Salesforce integrations?

It is understandable to have questions about the security of your sensitive business cloud, as it may contain confidential and private information. App Solve is composed of a talented team of engineers and data security experts that are always on standby to ensure that your company’s cloud and data are never at risk. We can answer any questions and queries you may have, as we provide you with ongoing details about the status of your software implementation.

 

Reach Your Business Goals with Our Talented Salesforce Team | Salesforce Integration

We align our Salesforce experience with your business objectives and provide you with exceptional customer service. Our qualified team of Salesforce representatives can help you navigate even the most complex Salesforce project and help you achieve your professional goals – affordably and always on time!

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What Our Customers Are Saying

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

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