Many companies are outsourcing Salesforce to streamline their operations. They need help with improving their efficiency by harnessing the full potential of Salesforce products. Choosing the right outsourcing partner is crucial to success. This blog discusses the essential factors to ensure you select the right partner for Salesforce outsourcing service needs.

Define your Salesforce outsourcing needs

It is important to define all your salesforce needs before you start to look for potential Salesforce outsourcing partners. The following questions will help you understand your needs more easily.

  • What specific Salesforce services do you require?
  • Do you need assistance with development, implementation, customization, or support?
  • Have you decided the project's scope, objectives, and timelines?

By finding answers to these questions, you will have clear ideas about your Salesforce project needs. This will be your foundation for selecting the right Salesforce partner for your outsourcing needs.

Invest time in proper research

A thorough research is vital for finding the right Salesforce partner for your needs. Take as much time as you need to compile a list of potential partners. You can employ the following channel to compile a list of potential partners.

Referrals - Ask suggestions from your colleagues, peers, or fellow professionals who have experience with Salesforce outsourcing. Their insights and firsthand experiences with partners can help your search.

Online Searches - You can use search engines, social media platforms, and professional networks to identify potential partners. Pay attention to their reviews, testimonials, and case. Read their entire website to understand their offering more clearly.

Industry Networks - You can make use of industry-specific forums, conferences, and events to connect with experts and request guidance. These networks provide a wealth of information and opportunities to interact with potential Salesforce partners.

Know everything about the partner's expertise

The expertise of your outsourcing partner can impact the success of your Salesforce project. Here are some critical questions to ask you know more about their expertise.

How many years have they been delivering Salesforce solutions? Experience translates into a deeper understanding of the platform.

What is their domain expertise? Someone with experience in your industry can add valuable insights and know industry best practices.

What types of Salesforce products have they worked with? Ensure they have hands-on experience with the specific Salesforce products that you need.

What about their technology stack? Ask about their technology stack and the tools needed for your project. You should know if they have first-hand experience working with these tools.

Do they have Salesforce-certified resources?

Salesforce certification is proof of their expertise and competence in the Salesforce ecosystem. Verify whether the partner employs Salesforce-certified developers and professionals. You can request to see their resource’s resume and the certification they acquired.

Budget is not the priority factor

While cost is important, it should not be the top determining factor for you to select a Salesforce partner. Cheaper teams may not deliver the high-quality work you expect. The expertise they bring to the project will be lacking and you will be dissatisfied. Keep your focus on the value you will receive in terms of services, expertise, and long-term benefits of outsourcing.

Are they capable of long-term engagements?

Identify partners capable of committing to a long-term partnership. This ensures that your potential partner has the necessary capacity and resources for end-to-end services. They can scale the team as needed to support your Salesforce requirements over an extended period.

Do they have standards established for communications and remote working?

Effective communication and seamless remote working are critical for your successful outsourcing partnerships. This is a crucial factor if your partner is in a different geographical region. Inquire about their communication protocols, tools, and availability to ensure a smooth collaboration.

Are they customer-centric?

A customer-centric partner prioritizes your needs, objectives, and satisfaction. A partner who is genuinely focused on your success is a good sign. They will have a good track record of delivering value to their clients.

Begin with a pilot project

You should start with a pilot project before committing to a long-term partnership. This allows you to assess your partner's abilities and compatibility with your team. A well delivered pilot project is a solid foundation for a more extensive partnership.


Choosing the right Salesforce outsourcing partner is a crucial decision for you. It can impact the success of your business. Follow the above-discussed steps and conduct thorough due diligence. The selected partner will help you harness the full potential of your Salesforce platform.

Arrange a meeting with Congruent to explore how we can support your outsourcing requirements. As a Salesforce outsourcing partner, we bring more than 15 years of expertise to the table. Our team comprises skilled Developers, Administrators, Architects, Consultants, and Cloud Experts, all ready to assist you.