There comes a point in any business’ lifecycle where they’re faced with the dilemma of whether or not to outsource certain services or projects. From Mobile App Development, to Creative Direction, Salesforce Implementation to Paid Marketing, some are praised for taking on the challenge themselves, while others swear by seeking help of professionals externally. In this case we’re talking Salesforce, should you outsource your Salesforce Implementation to a Salesforce Consulting Partner or handle within?Every decision should have the pros and cons and weighed up, to give you a for and against for going internal or calling in the professionals.
The Fix?It can often be the case that unforeseen things that are out of project scope, can enter the mix. Either call in your Project and Account Managers on both sides to re-evaluate the project scope, or simply add on some extra hours. Most Salesforce Implementation partners offer Managed Services deals, whereby you can purchase a set amount of hours for the upkeep of your instance if needs be.
The Fix?If engaging a Salesforce Consulting Partner, make sure you are explicit with just how involved with your day to day business as you would like in order to avoid misunderstanding. You can also work into the project statement some hours for weekly or biweekly check ups.
The Fix?While for most this may not be a big issue, it can cause complexities nonetheless. If you are speaking with a Salesforce Partner, try to gauge their values and company culture to see if it will align before signing anything. Since you’ll be working pretty closely with these people, it’s highly beneficial knowing that you can meet on the same level. In our experience we tend to only work with clients if this alignment exists, and we’ve gone on to harness ongoing relationships with the people we’ve done business with.
While investing in Salesforce is by no means a cheap feat, it’s important you assess the whole picture, taking into account ROI in time and effort saved down the line. Or understanding that time is money when you commit your own internal resources to the project, when you could be accomplishing other business objectives. Taking on the project yourselves may seem cheaper at first given the hourly rate of an employee versus a partner. However, every hour of resources that you spend, could be done in a much quicker time frame by a team of consultants and business analysts externally.
Salesforce Implementations can cost anywhere from a few hundred euros to tens of thousands. The cost depends on a number of factors and really depends how big the investment is your company is willing to make, and what sorts of results you’re hoping to see.1. Your ObjectivesIf you’d like a standard Sales Cloud implementation to manage your lead pipeline and contact base, this will require a lower investment. If you’re after something more fine tuned to your business with some automation and in depth customisations and integrations, the project will require more resources and cost more.2. Company SizeWhether you measure size through employees or customers, the size of your company is going to play a role on the cost of your Implementation. Typically larger businesses will require larger investments.3. Type of OrganisationNo Salesforce Implementation is the same. Business, industry, stage of development, territory, model, processes, objectives etc can all differ, meaning rarely are Implementations too similar. 4. ComplexityComplexity of business processes, amount of data, need for third party integration all differ from project to project. All of these factors will affect the price in the end. 5. NeedsAre you starting out with Salesforce or migrating from another CRM? Do you need a large data migration? Does the data need to be cleaned before migrating? Do you need just technical setup or strategic consulting too? All of these will attribute to rising costs involved with implementing CRM.
You’ve made the decision to engage a Consulting Partner for your Salesforce Implementation needs. With lots of partners on your radar, how do you go about choosing the right one for your business?
Benefits of keeping Salesforce Implementation in-houseLearning Curve. Taking on your Salesforce Implementation yourselves internally will force you out of your comfort zone