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The Top Questions to Ask When Hiring a Salesforce Team

January 16, 2017

Imagine this story. You go to a fancy restaurant and order a fancy dish. You want to order an equally fancy wine. The restaurant’s sommelier spends a few moments with you, learns your preferences, and comes back with the perfect bottle of wine specifically tailored to you and your meal.

Just as intimately as a sommelier knows wine, your Salesforce team should know everything there is to know about Salesforce. They should be able to educate you in best practices and help you apply them to your business processes.

Having the right Salesforce team can lead to CRM nirvana.  Having the wrong team can mean poor code quality along with lots of promises but no actual results. If you’re considering hiring a new Salesforce team, here are the most important questions you should be asking.


1.  Are you certified?

certOnce you start investing money in Salesforce, it is important to protect that investment by making sure any development projects are done by certified professionals. Of course, uncertified developers will be happy to take your money and try to solve your problem. But they just don’t know enough about Salesforce to guarantee an on-time and on-budget delivery. Why waste money with developers who may need time to get up-to-speed on the latest Salesforce technologies and upgrades?

Possible certification questions to ask…

  • Are all your team members certified? Could you provide proof of their certifications?
  • Is your company a certified Salesforce development/consulting partner?
  • How many certified Consultants/Developers/Architects do you currently have?

Quick Tip: Don’t be afraid to ask details about passed exams and certifications for each team member.


2.  What is your experience?

Would you want to hire a team that is working on Salesforce for the very first time? Of course not! You want a team with vast experience and several successful implementations. It’s best to hire developers with at least 5+ years experience.

Here a few possible questions to help determine experience…

  • How many years have you been working with Salesforce?
  • How many projects have you delivered overall?
  • What are some best practices?
  • Have you ever worked with Sales Cloud/ Marketing Cloud/ Lighting Experience/etc.?
  • How many Salesforce systems have you deployed?
  • What degree will the product will depend on the custom code?

Quick Tip: Ask for case studies and discuss previously implemented solutions in detail.


3. Do you have any references?

HashtagNo one can give you a better idea of what working with a specific team will be like than previous clients. An experienced team is always eager to provide references. You should also do your own homework and search the web for reviews.

Quick Tip: Ask for testimonials and contacts to prove claimed experience and knowledge.


4. Where are you located?

Outsourcing project development is a good practice to save money. But think beforehand about the time difference. The optimal time difference ranges from 2 to 5 hours. Consider it an added bonus if the company has a local representative that can handle any arising issues and provide necessary support.

In conclusion, make sure that you’re asking all the right questions before hiring a Salesforce development team. And if you have any further questions, feel free to contact us.