As per recent figures, around 1,50,000 organizations use Salesforce in 2023, making it one of the most deployed cloud solutions in the world. It provides a perfect blend of marketing automation and customer relationship management (CRM), enabling companies to efficiently manage their sales, customer service, and marketing operations.

That said, many companies require the expertise of a Salesforce expert to optimize implementation and maximize the return on investment (ROI). The need to hire an expert arises as the platform does have a substantial learning curve.

While most companies realize the growing need to hire an expert, they are often clueless about how they should proceed while hiring one. If you are in the same boat, this article serves as a guide to help your hiring specialists navigate the process of hiring a skilled Salesforce expert.

But first, let’s get our basics right.

Who is a Salesforce Expert?

Salesforce expert

A Salesforce expert is a certified professional who has credible knowledge and technical know-how of how to implement and optimize Salesforce.

An expert enables companies to harness the platform’s capabilities to streamline operations, improve efficiency, and foster collaboration.

What Does a Salesforce Expert Bring to the Table? 

A Salesforce expert works in tandem with cross-functional teams to understand an organization’s processes, evaluate the short and long-term goals, and create a Salesforce implementation plan.

Additionally, the expert also oversees the entire implementation activity and troubleshoots any issues that may arise during the process. Lastly, the expert will also ensure that the company is leveraging Salesforce to its full potential and implementing improvements if and when required.

5 Factors to Consider While Hiring a Salesforce Expert

Factors to consider while hiring Salesforce expert

As more and more companies are beginning to rely on Salesforce for sales automation, customer relationship management, and data-driven decisions, the demand for Salesforce experts has increased over the past few years.

The Salesforce ecosystem is expected to create 3.3 million jobs across the world by the end of 2023 and a whopping 9.3 million new jobs by 2026.

Looking at the growth, companies need to understand the qualities and skills they should look for while hiring a Salesforce expert.

Here are a few factors to consider.

1. Prior Experience

It is worth noting that while the designation may read ‘Salesforce Expert’, it does not necessarily indicate their experience. Prioritize hiring someone with past experience to ensure they get up to speed with your company’s niche requirements and are competent to integrate Salesforce into your business without any hiccups.

Conduct thorough research during the hiring process and ask for testimonials or referrals to validate their on-paper experience and achievements. 

2. Communication Skills

While often overlooked by many organizations or placed down the pecking order, you shouldn’t be making the same mistake. Hire an expert with good communication skills to ensure that your employees understand the nitty-gritty of Salesforce, making the platform more accessible to your team.

So, hire a Salesforce expert who possesses a mix of technical expertise and management skills. 

3. Cross-check and Validate Salesforce Certifications

The Salesforce ecosystem faces several challenges with the growing demand, and the rising number of fake candidates is one of them. Many candidates make themselves look highly qualified on paper, but in reality, they do possess the necessary skills and expertise to work on Salesforce effectively.

Therefore, it is important to create a foolproof vetting process and validate each certification they claim to have. 

4. Technical Expertise

It is important to verify the candidate’s technical expertise while hiring a Salesforce expert for your company. You can evaluate their technical proficiency by looking up their qualification and consulting field (administrator, developer, or implementation specialist).

You can also provide a real-time problem or conduct a technical round to evaluate the candidate’s Salesforce technical skills. Additionally, you can also conduct a background check, request testimonials, and verify and gauge their technical capabilities.  

5. Low-cost Salesforce Experts May Not be the Answer

One of the biggest mistakes many organizations make is hiring low-cost Salesforce experts to save money. While that may seem the most logical way to minimize costs, it results in sub-standard implementations, system inefficiencies, and inaccuracies, eventually increasing costs in the long run.

Let’s face it: while Salesforce services and consultancy are expensive, it is worth investing in reputable and experienced experts.

Key Benefits of Hiring a Salesforce Expert

Now, let’s skim through some of the major benefits of hiring a Salesforce expert.

1. Improved Efficiency

Hiring an expert enables your business to automate repetitive tasks and focus on important tasks, boosting efficiency and productivity.

2. Tailored Solutions

One of the major benefits of hiring a Salesforce expert is that you can create and implement tailored solutions as per your organization’s unique needs.

3. Return on Investment

Hiring a reputed and credible expert allows your company to maximize its ROI in the long run, ensuring that your Salesforce implementation is efficient.

Wrapping It Up

The Salesforce ecosystem is growing at a rapid pace. What was once a niche and an upcoming platform has now become one of the most popular tools used by organizations of all shapes and forms worldwide. As more and more organizations turn to Salesforce to reach the next level, the need for Salesforce experts will continue to move in an upward trajectory in the upcoming years.

That said, companies need to be more mindful of how they approach the hiring process to ensure they can identify and onboard competent experts.

Cloudiate lifts the weight off your shoulders and aids your digital transformation journey by providing workable and relevant solutions. We also offer Salesforce training and support to our customers looking to harness the robust platform to attain growth and better efficiency.

Contact Us to know more.