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How To Choose The Best Salesforce Consultants

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Salesforce is customer relationship management empowerment force and that is for good reason. The platform helps in streamlining different facts of the business organization starting from the sales process to the delivering and marketing of the product. Salesforce out of the box is the greater system and it really shines and grows the business when the resources are allocated in order to fit all needs. Hiring the best salesforce consultant is the best thing that a business can do to get the most from CRM salesforce.


A salesforce consulting partner is holding many good skills as well as experience that are needed to execute the best practices that will help one in business growth. But a question comes now that how to select the trustworthy and best salesforce consultant. With the numbers of official salesforce consulting partner, it really becomes difficult for one to depict that which one is the best as per your needs. Here we are listing down a few things to look into the reliable and trustworthy consulting partner.

Pleasing expertise- Hiring the salesforce consultant with great expertise in salesforce is greatly beneficial, but there are some skills that help one in ensuring the partnership successfully.

Sales- A business organization will work with the salesforce consulting partner for implementing the automation that is supporting the sales process. As such it is essential that the consultant has former sales manager in their team. They will provide real-world insight and opinion on the sales strategies that are going to be highly effective for the business organization.

Management of project- The practices that are instituted here at the atmosphere of salesforce do not just live online they are having real-world implication all across different teams and departments. No doubt the best salesforce consulting partner is having project management experience and it can help one in ensuring the execution of salesforce makes sense online and offline.

They are having the experience the running phases and also the iterations for ensuring the project to stay on course, delivery is implemented and post-execution training is successful. The best partners are having project management professionals that are delivering the initiatives.

Implementation methodology- When an individual is looking for hiring the reliable salesforce consulting partner, it is essential to understand the execution approach of the partner. The agile based incremental delivering is the best practice that accounts for the iterations and phases that helps one to ensure that project work to stay on time and within the budget.

The approach is ensuring the greater degree of teamwork in between salesforce consultant and the team that is often assuring a better outcome. Ask to the partner for the details like what tools can be used for the flowcharting and prototypes. If they can t do so then it is better that you choose another partner.

Budget- When comes to hiring the salesforce support, the charges are all across the map. It is essential to discuss all about the budget from the beginning of the process so that focus on the partner within the ranges can be put. Do not agree on the number and select the first partner falling into that ranges. With many things, it is not necessary for the costly choice to be the best. Just ask to the partner for various proposals and then compare the offerings. Even though there is no formal RPF one can learn a great deal about the partner that is including the informal learning relating to the level of details and delivering.

Ongoing Support- before signing up with the salesforce consultant, talks to those all about happening after the execution is completed. Also, ask them how they are going to support the business moving ahead. It is really better to work with the partner that keeps a laser focus on an ongoing salesforce update that the business organization can remain ahead of the curve as well as the competition. Ensure that the partner won’t de-prioritize the support needs all over the bigger project needs. Certain partners are there providing the designated salesforce managed services that are solely focusing on the clientele on the going support and maintenance.

Location- Even though the technology is having a blurred border, you would like to consider working with Salesforce consulting partner that is geographically nearer. This not only will eliminate the time zone nuance but will provide the work opportunity closer with the salesforce consulting team. The face to face talks done on a timely basis will help in ensuring all parties that are involved and is aligned better.

Pricing- You might think all about the pricing qualifies under the financial statement but when coming on the ongoing supporting it really is differing. Make sure that you have 100% clear and doubtless understanding of an hour pricing that will be coming into the invoice. Few questions might go a long way towards keeping more of the hardly earned money into the pocket. Are any extra fees charged above the stated per hour rate? Is any on the boarding charges there?

Is the charge for the initial meeting, discovery session and presentation etc are charged. If its yes, then answer will be yes. There will be no small charges. Be fully aware of the contracts and ask the question upfront before being far down the line.

Passion- This quality can be easily hardened for quantifying but is worth considering. As a salesforce, it is business integral part as well you and other team members that will spend substantial time with it and with the consultant that is chosen ultimately. Just ensure that the business is doing well with the company that is having a passionate team towards technology as well as about the success.

Conclusion- Selecting and searching for the reliable salesforce consulting partner can really be a difficult task. One as a consultant seems to dime a dozen, it can be complicated for deciphering the right choice for the business. Just keep all those qualities in mind and find the right salesforce consulting partner as per own desires.

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8min read
Politics

Do 2020 Presidential Candidates Still Have Rules to Play By?

Not too many years ago, my advice to political candidates would have been pretty simple: "Don't do or say anything stupid." But the last few elections have rendered that advice outdated.


When Barack Obama referred to his grandmother as a "typical white woman" during the 2008 campaign, for example, many people thought it would cost him the election -- and once upon a time, it probably would have. But his supporters were focused on the values and positions he professed, and they weren't going to let one unwise comment distract them. Candidate Obama didn't even get much pushback for saying, "We're five days away from fundamentally transforming the United States of America." That statement should have given even his most ardent supporters pause, but it didn't. It was in line with everything Obama had previously said, and it was what his supporters wanted to hear.

2016: What rules?

Fast forward to 2016, and Donald Trump didn't just ignore traditional norms, he almost seemed to relish violating them. Who would have ever dreamed we'd elect a man who talked openly about grabbing women by the **** and who was constantly blasting out crazy-sounding Tweets? But Trump did get elected. Why? Some people believe it was because Americans finally felt like they had permission to show their bigotry. Others think Obama had pushed things so far to the left that right-wing voters were more interested in dragging public policy back toward the middle than in what Trump was Tweeting.

Another theory is that Trump's lewd, crude, and socially unacceptable behavior was deliberately designed to make Democrats feel comfortable campaigning on policies that were far further to the left than they ever would have attempted before. Why? Because they were sure America would never elect someone who acted like Trump. If that theory is right, and Democrats took the bait, Trump's "digital policies" served him well.

And although Trump's brash style drew the most handlines, he wasn't the only one who seemed to have forgotten the, "Don't do or say anything stupid," rule. Hillary Clinton also made news when she made a "basket of deplorables" comment at a private fundraiser, but it leaked out, and it dogged her for the rest of the election cycle.

And that's where we need to start our discussion. Now that all the old rules about candidate behavior have been blown away, do presidential candidates even need digital policies?

Yes, they do. More than ever, in my opinion. Let me tell you why.

Digital policies for 2020 and beyond

While the 2016 election tossed traditional rules about political campaigns to the trash heap, that doesn't mean you can do anything you want. Even if it's just for the sake of consistency, candidates need digital policies for their own campaigns, regardless of what anybody else is doing. Here are some important things to consider.

Align your digital policies with your campaign strategy

Aside from all the accompanying bells and whistles, why do you want to be president? What ideological beliefs are driving you? If you were to become president, what would you want your legacy to be? Once you've answered those questions honestly, you can develop your campaign strategy. Only then can you develop digital policies that are in alignment with the overall purpose -- the "Why?" -- of your campaign:

  • If part of your campaign strategy, for example, is to position yourself as someone who's above the fray of the nastiness of modern politics, then one of your digital policies should be that your campaign will never post or share anything that attacks another candidate on a personal level. Attacks will be targeted only at the policy level.
  • While it's not something I would recommend, if your campaign strategy is to depict the other side as "deplorables," then one of your digital policies should be to post and share every post, meme, image, etc. that supports your claim.
  • If a central piece of your platform is that detaining would-be refugees at the border is inhumane, then your digital policies should state that you will never say, post, or share anything that contradicts that belief, even if Trump plans to relocate some of them to your own city. Complaining that such a move would put too big a strain on local resources -- even if true -- would be making an argument for the other side. Don't do it.
  • Don't be too quick to share posts or Tweets from supporters. If it's a text post, read all of it to make sure there's not something in there that would reflect negatively on you. And examine images closely to make sure there's not a small detail that someone may notice.
  • Decide what your campaign's voice and tone will be. When you send out emails asking for donations, will you address the recipient as "friend" and stress the urgency of donating so you can continue to fight for them? Or will you personalize each email and use a more low-key, collaborative approach?

Those are just a few examples. The takeaway is that your online behavior should always support your campaign strategy. While you could probably get away with posting or sharing something that seems mean or "unpresidential," posting something that contradicts who you say you are could be deadly to your campaign. Trust me on this -- if there are inconsistencies, Twitter will find them and broadcast them to the world. And you'll have to waste valuable time, resources, and public trust to explain those inconsistencies away.

Remember that the most common-sense digital policies still apply

The 2016 election didn't abolish all of the rules. Some still apply and should definitely be included in your digital policies:

  1. Claim every domain you can think of that a supporter might type into a search engine. Jeb Bush not claiming www.jebbush.com (the official campaign domain was www.jeb2016.com) was a rookie mistake, and he deserved to have his supporters redirected to Trump's site.
  2. Choose your campaign's Twitter handle wisely. It should be obvious, not clever or cutesy. In addition, consider creating accounts with possible variations of the Twitter handle you chose so that no one else can use them.
  3. Give the same care to selecting hashtags. When considering a hashtag, conduct a search to understand its current use -- it might not be what you think! When making up new hashtags, try to avoid anything that could be hijacked for a different purpose -- one that might end up embarrassing you.
  4. Make sure that anyone authorized to Tweet, post, etc., on your behalf has a copy of your digital policies and understands the reasons behind them. (People are more likely to follow a rule if they understand why it's important.)
  5. Decide what you'll do if you make an online faux pas that starts a firestorm. What's your emergency plan?
  6. Consider sending an email to supporters who sign up on your website, thanking them for their support and suggesting ways (based on digital policies) they can help your messaging efforts. If you let them know how they can best help you, most should be happy to comply. It's a small ask that could prevent you from having to publicly disavow an ardent supporter.
  7. Make sure you're compliant with all applicable regulations: campaign finance, accessibility, privacy, etc. Adopt a double opt-in policy, so that users who sign up for your newsletter or email list through your website have to confirm by clicking on a link in an email. (And make sure your email template provides an easy way for people to unsubscribe.)
  8. Few people thought 2016 would end the way it did. And there's no way to predict quite yet what forces will shape the 2020 election. Careful tracking of your messaging (likes, shares, comments, etc.) will tell you if you're on track or if public opinion has shifted yet again. If so, your messaging needs to shift with it. Ideally, one person should be responsible for monitoring reaction to the campaign's messaging and for raising a red flag if reactions aren't what was expected.

Thankfully, the world hasn't completely lost its marbles

Whatever the outcome of the election may be, candidates now face a situation where long-standing rules of behavior no longer apply. You now have to make your own rules -- your own digital policies. You can't make assumptions about what the voting public will or won't accept. You can't assume that "They'll never vote for someone who acts like that"; neither can you assume, "Oh, I can get away with that, too." So do it right from the beginning. Because in this election, I predict that sound digital policies combined with authenticity will be your best friend.