Member Avatar for Liza_5

Hi!
We need some help and advice, which salesforce partner to work with. We are going to work with salesforce and it is very important to start with the right cooperation. Would be greatful for any help and any your experience!

Edited by Reverend Jim because: Moved to for hire/hiring forum
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Vendor directories can build a shortlist, as noted, but choosing the right Salesforce partner is more about signals than brand names. The checklist below focuses on objective evidence that a firm can deliver measurable outcomes and survive the inevitable bumps during an implementation.

  • Business outcomes and references: documented results from similar projects (adoption, process time saved, revenue or cost impact) and at least two client references in the same vertical or of similar size.
  • Team credentials: list of proposed team members, their roles, and Salesforce certifications (Administrator, Developer, Consultant, Architect). Confirm which people will actually do the work.
  • Delivery approach & governance: sample project plan, sprint cadence, acceptance criteria, RACI, and change‑control process.
  • Data & integrations: proven experience with data migration, ETL/cleansing, and connecting to the specific systems in scope (ERP, HR, e‑commerce, etc.).
  • Config vs custom code: clear rationale for when custom development is proposed and who owns the code.
  • Training, adoption, and support: user training plan, train‑the‑trainer deliverables, post‑go‑live support options, and SLA templates.
  • Security & compliance: evidence of security practices and familiarity with relevant regulations.
  • Commercials & contracts: a clear SOW, milestone-based payments tied to acceptance, IP and exit/transition clauses.

Request the following from every shortlisted partner:

  • a short SOW with milestones and acceptance criteria;
  • an itemized estimate (T&M vs fixed-price) and resource-rate table;
  • two relevant client references and a short case study;
  • a proposed team list with certifications;
  • a risk register and data-migration summary.

Red flags and negotiation tips: avoid partners that refuse references, give overly low blanket estimates, or won’t define acceptance criteria. Start with a time‑boxed paid discovery or pilot, require deliverables and knowledge transfer in writing, tie payments to milestone acceptance, include a warranty/support window, and insist on an exit/transition plan so future moves don’t become expensive surprises.

A common failure mode is unclear business goals. Clear, one‑page outcomes (key processes, must‑have integrations, expected volumes, and adoption targets) make proposals comparable and useful — something that will help get realistic, actionable bids.

Member Avatar for Hanna_2

If you are looking for a partner, it is possible to look through such platforms as Clutch, Wadline, VenturePact, ContractIQ and GoodFirms. They can help you to find not only partners, but also clients and constructors if needed. Personally I used Clutch and was pleased with the result as I could search for clients in such categories as business services, IT services/solutions, web design, web/software development, mobile apps development, SEO, marketing and advertising. If you want to find out the difference between these platforms, here's a good article that can explain the subject in more detail - https://diceus.com/clutch-co-alternatives/. Hope it helps!

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