Working With a Salesforce Consultant: Understanding the Process

Working With a Salesforce Consultant: Understanding the Process

This set of questions is designed to help you evaluate the suitability of a Salesforce.com (SFDC) consultancy. It is not intended as a questionnaire for the consultancy to fill out in the RFP.  Instead, use the questions conversationally so you can see their flinches and know where to probe.

Since client requirements vary, there’s no single “correct” set of answers to these questions. Instead, score the vendors on how closely they fit your organizational needs and corporate IT style—and no firm is going to get a perfect score (be happy if you find a “solid B+”).

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CIO Cloud Computing

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